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, Q1 2024
Institutional positions in Sandy Spring Bancorp Inc as of Mar 31, 2024. 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
- 215
- +15 vs. Q4 2023
- Shares held
- 29.9M
- −198.8K (−0.7%) vs. Q4 2023
- Total value
- $692.6M
- −$126.4M (−15.4%) vs. Q4 2023
- New holders
- 34
- 78 more added
- Sold out
- 19
- 61 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Sandy Spring Bancorp Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 5 | $116 | 0.00% | +5 | New |
| Private Trust Co NA | 7 | $162 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 14 | $325 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 23 | $534 | 0.00% | +23 | New |
| Massmutual Trust Co FSB | 25 | $580 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 30 | $695 | 0.00% | +30 | New |
| FinTrust Capital Advisors, LLC | 34 | $789 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 38 | $1.00K | 0.00% | −32−45.7% | Reduced |
| Glen Eagle Advisors, LLC | 44 | $1.02K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 72 | $1.60K | 0.00% | +72 | New |
| Huntington National Bank | 78 | $1.81K | 0.00% | +1+1.3% | Added |
| Oakworth Capital, Inc. | 87 | $2.02K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 134 | $3.00K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 140 | $3.24K | 0.00% | +2+1.4% | Added |
| Versant Capital Management, Inc | 146 | $3.38K | 0.00% | +111+317.1% | Added |
| Harbor Investment Advisory, LLC | 150 | $3.48K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 171 | $3.81K | 0.00% | −61−26.3% | Reduced |
| EverSource Wealth Advisors, LLC | 211 | $4.32K | 0.00% | +49+30.2% | Added |
| Concord Wealth Partners | 188 | $4.36K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 300 | $6.95K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 365 | $8.46K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 371 | $8.60K | 0.00% | −165−30.8% | Reduced |
| Lindbrook Capital, LLC | 509 | $11.8K | 0.00% | −305−37.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 542 | $12.6K | 0.00% | +542 | New |
| Allworth Financial LP | 724 | $16.8K | 0.00% | −7−1.0% | Reduced |
| Tower Research Capital LLC (TRC) | 863 | $20.0K | 0.00% | −7,331−89.5% | Reduced |
| Accordant Advisory Group Inc | 979 | $22.7K | 0.02% | +979 | New |
| Quarry LP | 1,045 | $24.2K | 0.01% | +1,045 | New |
| Public Employees Retirement System of Ohio | 1,095 | $25.4K | 0.00% | +149+15.8% | Added |
| Halpern Financial, Inc. | 1,500 | $32.3K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 1,550 | $36.0K | 0.00% | −2,348−60.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,579 | $36.6K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,485 | $57.6K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 3,000 | $69.5K | 0.02% | +3,000 | New |
| FMR LLC | 3,472 | $80.5K | 0.00% | +67+2.0% | Added |
| CWM, LLC | 3,488 | $81.0K | 0.00% | +995+39.9% | Added |
| Nisa Investment Advisors, LLC | 3,560 | $82.5K | 0.00% | +35+1.0% | Added |
| Advisor Group Holdings, Inc. | 4,043 | $93.7K | 0.00% | +1,756+76.8% | Added |
| Global Retirement Partners, LLC | 4,082 | $94.6K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 4,241 | $98.3K | 0.09% | +4,241 | New |
| Ameritas Investment Partners, Inc. | 4,359 | $101.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,247 | $122.0K | 0.00% | +5,247 | New |
| Quadrant Capital Group LLC | 5,386 | $124.8K | 0.01% | −135−2.4% | Reduced |
| Evermay Wealth Management LLC | 6,239 | $144.6K | 0.02% | 00.0% | Unchanged |
| Great West Life Assurance Co | 6,377 | $147.0K | 0.00% | −125−1.9% | Reduced |
| Signaturefd, LLC | 6,602 | $153.0K | 0.00% | −365−5.2% | Reduced |
| Spire Wealth Management | 6,662 | $154.4K | 0.00% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 8,272 | $191.7K | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 9,083 | $210.5K | 0.00% | +972+12.0% | Added |
