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 2024
Institutional positions in Sandy Spring Bancorp Inc as of Sep 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
- 210
- +10 vs. Q2 2024
- Shares held
- 32.4M
- +5.00M (+18.2%) vs. Q2 2024
- Total value
- $1.02B
- +$351.3M (+52.6%) vs. Q2 2024
- New holders
- 28
- 66 more added
- Sold out
- 18
- 75 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Sandy Spring Bancorp Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| National Bank of Canada | 1 | $31 | 0.00% | +1 | New |
| Private Trust Co NA | 7 | $220 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 20 | $628 | 0.00% | −3−13.0% | Reduced |
| Quest Partners LLC | 21 | $659 | 0.00% | −10,203−99.8% | Reduced |
| Massmutual Trust Co FSB | 25 | $784 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 23 | $1.00K | 0.00% | −41−64.1% | Reduced |
| Hemington Wealth Management | 50 | $1.00K | 0.00% | +50 | New |
| Russell Investments Group, Ltd. | 38 | $1.19K | 0.00% | −5,660−99.3% | Reduced |
| Glen Eagle Advisors, LLC | 44 | $1.38K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 45 | $1.41K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 55 | $1.73K | 0.00% | +35+175.0% | Added |
| Huntington National Bank | 96 | $3.01K | 0.00% | +1+1.1% | Added |
| Principal Securities, Inc. | 143 | $4.50K | 0.00% | +1+0.7% | Added |
| SRS Capital Advisors, Inc. | 144 | $4.52K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 150 | $4.71K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 152 | $4.77K | 0.00% | +152 | New |
| Ronald Blue Trust, Inc. | 210 | $5.12K | 0.00% | +108+105.9% | Added |
| CIBC Private Wealth Group, LLC | 167 | $5.24K | 0.00% | +95+131.9% | Added |
| Farther Finance Advisors, LLC | 171 | $5.36K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 187 | $5.87K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 223 | $6.99K | 0.00% | +12+5.7% | Added |
| Versant Capital Management, Inc | 259 | $8.13K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 266 | $8.29K | 0.00% | +81+43.8% | Added |
| First United Bank Trust | 300 | $9.41K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 319 | $10.0K | 0.00% | +215+206.7% | Added |
| Harbor Capital Advisors, Inc. | 335 | $11.0K | 0.00% | +335 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 365 | $11.4K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 545 | $17.1K | 0.00% | +382+234.4% | Added |
| Lindbrook Capital, LLC | 709 | $22.2K | 0.00% | +5+0.7% | Added |
| International Assets Investment Management, LLC | 753 | $24.0K | 0.00% | +729+3,037.5% | Added |
| Northwestern Mutual Wealth Management Co | 789 | $24.8K | 0.00% | −790−50.0% | Reduced |
| Parallel Advisors, LLC | 868 | $27.2K | 0.00% | +72+9.0% | Added |
| Evermay Wealth Management LLC | 900 | $28.2K | 0.00% | −5,339−85.6% | Reduced |
| Capital Performance Advisors LLP | 913 | $28.6K | 0.01% | +913 | New |
| Accordant Advisory Group Inc | 979 | $30.7K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,000 | $31.0K | 0.02% | +1,000 | New |
| Public Employees Retirement System of Ohio | 1,179 | $37.0K | 0.00% | +2+0.2% | Added |
| Halpern Financial, Inc. | 1,500 | $45.8K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 1,550 | $49.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3,305 | $103.7K | 0.00% | −174−5.0% | Reduced |
| Signaturefd, LLC | 3,819 | $119.8K | 0.00% | +228+6.3% | Added |
| Global Retirement Partners, LLC | 4,082 | $128.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,122 | $129.3K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,359 | $136.7K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,404 | $170.0K | 0.00% | +5,404 | New |
| Spire Wealth Management | 6,662 | $209.0K | 0.01% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 6,744 | $211.6K | 0.04% | −36,759−84.5% | Reduced |
| Great West Life Assurance Co | 6,788 | $213.0K | 0.00% | +142+2.1% | Added |
| Stifel Financial Corp | 6,916 | $216.9K | 0.00% | +6,916 | New |
