Purchases and Sales Made in Q1 2024 in Ss&C Technologies Holdings Inc (SSNC)
This table provides information about the institutional ownership of Ss&C Technologies Holdings Inc (SSNC) during Q1 2024. The information is specifically focused on institutions that hold shares of SS&C Technologies Holdings Inc.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
955New |
$56.7K - $62K
|
955
$78.4K
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
927+ 0.85% |
$55K - $60.2K
|
110K
$9.06M
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
909+ 13.6% |
$53.9K - $59K
|
7.59K
$623K
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
860+ 4.41% |
$51K - $55.8K
|
20.4K
$1.67M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
845+ 13.7% |
$50.1K - $54.8K
|
7.01K
$576K
|
|
Apr 19, 2024
Q1 2024
|
Denali Advisors LLC
|
BUY
|
- |
800New |
$47.5K - $51.9K
|
800
$65.7K
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
778+ 17.86% |
$46.2K - $50.5K
|
5.13K
$421K
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
774+ 3.01% |
$45.9K - $50.2K
|
26.5K
$2.17M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
708+ 183.9% |
$42K - $45.9K
|
1.09K
$89.7K
|
|
May 13, 2024
Q1 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
704+ 4.67% |
$41.8K - $45.7K
|
15.8K
$1.3M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
683+ 1.49% |
$40.5K - $44.3K
|
46.7K
$3.83M
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
682+ 1.25% |
$40.5K - $44.3K
|
55K
$4.52M
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
673+ 0.66% |
$39.9K - $43.7K
|
103K
$8.44M
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
653+ 11.69% |
$38.7K - $42.4K
|
6.24K
$512K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
597+ 7.61% |
$35.4K - $38.7K
|
8.44K
$693K
|
|
Apr 24, 2024
Q1 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
551+ 0.95% |
$32.7K - $35.8K
|
58.5K
$4.8M
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
BUY
|
- |
545+ 1.01% |
$32.3K - $35.4K
|
54.5K
$4.48M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
520+ 14.96% |
$30.9K - $33.7K
|
4K
$328K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
505+ 8.45% |
$30K - $32.8K
|
6.48K
$532K
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
501+ 10.0% |
$29.7K - $32.5K
|
5.51K
$452K
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
470+ 5.09% |
$27.9K - $30.5K
|
9.71K
$797K
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
431+ 0.63% |
$25.6K - $28K
|
68.9K
$5.65M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
431+ 5.27% |
$25.6K - $28K
|
8.61K
$707K
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
420+ 1.65% |
$24.9K - $27.3K
|
25.9K
$2.13M
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
413New |
$24.5K - $26.8K
|
413
$33.9K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
413+ 13.89% |
$24.5K - $26.8K
|
3.39K
$278K
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
400New |
$23.7K - $26K
|
400
$32.8K
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
395+ 0.2% |
$23.4K - $25.6K
|
201K
$16.5M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
367+ 111.89% |
$21.8K - $23.8K
|
695
$57.1K
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
363+ 2.15% |
$21.5K - $23.6K
|
17.3K
$1.42M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
345+ 4.89% |
$20.5K - $22.4K
|
7.4K
$607K
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
333+ 832.5% |
$19.8K - $21.6K
|
373
$30.6K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
309+ 515.0% |
$18.3K - $20.1K
|
369
$30.3K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
303+ 4.69% |
$18K - $19.7K
|
6.77K
$555K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
301+ 1.73% |
$17.9K - $19.5K
|
17.7K
$1.45M
|
|
May 14, 2024
Q1 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
268+ 0.69% |
$15.9K - $17.4K
|
38.9K
$3.2M
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
259New |
$15.4K - $16.8K
|
259
$21.3K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
249+ 3.79% |
$14.8K - $16.2K
|
6.82K
$560K
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
211+ 4.95% |
$12.5K - $13.7K
|
4.48K
$368K
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
210+ 0.51% |
$12.5K - $13.6K
|
41.2K
$3.38M
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
210+ 3.81% |
$12.5K - $13.6K
|
5.72K
$469K
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
207+ 2.58% |
$12.3K - $13.4K
|
8.23K
$676K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
203New |
$12K - $13.2K
|
203
$16.7K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
200New |
$11.9K - $13K
|
200
$16.4K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
196New |
$11.6K - $12.7K
|
196
$16.1K
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
191New |
$11.3K - $12.4K
|
191
$15.7K
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
190+ 0.4% |
$11.3K - $12.3K
|
47.2K
$3.88M
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
177New |
$10.5K - $11.5K
|
177
$14.5K
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
172+ 76.79% |
$10.2K - $11.2K
|
396
$32.5K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
161+ 72.52% |
$9.55K - $10.4K
|
383
$31.4K
|