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, Q1 2023
Institutional positions in Sandy Spring Bancorp Inc as of Mar 31, 2023. 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
- 192
- −5 vs. Q4 2022
- Shares held
- 30.6M
- +355.0K (+1.2%) vs. Q4 2022
- Total value
- $796.4M
- −$270.4M (−25.3%) vs. Q4 2022
- New holders
- 23
- 79 more added
- Sold out
- 28
- 51 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Sandy Spring Bancorp Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 1 | $0 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 10 | $0 | 0.00% | +10 | New |
| TCI Wealth Advisors, Inc. | 1 | $26 | 0.00% | −326−99.7% | Reduced |
| Disciplined Investments, LLC | 3 | $78 | 0.00% | −3−50.0% | Reduced |
| JFS Wealth Advisors, LLC | 7 | $182 | 0.00% | −10−58.8% | Reduced |
| SJS Investment Consulting Inc. | 7 | $182 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 7 | $182 | 0.00% | +7 | New |
| Bell Investment Advisors, Inc | 18 | $468 | 0.00% | −72−80.0% | Reduced |
| Clean Yield Group | 22 | $572 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 22 | $572 | 0.00% | +17+340.0% | Added |
| International Assets Investment Management, LLC | 24 | $624 | 0.00% | +24 | New |
| Proequities, Inc. | 31 | $805 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 35 | $909 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 44 | $1.14K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 45 | $1.17K | 0.00% | +36+400.0% | Added |
| Baker Avenue Asset Management, LP | 47 | $1.22K | 0.00% | +47 | New |
| Manchester Capital Management LLC | 52 | $1.35K | 0.00% | +52 | New |
| FinTrust Capital Advisors, LLC | 44 | $1.55K | 0.00% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 68 | $1.75K | 0.00% | +68 | New |
| Covestor Ltd | 87 | $2.00K | 0.00% | +42+93.3% | Added |
| Harbor Investment Advisory, LLC | 150 | $3.90K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 188 | $4.88K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 300 | $7.79K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 585 | $15.2K | 0.00% | +444+314.9% | Added |
| Kalos Management, Inc. | 588 | $15.3K | 0.03% | +588 | New |
| Lindbrook Capital, LLC | 760 | $19.7K | 0.00% | +691+1,001.4% | Added |
| Parallel Advisors, LLC | 899 | $23.4K | 0.00% | +397+79.1% | Added |
| Allspring Global Investments Holdings, LLC | 940 | $24.4K | 0.00% | −2,201−70.1% | Reduced |
| Annapolis Financial Services, LLC | 1,000 | $26.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,054 | $27.0K | 0.00% | +784+290.4% | Added |
| CWM, LLC | 1,236 | $32.0K | 0.00% | −97−7.3% | Reduced |
| Halpern Financial, Inc. | 1,500 | $39.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,579 | $41.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,715 | $44.6K | 0.01% | −697−28.9% | Reduced |
| Quadrant Capital Group LLC | 2,086 | $54.2K | 0.01% | +1,636+363.6% | Added |
| Metropolitan Life Insurance Co | 2,485 | $64.6K | 0.00% | −219−8.1% | Reduced |
| Advisor Group Holdings, Inc. | 2,875 | $74.7K | 0.00% | +79+2.8% | Added |
| FMR LLC | 3,112 | $80.8K | 0.00% | +1,139+57.7% | Added |
| Dark Forest Capital Management LP | 3,149 | $81.8K | 0.02% | +2,532+410.4% | Added |
| Global Retirement Partners, LLC | 4,082 | $87.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,460 | $89.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,520 | $91.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 4,564 | $119.0K | 0.00% | −1,145−20.1% | Reduced |
| SG Americas Securities, LLC | 5,521 | $143.0K | 0.00% | +32+0.6% | Added |
| Signaturefd, LLC | 6,430 | $167.1K | 0.00% | +4,029+167.8% | Added |
| Spire Wealth Management | 6,662 | $173.1K | 0.01% | +6,662 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,900 | $179.3K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 7,750 | $201.3K | 0.01% | +1,100+16.5% | Added |
