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 |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 20,293 | $553.2K | 0.00% | −30−0.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 20,104 | $547.6K | 0.00% | +1,327+7.1% | Added |
| Tritonpoint Wealth, LLC | 20,034 | $545.7K | 0.05% | +20,034 | New |
| Captrust Financial Advisors | 19,899 | $542.0K | 0.00% | +4,930+32.9% | Added |
| Voya Investment Management LLC | 18,619 | $507.2K | 0.00% | −84−0.4% | Reduced |
| Kingsview Wealth Management, LLC | 18,320 | $499.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 18,002 | $490.4K | 0.07% | +955+5.6% | Added |
| Snowden Capital Advisors LLC | 17,674 | $481.4K | 0.02% | +1,317+8.1% | Added |
| Gilman Hill Asset Management, LLC | 17,657 | $481.0K | 0.09% | −910−4.9% | Reduced |
| Pinnacle Associates Ltd | 17,487 | $476.3K | 0.01% | −13,751−44.0% | Reduced |
| Envestnet Asset Management Inc | 17,006 | $463.3K | 0.00% | −145−0.8% | Reduced |
| PMC FIG Opportunities LLC | 17,000 | $463.1K | 1.29% | +17,000 | New |
| Manufacturers Life Insurance Company, The | 16,873 | $459.6K | 0.00% | −378−2.2% | Reduced |
| SEI Investments Co | 16,784 | $457.2K | 0.00% | +24+0.1% | Added |
| Mariner, LLC | 16,448 | $448.1K | 0.00% | −1,913−10.4% | Reduced |
| Graham Capital Management, L.P. | 16,307 | $444.2K | 0.01% | −16,976−51.0% | Reduced |
| CWM Advisors, LLC | 16,028 | $436.6K | 0.05% | −269−1.7% | Reduced |
| Aigen Investment Management, LP | 15,113 | $411.7K | 0.07% | +87+0.6% | Added |
| Algert Global LLC | 13,760 | $374.8K | 0.02% | +13,760 | New |
| Nadler Financial Group, Inc. | 13,699 | $373.2K | 0.05% | 00.0% | Unchanged |
| 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 |
| Hennion & Walsh Asset Management, Inc. | 12,986 | $353.7K | 0.02% | −2,140−14.1% | Reduced |
| US Bancorp | 12,639 | $344.3K | 0.00% | −389−3.0% | Reduced |
| Arizona State Retirement System | 12,542 | $341.6K | 0.00% | +414+3.4% | Added |
| State Board of Administration of Florida Retirement System | 12,524 | $341.2K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 11,950 | $326.0K | 0.00% | +225+1.9% | Added |
| Evergreen Capital Management LLC | 11,814 | $321.8K | 0.01% | +11,814 | New |
| Founders Financial Securities LLC | 11,422 | $311.1K | 0.03% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 11,347 | $309.1K | 0.09% | −37−0.3% | Reduced |
| Janney Montgomery Scott LLC | 11,292 | $308.0K | 0.00% | −19,049−62.8% | Reduced |
| Public Employees Retirement Association of Colorado | 11,219 | $306.0K | 0.00% | −4,015−26.4% | Reduced |
| CIC Wealth, LLC | 10,943 | $298.1K | 0.09% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 10,587 | $288.4K | 0.13% | +30.0% | Added |
| Raymond James & Associates | 10,512 | $286.3K | 0.00% | −243−2.3% | Reduced |
| Court Place Advisors, LLC | 10,475 | $285.4K | 0.09% | −1,700−14.0% | Reduced |
| First Manhattan Co | 10,347 | $281.9K | 0.00% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 9,893 | $269.5K | 0.02% | +158+1.6% | Added |
| Cornerstone Advisory, LLC | 9,713 | $264.6K | 0.04% | +5+0.1% | Added |
| Artemis Wealth Advisors, LLC | 9,513 | $259.1K | 0.05% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,508 | $259.0K | 0.00% | 00.0% | Unchanged |
| Fourthstone LLC | 9,490 | $258.5K | 0.05% | 00.0% | Unchanged |
| M&T Bank Corp | 9,429 | $256.8K | 0.00% | +9,429 | New |
| Cambridge Investment Research Advisors, Inc. | 8,855 | $241.0K | 0.00% | +8,855 | New |
| Lincoln National Corp | 8,715 | $237.4K | 0.00% | −1,112−11.3% | Reduced |
| HSBC Holdings PLC | 8,477 | $232.2K | 0.00% | −8,265−49.4% | Reduced |
| Davenport & Co LLC | 8,456 | $230.3K | 0.00% | +8,456 | New |
