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 |
---|---|---|---|---|---|---|---|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.33KNew |
$162K - $204K
|
3.33K
$209K
|
|
Feb 06, 2024
Q4 2023
|
Foresight Global Investors, Inc.
Purchase, NY |
SELL
|
- |
-4.94K- 24.75% |
$241K - $303K
|
15K
$943K
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-254- 3.81% |
$12.4K - $15.6K
|
6.42K
$403K
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
175+ 2.54% |
$8.52K - $10.7K
|
7.07K
$444K
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.88KNew |
$238K - $299K
|
4.88K
$306K
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
4.8K+ 37.53% |
$234K - $294K
|
17.6K
$1.1M
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
5New |
$244 - $306
|
5
$314
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
11K+ 26.2% |
$536K - $674K
|
53K
$3.33M
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
142+ 1.14% |
$6.92K - $8.7K
|
12.6K
$790K
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-65- 52.42% |
$3.17K - $3.98K
|
59
$3.7K
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2New |
$97.4 - $123
|
2
$126
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-209- 4.92% |
$10.2K - $12.8K
|
4.04K
$254K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
48New |
$2.34K - $2.94K
|
48
$3.01K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-65- 77.38% |
$3.17K - $3.98K
|
19
$1.19K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-3- 13.64% |
$146 - $184
|
19
$1.19K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.83KNew |
$89.3K - $112K
|
1.83K
$115K
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
800+ 11.16% |
$39K - $49K
|
7.97K
$500K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
254New |
$12.4K - $15.6K
|
254
$15.9K
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
31New |
$1.51K - $1.9K
|
31
$1.95K
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-2.16K- 21.2% |
$105K - $132K
|
8.02K
$504K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
121New |
$5.89K - $7.42K
|
121
$7.59K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
59New |
$2.87K - $3.62K
|
59
$3.7K
|
|
Jan 12, 2024
Q4 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-500- 1.39% |
$24.4K - $30.6K
|
35.6K
$2.23M
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.44K- 11.54% |
$119K - $150K
|
18.7K
$1.17M
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
323New |
$15.7K - $19.8K
|
323
$20.3K
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
65New |
$3.17K - $3.98K
|
65
$4.08K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-51- 10.6% |
$2.48K - $3.13K
|
430
$27K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
11New |
$536 - $674
|
11
$690
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
384+ 3.3% |
$18.7K - $23.5K
|
12K
$754K
|
|
Q3 2023 | |||||||
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
816+ 1.19% |
$42.9K - $51.2K
|
69.2K
$4.34M
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
128New |
$6.73K - $8.03K
|
128
$8.03K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
500New |
$26.3K - $31.4K
|
500
$31.4K
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
31+ 0.64% |
$1.63K - $1.95K
|
4.87K
$306K
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-200- 4.55% |
$10.5K - $12.6K
|
4.2K
$264K
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1- 0.57% |
$52.5 - $62.8
|
175
$11K
|
|
Nov 14, 2023
Q3 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-15.6K- 71.66% |
$822K - $982K
|
6.19K
$388K
|
|
Nov 14, 2023
Q3 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-1.95K- 52.64% |
$103K - $123K
|
1.76K
$110K
|
|
Nov 14, 2023
Q3 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-7.46K- 30.79% |
$392K - $468K
|
16.8K
$1.05M
|
|
Nov 14, 2023
Q3 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
54.3KNew |
$2.85M - $3.4M
|
54.3K
$3.4M
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
36.9KNew |
$1.94M - $2.32M
|
36.9K
$2.32M
|
|
Nov 14, 2023
Q3 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
4.42KNew |
$232K - $277K
|
4.42K
$277K
|
|
Nov 14, 2023
Q3 2023
|
Mangrove Partners
New York, NY |
BUY
|
- |
327KNew |
$17.2M - $20.5M
|
327K
$20.5M
|
|
Nov 14, 2023
Q3 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-2.79K- 6.43% |
$146K - $175K
|
40.6K
$2.55M
|
|
Nov 14, 2023
Q3 2023
|
Drh Investments, Inc.
Los Angeles, CA |
SELL
|
- |
-24.7K- 9.56% |
$1.3M - $1.55M
|
233K
$14.6M
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-9- 50.0% |
$473 - $565
|
9
$565
|
|
Nov 14, 2023
Q3 2023
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-2.23K- 16.86% |
$117K - $140K
|
11K
$690K
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
18.7KNew |
$984K - $1.18M
|
18.7K
$1.18M
|
|
Nov 14, 2023
Q3 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
3.06K+ 30.37% |
$161K - $192K
|
13.1K
$825K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1- 3.13% |
$52.5 - $62.8
|
31
$1.95K
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
153New |
$8.04K - $9.6K
|
153
$9.6K
|