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 230 institutions that hold shares in the stock, with a total of 31.5 Million shares, which have been reported (via 13F filing form) to have a value of $881 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
416
shares
|
$11,627
0.0% of portfolio
|
Q1 2025
Added 7.49%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
365
shares
|
$10,201
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
341
shares
|
$9,530
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
300
shares
|
$8,385
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Apr 14, 2025 Q1 2025 |
245
shares
|
$6,847
0.0% of portfolio
|
Q1 2025
Reduced 25.76%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
208
shares
|
$5,813
0.0% of portfolio
|
Q1 2025
Reduced 12.24%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
205
shares
|
$5,729
0.0% of portfolio
|
Q1 2025
Reduced 99.26%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
150
shares
|
$4,192
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
145
shares
|
$4,052
0.0% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
80
shares
|
$2,236
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
44
shares
|
$1,229
0.0% of portfolio
|
Q1 2024
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
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
30
shares
|
$838
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
30
shares
|
$838
0.0% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
25
shares
|
$698
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
22
shares
|
$614
0.0% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
20
shares
|
$559
0.0% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
19
shares
|
$531
0.0% of portfolio
|
Q4 2024
Reduced 80.21%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
15
shares
|
$419
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
11
shares
|
$307
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
11
shares
|
$307
0.0% of portfolio
|
Q4 2024
Reduced 52.17%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
7
shares
|
$195
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
3
shares
|
$83
0.0% of portfolio
|
Q1 2025
Reduced 99.7%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
1
shares
|
$27
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
1
shares
|
$27
0.02% of portfolio
|
Q1 2025
New holding
|