Purchases and Sales Made in Q4 2022 in Ss&C Technologies Holdings Inc (SSNC)
This table provides information about the institutional ownership of Ss&C Technologies Holdings Inc (SSNC) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
899+ 0.17% |
$42K - $48.7K
|
533K
$43.8M
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
877+ 86.83% |
$41K - $47.5K
|
1.89K
$155K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
851+ 120.03% |
$39.8K - $46.1K
|
1.56K
$128K
|
|
Feb 14, 2023
Q4 2022
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
837+ 36.82% |
$39.1K - $45.3K
|
3.11K
$255K
|
|
Jan 11, 2023
Q4 2022
|
Ayrshire Capital Management LLC
|
BUY
|
- |
823+ 6.29% |
$38.5K - $44.5K
|
13.9K
$1.14M
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
792+ 14.93% |
$37K - $42.9K
|
6.1K
$500K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
792+ 2.65% |
$37K - $42.9K
|
30.7K
$2.52M
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
791+ 18.56% |
$37K - $42.8K
|
5.05K
$415K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
764New |
$35.7K - $41.3K
|
764
$62.7K
|
|
Feb 09, 2023
Q4 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
732+ 2.57% |
$34.2K - $39.6K
|
29.2K
$2.4M
|
|
Oct 18, 2024
Q4 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
732+ 2.57% |
$34.2K - $39.6K
|
29.2K
$2.4M
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
714+ 7.71% |
$33.4K - $38.6K
|
9.98K
$819K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
699+ 19.89% |
$32.7K - $37.8K
|
4.21K
$346K
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
626New |
$29.3K - $33.9K
|
626
$51.4K
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
580+ 10.07% |
$27.1K - $31.4K
|
6.34K
$520K
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
523+ 6.17% |
$24.4K - $28.3K
|
9.01K
$739K
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
478+ 7.81% |
$22.3K - $25.9K
|
6.6K
$541K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
462+ 181.89% |
$21.6K - $25K
|
716
$58.8K
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
452+ 2.61% |
$21.1K - $24.5K
|
17.7K
$1.46M
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
449New |
$21K - $24.3K
|
449
$36.9K
|
|
Feb 14, 2023
Q4 2022
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
437+ 6.42% |
$20.4K - $23.7K
|
7.25K
$595K
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
411+ 0.62% |
$19.2K - $22.2K
|
66.9K
$5.49M
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
354+ 8.02% |
$16.5K - $19.2K
|
4.77K
$391K
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
353+ 5.7% |
$16.5K - $19.1K
|
6.55K
$538K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
313+ 200.64% |
$14.6K - $16.9K
|
469
$38.5K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
302New |
$14.1K - $16.3K
|
302
$24.8K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
260New |
$12.2K - $14.1K
|
260
$21.3K
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
258+ 24.32% |
$12.1K - $14K
|
1.32K
$108K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
240New |
$11.2K - $13K
|
240
$19.7K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
240+ 15.15% |
$11.2K - $13K
|
1.82K
$150K
|
|
Feb 14, 2023
Q4 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
221+ 0.05% |
$10.3K - $12K
|
425K
$34.9M
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
209New |
$9.77K - $11.3K
|
209
$17.2K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
200New |
$9.35K - $10.8K
|
200
$16.4K
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
181+ 2.45% |
$8.46K - $9.8K
|
7.58K
$622K
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
181+ 2.45% |
$8.46K - $9.8K
|
7.58K
$622K
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
179+ 1.93% |
$8.37K - $9.69K
|
9.47K
$777K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
176New |
$8.23K - $9.53K
|
176
$14.4K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
162+ 0.63% |
$7.57K - $8.77K
|
25.8K
$2.12M
|
|
Jan 13, 2023
Q4 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
156+ 0.6% |
$7.29K - $8.44K
|
26K
$2.13M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
156New |
$7.29K - $8.44K
|
156
$12.8K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
145New |
$6.78K - $7.85K
|
145
$11.9K
|
|
Feb 09, 2023
Q4 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
140+ 0.15% |
$6.54K - $7.58K
|
95.8K
$7.86M
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
139+ 661.9% |
$6.5K - $7.52K
|
160
$13.1K
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
132+ 0.59% |
$6.17K - $7.14K
|
22.5K
$1.85M
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
130+ 13.04% |
$6.08K - $7.04K
|
1.13K
$92.5K
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
130New |
$6.08K - $7.04K
|
130
$10.7K
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
110+ 2.1% |
$5.14K - $5.95K
|
5.35K
$439K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
101New |
$4.72K - $5.47K
|
101
$8.29K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
100New |
$4.67K - $5.41K
|
100
$8.21K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
94+ 33.22% |
$4.39K - $5.09K
|
377
$30.9K
|