Sandy Spring Bank Purchases in Q4 2024

Sandy Spring Bank

  • $2.42 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BA
Boeing CO

Industrials
204
+ 2.97%
$138.14 - $180.72 $28.2K - $36.9K
7.07K $1.25M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.86K
+ 2.03%
$442.29 - $483.08 $822K - $898K
93.4K $42.3M
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.96K
+ 6.28%
$63.58 - $71.15 $188K - $210K
50K $3.26M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.49K
+ 873.25%
$53.94 - $58.15 $188K - $203K
3.89K $219K
CBRE
Cbre Group, Inc.

Real Estate
1.43K
+ 1637.93%
$119.22 - $140.71 $170K - $201K
1.51K $198K
DGRO
Ishares Core Dividend Growth E

ETFs
3.08K
+ 388.51%
$60.73 - $64.94 $187K - $200K
3.87K $237K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
7.73K
+ 16.8%
$25.06 - $25.59 $194K - $198K
53.7K $1.35M
BKR
Baker Hughes CO

Energy
2.96K
+ 31.65%
$35.98 - $44.88 $107K - $133K
12.3K $505K
EMR
Emerson Electric CO

Industrials
637
+ 10.94%
$108.13 - $134.33 $68.9K - $85.6K
6.46K $800K
DFSV
Dimensional ETF Tr Dimensional

ETFs
5.33K
+ 10.61%
$30.18 - $33.87 $161K - $180K
55.5K $1.71M
EFA
Ishares Tr Msci Eafe ETF

ETFs
9.77K
+ 13.15%
$75.1 - $82.99 $734K - $811K
84.1K $6.36M
PAYX
Paychex Inc

Industrials
979
+ 167.06%
$135.86 - $148.73 $133K - $146K
1.57K $219K
WELL
Welltower Inc.

Real Estate
1.16K
+ 7.56%
$123.11 - $139.3 $143K - $162K
16.5K $2.08M
VB
Vanguard Small Cap ETF

ETFs
130
+ 0.62%
$233.76 - $261.58 $30.4K - $34K
21.1K $5.07M
FE
Firstenergy Corp

Utilities
2.28K
+ 2036.61%
$39.14 - $44.52 $89.3K - $102K
2.39K $95K
DE
Deere & CO

Industrials
56
+ 0.53%
$389.45 - $466.0 $21.8K - $26.1K
10.6K $4.51M
VTI
Vanguard Total Stock Market Et

ETFs
15
+ 0.12%
$280.04 - $302.45 $4.2K - $4.54K
12.3K $3.56M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
1.86K
New
$44.2 - $49.46 $82.4K - $92.2K
1.86K $85K
KMI
Kinder Morgan, Inc.

Energy
507
+ 4.45%
$22.59 - $28.54 $11.5K - $14.5K
11.9K $326K
DLR
Digital Realty Trust, Inc.

Real Estate
158
+ 5.7%
$156.46 - $195.69 $24.7K - $30.9K
2.93K $519K
MS
Morgan Stanley

Financial Services
96
+ 3.71%
$104.42 - $134.99 $10K - $13K
2.68K $337K
EOG
Eog Resources Inc

Energy
568
+ 9.11%
$118.22 - $136.54 $67.1K - $77.6K
6.81K $834K
APP
App Lovin Corp

Technology
100
+ 58.14%
$130.67 - $401.5 $13.1K - $40.2K
272 $88K
FNB
Fnb Corp

Financial Services
4.5K
New
$13.56 - $17.29 $61K - $77.8K
4.5K $66K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
672
+ 16.54%
$100.22 - $100.73 $67.3K - $67.7K
4.74K $475K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
607
+ 116.96%
$103.6 - $112.52 $62.9K - $68.3K
1.13K $118K
CDNS
Cadence Design Systems Inc

Technology
29
+ 1.55%
$249.1 - $324.54 $7.22K - $9.41K
1.9K $569K
CNI
Canadian National Railway CO

Industrials
547
+ 459.66%
$100.62 - $117.12 $55K - $64.1K
666 $67K
PNC
Pnc Financial Services Group, Inc.

Financial Services
67
+ 1.39%
$178.39 - $215.0 $12K - $14.4K
4.9K $945K
IVW
Ishares S&P 500 Growth ETF

ETFs
72
+ 0.99%
$94.43 - $105.47 $6.8K - $7.59K
7.35K $746K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
3.91K
New
$12.44 - $14.36 $48.6K - $56.1K
3.91K $49K
EVRG
Evergy, Inc.

Utilities
718
+ 5983.33%
$59.06 - $65.0 $42.4K - $46.7K
730 $44K
SJM
J M Smucker CO

Consumer Defensive
396
+ 1365.52%
$106.92 - $121.75 $42.3K - $48.2K
425 $46K
PM
Philip Morris International Inc.

Consumer Defensive
486
+ 2.61%
$118.38 - $133.06 $57.5K - $64.7K
19.1K $2.3M
DGX
Quest Diagnostics Inc

Healthcare
285
+ 142.5%
N/A
485 $66K
AVUV
American Centy ETF Tr Avantis

ETFs
400
New
$94.37 - $106.41 $37.7K - $42.6K
400 $38K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
361
+ 19.3%
$45.39 - $62.98 $16.4K - $22.7K
2.23K $126K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
8.78K
+ 3.83%
$22.71 - $23.47 $199K - $206K
238K $5.43M
ET
Energy Transfer LP

Energy
1.1K
+ 24.72%
$16.05 - $19.86 $17.7K - $21.8K
5.55K $108K
IONQ
Ion Q, Inc.

Technology
700
+ 350.0%
$8.17 - $48.24 $5.72K - $33.8K
900 $37K
MSTR
Microstrategy Inc

Technology
126
New
$162.69 - $473.83 $20.5K - $59.7K
126 $36K
IBMP
Ishares Tr Ibonds December 202

ETFs
1.85K
+ 4.35%
$25.08 - $25.43 $46.5K - $47.1K
44.5K $1.12M
DKNG
Draft Kings Inc.

Consumer Cyclical
951
+ 87.17%
$35.32 - $44.84 $33.6K - $42.6K
2.04K $75K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
72.7K
+ 213.0%
$26.93 - $84.95 $1.96M - $6.18M
107K $2.92M
BLOK
Amplify ETF Tr Trnsformational

ETFs
564
+ 42.37%
$36.5 - $53.22 $20.6K - $30K
1.9K $81K
SCHX
Schwab Strategic Tr Us Large C

ETFs
42.6K
+ 199.07%
$22.4 - $68.28 $955K - $2.91M
64.1K $1.49M
TRV
Travelers Companies, Inc.

Financial Services
89
+ 6.16%
$225.97 - $266.66 $20.1K - $23.7K
1.53K $369K
CM
Canadian Imperial Bank Of Commerce

Financial Services
500
New
$59.58 - $67.31 $29.8K - $33.7K
500 $31K
CNQ
Canadian Natural Resources LTD

Energy
1K
New
$29.51 - $37.6 $29.5K - $37.6K
1K $30K
Activity Summary
Buys All Purchases 400 New Holdings 110 Increased Positions 290 Sells All Sells 316 Reductions 315 Sold out 1 Options Calls 0 Puts 0
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