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 2023
Institutional positions in Sandy Spring Bancorp Inc as of Dec 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
- 200
- +10 vs. Q3 2023
- Shares held
- 30.1M
- +483.6K (+1.6%) vs. Q3 2023
- Total value
- $819.0M
- +$185.0M (+29.2%) vs. Q3 2023
- New holders
- 24
- 70 more added
- Sold out
- 14
- 68 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Sandy Spring Bancorp Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Trust Co NA | 7 | $191 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 13 | $354 | 0.00% | −6−31.6% | Reduced |
| Russell Investments Group, Ltd. | 14 | $381 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 25 | $681 | 0.00% | +25 | New |
| FinTrust Capital Advisors, LLC | 34 | $927 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 35 | $953 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 44 | $1.20K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 56 | $1.53K | 0.00% | −125−69.1% | Reduced |
| Covestor Ltd | 70 | $2.00K | 0.00% | −3−4.1% | Reduced |
| Ronald Blue Trust, Inc. | 114 | $2.00K | 0.00% | +114 | New |
| Huntington National Bank | 77 | $2.10K | 0.00% | +34+79.1% | Added |
| Oakworth Capital, Inc. | 87 | $2.37K | 0.00% | +87 | New |
| Principal Securities, Inc. | 138 | $3.75K | 0.00% | +138 | New |
| Capital Advisors, Ltd. LLC | 134 | $4.00K | 0.00% | +51+61.4% | Added |
| Harbor Investment Advisory, LLC | 150 | $4.09K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 162 | $4.41K | 0.00% | +116+252.2% | Added |
| Concord Wealth Partners | 188 | $5.12K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 232 | $6.32K | 0.00% | +214+1,188.9% | Added |
| MV Capital Management, Inc. | 300 | $8.17K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 300 | $8.17K | 0.00% | +300 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 365 | $9.63K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 536 | $14.6K | 0.00% | −157−22.7% | Reduced |
| Allworth Financial LP | 731 | $19.9K | 0.00% | +249+51.7% | Added |
| Lindbrook Capital, LLC | 814 | $22.2K | 0.00% | −160−16.4% | Reduced |
| Public Employees Retirement System of Ohio | 946 | $25.8K | 0.00% | +119+14.4% | Added |
| Annapolis Financial Services, LLC | 1,000 | $27.2K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,500 | $39.6K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,579 | $43.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,287 | $62.3K | 0.00% | −189−7.6% | Reduced |
| Metropolitan Life Insurance Co | 2,485 | $67.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,493 | $68.0K | 0.00% | +276+12.4% | Added |
| Scarborough Advisors, LLC | 2,809 | $76.5K | 0.02% | +2,809 | New |
| Advisory Services Network, LLC | 2,911 | $79.3K | 0.00% | +2,911 | New |
| FMR LLC | 3,405 | $92.8K | 0.00% | −387−10.2% | Reduced |
| Nisa Investment Advisors, LLC | 3,525 | $96.0K | 0.00% | −30−0.8% | Reduced |
| Global Retirement Partners, LLC | 4,082 | $103.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 3,898 | $106.0K | 0.00% | −461−10.6% | Reduced |
| Ameritas Investment Partners, Inc. | 4,359 | $118.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 5,000 | $136.0K | 0.00% | +5,000 | New |
| Elequin Capital LP | 5,342 | $145.5K | 0.04% | −2,180−29.0% | Reduced |
| Quadrant Capital Group LLC | 5,521 | $150.4K | 0.01% | +1,595+40.6% | Added |
| Evermay Wealth Management LLC | 6,239 | $170.0K | 0.03% | +4,524+263.8% | Added |
| Spire Wealth Management | 6,662 | $170.7K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 6,400 | $174.0K | 0.00% | +800+14.3% | Added |
| Great West Life Assurance Co | 6,502 | $176.0K | 0.00% | −527−7.5% | Reduced |
| Signaturefd, LLC | 6,967 | $189.8K | 0.00% | −478−6.4% | Reduced |
| Inspire Advisors, LLC | 7,522 | $204.9K | 0.03% | +7,522 | New |
| Associated Banc-Corp | 7,941 | $216.3K | 0.01% | +7,941 | New |
| Steel Peak Wealth Management LLC | 8,009 | $218.2K | 0.01% | +8,009 | New |
