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, Q2 2023
Institutional positions in Sandy Spring Bancorp Inc as of Jun 30, 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
- 183
- −8 vs. Q1 2023
- Shares held
- 31.1M
- +538.9K (+1.8%) vs. Q1 2023
- Total value
- $706.6M
- −$89.1M (−11.2%) vs. Q1 2023
- New holders
- 18
- 70 more added
- Sold out
- 26
- 58 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Sandy Spring Bancorp Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Disciplined Investments, LLC | 6 | $136 | 0.00% | +3+100.0% | Added |
| Private Trust Co NA | 7 | $159 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $159 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 18 | $408 | 0.00% | +18 | New |
| JFS Wealth Advisors, LLC | 19 | $431 | 0.00% | +12+171.4% | Added |
| Glassman Wealth Services | 19 | $431 | 0.00% | +19 | New |
| Clean Yield Group | 22 | $499 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $499 | 0.00% | +4+22.2% | Added |
| Massmutual Trust Co FSB | 22 | $499 | 0.00% | +22 | New |
| Proequities, Inc. | 31 | $703 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 35 | $794 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 43 | $976 | 0.00% | −2−4.4% | Reduced |
| Glen Eagle Advisors, LLC | 44 | $998 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 46 | $1.04K | 0.00% | −1−2.1% | Reduced |
| FinTrust Capital Advisors, LLC | 44 | $1.55K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 75 | $2.00K | 0.00% | −12−13.8% | Reduced |
| Capital Advisors, Ltd. LLC | 81 | $2.00K | 0.00% | +71+710.0% | Added |
| Harbor Investment Advisory, LLC | 150 | $3.40K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 181 | $4.11K | 0.00% | −759−80.7% | Reduced |
| Concord Wealth Partners | 188 | $4.26K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 300 | $6.80K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 904 | $20.5K | 0.00% | +319+54.5% | Added |
| Annapolis Financial Services, LLC | 1,000 | $22.7K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,329 | $30.0K | 0.00% | +1,329 | New |
| Lindbrook Capital, LLC | 1,425 | $32.3K | 0.00% | +665+87.5% | Added |
| Parallel Advisors, LLC | 1,452 | $32.9K | 0.00% | +553+61.5% | Added |
| Halpern Financial, Inc. | 1,500 | $34.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,579 | $35.8K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,700 | $38.6K | 0.00% | −6,050−78.1% | Reduced |
| Evermay Wealth Management LLC | 1,715 | $38.9K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,705 | $39.0K | 0.00% | +469+37.9% | Added |
| Metropolitan Life Insurance Co | 2,485 | $56.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,787 | $63.2K | 0.00% | −88−3.1% | Reduced |
| Ameritas Investment Partners, Inc. | 3,460 | $78.5K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,561 | $80.8K | 0.00% | +41+1.2% | Added |
| Elequin Capital LP | 3,578 | $81.1K | 0.04% | +3,578 | New |
| FMR LLC | 3,661 | $83.0K | 0.00% | +549+17.6% | Added |
| Global Retirement Partners, LLC | 4,082 | $92.6K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 4,359 | $99.0K | 0.00% | −205−4.5% | Reduced |
| Spire Wealth Management | 6,662 | $151.1K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,900 | $156.5K | 0.00% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 8,272 | $187.6K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8,326 | $188.8K | 0.02% | +6,240+299.1% | Added |
| M&T Bank Corp | 8,823 | $200.1K | 0.00% | +270+3.2% | Added |
| Lincoln National Corp | 8,894 | $201.7K | 0.00% | −7,696−46.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 9,325 | $211.5K | 0.10% | +500+5.7% | Added |
| Cresset Asset Management, LLC | 9,420 | $213.6K | 0.00% | +9,420 | New |
| Tower Research Capital LLC (TRC) | 9,433 | $213.9K | 0.01% | +8,379+795.0% | Added |
| Man Group plc | 9,443 | $214.2K | 0.00% | +9,443 | New |
