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, Q4 2022
Institutional positions in Sandy Spring Bancorp Inc as of Dec 31, 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
- 199
- 0 vs. Q3 2022
- Shares held
- 30.3M
- +869.8K (+3.0%) vs. Q3 2022
- Total value
- $1.07B
- +$30.8M (+3.0%) vs. Q3 2022
- New holders
- 22
- 77 more added
- Sold out
- 22
- 63 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $28 |
| Q1 2026 | 1 | $28 |
| Q4 2025 | 1 | $28 |
| Q3 2025 | 1 | $28 |
| Q2 2025 | 2 | $54.3K |
| Q1 2025 | 216 | $867.2M |
| Q4 2024 | 228 | $1.08B |
| Q3 2024 | 210 | $1.02B |
| Q2 2024 | 201 | $779.0M |
| Q1 2024 | 215 | $692.6M |
| Q4 2023 | 200 | $819.0M |
| Q3 2023 | 191 | $634.0M |
| Q2 2023 | 183 | $706.6M |
| Q1 2023 | 192 | $796.4M |
| Q4 2022 | 199 | $1.07B |
| Q3 2022 | 203 | $1.04B |
| Q2 2022 | 195 | $1.15B |
| Q1 2022 | 200 | $1.34B |
| Q4 2021 | 205 | $1.45B |
| Q3 2021 | 190 | $1.38B |
| Q2 2021 | 196 | $1.36B |
| Q1 2021 | 195 | $1.33B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Sandy Spring Bancorp Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Schubert & Co | 5 | $176 | 0.00% | −15−75.0% | Reduced |
| Disciplined Investments, LLC | 6 | $211 | 0.00% | −1−14.3% | Reduced |
| SJS Investment Consulting Inc. | 7 | $247 | 0.00% | +2+40.0% | Added |
| Huntington National Bank | 9 | $317 | 0.00% | +9 | New |
| JFS Wealth Advisors, LLC | 17 | $599 | 0.00% | −9−34.6% | Reduced |
| Clean Yield Group | 22 | $775 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 31 | $1.09K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 35 | $1.23K | 0.00% | +1+2.9% | Added |
| Horan Securities, Inc. | 40 | $1.41K | 0.00% | +40 | New |
| FinTrust Capital Advisors, LLC | 44 | $1.55K | 0.00% | −162−78.6% | Reduced |
| Glen Eagle Advisors, LLC | 44 | $1.55K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 56 | $1.97K | 0.00% | +56 | New |
| Covestor Ltd | 45 | $2.00K | 0.00% | +35+350.0% | Added |
| Comerica Securities,inc. | 59 | $2.08K | 0.00% | +59 | New |
| Lindbrook Capital, LLC | 69 | $2.43K | 0.00% | −89−56.3% | Reduced |
| Bell Investment Advisors, Inc | 90 | $3.17K | 0.00% | +90 | New |
| Addison Advisors LLC | 106 | $3.73K | 0.00% | +25+30.9% | Added |
| Allworth Financial LP | 141 | $4.97K | 0.00% | +101+252.5% | Added |
| Harbor Investment Advisory, LLC | 150 | $5.29K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 188 | $6.62K | 0.00% | +188 | New |
| Tower Research Capital LLC (TRC) | 270 | $9.00K | 0.00% | −10,652−97.5% | Reduced |
| MV Capital Management, Inc. | 300 | $10.6K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 327 | $11.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 450 | $15.9K | 0.00% | −310−40.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 460 | $16.2K | 0.01% | +460 | New |
| Parallel Advisors, LLC | 502 | $17.7K | 0.00% | +14+2.9% | Added |
| Dark Forest Capital Management LP | 617 | $21.7K | 0.01% | −452−42.3% | Reduced |
| Annapolis Financial Services, LLC | 1,000 | $35.2K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,073 | $37.0K | 0.00% | +1,050+4,565.2% | Added |
| CWM, LLC | 1,333 | $47.0K | 0.00% | −3,427−72.0% | Reduced |
| Halpern Financial, Inc. | 1,500 | $52.8K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,579 | $55.6K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,973 | $69.5K | 0.00% | −9−0.5% | Reduced |
| Citigroup Inc | 2,054 | $72.4K | 0.00% | −870−29.8% | Reduced |
| Signaturefd, LLC | 2,401 | $84.6K | 0.00% | +525+28.0% | Added |
| Evermay Wealth Management LLC | 2,412 | $85.0K | 0.02% | +1,715+246.1% | Added |
| Metropolitan Life Insurance Co | 2,704 | $95.3K | 0.00% | +138+5.4% | Added |
| Advisor Group Holdings, Inc. | 2,796 | $99.0K | 0.00% | −360−11.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,141 | $110.7K | 0.00% | +110+3.6% | Added |
| Ameritas Investment Partners, Inc. | 3,460 | $121.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,520 | $124.0K | 0.00% | −19−0.5% | Reduced |
| Global Retirement Partners, LLC | 4,082 | $143.8K | 0.01% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 4,725 | $166.5K | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,489 | $193.0K | 0.00% | −1,568−22.2% | Reduced |
| Amalgamated Bank | 5,709 | $201.0K | 0.00% | +85+1.5% | Added |
