Latest Institutional Transactions on Ss&C Technologies Holdings Inc (SSNC)
This table provides information on the latest institutional transactions involving Ss&C Technologies Holdings Inc (SSNC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-668- 15.68% |
$32.5K - $40.9K
|
3.59K
$295K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
44New |
$2.14K - $2.7K
|
44
$3.61K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2- 1.12% |
$97.4 - $123
|
176
$14.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-23- 67.65% |
$1.12K - $1.41K
|
11
$903
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
68New |
$3.31K - $4.17K
|
68
$5.58K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
3.78KNew |
$184K - $232K
|
3.78K
$310K
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.26KNew |
$207K - $261K
|
4.26K
$349K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.53K- 20.79% |
$123K - $155K
|
9.62K
$790K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.6KNew |
$175K - $221K
|
3.6K
$296K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
4.57KNew |
$223K - $280K
|
4.57K
$375K
|
|
|
Feb 06, 2024
Q4 2023
|
Highlander Partners, L.P.
|
BUY
|
- |
44.8K+ 121.08% |
$2.18M - $2.75M
|
81.8K
$6.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.33KNew |
$162K - $204K
|
3.33K
$274K
|
|
|
Feb 06, 2024
Q4 2023
|
Foresight Global Investors, Inc.
Purchase, NY |
SELL
|
- |
-4.94K- 24.75% |
$241K - $303K
|
15K
$1.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
5New |
$244 - $306
|
5
$410
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
142+ 1.14% |
$6.92K - $8.7K
|
12.6K
$1.03M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-65- 52.42% |
$3.17K - $3.98K
|
59
$4.84K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2New |
$97.4 - $123
|
2
$164
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-209- 4.92% |
$10.2K - $12.8K
|
4.04K
$332K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
48New |
$2.34K - $2.94K
|
48
$3.94K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
254New |
$12.4K - $15.6K
|
254
$20.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
31New |
$1.51K - $1.9K
|
31
$2.54K
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-2.16K- 21.2% |
$105K - $132K
|
8.02K
$659K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
59New |
$2.87K - $3.62K
|
59
$4.84K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
323New |
$15.7K - $19.8K
|
323
$26.5K
|
|
| Q3 2023 | |||||||
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
128New |
$6.73K - $8.03K
|
128
$10.5K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
500New |
$26.3K - $31.4K
|
500
$41K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
31+ 0.64% |
$1.63K - $1.95K
|
4.87K
$400K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1- 0.57% |
$52.5 - $62.8
|
175
$14.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-15.6K- 71.66% |
$822K - $982K
|
6.19K
$508K
|
|
|
Nov 14, 2023
Q3 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
54.3KNew |
$2.85M - $3.4M
|
54.3K
$4.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
4.42KNew |
$232K - $277K
|
4.42K
$363K
|
|
|
Nov 14, 2023
Q3 2023
|
Drh Investments, Inc.
Los Angeles, CA |
SELL
|
- |
-24.7K- 9.56% |
$1.3M - $1.55M
|
233K
$19.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-2.23K- 16.86% |
$117K - $140K
|
11K
$903K
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
18.7KNew |
$984K - $1.18M
|
18.7K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1- 3.13% |
$52.5 - $62.8
|
31
$2.54K
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
153New |
$8.04K - $9.6K
|
153
$12.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-25K- 50.0% |
$1.31M - $1.57M
|
25K
$2.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
642New |
$33.7K - $40.3K
|
642
$52.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-85- 70.83% |
$4.47K - $5.33K
|
35
$2.87K
|
|
|
Nov 13, 2023
Q3 2023
|
Oribel Capital Management, LP
New York, NY |
BUY
|
- |
164KNew |
$8.6M - $10.3M
|
164K
$13.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
27.2KNew |
$1.43M - $1.71M
|
27.2K
$2.23M
|
|
|
Nov 09, 2023
Q3 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
40KNew |
$2.1M - $2.51M
|
40K
$3.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-172K- 68.16% |
$9.03M - $10.8M
|
80.3K
$6.59M
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2.52K- 62.86% |
$133K - $158K
|
1.49K
$122K
|
|
|
Nov 08, 2023
Q3 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
5.48KNew |
$288K - $344K
|
5.48K
$450K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
10.2KNew |
$534K - $638K
|
10.2K
$834K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.63K+ 9.65% |
$85.9K - $103K
|
18.6K
$1.52M
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-600- 15.0% |
$31.5K - $37.7K
|
3.4K
$279K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
50New |
$2.63K - $3.14K
|
50
$4.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
86New |
$4.52K - $5.4K
|
86
$7.06K
|
|