Institutional Ownership Sandy Spring Bancorp Inc (SASR)
This table provides information about the institutional ownership of Sandy Spring Bancorp Inc (SASR). We have compiled data on the 26 institutions that hold shares in the stock, with a total of 5.95 Million shares, which have been reported (via 13F filing form) to have a value of $166 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,536,892
shares
|
$127 Million
0.0% of portfolio
|
Q2 2024
Added 2.31%
|
|
|
Magnetar Financial LLC
Evanston, IL |
May 15, 2025 Q1 2025 |
645,406
shares
|
$18 Million
0.67% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
163,538
shares
|
$4.57 Million
0.18% of portfolio
|
Q3 2024
Reduced 10.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
136,799
shares
|
$3.82 Million
0.0% of portfolio
|
Q1 2025
Added 33.65%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
122,817
shares
|
$3.43 Million
0.0% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
87,535
shares
|
$2.45 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
76,679
shares
|
$2.14 Million
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
58,782
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2024
Added 1.77%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
25,695
shares
|
$718,175
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
21,376
shares
|
$597,459
0.06% of portfolio
|
Q1 2018
Added 2.77%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,458
shares
|
$348,201
0.0% of portfolio
|
Q3 2024
Added 21.66%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
11,794
shares
|
$329,642
0.13% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
10,943
shares
|
$305,856
0.09% of portfolio
|
Q2 2023
Added 10.06%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
9,688
shares
|
$270,779
0.0% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
9,255
shares
|
$258,677
0.4% of portfolio
|
Q3 2022
New holding
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
5,950
shares
|
$166,302
0.03% of portfolio
|
Q2 2022
Reduced 1.65%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,711
shares
|
$159,622
0.0% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,611
shares
|
$45,027
0.0% of portfolio
|
Q2 2025
Reduced 53.32%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1,500
shares
|
$41,925
0.01% of portfolio
|
Q2 2022
Reduced 25.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,471
shares
|
$41,114
0.04% of portfolio
|
Q2 2022
Added 7.37%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
979
shares
|
$27,363
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
704
shares
|
$19,676
0.0% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
341
shares
|
$9,530
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
36
shares
|
$1,006
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
11
shares
|
$307
0.0% of portfolio
|
Q3 2023
New holding
|