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, Q2 2024
Institutional positions in Sandy Spring Bancorp Inc as of Jun 30, 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
- 201
- −13 vs. Q1 2024
- Shares held
- 32.0M
- +2.17M (+7.3%) vs. Q1 2024
- Total value
- $779.0M
- +$87.8M (+12.7%) vs. Q1 2024
- New holders
- 28
- 80 more added
- Sold out
- 41
- 58 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Sandy Spring Bancorp Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 3 | $73 | 0.00% | +3 | New |
| Private Trust Co NA | 7 | $171 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $487 | 0.00% | +15+300.0% | Added |
| Addison Advisors LLC | 23 | $561 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 24 | $585 | 0.00% | +24 | New |
| Massmutual Trust Co FSB | 25 | $609 | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 37 | $901 | 0.00% | +37 | New |
| Glen Eagle Advisors, LLC | 44 | $1.07K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 45 | $1.32K | 0.00% | −679−93.8% | Reduced |
| CIBC Private Wealth Group, LLC | 72 | $1.71K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 71 | $1.73K | 0.00% | −974−93.2% | Reduced |
| Covestor Ltd | 64 | $2.00K | 0.00% | +26+68.4% | Added |
| Oakworth Capital, Inc. | 87 | $2.12K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 95 | $2.31K | 0.00% | +17+21.8% | Added |
| Ronald Blue Trust, Inc. | 102 | $2.36K | 0.00% | +102 | New |
| GAMMA Investing LLC | 104 | $2.53K | 0.00% | +104 | New |
| Principal Securities, Inc. | 142 | $3.45K | 0.00% | +2+1.4% | Added |
| SRS Capital Advisors, Inc. | 144 | $3.51K | 0.00% | +144 | New |
| Harbor Investment Advisory, LLC | 150 | $3.65K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 163 | $3.97K | 0.00% | +163 | New |
| Farther Finance Advisors, LLC | 171 | $4.08K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 185 | $4.36K | 0.00% | +185 | New |
| Steward Partners Investment Advisory, LLC | 187 | $4.55K | 0.00% | +187 | New |
| Versant Capital Management, Inc | 259 | $6.31K | 0.00% | +113+77.4% | Added |
| EverSource Wealth Advisors, LLC | 211 | $6.46K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 300 | $7.31K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 365 | $8.89K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 402 | $10.0K | 0.00% | +402 | New |
| SWS Partners | 552 | $13.4K | 0.00% | +552 | New |
| Lindbrook Capital, LLC | 704 | $17.1K | 0.00% | +195+38.3% | Added |
| Parallel Advisors, LLC | 796 | $19.4K | 0.00% | +425+114.6% | Added |
| Accordant Advisory Group Inc | 979 | $23.8K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,177 | $28.7K | 0.00% | +82+7.5% | Added |
| Halpern Financial, Inc. | 1,500 | $36.5K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 1,550 | $38.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,579 | $38.5K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 2,200 | $53.6K | 0.01% | −800−26.7% | Reduced |
| FMR LLC | 3,479 | $84.7K | 0.00% | +7+0.2% | Added |
| Nisa Investment Advisors, LLC | 3,548 | $86.4K | 0.00% | −12−0.3% | Reduced |
| Signaturefd, LLC | 3,591 | $87.5K | 0.00% | −3,011−45.6% | Reduced |
| Global Retirement Partners, LLC | 4,082 | $99.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,122 | $100.4K | 0.01% | −1,264−23.5% | Reduced |
| Hantz Financial Services, Inc. | 4,319 | $105.0K | 0.00% | +4,319 | New |
| Ameritas Investment Partners, Inc. | 4,359 | $106.2K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 4,784 | $116.5K | 0.01% | +4,784 | New |
| CWM, LLC | 5,561 | $135.0K | 0.00% | +2,073+59.4% | Added |
| Russell Investments Group, Ltd. | 5,698 | $138.8K | 0.00% | +5,684+40,600.0% | Added |
| Family Firm, Inc. | 5,922 | $144.3K | 0.03% | +5,922 | New |
| Evermay Wealth Management LLC | 6,239 | $152.0K | 0.02% | 00.0% | Unchanged |
| Great West Life Assurance Co | 6,646 | $162.0K | 0.00% | +269+4.2% | Added |