| Associated Banc-Corp | 7,941 | $206.3K | 0.01% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 8,196 | $212.9K | 0.03% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 8,272 | $214.9K | 0.04% | +3,547+75.1% | Added |
| Citigroup Inc | 8,333 | $216.5K | 0.00% | +6,279+305.7% | Added |
| Davenport & Co LLC | 8,456 | $219.7K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 8,553 | $222.2K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 8,705 | $226.0K | 0.01% | +1,079+14.1% | Added |
| Carmichael Hill & Associates, Inc. | 8,825 | $229.3K | 0.12% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 9,513 | $247.1K | 0.06% | +9,513 | New |
| Cornerstone Advisory, LLC | 9,708 | $252.2K | 0.05% | +9,708 | New |
| CIC Wealth, LLC | 9,943 | $258.3K | 0.10% | 00.0% | Unchanged |
| Jump Financial, LLC | 10,002 | $259.9K | 0.01% | +10,002 | New |
| Great West Life Assurance Co | 10,068 | $262.0K | 0.00% | −391−3.7% | Reduced |
| Brinker Capital Investments, LLC | 10,637 | $276.3K | 0.00% | −446−4.0% | Reduced |
| Orion Portfolio Solutions, LLC | 10,637 | $276.3K | 0.00% | +10,637 | New |
| Walleye Capital LLC | 10,721 | $278.5K | 0.01% | +4,321+67.5% | Added |
| Raymond James & Associates | 10,833 | $281.4K | 0.00% | +360+3.4% | Added |
| Two Sigma Investments, LP | 11,092 | $288.2K | 0.00% | −43,355−79.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 11,479 | $298.2K | 0.09% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 11,575 | $300.7K | 0.11% | +300+2.7% | Added |
| Janney Montgomery Scott LLC | 11,700 | $304.0K | 0.00% | −992−7.8% | Reduced |
| Quantbot Technologies LP | 11,834 | $307.4K | 0.02% | +11,834 | New |
| CWM Advisors, LLC | 11,899 | $309.1K | 0.04% | +5,252+79.0% | Added |
| Captrust Financial Advisors | 12,781 | $332.1K | 0.00% | −651−4.8% | Reduced |
| Arizona State Retirement System | 12,935 | $336.1K | 0.00% | +338+2.7% | Added |
| Nadler Financial Group, Inc. | 13,699 | $355.9K | 0.06% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 13,914 | $361.5K | 0.00% | +13,914 | New |
| First Manhattan Co | 14,820 | $385.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 14,838 | $385.5K | 0.00% | +127+0.9% | Added |
| Public Employees Retirement Association of Colorado | 15,234 | $396.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 15,700 | $407.0K | 0.00% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 18,540 | $409.0K | 0.08% | +18,540 | New |
| SEI Investments Co | 15,752 | $409.2K | 0.00% | +3,976+33.8% | Added |
| Lincoln National Corp | 16,590 | $431.0K | 0.01% | +795+5.0% | Added |
| Aigen Investment Management, LP | 16,928 | $439.8K | 0.06% | +1,033+6.5% | Added |
| First Republic Investment Management, Inc. | 17,161 | $445.8K | 0.00% | −6,718−28.1% | Reduced |
| Quadrature Capital Ltd | 17,410 | $452.1K | 0.01% | +17,410 | New |
| Manufacturers Life Insurance Company, The | 17,504 | $454.8K | 0.00% | +74+0.4% | Added |
| Voya Investment Management LLC | 17,811 | $462.7K | 0.00% | −162−0.9% | Reduced |
| Kingsview Wealth Management, LLC | 18,320 | $476.0K | 0.02% | +50+0.3% | Added |
| Gilman Hill Asset Management, LLC | 18,567 | $482.4K | 0.10% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 18,777 | $487.8K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 19,314 | $502.0K | 0.00% | +1,191+6.6% | Added |
| Janus Henderson Group PLC | 20,349 | $528.3K | 0.00% | −550,585−96.4% | Reduced |
| Basswood Capital Management, L.L.C. | 20,707 | $538.0K | 0.04% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 21,016 | $546.0K | 0.00% | +400+1.9% | Added |
| American International Group, Inc. | 21,090 | $547.9K | 0.00% | +419+2.0% | Added |
| Cerity Partners LLC | 21,408 | $556.2K | 0.00% | −204−0.9% | Reduced |
| Numerai GP LLC | 21,946 | $570.2K | 0.19% | +21,946 | New |
| Envestnet Asset Management Inc | 22,108 | $574.4K | 0.00% | +627+2.9% | Added |
| United Capital Financial Advisers, LLC | 22,334 | $580.2K | 0.00% | −3,607−13.9% | Reduced |
| Snowden Capital Advisors LLC | 22,383 | $581.5K | 0.02% | +198+0.9% | Added |