| Verus Capital Partners, LLC | 5,764 | $203.1K | 0.04% | +56+1.0% | Added |
| Occudo Quantitative Strategies LP | 5,903 | $208.0K | 0.02% | −6,360−51.9% | Reduced |
| Keel Point, LLC | 5,958 | $209.9K | 0.03% | +58+1.0% | Added |
| Walleye Capital LLC | 6,400 | $225.5K | 0.00% | +6,400 | New |
| Beacon Investment Advisors LLC | 6,474 | $228.1K | 0.19% | +6,474 | New |
| Heritage Investors Management Corp | 6,640 | $234.0K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 6,647 | $234.2K | 0.03% | +800+13.7% | Added |
| Cary Street Partner Investment Advisory LLC | 6,650 | $234.3K | 0.02% | +700+11.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,900 | $243.1K | 0.00% | +254+3.8% | Added |
| Jane Street Group, LLC | 6,946 | $244.7K | 0.00% | −27,649−79.9% | Reduced |
| Cresset Asset Management, LLC | 7,188 | $250.0K | 0.00% | −908−11.2% | Reduced |
| Alera Investment Advisors, LLC | 7,179 | $252.9K | 0.06% | +69+1.0% | Added |
| HCR Wealth Advisors | 7,350 | $258.9K | 0.05% | 00.0% | Unchanged |
| Family Firm, Inc. | 7,387 | $260.2K | 0.08% | +73+1.0% | Added |
| Versor Investments LP | 7,600 | $267.7K | 0.02% | −5,900−43.7% | Reduced |
| Rafferty Asset Management, LLC | 7,605 | $267.9K | 0.00% | +417+5.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,626 | $269.0K | 0.02% | +360+5.0% | Added |
| HSBC Holdings PLC | 7,721 | $273.2K | 0.00% | −9,183−54.3% | Reduced |
| Associated Banc-Corp | 7,941 | $279.8K | 0.01% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 7,980 | $281.1K | 0.19% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 8,196 | $288.7K | 0.05% | 00.0% | Unchanged |
| Alps Advisors Inc | 8,290 | $292.1K | 0.00% | −52−0.6% | Reduced |
| Davenport & Co LLC | 8,456 | $298.0K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 8,553 | $301.3K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 8,825 | $310.9K | 0.17% | −7,700−46.6% | Reduced |
| Kendall Capital Management | 9,767 | $344.0K | 0.17% | −730−7.0% | Reduced |
| CIC Wealth, LLC | 9,943 | $350.3K | 0.14% | +9,943 | New |
| Trexquant Investment LP | 9,986 | $351.8K | 0.01% | +885+9.7% | Added |
| Raymond James & Associates | 10,473 | $369.0K | 0.00% | −2,647−20.2% | Reduced |
| Great West Life Assurance Co | 10,459 | $370.0K | 0.00% | +3,654+53.7% | Added |
| Schonfeld Strategic Advisors LLC | 10,923 | $384.8K | 0.00% | +4,406+67.6% | Added |
| Brinker Capital Investments, LLC | 11,083 | $390.5K | 0.01% | −5,086−31.5% | Reduced |
| Court Place Advisors, LLC | 11,275 | $397.2K | 0.14% | +300+2.7% | Added |
| BNP Paribas Arbitrage, SA | 11,453 | $403.5K | 0.00% | −5,724−33.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 11,479 | $404.4K | 0.14% | +11,479 | New |
| SEI Investments Co | 11,776 | $414.9K | 0.00% | +11,776 | New |
| Arizona State Retirement System | 12,597 | $443.8K | 0.00% | +303+2.5% | Added |
| New York Life Investment Management LLC | 12,629 | $444.9K | 0.01% | +1,425+12.7% | Added |
| Janney Montgomery Scott LLC | 12,692 | $447.0K | 0.00% | −207−1.6% | Reduced |
| Captrust Financial Advisors | 13,432 | $473.2K | 0.00% | +304+2.3% | Added |
| Nadler Financial Group, Inc. | 13,699 | $482.6K | 0.08% | 00.0% | Unchanged |
| US Bancorp | 14,711 | $518.3K | 0.00% | −447−2.9% | Reduced |
| First Manhattan Co | 14,820 | $522.1K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 15,234 | $537.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 15,700 | $553.0K | 0.00% | +15,700 | New |
| Lincoln National Corp | 15,795 | $556.5K | 0.01% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 15,895 | $560.0K | 0.08% | +15,895 | New |
| Manufacturers Life Insurance Company, The | 17,430 | $614.1K | 0.00% | +518+3.1% | Added |
| Voya Investment Management LLC | 17,973 | $633.2K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 18,123 | $638.0K | 0.00% | +1,923+11.9% | Added |
| Kingsview Wealth Management, LLC | 18,270 | $643.7K | 0.03% | +18,270 | New |
| Gilman Hill Asset Management, LLC | 18,567 | $654.1K | 0.13% | 00.0% | Unchanged |
| UBS Group AG | 18,713 | $659.3K | 0.00% | +2,703+16.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 18,777 | $661.5K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 20,616 | $727.0K | 0.00% | −86−0.4% | Reduced |