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 |
|---|---|---|---|---|---|---|---|
|
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
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
56New |
$1.86K - $2.16K
|
56
$1.57K
|
|
|
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
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-1.05K- 0.65% |
$34.7K - $40.3K
|
160K
$4.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-52- 0.62% |
$1.72K - $2K
|
8.29K
$232K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
338KNew |
$11.2M - $13M
|
338K
$9.45M
|
|
|
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
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
26.4K+ 45.84% |
$877K - $1.02M
|
84.1K
$2.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
59New |
$1.96K - $2.27K
|
59
$1.65K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
460New |
$15.3K - $17.7K
|
460
$12.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.09K- 31.46% |
$169K - $196K
|
11.1K
$310K
|
|
|
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
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.6K- 2.85% |
$91.6K - $110K
|
88.7K
$2.48M
|
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
BUY
|
- |
22New |
$776 - $935
|
22
$615
|
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
9.26KNew |
$326K - $393K
|
9.26K
$259K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
22New |
$776 - $935
|
22
$615
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
341New |
$12K - $14.5K
|
341
$9.53K
|
|
| Q2 2022 | |||||||
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.81KNew |
$260K - $308K
|
6.81K
$190K
|
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-500- 25.0% |
$19.1K - $22.6K
|
1.5K
$41.9K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-12Closed |
$459 - $542
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
777New |
$29.7K - $35.1K
|
777
$21.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-52Closed |
$1.99K - $2.35K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
36New |
$1.38K - $1.63K
|
36
$1.01K
|
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-17.7KClosed |
$676K - $799K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-5.11KClosed |
$195K - $231K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Mqs Management LLC
|
SELL
|
- |
-4K- 39.69% |
$153K - $181K
|
6.08K
$170K
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-90Closed |
$3.44K - $4.07K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-9.07KClosed |
$347K - $410K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
101+ 7.37% |
$3.86K - $4.56K
|
1.47K
$41.1K
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-6.1KClosed |
$233K - $276K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-4.51KClosed |
$172K - $204K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-100- 1.65% |
$3.82K - $4.52K
|
5.95K
$166K
|
|
|
Jul 20, 2022
Q2 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-1.11KClosed |
$42.2K - $49.9K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
116+ 35.8% |
$4.43K - $5.24K
|
440
$12.3K
|
|
| Q1 2022 | |||||||
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-12.2KClosed |
$535K - $631K
|
0
$0
|
|