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Sandy Spring Bancorp Inc

SASRDelisted Mar 31, 2025
Industry
National Commercial Banks
SEC CIK
0000824410

Sandy Spring Bancorp Inc was delisted on Mar 31, 2025; its insiders filed their last Form 4 on Apr 3, 2025; 216 institutions reported holding it in 13F filings for Q1 2025, worth $867.2M in total; Soros Fund Management was the only superinvestor holding it.

13F holders, Q3 2022

Institutional positions in Sandy Spring Bancorp Inc as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
203
+11 vs. Q2 2022
Shares held
29.5M
+77.8K (+0.3%) vs. Q2 2022
Total value
$1.04B
−$110.6M (−9.6%) vs. Q2 2022
New holders
25
76 more added
Sold out
14
61 more reduced

3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SASR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2022: 203 institutions
Q1 2021: 195 institutionsQ2 2021: 196 institutionsQ3 2021: 190 institutionsQ4 2021: 205 institutionsQ1 2022: 200 institutionsQ2 2022: 195 institutionsQ3 2022: 203 institutionsQ4 2022: 199 institutionsQ1 2023: 192 institutionsQ2 2023: 183 institutionsQ3 2023: 191 institutionsQ4 2023: 200 institutionsQ1 2024: 215 institutionsQ2 2024: 201 institutionsQ3 2024: 210 institutionsQ4 2024: 228 institutionsQ1 2025: 216 institutionsQ2 2025: 2 institutionsQ3 2025: 1 institutionQ4 2025: 1 institutionQ1 2026: 1 institutionQ2 2026: 1 institution
Value heldQ3 2022: $1.04B
Q1 2021: $1.33BQ2 2021: $1.36BQ3 2021: $1.38BQ4 2021: $1.45BQ1 2022: $1.34BQ2 2022: $1.15BQ3 2022: $1.04BQ4 2022: $1.07BQ1 2023: $796.4MQ2 2023: $706.6MQ3 2023: $634.0MQ4 2023: $819.0MQ1 2024: $692.6MQ2 2024: $779.0MQ3 2024: $1.02BQ4 2024: $1.08BQ1 2025: $867.2MQ2 2025: $54.3KQ3 2025: $28Q4 2025: $28Q1 2026: $28Q2 2026: $28
Institutions holding SASR and their total value by quarter
QuarterHoldersValue
Q2 20261$28
Q1 20261$28
Q4 20251$28
Q3 20251$28
Q2 20252$54.3K
Q1 2025216$867.2M
Q4 2024228$1.08B
Q3 2024210$1.02B
Q2 2024201$779.0M
Q1 2024215$692.6M
Q4 2023200$819.0M
Q3 2023191$634.0M
Q2 2023183$706.6M
Q1 2023192$796.4M
Q4 2022199$1.07B
Q3 2022203$1.04B
Q2 2022195$1.15B
Q1 2022200$1.34B
Q4 2021205$1.45B
Q3 2021190$1.38B
Q2 2021196$1.36B
Q1 2021195$1.33B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Sandy Spring Bancorp Inc; share changes are against Q2 2022.

