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 2023
Institutional positions in Sandy Spring Bancorp Inc as of Sep 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
- 191
- +9 vs. Q2 2023
- Shares held
- 29.6M
- −1.49M (−4.8%) vs. Q2 2023
- Total value
- $634.0M
- −$70.9M (−10.1%) vs. Q2 2023
- New holders
- 24
- 67 more added
- Sold out
- 15
- 59 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Sandy Spring Bancorp Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 11 | $0 | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 1 | $22 | 0.00% | −6−85.7% | Reduced |
| JFS Wealth Advisors, LLC | 4 | $86 | 0.00% | −15−78.9% | Reduced |
| Private Trust Co NA | 7 | $150 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 14 | $300 | 0.00% | −425,772−100.0% | Reduced |
| Farther Finance Advisors, LLC | 18 | $386 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 19 | $407 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 26 | $557 | 0.00% | −20−43.5% | Reduced |
| FinTrust Capital Advisors, LLC | 34 | $729 | 0.00% | −10−22.7% | Reduced |
| Versant Capital Management, Inc | 35 | $750 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 43 | $921 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 44 | $943 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 46 | $986 | 0.00% | +46 | New |
| Bell Investment Advisors, Inc | 54 | $1.16K | 0.00% | +32+145.5% | Added |
| Capital Advisors, Ltd. LLC | 83 | $2.00K | 0.00% | +2+2.5% | Added |
| Covestor Ltd | 73 | $2.00K | 0.00% | −2−2.7% | Reduced |
| Harbor Investment Advisory, LLC | 150 | $3.21K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 181 | $3.88K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 188 | $4.03K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 300 | $6.43K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 365 | $7.82K | 0.00% | +365 | New |
| Allworth Financial LP | 482 | $10.3K | 0.00% | −422−46.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 600 | $12.9K | 0.00% | −1,100−64.7% | Reduced |
| Parallel Advisors, LLC | 693 | $14.9K | 0.00% | −759−52.3% | Reduced |
| Public Employees Retirement System of Ohio | 827 | $18.0K | 0.00% | −63,793−98.7% | Reduced |
| Lindbrook Capital, LLC | 974 | $20.9K | 0.00% | −451−31.6% | Reduced |
| Annapolis Financial Services, LLC | 1,000 | $21.4K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,500 | $32.1K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,579 | $33.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,659 | $35.6K | 0.00% | −7,774−82.4% | Reduced |
| Evermay Wealth Management LLC | 1,715 | $36.8K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 2,217 | $48.0K | 0.00% | +512+30.0% | Added |
| Advisor Group Holdings, Inc. | 2,476 | $53.1K | 0.00% | −311−11.2% | Reduced |
| Metropolitan Life Insurance Co | 2,485 | $53.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,555 | $76.2K | 0.00% | −6−0.2% | Reduced |
| FMR LLC | 3,792 | $81.3K | 0.00% | +131+3.6% | Added |
| Global Retirement Partners, LLC | 4,082 | $83.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,926 | $84.1K | 0.01% | −4,400−52.8% | Reduced |
| Amalgamated Bank | 4,359 | $93.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,359 | $93.4K | 0.00% | +899+26.0% | Added |
| Quantbot Technologies LP | 4,381 | $93.9K | 0.01% | +4,381 | New |
| SG Americas Securities, LLC | 5,388 | $115.0K | 0.00% | +5,388 | New |
| Aquatic Capital Management LLC | 5,600 | $120.0K | 0.01% | +5,600 | New |
| Spire Wealth Management | 6,662 | $142.8K | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 7,029 | $151.0K | 0.00% | −5,065−41.9% | Reduced |
| Signaturefd, LLC | 7,445 | $159.5K | 0.00% | −3,656−32.9% | Reduced |
| Elequin Capital LP | 7,522 | $161.2K | 0.03% | +3,944+110.2% | Added |
| Hendershot Investments Inc. | 8,272 | $177.3K | 0.03% | 00.0% | Unchanged |
| Fourthstone LLC | 9,490 | $203.4K | 0.05% | +9,490 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,508 | $203.8K | 0.00% | +2,608+37.8% | Added |
