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 |
|---|---|---|---|---|---|
| State of Wisconsin Investment Board | 20,147 | $431.8K | 0.00% | −12,596−38.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 18,777 | $402.4K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 18,703 | $400.8K | 0.00% | +275+1.5% | Added |
| Gilman Hill Asset Management, LLC | 18,567 | $397.9K | 0.08% | 00.0% | Unchanged |
| Mariner, LLC | 18,361 | $393.5K | 0.00% | +458+2.6% | Added |
| Kingsview Wealth Management, LLC | 18,320 | $392.6K | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 17,251 | $369.7K | 0.00% | −450−2.5% | Reduced |
| Envestnet Asset Management Inc | 17,151 | $367.6K | 0.00% | +2,571+17.6% | Added |
| Dark Forest Capital Management LP | 17,047 | $365.3K | 0.03% | −20,503−54.6% | Reduced |
| HSBC Holdings PLC | 16,742 | $360.9K | 0.00% | +16,742 | New |
| SEI Investments Co | 16,760 | $359.2K | 0.00% | −3,281−16.4% | Reduced |
| Snowden Capital Advisors LLC | 16,357 | $350.5K | 0.01% | −4,475−21.5% | Reduced |
| CWM Advisors, LLC | 16,297 | $349.2K | 0.04% | +838+5.4% | Added |
| Qube Research & Technologies Ltd | 15,604 | $334.4K | 0.00% | −3,751−19.4% | Reduced |
| Public Employees Retirement Association of Colorado | 15,234 | $326.0K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 15,126 | $324.1K | 0.02% | +373+2.5% | Added |
| Aigen Investment Management, LP | 15,026 | $322.0K | 0.06% | +15,026 | New |
| Captrust Financial Advisors | 14,969 | $320.8K | 0.00% | +2,879+23.8% | Added |
| WBI Investments | 14,932 | $320.0K | 0.06% | +1,103+8.0% | Added |
| Nadler Financial Group, Inc. | 13,699 | $293.6K | 0.04% | 00.0% | Unchanged |
| US Bancorp | 13,028 | $279.2K | 0.00% | −2,702−17.2% | Reduced |
| State Board of Administration of Florida Retirement System | 12,524 | $268.4K | 0.00% | +70+0.6% | 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 |
| Court Place Advisors, LLC | 12,175 | $260.9K | 0.09% | +300+2.5% | Added |
| Arizona State Retirement System | 12,128 | $259.9K | 0.00% | −461−3.7% | Reduced |
| Commonwealth Equity Services, LLC | 11,725 | $251.0K | 0.00% | +1,956+20.0% | Added |
| Gsa Capital Partners LLP | 11,640 | $249.0K | 0.02% | +11,640 | New |
| Founders Financial Securities LLC | 11,422 | $244.8K | 0.03% | +11,422 | New |
| Quadrant Private Wealth Management, LLC | 11,384 | $244.0K | 0.08% | +20+0.2% | Added |
| Caxton Associates LP | 11,169 | $239.4K | 0.03% | +11,169 | New |
| CIC Wealth, LLC | 10,943 | $234.5K | 0.08% | 00.0% | Unchanged |
| Raymond James & Associates | 10,755 | $230.5K | 0.00% | −629−5.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 10,584 | $226.8K | 0.11% | +1,259+13.5% | Added |
| First Manhattan Co | 10,347 | $221.7K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 10,074 | $215.9K | 0.03% | +10,074 | New |
| Lincoln National Corp | 9,827 | $210.6K | 0.00% | +933+10.5% | Added |
| WSFS Capital Management, LLC | 9,735 | $208.6K | 0.01% | +9,735 | New |
| Cornerstone Advisory, LLC | 9,708 | $208.0K | 0.04% | 00.0% | Unchanged |
| LPL Financial LLC | 9,534 | $204.3K | 0.00% | +9,534 | New |
| Artemis Wealth Advisors, LLC | 9,513 | $203.9K | 0.04% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,508 | $203.8K | 0.00% | +2,608+37.8% | Added |
| Fourthstone LLC | 9,490 | $203.4K | 0.05% | +9,490 | New |
| Hendershot Investments Inc. | 8,272 | $177.3K | 0.03% | 00.0% | Unchanged |
| Elequin Capital LP | 7,522 | $161.2K | 0.03% | +3,944+110.2% | Added |
| Signaturefd, LLC | 7,445 | $159.5K | 0.00% | −3,656−32.9% | Reduced |
| Great West Life Assurance Co | 7,029 | $151.0K | 0.00% | −5,065−41.9% | Reduced |
