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 2024
Institutional positions in Sandy Spring Bancorp Inc as of Dec 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
- 228
- +23 vs. Q3 2024
- Shares held
- 32.0M
- −277.1K (−0.9%) vs. Q3 2024
- Total value
- $1.08B
- +$63.8M (+6.3%) vs. Q3 2024
- New holders
- 46
- 70 more added
- Sold out
- 23
- 74 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Sandy Spring Bancorp Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 23 | $0 | 0.00% | −27−54.0% | Reduced |
| Covestor Ltd | 11 | $0 | 0.00% | −12−52.2% | Reduced |
| SBI Securities Co., Ltd. | 1 | $34 | 0.00% | +1 | New |
| IFP Advisors, Inc | 0 | $169 | 0.00% | 0 | New |
| Private Trust Co NA | 7 | $236 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 10 | $323 | 0.00% | +10 | New |
| Amundi | 19 | $612 | 0.00% | +19 | New |
| Huntington National Bank | 19 | $641 | 0.00% | −77−80.2% | Reduced |
| Addison Advisors LLC | 20 | $675 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 25 | $843 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 44 | $1.48K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 45 | $1.52K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 48 | $1.62K | 0.00% | +10+26.3% | Added |
| Rothschild Investment LLC | 60 | $2.02K | 0.00% | +5+9.1% | Added |
| CIBC Private Wealth Group, LLC | 72 | $2.32K | 0.00% | −95−56.9% | Reduced |
| Quarry LP | 96 | $3.24K | 0.00% | +96 | New |
| R Squared Ltd | 140 | $4.72K | 0.00% | +140 | New |
| Farther Finance Advisors, LLC | 141 | $4.75K | 0.00% | −30−17.5% | Reduced |
| SRS Capital Advisors, Inc. | 144 | $4.86K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 145 | $4.88K | 0.00% | +2+1.4% | Added |
| Harbor Investment Advisory, LLC | 150 | $5.06K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 187 | $6.30K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 237 | $7.99K | 0.00% | +14+6.3% | Added |
| First United Bank Trust | 300 | $10.1K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 325 | $11.0K | 0.00% | +325 | New |
| Harbor Capital Advisors, Inc. | 330 | $11.0K | 0.00% | −5−1.5% | Reduced |
| GAMMA Investing LLC | 328 | $11.1K | 0.00% | +9+2.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 365 | $12.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 387 | $13.0K | 0.00% | +121+45.5% | Added |
| Quest Partners LLC | 388 | $13.1K | 0.00% | +367+1,747.6% | Added |
| Kestra Investment Management, LLC | 639 | $21.5K | 0.00% | +639 | New |
| Versant Capital Management, Inc | 677 | $22.8K | 0.00% | +418+161.4% | Added |
| Lindbrook Capital, LLC | 709 | $23.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 852 | $28.7K | 0.00% | −16−1.8% | Reduced |
| Accordant Advisory Group Inc | 979 | $33.0K | 0.03% | 00.0% | Unchanged |
| Vestcor Inc | 1,102 | $37.0K | 0.00% | +1,102 | New |
| Public Employees Retirement System of Ohio | 1,153 | $38.9K | 0.00% | −26−2.2% | Reduced |
| Sterling Capital Management LLC | 1,408 | $47.5K | 0.00% | +1,256+826.3% | Added |
| Amalgamated Bank | 1,550 | $52.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,406 | $81.1K | 0.00% | −7,527−75.8% | Reduced |
| FMR LLC | 3,284 | $110.7K | 0.00% | −21−0.6% | Reduced |
| Nisa Investment Advisors, LLC | 3,548 | $119.6K | 0.00% | −8,200−69.8% | Reduced |
| Signaturefd, LLC | 3,771 | $127.1K | 0.00% | −48−1.3% | Reduced |
| Global Retirement Partners, LLC | 4,082 | $137.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,122 | $139.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,359 | $146.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 5,024 | $169.4K | 0.01% | −1,638−24.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,514 | $185.9K | 0.00% | +4,725+598.9% | Added |
| BNP Paribas Arbitrage, SA | 5,527 | $186.3K | 0.00% | −9,458−63.1% | Reduced |
| MAI Capital Management | 5,702 | $192.2K | 0.00% | +5,702 | New |
