Wealthspire Advisors, LLC Sandy Spring Bancorp Inc Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	SELL	$19.81 - $24.36 $5,566 - $6,845	-281 Reduced 1.03%	26,872 $654,000
Q1 2024 May 06, 2024	BUY	$20.6 - $27.36 $2,224 - $2,954	108 Added 0.4%	27,153 $629,000
Q4 2023 Feb 06, 2024	BUY	$19.66 - $27.68 $2,260 - $3,183	115 Added 0.43%	27,045 $736,000
Q3 2023 Nov 06, 2023	BUY	$20.85 - $25.34 $6,275 - $7,627	301 Added 1.13%	26,930 $577,000
Q2 2023 Jul 31, 2023	BUY	$19.84 - $25.86 $18,609 - $24,256	938 Added 3.65%	26,629 $603,000
Q1 2023 May 09, 2023	SELL	$25.83 - $35.59 $47,553 - $65,521	-1,841 Reduced 6.69%	25,691 $667,000
Q4 2022 Feb 13, 2023	BUY	$33.16 - $38.54 $9,351 - $10,868	282 Added 1.03%	27,532 $969,000
Q3 2022 Nov 14, 2022	BUY	$35.26 - $42.48 $237,617 - $286,272	6,739 Added 32.86%	27,250 $961,000
Q2 2022 Aug 09, 2022	BUY	$38.22 - $45.18 $23,581 - $27,876	617 Added 3.1%	20,511 $801,000
Q1 2022 May 09, 2022	SELL	$43.76 - $51.62 $291,529 - $343,892	-6,662 Reduced 25.09%	19,894 $894,000
Q4 2021 Feb 14, 2022	SELL	$45.61 - $50.89 $222,941 - $248,750	-4,888 Reduced 15.55%	26,556 $1.28 Million
Q3 2021 Nov 15, 2021	BUY	$40.01 - $46.1 $904,386 - $1.04 Million	22,604 Added 255.7%	31,444 $1.44 Million
Q2 2021 Aug 13, 2021	SELL	$42.2 - $47.68 $892,994 - $1.01 Million	-21,161 Reduced 70.53%	8,840 $390,000
Q1 2021 May 17, 2021	BUY	$31.71 - $44.6 $706,213 - $993,286	22,271 Added 288.11%	30,001 $1.3 Million
Q4 2020 Feb 16, 2021	BUY	$23.25 - $32.54 $179,722 - $251,534	7,730 New	7,730 $249,000
Q2 2020 Aug 14, 2020	SELL	$20.07 - $29.79 $195,742 - $290,541	-9,753 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$18.64 - $38.25 $181,795 - $373,052	9,753 New	9,753 $221,000

Others Institutions Holding SASR

# of Institutions

217

Shares Held

32.4M

Call Options Held

3.1K

Put Options Held

200

Black Rock Inc. New York, NY

4.54M
Shares

$150 Million
0.0% of portfolio
Vanguard Group Inc Valley Forge, PA

2.76M
Shares

$91 Million
0.0% of portfolio
Dimensional Fund Advisors LP Austin, TX

2.62M
Shares

$86.2 Million
0.02% of portfolio
North Reef Capital Management LP Laguna Beach, CA

2.23M
Shares

$73.3 Million
3.27% of portfolio
State Street Corp Boston, MA

1.39M
Shares

$46 Million
0.0% of portfolio

View Full List

About SANDY SPRING BANCORP INC

Ticker SASR
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 44,644,300
Market Cap $1.47B
Description
Sandy Spring Bancorp, Inc. operates as the bank holding company for Sandy Spring Bank that provides commercial and retail banking, mortgage, private banking, and trust services to individuals and businesses. It operates through three segments: Community Banking, Insurance, and Investment Management. The Community Banking segment offers financial...

More about SASR

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