| Artemis Wealth Advisors, LLC | 9,513 | $203.9K | 0.04% | 00.0% | Unchanged |
| LPL Financial LLC | 9,534 | $204.3K | 0.00% | +9,534 | New |
| Cornerstone Advisory, LLC | 9,708 | $208.0K | 0.04% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 9,735 | $208.6K | 0.01% | +9,735 | New |
| Lincoln National Corp | 9,827 | $210.6K | 0.00% | +933+10.5% | Added |
| Campbell & CO Investment Adviser LLC | 10,074 | $215.9K | 0.03% | +10,074 | New |
| First Manhattan Co | 10,347 | $221.7K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 10,584 | $226.8K | 0.11% | +1,259+13.5% | Added |
| Raymond James & Associates | 10,755 | $230.5K | 0.00% | −629−5.5% | Reduced |
| CIC Wealth, LLC | 10,943 | $234.5K | 0.08% | 00.0% | Unchanged |
| Caxton Associates LP | 11,169 | $239.4K | 0.03% | +11,169 | New |
| Quadrant Private Wealth Management, LLC | 11,384 | $244.0K | 0.08% | +20+0.2% | Added |
| Founders Financial Securities LLC | 11,422 | $244.8K | 0.03% | +11,422 | New |
| Gsa Capital Partners LLP | 11,640 | $249.0K | 0.02% | +11,640 | New |
| Commonwealth Equity Services, LLC | 11,725 | $251.0K | 0.00% | +1,956+20.0% | Added |
| Arizona State Retirement System | 12,128 | $259.9K | 0.00% | −461−3.7% | Reduced |
| Court Place Advisors, LLC | 12,175 | $260.9K | 0.09% | +300+2.5% | Added |
| Brinker Capital Investments, LLC | 12,330 | $264.2K | 0.00% | +1,772+16.8% | Added |
| Orion Portfolio Solutions, LLC | 12,330 | $264.2K | 0.00% | +1,772+16.8% | Added |
| State Board of Administration of Florida Retirement System | 12,524 | $268.4K | 0.00% | +70+0.6% | Added |
| US Bancorp | 13,028 | $279.2K | 0.00% | −2,702−17.2% | Reduced |
| Nadler Financial Group, Inc. | 13,699 | $293.6K | 0.04% | 00.0% | Unchanged |
| WBI Investments | 14,932 | $320.0K | 0.06% | +1,103+8.0% | Added |
| Captrust Financial Advisors | 14,969 | $320.8K | 0.00% | +2,879+23.8% | Added |
| Aigen Investment Management, LP | 15,026 | $322.0K | 0.06% | +15,026 | New |
| Hennion & Walsh Asset Management, Inc. | 15,126 | $324.1K | 0.02% | +373+2.5% | Added |
| Public Employees Retirement Association of Colorado | 15,234 | $326.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 15,604 | $334.4K | 0.00% | −3,751−19.4% | Reduced |
| CWM Advisors, LLC | 16,297 | $349.2K | 0.04% | +838+5.4% | Added |
| Snowden Capital Advisors LLC | 16,357 | $350.5K | 0.01% | −4,475−21.5% | Reduced |
| SEI Investments Co | 16,760 | $359.2K | 0.00% | −3,281−16.4% | Reduced |
| HSBC Holdings PLC | 16,742 | $360.9K | 0.00% | +16,742 | New |
| Dark Forest Capital Management LP | 17,047 | $365.3K | 0.03% | −20,503−54.6% | Reduced |
| Envestnet Asset Management Inc | 17,151 | $367.6K | 0.00% | +2,571+17.6% | Added |
| Manufacturers Life Insurance Company, The | 17,251 | $369.7K | 0.00% | −450−2.5% | Reduced |
| Kingsview Wealth Management, LLC | 18,320 | $392.6K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 18,361 | $393.5K | 0.00% | +458+2.6% | Added |
| Gilman Hill Asset Management, LLC | 18,567 | $397.9K | 0.08% | 00.0% | Unchanged |
| Voya Investment Management LLC | 18,703 | $400.8K | 0.00% | +275+1.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 18,777 | $402.4K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 20,147 | $431.8K | 0.00% | −12,596−38.5% | Reduced |
| Janus Henderson Group PLC | 20,323 | $435.2K | 0.00% | −30.0% | Reduced |
| United Capital Financial Advisers, LLC | 20,363 | $436.4K | 0.00% | −15−0.1% | Reduced |
| Basswood Capital Management, L.L.C. | 20,707 | $443.8K | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 20,968 | $448.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 20,926 | $448.4K | 0.00% | +2,950+16.4% | Added |
| Cerity Partners LLC | 21,376 | $458.1K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 21,897 | $469.3K | 0.00% | +778+3.7% | Added |
| Millennium Management LLC | 24,105 | $516.6K | 0.00% | +24,105 | New |
| MetLife Investment Management | 24,227 | $519.2K | 0.00% | 00.0% | Unchanged |