HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing SASR Share Count | ||||
| Versant Capital Management Inc | 35 | 146 | +111 | +317.14% |
| CWM LLC | 2,493 | 3,488 | +995 | +39.91% |
| Cambridge Investment Research Advisors Inc. | 8,855 | 11,919 | +3,064 | +34.60% |
| Steel Peak Wealth Management LLC | 8,009 | 9,845 | +1,836 | +22.92% |
| Hennion & Walsh Asset Management Inc. | 12,986 | 15,450 | +2,464 | +18.97% |
| Carmichael Hill & Associates Inc. | 10,587 | 11,373 | +786 | +7.42% |
| Wealth Enhancement Advisory Services LLC | 24,274 | 24,733 | +459 | +1.89% |
| Raymond James & Associates | 10,512 | 10,690 | +178 | +1.69% |
| Artemis Wealth Advisors LLC | 9,513 | 9,660 | +147 | +1.55% |
| Commonwealth Equity Services LLC | 11,950 | 12,000 | +50 | +0.42% |
| Tritonpoint Wealth LLC | 20,034 | 20,059 | +25 | +0.12% |
| 13F Filers Reporting New Positions In SASR | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Atlantic Union Bankshares Corp | 0 | 9,507 | +9,507 | +100% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 0 | 542 | +542 | +100% |
| Accordant Advisory Group Inc | 0 | 979 | +979 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Massmutual Trust Co. FSB ADV | 25 | 25 | UNCH | 0.00% |
| First United Bank Trust | 300 | 300 | UNCH | 0.00% |
| Private Trust Co. NA | 7 | 7 | UNCH | 0.00% |
| Founders Financial Securities LLC | 11,422 | 11,422 | UNCH | 0.00% |
| Brown Advisory Inc. | 96,214 | 96,214 | UNCH | 0.00% |
| Zurcher Kantonalbank Zurich Cantonalbank | 9,508 | 9,508 | UNCH | 0.00% |
| Harbor Investment Advisory LLC | 150 | 150 | UNCH | 0.00% |
| Northwest Bancshares Inc. | 31,704 | 31,704 | UNCH | 0.00% |
| Hendershot Investments Inc. | 8,272 | 8,272 | UNCH | 0.00% |
| Nadler Financial Group Inc. | 13,699 | 13,699 | UNCH | 0.00% |
| Gilman Hill Asset Management LLC | 17,657 | 17,657 | UNCH | 0.00% |
| Oakworth Capital Inc. | 87 | 87 | UNCH | 0.00% |
| Capital Advisors Ltd. LLC | 134 | 134 | UNCH | 0.00% |
| Global Retirement Partners LLC | 4,082 | 4,082 | UNCH | 0.00% |
| Concord Wealth Partners | 188 | 188 | UNCH | 0.00% |
| Spire Wealth Management | 6,662 | 6,662 | UNCH | 0.00% |
| CIC Wealth LLC | 10,943 | 10,943 | UNCH | 0.00% |
| Halpern Financial Inc. | 1,500 | 1,500 | UNCH | 0.00% |
| 13F Filers Decreasing SASR Share Count | ||||
| Amalgamated Bank | 3,898 | 1,550 | -2,348 | -60.24% |
| Lindbrook Capital LLC | 814 | 509 | -305 | -37.47% |
| Pinnacle Associates Ltd. | 17,487 | 13,963 | -3,524 | -20.15% |
| BNP Paribas Arbitrage SA | 26,423 | 23,055 | -3,368 | -12.75% |
| Congress Asset Management Co. MA | 186,811 | 173,782 | -13,029 | -6.97% |
| Bank of New York Mellon Corp | 406,906 | 379,402 | -27,504 | -6.76% |
| Mirae Asset Global Investments Co. Ltd. | 20,104 | 18,777 | -1,327 | -6.60% |
| Denali Advisors LLC | 142,800 | 133,544 | -9,256 | -6.48% |
| Janney Montgomery Scott LLC | 11,292 | 10,608 | -684 | -6.06% |
| Court Place Advisors LLC | 10,475 | 10,099 | -376 | -3.59% |
| Wedge Capital Management L L P NC | 90,130 | 88,071 | -2,059 | -2.28% |
| Grace & White Inc. NY | 82,745 | 81,845 | -900 | -1.09% |
| Allworth Financial LP | 731 | 724 | -7 | -0.96% |
| 13F Filers Exiting SASR | ||||
| Allspring Global Investments Holdings LLC | 56 | 0 | -56 | -100.00% |
| Ronald Blue Trust Inc. | 114 | 0 | -114 | -100.00% |
| Annapolis Financial Services LLC | 1,000 | 0 | -1,000 | -100.00% |
| International Assets Investment Management LLC | 654 | 0 | -654 | -100.00% |
| MV Capital Management Inc. | 300 | 0 | -300 | -100.00% |
See Summary: Institutional Holders of SASR
See Details: Top 10 Hedge Funds Holding SASR
Also See: SASR Insider Buying
