Latest Institutional Purchases of Sandy Spring Bancorp Inc (SASR)
This list provides information on the latest institutional transactions involving Sandy Spring Bancorp Inc (SASR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
51+ 61.45% |
$1K - $1.41K
|
134
$4.35K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25New |
$492 - $692
|
25
$811
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
331KNew |
$6.9M - $8.39M
|
331K
$10.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
11.6KNew |
$243K - $295K
|
11.6K
$377K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
11.4KNew |
$238K - $289K
|
11.4K
$370K
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.61K+ 37.8% |
$54.4K - $66.1K
|
9.51K
$308K
|
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
1.1K+ 7.98% |
$23K - $28K
|
14.9K
$484K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
899+ 25.98% |
$18.7K - $22.8K
|
4.36K
$141K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
365New |
$7.61K - $9.25K
|
365
$11.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
32+ 145.45% |
$667 - $811
|
54
$1.75K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
11New |
$229 - $279
|
11
$357
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
76.7KNew |
$1.52M - $1.98M
|
76.7K
$2.49M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
40.4KNew |
$802K - $1.05M
|
40.4K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
25KNew |
$497K - $648K
|
25K
$812K
|
|
|
Aug 14, 2023
Q2 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
9.44KNew |
$187K - $244K
|
9.44K
$306K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.33KNew |
$26.4K - $34.4K
|
1.33K
$43.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1K+ 10.06% |
$19.8K - $25.9K
|
10.9K
$355K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 100.0% |
$59.5 - $77.6
|
6
$195
|
|
| Q1 2023 | |||||||
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
25.7KNew |
$664K - $914K
|
25.7K
$833K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
18.5KNew |
$479K - $660K
|
18.5K
$601K
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
9.18K+ 34.0% |
$237K - $327K
|
36.2K
$1.17M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
6.66KNew |
$172K - $237K
|
6.66K
$216K
|
|
|
May 08, 2023
Q1 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
3.76K+ 6.09% |
$97K - $134K
|
65.5K
$2.12M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.58K+ 1.54% |
$92.5K - $128K
|
236K
$7.66M
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
BUY
|
- |
3.55K+ 75.07% |
$91.6K - $126K
|
8.27K
$268K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
588New |
$15.2K - $20.9K
|
588
$19.1K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
68New |
$1.76K - $2.42K
|
68
$2.21K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
52New |
$1.34K - $1.85K
|
52
$1.69K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
17+ 340.0% |
$439 - $605
|
22
$713
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
BUY
|
- |
10+ 0.02% |
$258 - $356
|
48.2K
$1.56M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
7New |
$181 - $249
|
7
$227
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1New |
$25.8 - $35.6
|
1
$32.4
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
338KNew |
$11.2M - $13M
|
338K
$11M
|
|
|
Feb 10, 2023
Q4 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
26.4K+ 45.84% |
$877K - $1.02M
|
84.1K
$2.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
17.2K+ 20.23% |
$569K - $662K
|
102K
$3.31M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
460New |
$15.3K - $17.7K
|
460
$14.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
188New |
$6.23K - $7.25K
|
188
$6.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
69+ 0.97% |
$2.29K - $2.66K
|
7.18K
$233K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
59New |
$1.96K - $2.27K
|
59
$1.91K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
58+ 0.98% |
$1.92K - $2.24K
|
5.96K
$193K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
56+ 0.98% |
$1.86K - $2.16K
|
5.76K
$187K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
56New |
$1.86K - $2.16K
|
56
$1.82K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
40New |
$1.33K - $1.54K
|
40
$1.3K
|
|
| Q3 2022 | |||||||
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
9.26KNew |
$326K - $393K
|
9.26K
$300K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
7.98KNew |
$281K - $339K
|
7.98K
$259K
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
6.41KNew |
$226K - $272K
|
6.41K
$208K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
500New |
$17.6K - $21.2K
|
500
$16.2K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
341New |
$12K - $14.5K
|
341
$11.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
28+ 60.87% |
$987 - $1.19K
|
74
$2.4K
|
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
BUY
|
- |
22New |
$776 - $935
|
22
$713
|
|