| LPL Financial LLC | 8,111 | $220.9K | 0.00% | −1,423−14.9% | Reduced |
| Tower Research Capital LLC (TRC) | 8,194 | $223.2K | 0.00% | +6,535+393.9% | Added |
| Cresset Asset Management, LLC | 8,198 | $223.3K | 0.00% | +8,198 | New |
| Hendershot Investments Inc. | 8,272 | $225.3K | 0.03% | 00.0% | Unchanged |
| Davenport & Co LLC | 8,456 | $230.3K | 0.00% | +8,456 | New |
| HSBC Holdings PLC | 8,477 | $232.2K | 0.00% | −8,265−49.4% | Reduced |
| Lincoln National Corp | 8,715 | $237.4K | 0.00% | −1,112−11.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,855 | $241.0K | 0.00% | +8,855 | New |
| M&T Bank Corp | 9,429 | $256.8K | 0.00% | +9,429 | New |
| Fourthstone LLC | 9,490 | $258.5K | 0.05% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,508 | $259.0K | 0.00% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 9,513 | $259.1K | 0.05% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 9,713 | $264.6K | 0.04% | +5+0.1% | Added |
| WSFS Capital Management, LLC | 9,893 | $269.5K | 0.02% | +158+1.6% | Added |
| First Manhattan Co | 10,347 | $281.9K | 0.00% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 10,475 | $285.4K | 0.09% | −1,700−14.0% | Reduced |
| Raymond James & Associates | 10,512 | $286.3K | 0.00% | −243−2.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 10,587 | $288.4K | 0.13% | +30.0% | Added |
| CIC Wealth, LLC | 10,943 | $298.1K | 0.09% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 11,219 | $306.0K | 0.00% | −4,015−26.4% | Reduced |
| Janney Montgomery Scott LLC | 11,292 | $308.0K | 0.00% | −19,049−62.8% | Reduced |
| Quadrant Private Wealth Management, LLC | 11,347 | $309.1K | 0.09% | −37−0.3% | Reduced |
| Founders Financial Securities LLC | 11,422 | $311.1K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 11,814 | $321.8K | 0.01% | +11,814 | New |
| Commonwealth Equity Services, LLC | 11,950 | $326.0K | 0.00% | +225+1.9% | Added |
| State Board of Administration of Florida Retirement System | 12,524 | $341.2K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 12,542 | $341.6K | 0.00% | +414+3.4% | Added |
| US Bancorp | 12,639 | $344.3K | 0.00% | −389−3.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 12,986 | $353.7K | 0.02% | −2,140−14.1% | Reduced |
| Brinker Capital Investments, LLC | 13,363 | $356.8K | 0.00% | +1,033+8.4% | Added |
| Orion Portfolio Solutions, LLC | 13,363 | $356.8K | 0.00% | +1,033+8.4% | Added |
| Nadler Financial Group, Inc. | 13,699 | $373.2K | 0.05% | 00.0% | Unchanged |
| Algert Global LLC | 13,760 | $374.8K | 0.02% | +13,760 | New |
| Aigen Investment Management, LP | 15,113 | $411.7K | 0.07% | +87+0.6% | Added |
| CWM Advisors, LLC | 16,028 | $436.6K | 0.05% | −269−1.7% | Reduced |
| Graham Capital Management, L.P. | 16,307 | $444.2K | 0.01% | −16,976−51.0% | Reduced |
| Mariner, LLC | 16,448 | $448.1K | 0.00% | −1,913−10.4% | Reduced |
| SEI Investments Co | 16,784 | $457.2K | 0.00% | +24+0.1% | Added |
| Manufacturers Life Insurance Company, The | 16,873 | $459.6K | 0.00% | −378−2.2% | Reduced |
| PMC FIG Opportunities LLC | 17,000 | $463.1K | 1.29% | +17,000 | New |
| Envestnet Asset Management Inc | 17,006 | $463.3K | 0.00% | −145−0.8% | Reduced |
| Pinnacle Associates Ltd | 17,487 | $476.3K | 0.01% | −13,751−44.0% | Reduced |
| Gilman Hill Asset Management, LLC | 17,657 | $481.0K | 0.09% | −910−4.9% | Reduced |
| Snowden Capital Advisors LLC | 17,674 | $481.4K | 0.02% | +1,317+8.1% | Added |
| Dark Forest Capital Management LP | 18,002 | $490.4K | 0.07% | +955+5.6% | Added |
| Kingsview Wealth Management, LLC | 18,320 | $499.0K | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 18,619 | $507.2K | 0.00% | −84−0.4% | Reduced |
| Captrust Financial Advisors | 19,899 | $542.0K | 0.00% | +4,930+32.9% | Added |
| Tritonpoint Wealth, LLC | 20,034 | $545.7K | 0.05% | +20,034 | New |
| Mirae Asset Global Investments Co., Ltd. | 20,104 | $547.6K | 0.00% | +1,327+7.1% | Added |
| Janus Henderson Group PLC | 20,293 | $553.2K | 0.00% | −30−0.1% | Reduced |