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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 365 | $12.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 328 | $11.1K | 0.00% | +9+2.8% | Added |
| Harbor Capital Advisors, Inc. | 330 | $11.0K | 0.00% | −5−1.5% | Reduced |
| Wolverine Asset Management LLC | 325 | $11.0K | 0.00% | +325 | New |
| First United Bank Trust | 300 | $10.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 237 | $7.99K | 0.00% | +14+6.3% | Added |
| Steward Partners Investment Advisory, LLC | 187 | $6.30K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 150 | $5.06K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 145 | $4.88K | 0.00% | +2+1.4% | Added |
| SRS Capital Advisors, Inc. | 144 | $4.86K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 141 | $4.75K | 0.00% | −30−17.5% | Reduced |
| R Squared Ltd | 140 | $4.72K | 0.00% | +140 | New |
| Quarry LP | 96 | $3.24K | 0.00% | +96 | New |
| CIBC Private Wealth Group, LLC | 72 | $2.32K | 0.00% | −95−56.9% | Reduced |
| Rothschild Investment LLC | 60 | $2.02K | 0.00% | +5+9.1% | Added |
| Russell Investments Group, Ltd. | 48 | $1.62K | 0.00% | +10+26.3% | Added |
| Allworth Financial LP | 45 | $1.52K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 44 | $1.48K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 25 | $843 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 20 | $675 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 19 | $641 | 0.00% | −77−80.2% | Reduced |
| Amundi | 19 | $612 | 0.00% | +19 | New |
| Transce3nd, LLC | 10 | $323 | 0.00% | +10 | New |
| Private Trust Co NA | 7 | $236 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $169 | 0.00% | 0 | New |
| SBI Securities Co., Ltd. | 1 | $34 | 0.00% | +1 | New |
| Hemington Wealth Management | 23 | $0 | 0.00% | −27−54.0% | Reduced |
| Covestor Ltd | 11 | $0 | 0.00% | −12−52.2% | Reduced |
| North Reef Capital Management LP | 0 | $0 | 0.00% | −2,225,000−100.0% | Sold out |
| Elizabeth Park Capital Advisors, Ltd. | 0 | $0 | 0.00% | −178,085−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −162,494−100.0% | Sold out |
| EJF Capital LLC | 0 | $0 | 0.00% | −161,098−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −157,773−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −152,902−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −86,822−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −41,861−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −38,404−100.0% | Sold out |
| Fourthstone LLC | 0 | $0 | 0.00% | −32,900−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −31,004−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −18,193−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −14,048−100.0% | Sold out |
| First National Trust Co | 0 | $0 | 0.00% | −10,050−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −8,325−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −7,582−100.0% | Sold out |
| Lafayette Investments, Inc. | 0 | $0 | 0.00% | −6,744−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −913−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −753−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −545−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Chartwell Investment Partners, LLC | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| Carmichael Hill & Associates, Inc. | – | – | – | – | Not filed |
| CIC Wealth, LLC | – | – | – | – | Not filed |
| Halpern Financial, Inc. | – | – | – | – | Not filed |