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 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-2.56KClosed |
$112K - $132K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-919Closed |
$40.2K - $47.4K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.32KClosed |
$189K - $223K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-9.91KClosed |
$434K - $512K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-11.4KClosed |
$500K - $590K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-10.4KClosed |
$457K - $539K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-73Closed |
$3.19K - $3.77K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-7.1KClosed |
$310K - $366K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-235KClosed |
$10.3M - $12.1M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-51.1KClosed |
$2.24M - $2.64M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Petiole Usa LTD
New York, NY |
SELL
|
- |
-15.5KClosed |
$680K - $802K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Banc Funds CO LLC
Chicago, IL |
SELL
|
- |
-22KClosed |
$962K - $1.14M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-7.37KClosed |
$323K - $380K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-4.61KClosed |
$202K - $238K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-5KClosed |
$219K - $258K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
7.35KNew |
$322K - $379K
|
7.35K
$205K
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-1.8KClosed |
$78.7K - $92.8K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-331Closed |
$14.5K - $17.1K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4Closed |
$182 - $204
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-26Closed |
$1.19K - $1.32K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-806KClosed |
$36.8M - $41M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-22.2K- 33.78% |
$1.01M - $1.13M
|
43.5K
$1.22M
|
|
Feb 14, 2022
Q4 2021
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-7.13KClosed |
$325K - $363K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-160Closed |
$7.3K - $8.14K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
14.1KNew |
$644K - $719K
|
14.1K
$395K
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
300New |
$13.7K - $15.3K
|
300
$8.39K
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-39Closed |
$1.56K - $1.8K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.98KClosed |
$279K - $322K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-20.7KClosed |
$830K - $957K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
231New |
$9.24K - $10.6K
|
231
$6.46K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-357Closed |
$14.3K - $16.5K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-19.8KClosed |
$791K - $911K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-3.68KClosed |
$147K - $170K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Heritage Wealth Advisors
|
SELL
|
- |
-21Closed |
$840 - $968
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.83KClosed |
$273K - $315K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-812Closed |
$32.5K - $37.4K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
844New |
$33.8K - $38.9K
|
844
$23.6K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-2.4KClosed |
$101K - $114K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-225Closed |
$9.5K - $10.7K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.63KNew |
$238K - $268K
|
5.63K
$157K
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-5.04KClosed |
$213K - $240K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-154Closed |
$6.5K - $7.34K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-14.3KClosed |
$604K - $683K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-190Closed |
$8.02K - $9.06K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
7.67KNew |
$324K - $366K
|
7.67K
$214K
|
|
Jul 07, 2021
Q2 2021
|
Arlington Partners LLC
|
SELL
|
- |
-820Closed |
$34.6K - $39.1K
|
0
$0
|
|
Q1 2021 | |||||||
Sep 21, 2023
Q1 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
5.57KNew |
$177K - $248K
|
5.57K
$156K
|
|
Jun 09, 2021
Q1 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-33Closed |
$1.05K - $1.47K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
200New |
$6.34K - $8.92K
|
200
$5.59K
|
|
May 14, 2021
Q1 2021
|
Hold Co Asset Management, LP
Fort Lauderdale, FL |
SELL
|
- |
-44.4KClosed |
$1.41M - $1.98M
|
0
$0
|