| Spire Wealth Management | 6,662 | $162.3K | 0.01% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 8,272 | $201.5K | 0.03% | 00.0% | Unchanged |
| Sapient Capital LLC | 8,427 | $205.3K | 0.00% | +8,427 | New |
| Davenport & Co LLC | 8,456 | $206.0K | 0.00% | +8,456 | New |
| Brinker Capital Investments, LLC | 8,799 | $214.4K | 0.00% | −4,801−35.3% | Reduced |
| Orion Portfolio Solutions, LLC | 8,799 | $214.4K | 0.00% | −4,801−35.3% | Reduced |
| Inspire Advisors, LLC | 8,903 | $216.9K | 0.03% | +8,903 | New |
| Janney Montgomery Scott LLC | 9,502 | $231.0K | 0.00% | −1,106−10.4% | Reduced |
| Atlantic Union Bankshares Corp | 9,507 | $231.6K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,508 | $231.6K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 9,522 | $232.0K | 0.00% | +125+1.3% | Added |
| First National Trust Co | 9,550 | $232.6K | 0.01% | +9,550 | New |
| Artemis Wealth Advisors, LLC | 9,800 | $238.7K | 0.04% | +140+1.4% | Added |
| Quest Partners LLC | 10,224 | $249.1K | 0.03% | −25,980−71.8% | Reduced |
| Raymond James & Associates | 10,240 | $249.4K | 0.00% | −450−4.2% | Reduced |
| First Manhattan Co | 10,347 | $252.1K | 0.00% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 10,775 | $262.5K | 0.08% | +676+6.7% | Added |
| Tower Research Capital LLC (TRC) | 10,821 | $263.6K | 0.00% | +9,958+1,153.9% | Added |
| CIC Wealth, LLC | 10,943 | $266.6K | 0.07% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 11,066 | $269.6K | 0.01% | −926−7.7% | Reduced |
| Public Employees Retirement Association of Colorado | 11,219 | $273.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 11,263 | $274.4K | 0.00% | −2,700−19.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 11,347 | $276.4K | 0.06% | 00.0% | Unchanged |
| HSBC Holdings PLC | 11,419 | $276.9K | 0.00% | −4,666−29.0% | Reduced |
| Founders Financial Securities LLC | 11,422 | $278.2K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 11,457 | $279.1K | 0.00% | −524−4.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 11,785 | $287.1K | 0.12% | +412+3.6% | Added |
| Numerai GP LLC | 11,827 | $288.1K | 0.10% | +11,827 | New |
| HRT Financial LP | 11,959 | $291.0K | 0.00% | −128,391−91.5% | Reduced |
| State Board of Administration of Florida Retirement System | 12,524 | $305.1K | 0.00% | −12,880−50.7% | Reduced |
| Arizona State Retirement System | 12,581 | $306.5K | 0.00% | +243+2.0% | Added |
| Commonwealth Equity Services, LLC | 13,176 | $321.0K | 0.00% | +1,176+9.8% | Added |
| BNP Paribas Arbitrage, SA | 13,197 | $321.5K | 0.00% | −9,858−42.8% | Reduced |
| Mariner, LLC | 13,628 | $332.0K | 0.00% | −3,154−18.8% | Reduced |
| Nadler Financial Group, Inc. | 13,699 | $333.7K | 0.04% | 00.0% | Unchanged |
| Voya Investment Management LLC | 14,817 | $360.9K | 0.00% | −468−3.1% | Reduced |
| Snowden Capital Advisors LLC | 15,013 | $365.7K | 0.01% | −3,307−18.1% | Reduced |
| Dark Forest Capital Management LP | 15,756 | $383.8K | 0.07% | −18,270−53.7% | Reduced |
| Gilman Hill Asset Management, LLC | 16,343 | $398.1K | 0.07% | −1,314−7.4% | Reduced |
| Advisor Group Holdings, Inc. | 16,413 | $399.8K | 0.00% | +12,370+306.0% | Added |
| CWM Advisors, LLC | 16,416 | $399.9K | 0.05% | −928−5.4% | Reduced |
| Impact Partnership Wealth, LLC | 16,608 | $404.6K | 0.11% | +16,608 | New |
| Caxton Associates LP | 16,831 | $410.0K | 0.02% | −10,367−38.1% | Reduced |
| Teacher Retirement System of Texas | 17,159 | $418.0K | 0.00% | +17,159 | New |
| Cambridge Investment Research Advisors, Inc. | 17,319 | $422.0K | 0.00% | +5,400+45.3% | Added |
| Rockefeller Capital Management L.P. | 17,479 | $425.8K | 0.00% | +17,479 | New |
| Graham Capital Management, L.P. | 17,956 | $437.4K | 0.02% | +7,318+68.8% | Added |
| New York State Common Retirement Fund | 18,156 | $442.3K | 0.00% | −58,901−76.4% | Reduced |
| Kingsview Wealth Management, LLC | 18,270 | $445.1K | 0.01% | −50−0.3% | Reduced |
| Envestnet Asset Management Inc | 19,264 | $469.3K | 0.00% | +2,539+15.2% | Added |