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 |
|---|---|---|---|---|---|
| Tritonpoint Wealth, LLC | 19,817 | $617.3K | 0.06% | +17+0.1% | Added |
| Teton Advisors, Inc. | 19,000 | $596.0K | 0.27% | −12,300−39.3% | Reduced |
| Envestnet Asset Management Inc | 18,230 | $571.9K | 0.00% | −1,034−5.4% | Reduced |
| HRT Financial LP | 18,193 | $570.0K | 0.00% | +6,234+52.1% | Added |
| Rockefeller Capital Management L.P. | 17,707 | $555.5K | 0.00% | +228+1.3% | Added |
| Impact Partnership Wealth, LLC | 16,802 | $527.1K | 0.12% | +194+1.2% | Added |
| LPL Financial LLC | 16,690 | $523.6K | 0.00% | +16,690 | New |
| Gilman Hill Asset Management, LLC | 16,343 | $512.7K | 0.09% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 15,941 | $500.0K | 0.01% | +11,622+269.1% | Added |
| Advisor Group Holdings, Inc. | 15,914 | $499.2K | 0.00% | −499−3.0% | Reduced |
| Pinnacle Associates Ltd | 17,487 | $476.3K | 0.01% | +6,224+55.3% | Added |
| BNP Paribas Arbitrage, SA | 14,985 | $470.1K | 0.00% | +1,788+13.5% | Added |
| CWM Advisors, LLC | 14,913 | $467.8K | 0.05% | −1,503−9.2% | Reduced |
| New York State Common Retirement Fund | 14,856 | $466.0K | 0.00% | −3,300−18.2% | Reduced |
| Mariner, LLC | 14,611 | $458.3K | 0.00% | +983+7.2% | Added |
| Snowden Capital Advisors LLC | 14,505 | $455.0K | 0.01% | −508−3.4% | Reduced |
| Voya Investment Management LLC | 14,464 | $453.7K | 0.00% | −353−2.4% | Reduced |
| State of Wisconsin Investment Board | 14,048 | $440.7K | 0.00% | +14,048 | New |
| Nadler Financial Group, Inc. | 13,699 | $429.7K | 0.05% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 13,000 | $407.8K | 0.01% | −5,270−28.8% | Reduced |
| Arizona State Retirement System | 12,975 | $407.0K | 0.00% | +394+3.1% | Added |
| State Board of Administration of Florida Retirement System | 12,524 | $392.9K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 12,458 | $390.8K | 0.00% | +2,218+21.7% | Added |
| Carmichael Hill & Associates, Inc. | 11,794 | $370.0K | 0.14% | +9+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,769 | $369.0K | 0.00% | −5,550−32.0% | Reduced |
| Nisa Investment Advisors, LLC | 11,748 | $368.5K | 0.00% | +8,200+231.1% | Added |
| Evergreen Capital Management LLC | 11,717 | $367.6K | 0.01% | +651+5.9% | Added |
| US Bancorp | 11,502 | $360.8K | 0.00% | +45+0.4% | Added |
| Commonwealth Equity Services, LLC | 11,474 | $360.0K | 0.00% | −1,702−12.9% | Reduced |
| Founders Financial Securities LLC | 11,422 | $358.3K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 11,219 | $352.0K | 0.00% | 00.0% | Unchanged |
| CIC Wealth, LLC | 10,943 | $343.3K | 0.09% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 10,775 | $338.0K | 0.10% | 00.0% | Unchanged |
| First Manhattan Co | 10,347 | $324.6K | 0.00% | 00.0% | Unchanged |
| First National Trust Co | 10,050 | $315.3K | 0.01% | +500+5.2% | Added |
| Intech Investment Management LLC | 10,020 | $314.3K | 0.00% | +10,020 | New |
| Tower Research Capital LLC (TRC) | 9,933 | $311.6K | 0.01% | −888−8.2% | Reduced |
| Artemis Wealth Advisors, LLC | 9,912 | $310.9K | 0.05% | +112+1.1% | Added |
| M&T Bank Corp | 9,740 | $305.5K | 0.00% | +218+2.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,508 | $298.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 9,507 | $298.2K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 9,507 | $298.0K | 0.00% | +5+0.1% | Added |
| Cambria Investment Management, L.P. | 9,000 | $282.3K | 0.02% | +9,000 | 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 |
| Inceptionr LLC | 8,325 | $261.2K | 0.06% | +8,325 | New |
| ProShare Advisors LLC | 8,302 | $260.4K | 0.00% | −286,682−97.2% | Reduced |
| Davenport & Co LLC | 8,301 | $260.4K | 0.00% | −155−1.8% | Reduced |
