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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.35K- 60.24% |
$48.4K - $64.2K
|
1.55K
$43.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
979New |
$20.2K - $26.8K
|
979
$27.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Denali Advisors LLC
|
SELL
|
- |
-9.26K- 6.48% |
$191K - $253K
|
134K
$3.73M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.84K+ 22.92% |
$37.8K - $50.2K
|
9.85K
$275K
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
9.51KNew |
$196K - $260K
|
9.51K
$266K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-10.5K- 21.19% |
$206K - $291K
|
39K
$1.09M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.81KNew |
$55.2K - $77.8K
|
2.81K
$78.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Forest Hill Capital, LLC
Little Rock, AR |
SELL
|
- |
-5.05K- 7.21% |
$99.4K - $140K
|
65.1K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-2.18K- 28.98% |
$42.9K - $60.3K
|
5.34K
$149K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.91KNew |
$57.2K - $80.6K
|
2.91K
$81.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-6- 31.58% |
$118 - $166
|
13
$363
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
87+ 0.58% |
$1.71K - $2.41K
|
15.1K
$422K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
300New |
$5.9K - $8.3K
|
300
$8.39K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
51+ 61.45% |
$1K - $1.41K
|
134
$3.75K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
158+ 1.62% |
$3.11K - $4.37K
|
9.89K
$277K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
87New |
$1.71K - $2.41K
|
87
$2.43K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25New |
$492 - $692
|
25
$699
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
11.6KNew |
$243K - $295K
|
11.6K
$325K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-15- 0.07% |
$313 - $380
|
20.4K
$569K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-20- 43.48% |
$417 - $507
|
26
$727
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.1K- 64.71% |
$22.9K - $27.9K
|
600
$16.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
899+ 25.98% |
$18.7K - $22.8K
|
4.36K
$122K
|
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
1.1K+ 7.98% |
$23K - $28K
|
14.9K
$417K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
32+ 145.45% |
$667 - $811
|
54
$1.51K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
365New |
$7.61K - $9.25K
|
365
$10.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-15- 78.95% |
$313 - $380
|
4
$112
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-10- 22.73% |
$209 - $253
|
34
$950
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
11New |
$229 - $279
|
11
$307
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 85.71% |
$125 - $152
|
1
$28
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
11.4KNew |
$238K - $289K
|
11.4K
$319K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.33KNew |
$26.4K - $34.4K
|
1.33K
$37.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
9.44KNew |
$187K - $244K
|
9.44K
$264K
|
|
|
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
|
First Manhattan CO
New York, NY |
SELL
|
- |
-4.47K- 30.18% |
$88.7K - $116K
|
10.3K
$289K
|
|
|
Aug 14, 2023
Q2 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
25KNew |
$497K - $648K
|
25K
$700K
|
|
|
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
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1New |
$25.8 - $35.6
|
1
$28
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.72K- 28.13% |
$174K - $239K
|
17.2K
$480K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.58K+ 1.54% |
$92.5K - $128K
|
236K
$6.6M
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
52New |
$1.34K - $1.85K
|
52
$1.45K
|
|
|
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
|
|