Evercore Wealth Management, LLC Ss&C Technologies Holdings Inc Transaction History

Evercore Wealth Management, LLC

$6.66 Billion
Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Ss&C Technologies Holdings Inc stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 4,460 shares of SSNC stock, worth $355,194. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,460

Previous 4,460 -0.0%

Holding current value

$355,194

Previous $279,000 18.28%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$59.34 - $64.9 $1,186 - $1,298	-20 Reduced 0.45%	4,460 $287,000
Q4 2023 Feb 14, 2024	SELL	$48.71 - $61.29 $140,771 - $177,128	-2,890 Reduced 39.21%	4,480 $273,000
Q3 2023 Nov 14, 2023	SELL	$52.54 - $62.76 $26.3 Million - $31.4 Million	-499,915 Reduced 98.55%	7,370 $387,000
Q2 2023 Aug 04, 2023	SELL	$54.63 - $60.6 $5.12 Million - $5.68 Million	-93,768 Reduced 15.6%	507,285 $30.7 Million
Q1 2023 May 15, 2023	SELL	$52.1 - $63.74 $4.67 Million - $5.71 Million	-89,647 Reduced 12.98%	601,053 $33.9 Million
Q4 2022 Feb 14, 2023	SELL	$46.74 - $54.12 $8.88 Million - $10.3 Million	-190,023 Reduced 21.58%	690,700 $36 Million
Q3 2022 Nov 14, 2022	SELL	$47.75 - $62.79 $11.5 Million - $15.2 Million	-241,299 Reduced 21.51%	880,723 $42.1 Million
Q2 2022 Aug 15, 2022	SELL	$55.22 - $75.47 $1.35 Million - $1.85 Million	-24,505 Reduced 2.14%	1,122,022 $65.2 Million
Q1 2022 May 16, 2022	SELL	$71.89 - $84.24 $82.4 Million - $96.6 Million	-1,146,447 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$69.74 - $82.99 $623,126 - $741,515	8,935 Added 0.79%	1,146,447 $94 Million
Q3 2021 Nov 15, 2021	BUY	$68.86 - $78.89 $48,821 - $55,933	709 Added 0.06%	1,137,512 $78.9 Million
Q2 2021 Aug 16, 2021	BUY	$71.01 - $74.97 $3.25 Million - $3.44 Million	45,829 Added 4.2%	1,136,803 $81.9 Million
Q1 2021 May 17, 2021	BUY	$62.88 - $71.85 $2.93 Million - $3.35 Million	46,560 Added 4.46%	1,090,974 $76.2 Million
Q4 2020 Feb 16, 2021	BUY	$59.22 - $73.26 $2.53 Million - $3.13 Million	42,691 Added 4.26%	1,044,414 $76 Million
Q3 2020 Nov 16, 2020	BUY	$55.75 - $65.24 $2.28 Million - $2.67 Million	40,871 Added 4.25%	1,001,723 $60.6 Million
Q2 2020 Aug 13, 2020	BUY	$40.96 - $60.96 $2.35 Million - $3.5 Million	57,425 Added 6.36%	960,852 $54.3 Million
Q1 2020 May 14, 2020	BUY	$34.32 - $66.26 $31 Million - $59.9 Million	903,427 New	903,427 $39.6 Million
Q1 2018 May 15, 2018	SELL	$40.61 - $53.64 $41,828 - $55,249	-1,030 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	$36.79 - $40.15 $37,893 - $41,354	1,030	1,030 $41,000

Others Institutions Holding SSNC

# of Institutions

692

Shares Held

199M

Call Options Held

409K

Put Options Held

720K

View Full List

About SS&C Technologies Holdings Inc

Ticker SSNC
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 255,026,000
Market Cap $20.3B
Description
SS&C Technologies Holdings, Inc., together with its subsidiaries, provides software products and software-enabled services to financial services and healthcare industries. The company owns and operates technology stack across securities accounting; front-office functions, such as trading and modeling; middle-office functions include portfoli...

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Evercore Wealth Management, LLC Ss&C Technologies Holdings Inc Transaction History