Purchases and Sales Made in Q4 2023 in Ss&C Technologies Holdings Inc (SSNC)
This table provides information about the institutional ownership of Ss&C Technologies Holdings Inc (SSNC) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-38- 0.48% |
$1.85K - $2.33K
|
7.93K
$651K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-41- 0.93% |
$2K - $2.51K
|
4.37K
$358K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-46- 2.51% |
$2.24K - $2.82K
|
1.79K
$147K
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-50- 0.42% |
$2.44K - $3.06K
|
11.9K
$974K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-51- 10.6% |
$2.48K - $3.13K
|
430
$35.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-51- 1.42% |
$2.48K - $3.13K
|
3.54K
$290K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-52- 0.48% |
$2.53K - $3.19K
|
10.8K
$890K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-54- 1.43% |
$2.63K - $3.31K
|
3.73K
$306K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-64- 1.77% |
$3.12K - $3.92K
|
3.54K
$291K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-65- 77.38% |
$3.17K - $3.98K
|
19
$1.56K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-65- 52.42% |
$3.17K - $3.98K
|
59
$4.84K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-81- 1.88% |
$3.95K - $4.96K
|
4.23K
$347K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-87- 7.15% |
$4.24K - $5.33K
|
1.13K
$92.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-89- 1.16% |
$4.34K - $5.45K
|
7.56K
$621K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-90- 1.26% |
$4.38K - $5.52K
|
7.04K
$578K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-132- 2.0% |
$6.43K - $8.09K
|
6.46K
$531K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-140- 1.29% |
$6.82K - $8.58K
|
10.7K
$878K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-145- 0.79% |
$7.06K - $8.89K
|
18.2K
$1.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-172- 1.86% |
$8.38K - $10.5K
|
9.1K
$747K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-180- 27.44% |
$8.77K - $11K
|
476
$39.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-180- 15.76% |
$8.77K - $11K
|
962
$79K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-184- 3.39% |
$8.96K - $11.3K
|
5.24K
$430K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-192- 18.11% |
$9.35K - $11.8K
|
868
$71.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-207- 4.54% |
$10.1K - $12.7K
|
4.36K
$358K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-209- 4.92% |
$10.2K - $12.8K
|
4.04K
$332K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-209- 4.92% |
$10.2K - $12.8K
|
4.04K
$332K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-226- 2.11% |
$11K - $13.9K
|
10.5K
$860K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-244- 3.92% |
$11.9K - $15K
|
5.98K
$491K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-254- 3.81% |
$12.4K - $15.6K
|
6.42K
$527K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-255- 53.46% |
$12.4K - $15.6K
|
222
$18.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-271- 0.09% |
$13.2K - $16.6K
|
314K
$25.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-280- 0.44% |
$13.6K - $17.2K
|
63.2K
$5.19M
|
|
|
Feb 02, 2024
Q4 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-286- 0.28% |
$13.9K - $17.5K
|
101K
$8.32M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-300- 41.67% |
$14.6K - $18.4K
|
420
$34.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-308- 7.97% |
$15K - $18.9K
|
3.56K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-323- 1.82% |
$15.7K - $19.8K
|
17.4K
$1.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-351- 6.62% |
$17.1K - $21.5K
|
4.95K
$406K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-364- 2.7% |
$17.7K - $22.3K
|
13.1K
$1.08M
|
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-368- 2.38% |
$17.9K - $22.6K
|
15.1K
$1.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-380- 0.44% |
$18.5K - $23.3K
|
85.5K
$7.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-392- 1.02% |
$19.1K - $24K
|
38.2K
$3.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-417- 3.47% |
$20.3K - $25.6K
|
11.6K
$952K
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-420- 0.03% |
$20.5K - $25.7K
|
1.53M
$125M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-429- 6.02% |
$20.9K - $26.3K
|
6.69K
$549K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-439- 23.85% |
$21.4K - $26.9K
|
1.4K
$115K
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-463- 10.35% |
$22.6K - $28.4K
|
4.01K
$329K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-486- 6.71% |
$23.7K - $29.8K
|
6.76K
$555K
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-500- 2.82% |
$24.4K - $30.6K
|
17.2K
$1.41M
|
|
|
Jan 12, 2024
Q4 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-500- 1.39% |
$24.4K - $30.6K
|
35.6K
$2.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-504- 6.63% |
$24.5K - $30.9K
|
7.1K
$583K
|