Marks Group Wealth Management, Inc Ss&C Technologies Holdings Inc Transaction History

Marks Group Wealth Management, Inc

$996 Million
Q1 2025

A detailed history of Marks Group Wealth Management, Inc transactions in Ss&C Technologies Holdings Inc stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 106,062 shares of SSNC stock, worth $8.61 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

106,062

Previous 110,837 4.31%

Holding current value

$8.61 Million

Previous $8.4 Million 5.48%

% of portfolio

0.89%

Previous 0.87%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$74.75 - $89.13 $356,931 - $425,595	-4,775 Reduced 4.31%	106,062 $8.86 Million
Q4 2024 Jan 29, 2025	SELL	$69.93 - $77.36 $253,636 - $280,584	-3,627 Reduced 3.17%	110,837 $8.4 Million
Q3 2024 Oct 30, 2024	SELL	$61.42 - $76.46 $322,762 - $401,797	-5,255 Reduced 4.39%	114,464 $8.49 Million
Q2 2024 Aug 14, 2024	BUY	$59.9 - $64.01 $563,659 - $602,334	9,410 Added 8.53%	119,719 $7.5 Million
Q1 2024 Apr 29, 2024	BUY	$59.34 - $64.9 $55,008 - $60,162	927 Added 0.85%	110,309 $7.1 Million
Q4 2023 Feb 01, 2024	BUY	$48.71 - $61.29 $54,409 - $68,460	1,117 Added 1.03%	109,382 $6.68 Million
Q3 2023 Oct 30, 2023	BUY	$52.54 - $62.76 $75,605 - $90,311	1,439 Added 1.35%	108,265 $5.69 Million
Q2 2023 Jul 19, 2023	BUY	$54.63 - $60.6 $153,291 - $170,043	2,806 Added 2.7%	106,826 $6.47 Million
Q1 2023 May 03, 2023	BUY	$52.1 - $63.74 $105,294 - $128,818	2,021 Added 1.98%	104,020 $5.87 Million
Q4 2022 Feb 06, 2023	BUY	$46.74 - $54.12 $93,807 - $108,618	2,007 Added 2.01%	101,999 $5.31 Million
Q3 2022 Nov 10, 2022	BUY	$47.75 - $62.79 $170,515 - $224,223	3,571 Added 3.7%	99,992 $4.78 Million
Q2 2022 Aug 09, 2022	BUY	$55.22 - $75.47 $699,250 - $955,676	12,663 Added 15.12%	96,421 $5.6 Million
Q1 2022 May 10, 2022	BUY	$71.89 - $84.24 $413,870 - $484,969	5,757 Added 7.38%	83,758 $6.28 Million
Q4 2021 Feb 14, 2022	SELL	$69.74 - $82.99 $48,190 - $57,346	-691 Reduced 0.88%	78,001 $4.12 Million
Q3 2021 Nov 15, 2021	BUY	$68.86 - $78.89 $7,850 - $8,993	114 Added 0.15%	78,692 $5.47 Million
Q2 2021 Aug 10, 2021	BUY	$71.01 - $74.97 $64,903 - $68,522	914 Added 1.18%	78,578 $5.67 Million
Q1 2021 May 17, 2021	BUY	$62.88 - $71.85 $33,892 - $38,727	539 Added 0.7%	77,664 $5.42 Million
Q4 2020 Feb 08, 2021	SELL	$59.22 - $73.26 $14,094 - $17,435	-238 Reduced 0.31%	77,125 $5.61 Million
Q3 2020 Nov 10, 2020	SELL	$55.75 - $65.24 $273,063 - $319,545	-4,898 Reduced 5.95%	77,363 $4.68 Million
Q2 2020 Aug 10, 2020	SELL	$40.96 - $60.96 $2.93 Million - $4.35 Million	-71,440 Reduced 46.48%	82,261 $4.64 Million
Q1 2020 Apr 23, 2020	BUY	$34.32 - $66.26 $509,274 - $983,232	14,839 Added 10.69%	153,701 $6.72 Million
Q4 2019 Feb 12, 2020	BUY	$48.25 - $61.51 $6.7 Million - $8.54 Million	138,862 New	138,862 $8.53 Million

Others Institutions Holding SSNC

# of Institutions

774

Shares Held

197M

Call Options Held

823K

Put Options Held

381K

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 $20.7B
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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Marks Group Wealth Management, Inc Ss&C Technologies Holdings Inc Transaction History