| Family Firm, Inc. | 6,045 | $203.8K | 0.05% | +6,045 | New |
| Stratos Wealth Partners, LTD. | 6,380 | $215.1K | 0.00% | −760−10.6% | Reduced |
| Great West Life Assurance Co | 6,691 | $226.0K | 0.00% | −97−1.4% | Reduced |
| Inspire Advisors, LLC | 6,747 | $227.5K | 0.03% | −603−8.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,750 | $227.5K | 0.00% | +6,750 | New |
| Aquatic Capital Management LLC | 6,893 | $232.4K | 0.01% | +6,893 | New |
| Stifel Financial Corp | 6,971 | $235.0K | 0.00% | +55+0.8% | Added |
| Verition Fund Management LLC | 6,988 | $235.6K | 0.00% | −230,130−97.1% | Reduced |
| HSBC Holdings PLC | 7,143 | $241.2K | 0.00% | −454−6.0% | Reduced |
| CWM, LLC | 7,166 | $242.0K | 0.00% | +80+1.1% | Added |
| Cresset Asset Management, LLC | 7,219 | $243.4K | 0.00% | −688−8.7% | Reduced |
| Prelude Capital Management, LLC | 7,369 | $248.4K | 0.02% | +7,369 | New |
| Savant Capital, LLC | 7,378 | $248.7K | 0.00% | +158+2.2% | Added |
| Buckingham Strategic Partners | 7,389 | $249.1K | 0.00% | +7,389 | New |
| Davenport & Co LLC | 7,511 | $253.2K | 0.00% | −790−9.5% | Reduced |
| Associated Banc-Corp | 7,941 | $267.7K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 7,952 | $268.1K | 0.02% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 8,088 | $272.6K | 0.02% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 8,128 | $274.0K | 0.07% | 00.0% | Unchanged |
| Sapient Capital LLC | 8,262 | $278.5K | 0.01% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 8,272 | $278.8K | 0.04% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 8,338 | $281.0K | 0.01% | +8,338 | New |
| Court Place Advisors, LLC | 8,776 | $295.8K | 0.10% | −1,999−18.6% | Reduced |
| Janney Montgomery Scott LLC | 8,840 | $298.0K | 0.00% | −667−7.0% | Reduced |
| KLP Kapitalforvaltning AS | 9,000 | $303.4K | 0.00% | +9,000 | New |
| Gabelli & Co Investment Advisers, Inc. | 9,160 | $308.8K | 0.05% | +9,160 | New |
| Cambria Investment Management, L.P. | 9,209 | $310.4K | 0.02% | +209+2.3% | Added |
| LSV Asset Management | 9,400 | $317.0K | 0.00% | −62,515−86.9% | Reduced |
| Atlantic Union Bankshares Corp | 9,507 | $320.5K | 0.02% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 9,560 | $322.3K | 0.00% | +1,234+14.8% | Added |
| Orion Portfolio Solutions, LLC | 9,560 | $322.3K | 0.00% | +1,234+14.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 9,590 | $323.3K | 0.00% | +9,590 | New |
| Advisor Group Holdings, Inc. | 9,647 | $325.2K | 0.00% | −6,267−39.4% | Reduced |
| M&T Bank Corp | 9,753 | $328.8K | 0.00% | +13+0.1% | Added |
| Artemis Wealth Advisors, LLC | 10,003 | $337.2K | 0.06% | +91+0.9% | Added |
| Pinnacle Associates Ltd | 10,063 | $339.2K | 0.00% | −7,424−42.5% | Reduced |
| First Manhattan Co | 10,347 | $348.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 10,476 | $353.0K | 0.00% | −743−6.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,709 | $361.0K | 0.00% | −1,060−9.0% | Reduced |
| Apollon Wealth Management, LLC | 10,988 | $370.4K | 0.01% | +10,988 | New |
| US Bancorp | 11,327 | $381.8K | 0.00% | −175−1.5% | Reduced |
| Founders Financial Securities LLC | 11,422 | $385.0K | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 11,516 | $388.0K | 0.00% | +42+0.4% | Added |
| Evergreen Capital Management LLC | 11,717 | $395.0K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,918 | $401.8K | 0.00% | +2,410+25.3% | Added |
| Virtu Financial LLC | 12,527 | $422.0K | 0.02% | +12,527 | New |
| State Board of Administration of Florida Retirement System | 12,524 | $422.2K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 12,572 | $423.8K | 0.06% | +11,672+1,296.9% | Added |
| SG Americas Securities, LLC | 13,004 | $438.0K | 0.00% | +7,600+140.6% | Added |
| Kingsview Wealth Management, LLC | 13,000 | $438.2K | 0.01% | 00.0% | Unchanged |