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 08, 2024
Q1 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-200- 0.51% |
$11.9K - $13K
|
39.1K
$3.36M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-209- 0.32% |
$12.4K - $13.6K
|
66K
$5.68M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-219- 6.16% |
$13K - $14.2K
|
3.34K
$287K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-225- 3.2% |
$13.4K - $14.6K
|
6.81K
$586K
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-229- 0.02% |
$13.6K - $14.9K
|
1.53M
$131M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-237- 79.53% |
$14.1K - $15.4K
|
61
$5.25K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-250- 1.46% |
$14.8K - $16.2K
|
16.8K
$1.45M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-265- 3.13% |
$15.7K - $17.2K
|
8.2K
$706K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-279- 0.54% |
$16.6K - $18.1K
|
51.5K
$4.44M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-281- 83.14% |
$16.7K - $18.2K
|
57
$4.91K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-293- 4.4% |
$17.4K - $19K
|
6.36K
$548K
|
|
|
Apr 22, 2024
Q1 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-300- 4.65% |
$17.8K - $19.5K
|
6.15K
$529K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-317- 14.08% |
$18.8K - $20.6K
|
1.94K
$167K
|
|
|
Apr 23, 2024
Q1 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-325- 1.0% |
$19.3K - $21.1K
|
32.1K
$2.77M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-330- 4.93% |
$19.6K - $21.4K
|
6.36K
$548K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-339- 18.0% |
$20.1K - $22K
|
1.54K
$133K
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-352- 0.92% |
$20.9K - $22.8K
|
37.8K
$3.26M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-354- 3.62% |
$21K - $23K
|
9.42K
$811K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-392- 47.92% |
$23.3K - $25.4K
|
426
$36.7K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-398- 5.48% |
$23.6K - $25.8K
|
6.86K
$590K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-429- 5.38% |
$25.5K - $27.8K
|
7.55K
$650K
|
|
|
May 02, 2024
Q1 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-430- 0.42% |
$25.5K - $27.9K
|
101K
$8.69M
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-441- 0.11% |
$26.2K - $28.6K
|
408K
$35.2M
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-444- 8.97% |
$26.3K - $28.8K
|
4.51K
$388K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-472- 10.81% |
$28K - $30.6K
|
3.89K
$335K
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-473- 5.46% |
$28.1K - $30.7K
|
8.19K
$705K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-497- 2.65% |
$29.5K - $32.3K
|
18.2K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-516- 0.66% |
$30.6K - $33.5K
|
78K
$6.71M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-575- 1.94% |
$34.1K - $37.3K
|
29K
$2.5M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-576- 1.72% |
$34.2K - $37.4K
|
33K
$2.84M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-588- 2.35% |
$34.9K - $38.2K
|
24.4K
$2.1M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-766- 3.17% |
$45.5K - $49.7K
|
23.4K
$2.02M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-798- 7.36% |
$47.4K - $51.8K
|
10K
$864K
|
|
|
May 15, 2024
Q1 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-846- 6.71% |
$50.2K - $54.9K
|
11.8K
$1.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1K- 50.0% |
$59.3K - $64.9K
|
1K
$86.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-1.15K- 24.16% |
$68.2K - $74.6K
|
3.61K
$311K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.24K- 9.3% |
$73.8K - $80.7K
|
12.1K
$1.04M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.3K- 0.53% |
$76.9K - $84.1K
|
243K
$20.9M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.34K- 5.59% |
$79.4K - $86.8K
|
22.6K
$1.95M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.39K- 13.94% |
$82.5K - $90.3K
|
8.59K
$739K
|
|
|
May 14, 2024
Q1 2024
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-1.4K- 4.17% |
$82.8K - $90.6K
|
32.1K
$2.76M
|
|
|
Apr 26, 2024
Q1 2024
|
River Road Asset Management, LLC
|
SELL
|
- |
-1.42K- 1.02% |
$84.4K - $92.4K
|
138K
$11.9M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-1.47K- 1.34% |
$87.2K - $95.4K
|
108K
$9.32M
|
|
|
May 15, 2024
Q1 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-1.6K- 30.92% |
$94.9K - $104K
|
3.58K
$308K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.61K- 1.38% |
$95.4K - $104K
|
115K
$9.89M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.74K- 9.54% |
$103K - $113K
|
16.5K
$1.42M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.82K- 16.98% |
$108K - $118K
|
8.91K
$767K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.93K- 1.1% |
$114K - $125K
|
174K
$14.9M
|
|
|
May 10, 2024
Q1 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.96K- 34.01% |
$116K - $127K
|
3.8K
$327K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-1.98K- 12.07% |
$118K - $129K
|
14.5K
$1.24M
|