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 |
---|---|---|---|---|---|---|---|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-24.8K- 16.48% |
$1.52M - $1.9M
|
126K
$9.48M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
549+ 92.74% |
$33.7K - $42K
|
1.14K
$86.1K
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-7.83K- 2.78% |
$481K - $599K
|
274K
$20.6M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
71+ 7.6% |
$4.36K - $5.43K
|
1.01K
$75.8K
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-5.4K- 0.34% |
$331K - $413K
|
1.57M
$118M
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.02K+ 26.1% |
$62.6K - $78K
|
4.93K
$372K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.74K+ 51.33% |
$107K - $133K
|
5.14K
$388K
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-65- 8.76% |
$3.99K - $4.97K
|
677
$51.1K
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.38% |
$123 - $153
|
534
$40.3K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.72KNew |
$167K - $208K
|
2.72K
$205K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
108+ 45.57% |
$6.63K - $8.26K
|
345
$26K
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
8.4K+ 26.75% |
$516K - $642K
|
39.8K
$3M
|
|
Oct 24, 2024
Q3 2024
|
Peregrine Capital Management LLC
|
SELL
|
- |
-21.5K- 8.27% |
$1.32M - $1.65M
|
239K
$18M
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-474- 0.8% |
$29.1K - $36.2K
|
58.6K
$4.42M
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
6.86K+ 5.46% |
$421K - $525K
|
132K
$9.99M
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-3.96K- 75.42% |
$243K - $303K
|
1.29K
$97.4K
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
130+ 1.76% |
$7.98K - $9.94K
|
7.5K
$566K
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
25.9K+ 11789.09% |
$1.59M - $1.98M
|
26.2K
$1.97M
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-1.3K- 21.85% |
$79.8K - $99.4K
|
4.65K
$351K
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
13.1K+ 97.14% |
$807K - $1M
|
26.7K
$2.01M
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
12.1K+ 39.01% |
$744K - $927K
|
43.2K
$3.26M
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
127KNew |
$7.82M - $9.74M
|
127K
$9.61M
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-610- 0.95% |
$37.5K - $46.6K
|
63.9K
$4.82M
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
67.9K+ 64.81% |
$4.17M - $5.19M
|
173K
$13M
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.26K+ 49.54% |
$262K - $326K
|
12.9K
$971K
|
|
Oct 23, 2024
Q3 2024
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-1K- 8.42% |
$61.4K - $76.5K
|
10.9K
$820K
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.89K+ 4.39% |
$178K - $221K
|
68.8K
$5.19M
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.84KNew |
$174K - $217K
|
2.84K
$214K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
6+ 0.47% |
$369 - $459
|
1.27K
$96K
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
198+ 2.88% |
$12.2K - $15.1K
|
7.06K
$533K
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-125- 3.36% |
$7.68K - $9.56K
|
3.6K
$272K
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-469- 3.62% |
$28.8K - $35.9K
|
12.5K
$942K
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
608+ 11.51% |
$37.3K - $46.5K
|
5.89K
$444K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.03K+ 95.27% |
$370K - $461K
|
12.4K
$932K
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
10.5K+ 49.59% |
$644K - $802K
|
31.6K
$2.39M
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-116- 28.09% |
$7.12K - $8.87K
|
297
$22.4K
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
27.4K+ 556.4% |
$1.68M - $2.1M
|
32.3K
$2.44M
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.87KNew |
$176K - $219K
|
2.87K
$216K
|
|
Oct 22, 2024
Q3 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-1.73K- 13.67% |
$106K - $132K
|
10.9K
$823K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.2K+ 7320.0% |
$135K - $168K
|
2.23K
$168K
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.61K+ 3.4% |
$98.6K - $123K
|
48.9K
$3.69M
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
48New |
$2.95K - $3.67K
|
48
$3.62K
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
215New |
$13.2K - $16.4K
|
215
$16.2K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-229- 6.89% |
$14.1K - $17.5K
|
3.09K
$233K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
47+ 0.01% |
$2.89K - $3.59K
|
512K
$38.6M
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
BUY
|
- |
2.7KNew |
$166K - $206K
|
2.7K
$204K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.08KNew |
$189K - $235K
|
3.08K
$232K
|
|
Oct 21, 2024
Q3 2024
|
Oldfield Partners LLP
|
SELL
|
- |
-247K- 22.49% |
$15.1M - $18.9M
|
850K
$64.1M
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-114- 0.47% |
$7K - $8.72K
|
24.3K
$1.83M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-318- 4.11% |
$19.5K - $24.3K
|
7.42K
$560K
|