| Artemis Wealth Advisors, LLC | 9,513 | $215.8K | 0.04% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 9,708 | $220.2K | 0.04% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 9,769 | $222.0K | 0.00% | −36,915−79.1% | Reduced |
| First Manhattan Co | 10,347 | $234.7K | 0.00% | −4,473−30.2% | Reduced |
| Brinker Capital Investments, LLC | 10,558 | $239.4K | 0.00% | −79−0.7% | Reduced |
| Orion Portfolio Solutions, LLC | 10,558 | $239.4K | 0.00% | −79−0.7% | Reduced |
| Quadrature Capital Ltd | 10,901 | $247.5K | 0.01% | −6,509−37.4% | Reduced |
| CIC Wealth, LLC | 10,943 | $248.2K | 0.09% | +1,000+10.1% | Added |
| Signaturefd, LLC | 11,101 | $251.8K | 0.01% | +4,671+72.6% | Added |
| Squarepoint Ops LLC | 11,138 | $252.6K | 0.00% | +11,138 | New |
| Quadrant Private Wealth Management, LLC | 11,364 | $257.7K | 0.07% | −115−1.0% | Reduced |
| Raymond James & Associates | 11,384 | $258.2K | 0.00% | +551+5.1% | Added |
| Court Place Advisors, LLC | 11,875 | $269.3K | 0.09% | +300+2.6% | Added |
| Captrust Financial Advisors | 12,090 | $274.2K | 0.00% | −691−5.4% | Reduced |
| Great West Life Assurance Co | 12,094 | $276.0K | 0.00% | +2,026+20.1% | Added |
| State Board of Administration of Florida Retirement System | 12,454 | $282.5K | 0.00% | −12,950−51.0% | Reduced |
| Arizona State Retirement System | 12,589 | $285.5K | 0.00% | −346−2.7% | Reduced |
| Nadler Financial Group, Inc. | 13,699 | $310.7K | 0.05% | 00.0% | Unchanged |
| WBI Investments | 13,829 | $313.6K | 0.06% | +13,829 | New |
| BNP Paribas Arbitrage, SA | 13,922 | $315.8K | 0.00% | −10,300−42.5% | Reduced |
| Envestnet Asset Management Inc | 14,580 | $330.7K | 0.00% | −7,528−34.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,753 | $335.0K | 0.02% | +6,048+69.5% | Added |
| Public Employees Retirement Association of Colorado | 15,234 | $346.0K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 15,459 | $350.6K | 0.04% | +3,560+29.9% | Added |
| Occudo Quantitative Strategies LP | 15,639 | $354.7K | 0.04% | +15,639 | New |
| US Bancorp | 15,730 | $356.8K | 0.00% | +892+6.0% | Added |
| Manufacturers Life Insurance Company, The | 17,701 | $401.5K | 0.00% | +197+1.1% | Added |
| STRS Ohio | 17,800 | $403.0K | 0.00% | +2,100+13.4% | Added |
| Mariner, LLC | 17,903 | $406.1K | 0.00% | −1,411−7.3% | Reduced |
| Deutsche Bank AG | 17,976 | $407.7K | 0.00% | −11,306−38.6% | Reduced |
| Kingsview Wealth Management, LLC | 18,320 | $415.5K | 0.02% | 00.0% | Unchanged |
| Voya Investment Management LLC | 18,428 | $417.9K | 0.00% | +617+3.5% | Added |
| Gilman Hill Asset Management, LLC | 18,567 | $421.1K | 0.08% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 18,777 | $425.9K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 19,355 | $439.0K | 0.00% | +19,355 | New |
| SEI Investments Co | 20,041 | $454.5K | 0.00% | +4,289+27.2% | Added |
| Janus Henderson Group PLC | 20,326 | $461.2K | 0.00% | −23−0.1% | Reduced |
| United Capital Financial Advisers, LLC | 20,378 | $462.2K | 0.00% | −1,956−8.8% | Reduced |
| Basswood Capital Management, L.L.C. | 20,707 | $469.6K | 0.03% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 20,832 | $472.5K | 0.02% | −1,551−6.9% | Reduced |
| HighTower Advisors, LLC | 20,968 | $476.0K | 0.00% | −48−0.2% | Reduced |
| American International Group, Inc. | 21,119 | $479.0K | 0.00% | +29+0.1% | Added |
| Cerity Partners LLC | 21,376 | $484.8K | 0.00% | −32−0.1% | Reduced |
| UBS Group AG | 22,354 | $507.0K | 0.00% | −8,006−26.4% | Reduced |
| MetLife Investment Management | 24,227 | $549.5K | 0.00% | +940+4.0% | Added |
| Capula Management Ltd | 25,040 | $567.9K | 0.07% | +25,040 | New |
| Thrivent Financial for Lutherans | 25,682 | $582.0K | 0.00% | +25,682 | New |
| Jane Street Group, LLC | 26,312 | $596.8K | 0.00% | −1,308−4.7% | Reduced |
| Wealthspire Advisors, LLC | 26,629 | $604.0K | 0.01% | +938+3.7% | Added |
| Janney Montgomery Scott LLC | 30,380 | $689.0K | 0.00% | +18,680+159.7% | Added |
| Northwest Bancshares, Inc. | 31,704 | $719.0K | 0.13% | 00.0% | Unchanged |