| Cornerstone Advisory, LLC | 9,293 | $215.4K | 0.03% | −420−4.3% | Reduced |
| M&T Bank Corp | 9,397 | $217.8K | 0.00% | −32−0.3% | Reduced |
| Atlantic Union Bankshares Corp | 9,507 | $220.4K | 0.02% | +9,507 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,508 | $220.4K | 0.00% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 9,660 | $223.9K | 0.04% | +147+1.5% | Added |
| Renaissance Technologies LLC | 9,837 | $228.0K | 0.00% | +9,837 | New |
| Steel Peak Wealth Management LLC | 9,845 | $228.2K | 0.01% | +1,836+22.9% | Added |
| Qube Research & Technologies Ltd | 9,990 | $231.6K | 0.00% | −10,734−51.8% | Reduced |
| Oxford Asset Management LLP | 10,034 | $232.6K | 0.25% | +10,034 | New |
| Captrust Financial Advisors | 10,051 | $233.0K | 0.00% | −9,848−49.5% | Reduced |
| Court Place Advisors, LLC | 10,099 | $234.1K | 0.08% | −376−3.6% | Reduced |
| First Manhattan Co | 10,347 | $239.8K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 10,608 | $246.0K | 0.00% | −684−6.1% | Reduced |
| Graham Capital Management, L.P. | 10,638 | $246.6K | 0.01% | −5,669−34.8% | Reduced |
| Raymond James & Associates | 10,690 | $247.8K | 0.00% | +178+1.7% | Added |
| CIC Wealth, LLC | 10,943 | $253.7K | 0.07% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 10,951 | $253.8K | 0.02% | +10,951 | New |
| Public Employees Retirement Association of Colorado | 11,219 | $260.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 11,347 | $263.0K | 0.07% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 11,373 | $263.6K | 0.11% | +786+7.4% | Added |
| Walleye Capital LLC | 11,394 | $264.1K | 0.00% | +11,394 | New |
| Aquatic Capital Management LLC | 11,400 | $264.3K | 0.01% | +5,000+78.1% | Added |
| Founders Financial Securities LLC | 11,422 | $264.8K | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 11,919 | $276.0K | 0.00% | +3,064+34.6% | Added |
| US Bancorp | 11,981 | $277.7K | 0.00% | −658−5.2% | Reduced |
| Evergreen Capital Management LLC | 11,992 | $278.0K | 0.01% | +178+1.5% | Added |
| Commonwealth Equity Services, LLC | 12,000 | $278.0K | 0.00% | +50+0.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 12,190 | $282.6K | 0.07% | +12,190 | New |
| Engineers Gate Manager LP | 12,276 | $284.6K | 0.01% | +12,276 | New |
| Arizona State Retirement System | 12,338 | $286.0K | 0.00% | −204−1.6% | Reduced |
| Lincoln National Corp | 12,437 | $288.3K | 0.00% | +3,722+42.7% | Added |
| Quantbot Technologies LP | 12,981 | $300.9K | 0.02% | +12,981 | New |
| Sherbrooke Park Advisers LLC | 13,018 | $301.8K | 0.06% | +13,018 | New |
| Quadrature Capital Ltd | 13,041 | $302.0K | 0.01% | +13,041 | New |
| Brinker Capital Investments, LLC | 13,600 | $315.2K | 0.00% | +237+1.8% | Added |
| Orion Portfolio Solutions, LLC | 13,600 | $315.2K | 0.00% | +237+1.8% | Added |
| Nadler Financial Group, Inc. | 13,699 | $317.5K | 0.04% | 00.0% | Unchanged |
| Algert Global LLC | 13,760 | $319.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 13,963 | $323.7K | 0.01% | −3,524−20.2% | Reduced |
| Occudo Quantitative Strategies LP | 15,115 | $350.4K | 0.06% | +15,115 | New |
| Voya Investment Management LLC | 15,285 | $354.3K | 0.00% | −3,334−17.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 15,450 | $358.1K | 0.02% | +2,464+19.0% | Added |
| HSBC Holdings PLC | 16,085 | $372.8K | 0.00% | +7,608+89.7% | Added |
| New York Life Investment Management LLC | 16,365 | $379.3K | 0.00% | +16,365 | New |
| Envestnet Asset Management Inc | 16,725 | $387.7K | 0.00% | −281−1.7% | Reduced |
| Mariner, LLC | 16,782 | $389.0K | 0.00% | +334+2.0% | Added |
| CWM Advisors, LLC | 17,344 | $402.0K | 0.04% | +1,316+8.2% | Added |
| Gilman Hill Asset Management, LLC | 17,657 | $409.3K | 0.07% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 18,320 | $424.7K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 18,320 | $424.7K | 0.01% | +646+3.7% | Added |
| Douglass Winthrop Advisors, LLC | 18,365 | $425.7K | 0.01% | +18,365 | New |