| Hendershot Investments Inc. | 8,272 | $259.5K | 0.04% | 00.0% | Unchanged |
| Sapient Capital LLC | 8,262 | $259.2K | 0.01% | −165−2.0% | Reduced |
| Quadrant Private Wealth Management, LLC | 8,128 | $255.0K | 0.06% | −3,219−28.4% | Reduced |
| Emerald Mutual Fund Advisers Trust | 8,088 | $253.7K | 0.01% | +8,088 | New |
| Meeder Asset Management Inc | 7,952 | $249.5K | 0.02% | +3,168+66.2% | Added |
| Associated Banc-Corp | 7,941 | $249.1K | 0.01% | +7,941 | New |
| Cresset Asset Management, LLC | 7,907 | $248.1K | 0.00% | +7,907 | New |
| HSBC Holdings PLC | 7,597 | $238.9K | 0.00% | −3,822−33.5% | Reduced |
| Teacher Retirement System of Texas | 7,582 | $238.0K | 0.00% | −9,577−55.8% | Reduced |
| Inspire Advisors, LLC | 7,350 | $230.6K | 0.03% | −1,553−17.4% | Reduced |
| Savant Capital, LLC | 7,220 | $226.5K | 0.00% | +7,220 | New |
| Stratos Wealth Partners, LTD. | 7,140 | $224.0K | 0.00% | +7,140 | New |
| CWM, LLC | 7,086 | $222.0K | 0.00% | +1,525+27.4% | Added |
| Stifel Financial Corp | 6,916 | $216.9K | 0.00% | +6,916 | New |
| Great West Life Assurance Co | 6,788 | $213.0K | 0.00% | +142+2.1% | Added |
| Lafayette Investments, Inc. | 6,744 | $211.6K | 0.04% | −36,759−84.5% | Reduced |
| Spire Wealth Management | 6,662 | $209.0K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,404 | $170.0K | 0.00% | +5,404 | New |
| Ameritas Investment Partners, Inc. | 4,359 | $136.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,122 | $129.3K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,082 | $128.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,819 | $119.8K | 0.00% | +228+6.3% | Added |
| FMR LLC | 3,305 | $103.7K | 0.00% | −174−5.0% | Reduced |
| Amalgamated Bank | 1,550 | $49.0K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,500 | $45.8K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,179 | $37.0K | 0.00% | +2+0.2% | Added |
| Clear Street Markets LLC | 1,000 | $31.0K | 0.02% | +1,000 | New |
| Accordant Advisory Group Inc | 979 | $30.7K | 0.02% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 913 | $28.6K | 0.01% | +913 | New |
| Evermay Wealth Management LLC | 900 | $28.2K | 0.00% | −5,339−85.6% | Reduced |
| Parallel Advisors, LLC | 868 | $27.2K | 0.00% | +72+9.0% | Added |
| Northwestern Mutual Wealth Management Co | 789 | $24.8K | 0.00% | −790−50.0% | Reduced |
| International Assets Investment Management, LLC | 753 | $24.0K | 0.00% | +729+3,037.5% | Added |
| Lindbrook Capital, LLC | 709 | $22.2K | 0.00% | +5+0.7% | Added |
| Allspring Global Investments Holdings, LLC | 545 | $17.1K | 0.00% | +382+234.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 365 | $11.4K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 335 | $11.0K | 0.00% | +335 | New |
| GAMMA Investing LLC | 319 | $10.0K | 0.00% | +215+206.7% | Added |
| First United Bank Trust | 300 | $9.41K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 266 | $8.29K | 0.00% | +81+43.8% | Added |
| Versant Capital Management, Inc | 259 | $8.13K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 223 | $6.99K | 0.00% | +12+5.7% | Added |
| Steward Partners Investment Advisory, LLC | 187 | $5.87K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 171 | $5.36K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 167 | $5.24K | 0.00% | +95+131.9% | Added |
| Ronald Blue Trust, Inc. | 210 | $5.12K | 0.00% | +108+105.9% | Added |
| Sterling Capital Management LLC | 152 | $4.77K | 0.00% | +152 | New |
| Harbor Investment Advisory, LLC | 150 | $4.71K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 144 | $4.52K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 143 | $4.50K | 0.00% | +1+0.7% | Added |
| Huntington National Bank | 96 | $3.01K | 0.00% | +1+1.1% | Added |
| Rothschild Investment LLC | 55 | $1.73K | 0.00% | +35+175.0% | Added |