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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
48New |
$2.88K - $3.07K
|
48
$4K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
10.1K+ 28.14% |
$606K - $648K
|
46.1K
$3.84M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
16New |
$958 - $1.02K
|
16
$1.33K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-804- 37.24% |
$48.2K - $51.5K
|
1.36K
$113K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
560New |
$33.5K - $35.8K
|
560
$46.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
88.7KNew |
$5.31M - $5.67M
|
88.7K
$7.39M
|
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
8.65K+ 16.33% |
$518K - $554K
|
61.6K
$5.14M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
8+ 400.0% |
$479 - $512
|
10
$833
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6.4KNew |
$383K - $409K
|
6.4K
$533K
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
SELL
|
- |
-689- 70.31% |
$41.3K - $44.1K
|
291
$24.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
408New |
$24.4K - $26.1K
|
408
$34K
|
|
|
Jul 26, 2024
Q2 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-9.39K- 32.96% |
$562K - $601K
|
19.1K
$1.59M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
52+ 32.5% |
$3.11K - $3.33K
|
212
$17.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-125K- 29.41% |
$7.49M - $8M
|
300K
$25M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
675New |
$40.4K - $43.2K
|
675
$56.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5New |
$300 - $320
|
5
$417
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
15New |
$899 - $960
|
15
$1.25K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
16New |
$958 - $1.02K
|
16
$1.33K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-463- 11.03% |
$27.7K - $29.6K
|
3.73K
$311K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-314- 76.03% |
$18.8K - $20.1K
|
99
$8.25K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
48New |
$2.88K - $3.07K
|
48
$4K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
162New |
$9.7K - $10.4K
|
162
$13.5K
|
|
| Q1 2024 | |||||||
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
2.77MNew |
$164M - $180M
|
2.77M
$231M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-20- 0.45% |
$1.19K - $1.3K
|
4.46K
$372K
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
3.16K+ 49.15% |
$188K - $205K
|
9.6K
$800K
|
|
|
May 15, 2024
Q1 2024
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
SELL
|
- |
-40.2K- 87.95% |
$2.39M - $2.61M
|
5.51K
$459K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
CALL |
1.8KNew |
$107K - $117K
|
1.8K
$150K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
3.67KNew |
$218K - $238K
|
3.67K
$306K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.55K+ 103.46% |
$270K - $295K
|
8.94K
$745K
|
|
|
May 15, 2024
Q1 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-846- 6.71% |
$50.2K - $54.9K
|
11.8K
$980K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
79New |
$4.69K - $5.13K
|
79
$6.58K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-237- 79.53% |
$14.1K - $15.4K
|
61
$5.08K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.24K- 9.3% |
$73.8K - $80.7K
|
12.1K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
5.17KNew |
$307K - $336K
|
5.17K
$431K
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
3.74KNew |
$222K - $243K
|
3.74K
$312K
|
|
|
May 14, 2024
Q1 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
138KNew |
$8.19M - $8.95M
|
138K
$11.5M
|
|
|
May 14, 2024
Q1 2024
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-6.83K- 11.8% |
$405K - $443K
|
51.1K
$4.26M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.73K+ 13.1% |
$103K - $112K
|
14.9K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
431+ 5.27% |
$25.6K - $28K
|
8.61K
$718K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.32KNew |
$316K - $345K
|
5.32K
$443K
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
17.3KNew |
$1.03M - $1.12M
|
17.3K
$1.44M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
4.01KNew |
$238K - $260K
|
4.01K
$334K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
39New |
$2.31K - $2.53K
|
39
$3.25K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5New |
$297 - $325
|
5
$417
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
18New |
$1.07K - $1.17K
|
18
$1.5K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
3+ 0.17% |
$178 - $195
|
1.79K
$149K
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-3.37K- 31.79% |
$200K - $219K
|
7.23K
$602K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-219- 6.16% |
$13K - $14.2K
|
3.34K
$278K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6New |
$356 - $389
|
6
$500
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
7.64K+ 1.46% |
$454K - $496K
|
530K
$44.1M
|
|