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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-40Closed |
$2.88K - $3.37K
|
0
$0
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-20Closed |
$1.44K - $1.68K
|
0
$0
|
|
|
Jul 21, 2022
Q1 2022
|
Gould Capital, LLC
|
SELL
|
- |
-14.7KClosed |
$1.05M - $1.23M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-372Closed |
$26.7K - $31.3K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
43New |
$3.09K - $3.62K
|
43
$3.58K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.33KClosed |
$168K - $197K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Venator Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.45KClosed |
$176K - $206K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-15Closed |
$1.08K - $1.26K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-500Closed |
$35.9K - $42.1K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Premier Fund Managers LTD
|
SELL
|
- |
-490KClosed |
$35.2M - $41.3M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-14- 50.0% |
$1.01K - $1.18K
|
14
$1.17K
|
|
|
May 06, 2022
Q1 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-1.2KClosed |
$86.5K - $101K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2KNew |
$144K - $168K
|
2K
$167K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.98KClosed |
$142K - $166K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.47K+ 67.66% |
$106K - $124K
|
3.65K
$304K
|
|
|
Apr 27, 2022
Q1 2022
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-344Closed |
$24.7K - $29K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-33- 7.93% |
$2.37K - $2.78K
|
383
$31.9K
|
|
|
Apr 26, 2022
Q1 2022
|
Orca Investment Management, LLC
|
SELL
|
- |
-21.9KClosed |
$1.58M - $1.85M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-26Closed |
$1.87K - $2.19K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-8- 3.39% |
$575 - $674
|
228
$19K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
13New |
$935 - $1.1K
|
13
$1.08K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
200+ 6.67% |
$13.9K - $16.6K
|
3.2K
$267K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
41.3KNew |
$2.88M - $3.43M
|
41.3K
$3.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Quilter PLC
|
SELL
|
- |
-4.4KClosed |
$307K - $365K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-24Closed |
$1.67K - $1.99K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-814Closed |
$56.8K - $67.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Hilton Capital Management, LLC
|
SELL
|
- |
-4.71KClosed |
$328K - $391K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-302Closed |
$21.1K - $25.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-160KClosed |
$11.1M - $13.3M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Birch Run Capital Advisors, LP
Dallas, TX |
SELL
|
- |
-71.4KClosed |
$4.98M - $5.93M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-5.42KClosed |
$378K - $450K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-99Closed |
$6.9K - $8.22K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-134Closed |
$9.35K - $11.1K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
13.9KNew |
$967K - $1.15M
|
13.9K
$1.15M
|
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-7.44KClosed |
$519K - $617K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-61KClosed |
$4.25M - $5.06M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-10.7KClosed |
$746K - $887K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-5.68KClosed |
$396K - $471K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Equitable Trust CO
|
SELL
|
- |
-4.87KClosed |
$340K - $404K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
100New |
$6.97K - $8.3K
|
100
$8.33K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-52Closed |
$3.63K - $4.32K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-500Closed |
$34.9K - $41.5K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-8Closed |
$558 - $664
|
0
$0
|
|
| Q3 2021 | |||||||
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-102Closed |
$7.02K - $8.05K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-13.9KClosed |
$959K - $1.1M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Guardian Point Capital, LP
Charlottesville, VA |
SELL
|
- |
-300KClosed |
$20.7M - $23.7M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
CALL |
29.6K+ 138.32% |
$2.04M - $2.34M
|
51K
$4.25M
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-12Closed |
$826 - $947
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Harspring Capital Management, LLC
New York, NY |
SELL
|
- |
-5.45K- 5.08% |
$375K - $430K
|
102K
$8.48M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.95KClosed |
$134K - $154K
|
0
$0
|
|