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 |
---|---|---|---|---|---|---|---|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
18New |
$994 - $1.36K
|
18
$1.48K
|
|
Jul 20, 2022
Q2 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-12.5KClosed |
$693K - $947K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
F
|
SELL
|
- |
-28KClosed |
$1.54M - $2.11M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-3.55KClosed |
$196K - $268K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Swarthmore Group Inc
|
SELL
|
- |
-77.6K- 94.55% |
$4.28M - $5.85M
|
4.47K
$367K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
26New |
$1.44K - $1.96K
|
26
$2.13K
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-22Closed |
$1.21K - $1.66K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
231New |
$12.8K - $17.4K
|
231
$19K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.23KClosed |
$178K - $243K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.59KClosed |
$198K - $271K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
59New |
$3.26K - $4.45K
|
59
$4.84K
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-119- 90.15% |
$6.57K - $8.98K
|
13
$1.07K
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-130Closed |
$7.18K - $9.81K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.24KClosed |
$68.3K - $93.3K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
SELL
|
- |
-449Closed |
$24.8K - $33.9K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-5KClosed |
$276K - $377K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
32+ 533.33% |
$1.77K - $2.42K
|
38
$3.12K
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
148+ 37.28% |
$8.17K - $11.2K
|
545
$44.7K
|
|
Q1 2022 | |||||||
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
216New |
$15.5K - $18.2K
|
216
$17.7K
|
|
May 09, 2023
Q1 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-40Closed |
$2.88K - $3.37K
|
0
$0
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-20Closed |
$1.44K - $1.68K
|
0
$0
|
|
Jul 21, 2022
Q1 2022
|
Gould Capital, LLC
|
SELL
|
- |
-14.7KClosed |
$1.05M - $1.23M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-372Closed |
$26.7K - $31.3K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
43New |
$3.09K - $3.62K
|
43
$3.53K
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.33KClosed |
$168K - $197K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Venator Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.45KClosed |
$176K - $206K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-15Closed |
$1.08K - $1.26K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-500Closed |
$35.9K - $42.1K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Premier Fund Managers LTD
|
SELL
|
- |
-490KClosed |
$35.2M - $41.3M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-14- 50.0% |
$1.01K - $1.18K
|
14
$1.15K
|
|
May 06, 2022
Q1 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-1.2KClosed |
$86.5K - $101K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2KNew |
$144K - $168K
|
2K
$164K
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.98KClosed |
$142K - $166K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.47K+ 67.66% |
$106K - $124K
|
3.65K
$300K
|
|
May 02, 2022
Q1 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-39.8KClosed |
$2.86M - $3.35M
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-344Closed |
$24.7K - $29K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-33- 7.93% |
$2.37K - $2.78K
|
383
$31.4K
|
|
Apr 26, 2022
Q1 2022
|
Orca Investment Management, LLC
|
SELL
|
- |
-21.9KClosed |
$1.58M - $1.85M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-26Closed |
$1.87K - $2.19K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-8- 3.39% |
$575 - $674
|
228
$18.7K
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
13New |
$935 - $1.1K
|
13
$1.07K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
200+ 6.67% |
$13.9K - $16.6K
|
3.2K
$263K
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
41.3KNew |
$2.88M - $3.43M
|
41.3K
$3.39M
|
|
Feb 14, 2022
Q4 2021
|
Quilter PLC
|
SELL
|
- |
-4.4KClosed |
$307K - $365K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-24Closed |
$1.67K - $1.99K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-814Closed |
$56.8K - $67.6K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Hilton Capital Management, LLC
|
SELL
|
- |
-4.71KClosed |
$328K - $391K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-302Closed |
$21.1K - $25.1K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-160KClosed |
$11.1M - $13.3M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Birch Run Capital Advisors, LP
Dallas, TX |
SELL
|
- |
-71.4KClosed |
$4.98M - $5.93M
|
0
$0
|