| CWM, LLC | 7,086 | $222.0K | 0.00% | +1,525+27.4% | Added |
| Stratos Wealth Partners, LTD. | 7,140 | $224.0K | 0.00% | +7,140 | New |
| Savant Capital, LLC | 7,220 | $226.5K | 0.00% | +7,220 | New |
| Inspire Advisors, LLC | 7,350 | $230.6K | 0.03% | −1,553−17.4% | Reduced |
| Teacher Retirement System of Texas | 7,582 | $238.0K | 0.00% | −9,577−55.8% | Reduced |
| HSBC Holdings PLC | 7,597 | $238.9K | 0.00% | −3,822−33.5% | Reduced |
| Cresset Asset Management, LLC | 7,907 | $248.1K | 0.00% | +7,907 | New |
| Associated Banc-Corp | 7,941 | $249.1K | 0.01% | +7,941 | New |
| Meeder Asset Management Inc | 7,952 | $249.5K | 0.02% | +3,168+66.2% | Added |
| Emerald Mutual Fund Advisers Trust | 8,088 | $253.7K | 0.01% | +8,088 | New |
| Quadrant Private Wealth Management, LLC | 8,128 | $255.0K | 0.06% | −3,219−28.4% | Reduced |
| Sapient Capital LLC | 8,262 | $259.2K | 0.01% | −165−2.0% | Reduced |
| Hendershot Investments Inc. | 8,272 | $259.5K | 0.04% | 00.0% | Unchanged |
| Davenport & Co LLC | 8,301 | $260.4K | 0.00% | −155−1.8% | Reduced |
| ProShare Advisors LLC | 8,302 | $260.4K | 0.00% | −286,682−97.2% | Reduced |
| Inceptionr LLC | 8,325 | $261.2K | 0.06% | +8,325 | New |
| Brinker Capital Investments, LLC | 8,326 | $261.2K | 0.00% | −473−5.4% | Reduced |
| Orion Portfolio Solutions, LLC | 8,326 | $261.2K | 0.00% | −473−5.4% | Reduced |
| Cambria Investment Management, L.P. | 9,000 | $282.3K | 0.02% | +9,000 | New |
| Janney Montgomery Scott LLC | 9,507 | $298.0K | 0.00% | +5+0.1% | Added |
| Atlantic Union Bankshares Corp | 9,507 | $298.2K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,508 | $298.3K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 9,740 | $305.5K | 0.00% | +218+2.3% | Added |
| Artemis Wealth Advisors, LLC | 9,912 | $310.9K | 0.05% | +112+1.1% | Added |
| Tower Research Capital LLC (TRC) | 9,933 | $311.6K | 0.01% | −888−8.2% | Reduced |
| Intech Investment Management LLC | 10,020 | $314.3K | 0.00% | +10,020 | New |
| First National Trust Co | 10,050 | $315.3K | 0.01% | +500+5.2% | Added |
| First Manhattan Co | 10,347 | $324.6K | 0.00% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 10,775 | $338.0K | 0.10% | 00.0% | Unchanged |
| CIC Wealth, LLC | 10,943 | $343.3K | 0.09% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 11,219 | $352.0K | 0.00% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 11,422 | $358.3K | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 11,474 | $360.0K | 0.00% | −1,702−12.9% | Reduced |
| US Bancorp | 11,502 | $360.8K | 0.00% | +45+0.4% | Added |
| Evergreen Capital Management LLC | 11,717 | $367.6K | 0.01% | +651+5.9% | Added |
| Nisa Investment Advisors, LLC | 11,748 | $368.5K | 0.00% | +8,200+231.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,769 | $369.0K | 0.00% | −5,550−32.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 11,794 | $370.0K | 0.14% | +9+0.1% | Added |
| Raymond James & Associates | 12,458 | $390.8K | 0.00% | +2,218+21.7% | Added |
| State Board of Administration of Florida Retirement System | 12,524 | $392.9K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 12,975 | $407.0K | 0.00% | +394+3.1% | Added |
| Kingsview Wealth Management, LLC | 13,000 | $407.8K | 0.01% | −5,270−28.8% | Reduced |
| Nadler Financial Group, Inc. | 13,699 | $429.7K | 0.05% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 14,048 | $440.7K | 0.00% | +14,048 | New |
| Voya Investment Management LLC | 14,464 | $453.7K | 0.00% | −353−2.4% | Reduced |
| Snowden Capital Advisors LLC | 14,505 | $455.0K | 0.01% | −508−3.4% | Reduced |
| Mariner, LLC | 14,611 | $458.3K | 0.00% | +983+7.2% | Added |
| New York State Common Retirement Fund | 14,856 | $466.0K | 0.00% | −3,300−18.2% | Reduced |
| CWM Advisors, LLC | 14,913 | $467.8K | 0.05% | −1,503−9.2% | Reduced |
| BNP Paribas Arbitrage, SA | 14,985 | $470.1K | 0.00% | +1,788+13.5% | Added |
| Pinnacle Associates Ltd | 17,487 | $476.3K | 0.01% | +6,224+55.3% | Added |