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 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-138- 1.42% |
$8.19K - $8.96K
|
9.58K
$598K
|
|
May 06, 2024
Q1 2024
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-489K- 78.87% |
$29M - $31.7M
|
131K
$8.18M
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-279- 0.54% |
$16.6K - $18.1K
|
51.5K
$3.22M
|
|
May 06, 2024
Q1 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-71- 1.78% |
$4.21K - $4.61K
|
3.91K
$244K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.55K+ 4.6% |
$91.7K - $100K
|
35.2K
$2.2M
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
1.53K+ 52.06% |
$90.9K - $99.4K
|
4.48K
$280K
|
|
May 03, 2024
Q1 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-2.48K- 3.54% |
$147K - $161K
|
67.4K
$4.21M
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
BUY
|
- |
781K+ 396.22% |
$46.4M - $50.7M
|
979K
$61.1M
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
161+ 72.52% |
$9.55K - $10.4K
|
383
$23.9K
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-429- 5.38% |
$25.5K - $27.8K
|
7.55K
$472K
|
|
May 03, 2024
Q1 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-2K- 1.86% |
$119K - $130K
|
106K
$6.61M
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
5+ 0.1% |
$297 - $325
|
4.88K
$305K
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.3K- 0.53% |
$76.9K - $84.1K
|
243K
$15.2M
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
154+ 4.43% |
$9.14K - $9.99K
|
3.63K
$227K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-184- 99.46% |
$10.9K - $11.9K
|
1
$62.5
|
|
May 03, 2024
Q1 2024
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
46.2K+ 0.32% |
$2.74M - $3M
|
14.5M
$907M
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
7.52KNew |
$446K - $488K
|
7.52K
$470K
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-15- 0.37% |
$890 - $974
|
4.02K
$251K
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.72K+ 29.69% |
$280K - $306K
|
20.6K
$1.29M
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-3.3K- 3.94% |
$196K - $214K
|
80.5K
$5.03M
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-29- 2.87% |
$1.72K - $1.88K
|
980
$61.2K
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-5.2K- 40.42% |
$308K - $337K
|
7.66K
$478K
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-96- 3.96% |
$5.7K - $6.23K
|
2.33K
$145K
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
207+ 2.58% |
$12.3K - $13.4K
|
8.23K
$514K
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-352- 0.92% |
$20.9K - $22.8K
|
37.8K
$2.36M
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
27+ 0.28% |
$1.6K - $1.75K
|
9.69K
$605K
|
|
May 02, 2024
Q1 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-3.52K- 1.45% |
$209K - $228K
|
239K
$14.9M
|
|
May 02, 2024
Q1 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-430- 0.42% |
$25.5K - $27.9K
|
101K
$6.3M
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.18KNew |
$69.9K - $76.5K
|
1.18K
$73.6K
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
1.69K+ 16.13% |
$100K - $110K
|
12.2K
$761K
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-17.8K- 16.82% |
$1.06M - $1.16M
|
88.2K
$5.51M
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
309+ 515.0% |
$18.3K - $20.1K
|
369
$23.1K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
56+ 73.68% |
$3.32K - $3.63K
|
132
$8.25K
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
47.3K+ 11.27% |
$2.81M - $3.07M
|
467K
$29.2M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-39- 32.5% |
$2.31K - $2.53K
|
81
$5.06K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
683+ 1.49% |
$40.5K - $44.3K
|
46.7K
$2.92M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
45+ 0.81% |
$2.67K - $2.92K
|
5.63K
$351K
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-200- 47.62% |
$11.9K - $13K
|
220
$13.7K
|
|
Apr 30, 2024
Q1 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-11K- 0.84% |
$653K - $714K
|
1.29M
$80.8M
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-1.15K- 24.16% |
$68.2K - $74.6K
|
3.61K
$226K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
50New |
$2.97K - $3.25K
|
50
$3.12K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
196New |
$11.6K - $12.7K
|
196
$12.2K
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
486KNew |
$28.9M - $31.6M
|
486K
$30.4M
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$59.3 - $64.9
|
1
$62.5
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
17.3K+ 30.81% |
$1.02M - $1.12M
|
73.3K
$4.58M
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1K- 50.0% |
$59.3K - $64.9K
|
1K
$62.5K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
95+ 7.47% |
$5.64K - $6.17K
|
1.37K
$85.3K
|
|
Apr 29, 2024
Q1 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
81.3K+ 8.77% |
$4.83M - $5.28M
|
1.01M
$63M
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
927+ 0.85% |
$55K - $60.2K
|
110K
$6.89M
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
395+ 0.2% |
$23.4K - $25.6K
|
201K
$12.6M
|