Latest Institutional Transactions on Sandy Spring Bancorp Inc (SASR)
This table provides information on the latest institutional transactions involving Sandy Spring Bancorp Inc (SASR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
11New |
$229 - $279
|
11
$307
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
11.4KNew |
$238K - $289K
|
11.4K
$319K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 85.71% |
$125 - $152
|
1
$28
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-4.47K- 30.18% |
$88.7K - $116K
|
10.3K
$289K
|
|
|
Aug 14, 2023
Q2 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-76.7K- 7.2% |
$1.52M - $1.98M
|
988K
$27.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
25KNew |
$497K - $648K
|
25K
$700K
|
|
|
Aug 14, 2023
Q2 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
9.44KNew |
$187K - $244K
|
9.44K
$264K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.33KNew |
$26.4K - $34.4K
|
1.33K
$37.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-637K- 38.26% |
$12.6M - $16.5M
|
1.03M
$28.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
40.4KNew |
$802K - $1.05M
|
40.4K
$1.13M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
76.7KNew |
$1.52M - $1.98M
|
76.7K
$2.14M
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1K+ 10.06% |
$19.8K - $25.9K
|
10.9K
$306K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 100.0% |
$59.5 - $77.6
|
6
$168
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
68New |
$1.76K - $2.42K
|
68
$1.9K
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
BUY
|
- |
10+ 0.02% |
$258 - $356
|
48.2K
$1.35M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.72K- 28.13% |
$174K - $239K
|
17.2K
$480K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1New |
$25.8 - $35.6
|
1
$28
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
52New |
$1.34K - $1.85K
|
52
$1.45K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.58K+ 1.54% |
$92.5K - $128K
|
236K
$6.6M
|
|
|
May 08, 2023
Q1 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
3.76K+ 6.09% |
$97K - $134K
|
65.5K
$1.83M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
588New |
$15.2K - $20.9K
|
588
$16.4K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-326- 99.69% |
$8.42K - $11.6K
|
1
$28
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
17+ 340.0% |
$439 - $605
|
22
$615
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
18.5KNew |
$479K - $660K
|
18.5K
$518K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
25.7KNew |
$664K - $914K
|
25.7K
$718K
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
BUY
|
- |
3.55K+ 75.07% |
$91.6K - $126K
|
8.27K
$231K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
7New |
$181 - $249
|
7
$196
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
56+ 0.98% |
$1.86K - $2.16K
|
5.76K
$161K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
56New |
$1.86K - $2.16K
|
56
$1.57K
|
|
|
Feb 14, 2023
Q4 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-1.05K- 0.65% |
$34.7K - $40.3K
|
160K
$4.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
338KNew |
$11.2M - $13M
|
338K
$9.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-52- 0.62% |
$1.72K - $2K
|
8.29K
$232K
|
|
|
Feb 13, 2023
Q4 2022
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
17.2K+ 20.23% |
$569K - $662K
|
102K
$2.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
59New |
$1.96K - $2.27K
|
59
$1.65K
|
|
|
Feb 10, 2023
Q4 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
26.4K+ 45.84% |
$877K - $1.02M
|
84.1K
$2.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.09K- 31.46% |
$169K - $196K
|
11.1K
$310K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
460New |
$15.3K - $17.7K
|
460
$12.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
69+ 0.97% |
$2.29K - $2.66K
|
7.18K
$201K
|
|
|
Jan 30, 2023
Q4 2022
|
Kendall Capital Management
|
SELL
|
- |
-730- 6.95% |
$24.2K - $28.1K
|
9.77K
$273K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
188New |
$6.23K - $7.25K
|
188
$5.25K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
58+ 0.98% |
$1.92K - $2.24K
|
5.96K
$167K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
40New |
$1.33K - $1.54K
|
40
$1.12K
|
|
|
Jan 11, 2023
Q4 2022
|
Cox Capital Mgt LLC
|
SELL
|
- |
-44.8K- 51.99% |
$1.49M - $1.73M
|
41.4K
$1.16M
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.14K- 28.79% |
$111K - $133K
|
7.76K
$217K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
500New |
$17.6K - $21.2K
|
500
$14K
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
6.41KNew |
$226K - $272K
|
6.41K
$179K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
7.98KNew |
$281K - $339K
|
7.98K
$223K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
28+ 60.87% |
$987 - $1.19K
|
74
$2.07K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
8New |
$282 - $340
|
8
$224
|
|
|
Nov 07, 2022
Q3 2022
|
Td Asset Management Inc
|
SELL
|
- |
-18.6K- 33.47% |
$656K - $790K
|
37K
$1.03M
|
|