Institutions holding SASR in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Rockefeller Capital Management L.P.23$00.00%−10,479−99.8%Reduced
Covestor Ltd10$00.00%−3−23.1%Reduced
Glassman Wealth Services8$00.00%−4−33.3%Reduced
Disciplined Investments, LLC7$00.00%−1−12.5%Reduced
SJS Investment Consulting Inc.5$00.00%+5New
Proequities, Inc.31$1.00K0.00%−4−11.4%Reduced
Versant Capital Management, Inc34$1.00K0.00%00.0%Unchanged
FourThought Financial, LLC36$1.00K0.00%00.0%Unchanged
Schubert & Co20$1.00K0.00%+1+5.3%Added
JFS Wealth Advisors, LLC26$1.00K0.00%+17+188.9%Added
Money Concepts Capital Corp22$1.00K0.00%+22New
Clean Yield Group22$1.00K0.00%+22New
Allworth Financial LP40$1.00K0.00%+40New
Glen Eagle Advisors, LLC44$1.55K0.00%00.0%Unchanged
Manchester Capital Management LLC62$2.00K0.00%−64−50.8%Reduced
Addison Advisors LLC81$3.00K0.00%+1+1.3%Added
Howe & Rusling Inc74$3.00K0.00%+28+60.9%Added
Harbor Investment Advisory, LLC150$5.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC158$6.00K0.00%+70+79.5%Added
FinTrust Capital Advisors, LLC206$8.00K0.00%−138−40.1%Reduced
MV Capital Management, Inc.300$11.0K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.327$12.0K0.00%+2+0.6%Added
Wipfli Financial Advisors LLC,341$12.0K0.00%+341New
Parallel Advisors, LLC488$17.0K0.00%−146−23.0%Reduced
Axiom Investment Management LLC500$18.0K0.04%+500New
Evermay Wealth Management LLC697$25.0K0.00%00.0%Unchanged
Quadrant Capital Group LLC760$27.0K0.00%+490+181.5%Added
Annapolis Financial Services, LLC1,000$35.0K0.01%00.0%Unchanged
Dark Forest Capital Management LP1,069$38.0K0.01%+89+9.1%Added
Quantbot Technologies LP1,200$42.0K0.00%+1,200New
Halpern Financial, Inc.1,500$52.9K0.02%00.0%Unchanged
Northwestern Mutual Wealth Management Co1,579$56.0K0.00%−35−2.2%Reduced
Signaturefd, LLC1,876$66.0K0.00%−284−13.1%Reduced
FMR LLC1,982$70.0K0.00%+87+4.6%Added
Metropolitan Life Insurance Co2,566$90.5K0.00%−294−10.3%Reduced
Point72 Hong Kong Ltd2,904$102.0K0.01%+2,621+926.1%Added
Citigroup Inc2,924$103.0K0.00%−2,205−43.0%Reduced
Allspring Global Investments Holdings, LLC3,031$106.0K0.00%−740−19.6%Reduced
Advisor Group Holdings, Inc.3,156$112.0K0.00%+5+0.2%Added
Ameritas Investment Partners, Inc.3,460$122.0K0.01%00.0%Unchanged
Nisa Investment Advisors, LLC3,539$125.0K0.00%+39+1.1%Added
Global Retirement Partners, LLC4,082$145.0K0.01%00.0%Unchanged
Hendershot Investments Inc.4,725$167.0K0.03%00.0%Unchanged
CWM, LLC4,760$168.0K0.00%−6−0.1%Reduced
Amalgamated Bank5,624$198.0K0.00%00.0%Unchanged
Verus Capital Partners, LLC5,708$201.0K0.04%+5,703+114,060.0%Added
CWM Advisors, LLC5,847$206.0K0.03%+5,847New
Y-Intercept (Hong Kong) Ltd5,899$208.0K0.02%+5,899New
Keel Point, LLC5,900$208.0K0.04%+48+0.8%Added
Cary Street Partner Investment Advisory LLC5,950$210.0K0.02%+1,000+20.2%Added
Marshall Wace, LLP6,407$226.0K0.00%+6,407New
Schonfeld Strategic Advisors LLC6,517$231.0K0.00%+6,517New
Zurcher Kantonalbank (Zurich Cantonalbank)6,646$234.0K0.00%00.0%Unchanged
Heritage Investors Management Corp6,640$234.0K0.01%00.0%Unchanged
Great West Life Assurance Co6,805$240.0K0.00%+3,100+83.7%Added
SG Americas Securities, LLC7,057$249.0K0.00%−10,782−60.4%Reduced
Alera Investment Advisors, LLC7,110$251.0K0.07%+58+0.8%Added
Rafferty Asset Management, LLC7,188$253.0K0.00%−1,894−20.9%Reduced
Hennion & Walsh Asset Management, Inc.7,266$256.0K0.02%−229−3.1%Reduced
Family Firm, Inc.7,314$258.0K0.08%+59+0.8%Added
HCR Wealth Advisors7,350$259.0K0.06%00.0%Unchanged
Colony Group LLC7,762$274.0K0.00%−3,138−28.8%Reduced
Associated Banc-Corp7,941$280.0K0.01%00.0%Unchanged
Virtus Investment Advisers, Inc.7,980$281.0K0.13%+7,980New
Cresset Asset Management, LLC8,096$285.0K0.00%−9−0.1%Reduced
Founders Financial Securities LLC8,196$289.0K0.05%+1,639+25.0%Added
Russell Investments Group, Ltd.8,293$291.0K0.00%00.0%Unchanged
Campbell & CO Investment Adviser LLC8,320$293.0K0.07%+8,320New
Alps Advisors Inc8,342$294.0K0.00%+8,342New
State of Wisconsin Investment Board8,431$297.0K0.00%−3,020−26.4%Reduced
Davenport & Co LLC8,456$298.0K0.00%00.0%Unchanged
M&T Bank Corp8,553$302.0K0.00%00.0%Unchanged
Trexquant Investment LP9,101$321.0K0.01%+9,101New
Bell Rock Capital LLC9,255$326.0K0.40%+9,255New
Kendall Capital Management10,497$370.0K0.22%00.0%Unchanged
Tower Research Capital LLC (TRC)10,922$386.0K0.01%+9,036+479.1%Added
Court Place Advisors, LLC10,975$387.0K0.16%00.0%Unchanged
New York Life Investment Management LLC11,204$395.0K0.00%+822+7.9%Added
HRT Financial LP11,688$412.0K0.00%−4,387−27.3%Reduced
Squarepoint Ops LLC11,917$420.0K0.00%+11,917New
Occudo Quantitative Strategies LP12,263$432.0K0.03%+12,263New
Arizona State Retirement System12,294$433.0K0.00%+63+0.5%Added
Janney Montgomery Scott LLC12,899$455.0K0.00%+30.0%Added
Captrust Financial Advisors13,128$463.0K0.00%+194+1.5%Added
Raymond James & Associates13,120$463.0K0.00%+1,287+10.9%Added
Versor Investments LP13,500$476.0K0.03%−2,500−15.6%Reduced
Nadler Financial Group, Inc.13,699$483.0K0.09%00.0%Unchanged
Capital Market Strategies LLC14,126$498.0K0.56%00.0%Unchanged
Two Sigma Investments, LP14,654$517.0K0.00%+5,603+61.9%Added
First Manhattan Co14,820$522.0K0.00%−5,726−27.9%Reduced
US Bancorp15,158$534.0K0.00%−246−1.6%Reduced
Public Employees Retirement Association of Colorado15,234$537.0K0.00%00.0%Unchanged
Teacher Retirement System of Texas15,481$546.0K0.00%+8,256+114.3%Added
Lincoln National Corp15,795$557.0K0.01%00.0%Unchanged
UBS Group AG16,010$564.0K0.00%+835+5.5%Added
Brinker Capital Investments, LLC16,169$570.0K0.01%+274+1.7%Added
Mariner, LLC16,200$571.0K0.00%+16,200New
Carmichael Hill & Associates, Inc.16,525$583.0K0.34%00.0%Unchanged
Manufacturers Life Insurance Company, The16,912$596.3K0.00%−323−1.9%Reduced
BNP Paribas Arbitrage, SA17,177$605.7K0.00%+2,724+18.8%Added