| Spire Wealth Management | 6,662 | $142.8K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 5,600 | $120.0K | 0.01% | +5,600 | New |
| SG Americas Securities, LLC | 5,388 | $115.0K | 0.00% | +5,388 | New |
| Quantbot Technologies LP | 4,381 | $93.9K | 0.01% | +4,381 | New |
| Ameritas Investment Partners, Inc. | 4,359 | $93.4K | 0.00% | +899+26.0% | Added |
| Amalgamated Bank | 4,359 | $93.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,926 | $84.1K | 0.01% | −4,400−52.8% | Reduced |
| Global Retirement Partners, LLC | 4,082 | $83.4K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3,792 | $81.3K | 0.00% | +131+3.6% | Added |
| Nisa Investment Advisors, LLC | 3,555 | $76.2K | 0.00% | −6−0.2% | Reduced |
| Metropolitan Life Insurance Co | 2,485 | $53.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,476 | $53.1K | 0.00% | −311−11.2% | Reduced |
| CWM, LLC | 2,217 | $48.0K | 0.00% | +512+30.0% | Added |
| Evermay Wealth Management LLC | 1,715 | $36.8K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,659 | $35.6K | 0.00% | −7,774−82.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,579 | $33.8K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,500 | $32.1K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1,000 | $21.4K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 974 | $20.9K | 0.00% | −451−31.6% | Reduced |
| Public Employees Retirement System of Ohio | 827 | $18.0K | 0.00% | −63,793−98.7% | Reduced |
| Parallel Advisors, LLC | 693 | $14.9K | 0.00% | −759−52.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 600 | $12.9K | 0.00% | −1,100−64.7% | Reduced |
| Allworth Financial LP | 482 | $10.3K | 0.00% | −422−46.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 365 | $7.82K | 0.00% | +365 | New |
| MV Capital Management, Inc. | 300 | $6.43K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 188 | $4.03K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 181 | $3.88K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 150 | $3.21K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 83 | $2.00K | 0.00% | +2+2.5% | Added |
| Covestor Ltd | 73 | $2.00K | 0.00% | −2−2.7% | Reduced |
| Bell Investment Advisors, Inc | 54 | $1.16K | 0.00% | +32+145.5% | Added |
| EverSource Wealth Advisors, LLC | 46 | $986 | 0.00% | +46 | New |
| Glen Eagle Advisors, LLC | 44 | $943 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 43 | $921 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 35 | $750 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 34 | $729 | 0.00% | −10−22.7% | Reduced |
| Baker Avenue Asset Management, LP | 26 | $557 | 0.00% | −20−43.5% | Reduced |
| Glassman Wealth Services | 19 | $407 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 18 | $386 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 14 | $300 | 0.00% | −425,772−100.0% | Reduced |
| Private Trust Co NA | 7 | $150 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4 | $86 | 0.00% | −15−78.9% | Reduced |
| SJS Investment Consulting Inc. | 1 | $22 | 0.00% | −6−85.7% | Reduced |
| Steward Financial Group LLC | 11 | $0 | 0.00% | +11 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −1,028,248−100.0% | Sold out |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −987,927−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −40,441−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −26,312−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −25,040−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −15,639−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −10,901−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −9,443−100.0% | Sold out |