| Hendershot Investments Inc. | 8,272 | $225.3K | 0.03% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 8,198 | $223.3K | 0.00% | +8,198 | New |
| Tower Research Capital LLC (TRC) | 8,194 | $223.2K | 0.00% | +6,535+393.9% | Added |
| LPL Financial LLC | 8,111 | $220.9K | 0.00% | −1,423−14.9% | Reduced |
| Steel Peak Wealth Management LLC | 8,009 | $218.2K | 0.01% | +8,009 | New |
| Associated Banc-Corp | 7,941 | $216.3K | 0.01% | +7,941 | New |
| Inspire Advisors, LLC | 7,522 | $204.9K | 0.03% | +7,522 | New |
| Signaturefd, LLC | 6,967 | $189.8K | 0.00% | −478−6.4% | Reduced |
| Great West Life Assurance Co | 6,502 | $176.0K | 0.00% | −527−7.5% | Reduced |
| Aquatic Capital Management LLC | 6,400 | $174.0K | 0.00% | +800+14.3% | Added |
| Spire Wealth Management | 6,662 | $170.7K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 6,239 | $170.0K | 0.03% | +4,524+263.8% | Added |
| Quadrant Capital Group LLC | 5,521 | $150.4K | 0.01% | +1,595+40.6% | Added |
| Elequin Capital LP | 5,342 | $145.5K | 0.04% | −2,180−29.0% | Reduced |
| Bessemer Group Inc | 5,000 | $136.0K | 0.00% | +5,000 | New |
| Ameritas Investment Partners, Inc. | 4,359 | $118.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 3,898 | $106.0K | 0.00% | −461−10.6% | Reduced |
| Global Retirement Partners, LLC | 4,082 | $103.2K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,525 | $96.0K | 0.00% | −30−0.8% | Reduced |
| FMR LLC | 3,405 | $92.8K | 0.00% | −387−10.2% | Reduced |
| Advisory Services Network, LLC | 2,911 | $79.3K | 0.00% | +2,911 | New |
| Scarborough Advisors, LLC | 2,809 | $76.5K | 0.02% | +2,809 | New |
| CWM, LLC | 2,493 | $68.0K | 0.00% | +276+12.4% | Added |
| Metropolitan Life Insurance Co | 2,485 | $67.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,287 | $62.3K | 0.00% | −189−7.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,579 | $43.0K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,500 | $39.6K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1,000 | $27.2K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 946 | $25.8K | 0.00% | +119+14.4% | Added |
| Lindbrook Capital, LLC | 814 | $22.2K | 0.00% | −160−16.4% | Reduced |
| Allworth Financial LP | 731 | $19.9K | 0.00% | +249+51.7% | Added |
| Parallel Advisors, LLC | 536 | $14.6K | 0.00% | −157−22.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 365 | $9.63K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 300 | $8.17K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 300 | $8.17K | 0.00% | +300 | New |
| Farther Finance Advisors, LLC | 232 | $6.32K | 0.00% | +214+1,188.9% | Added |
| Concord Wealth Partners | 188 | $5.12K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 162 | $4.41K | 0.00% | +116+252.2% | Added |
| Harbor Investment Advisory, LLC | 150 | $4.09K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 134 | $4.00K | 0.00% | +51+61.4% | Added |
| Principal Securities, Inc. | 138 | $3.75K | 0.00% | +138 | New |
| Oakworth Capital, Inc. | 87 | $2.37K | 0.00% | +87 | New |
| Huntington National Bank | 77 | $2.10K | 0.00% | +34+79.1% | Added |
| Covestor Ltd | 70 | $2.00K | 0.00% | −3−4.1% | Reduced |
| Ronald Blue Trust, Inc. | 114 | $2.00K | 0.00% | +114 | New |
| Allspring Global Investments Holdings, LLC | 56 | $1.53K | 0.00% | −125−69.1% | Reduced |
| Glen Eagle Advisors, LLC | 44 | $1.20K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 35 | $953 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 34 | $927 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 25 | $681 | 0.00% | +25 | New |
| Russell Investments Group, Ltd. | 14 | $381 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 13 | $354 | 0.00% | −6−31.6% | Reduced |
| Private Trust Co NA | 7 | $191 | 0.00% | 00.0% | Unchanged |