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 |
---|---|---|---|---|---|---|---|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
697+ 5.84% |
$41.8K - $44.6K
|
12.6K
$937K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-586- 1.26% |
$35.1K - $37.5K
|
46.1K
$3.42M
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
980New |
$58.7K - $62.7K
|
980
$72.7K
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.49K+ 2.79% |
$149K - $159K
|
91.6K
$6.8M
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
132+ 0.63% |
$7.91K - $8.45K
|
21.1K
$1.57M
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-9.71K- 99.98% |
$582K - $622K
|
2
$148
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
52+ 32.5% |
$3.11K - $3.33K
|
212
$15.7K
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
2.25K+ 0.81% |
$135K - $144K
|
281K
$20.9M
|
|
Jul 24, 2024
Q2 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-125K- 29.41% |
$7.49M - $8M
|
300K
$22.3M
|
|
Jul 23, 2024
Q2 2024
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-5.94K- 21.93% |
$356K - $380K
|
21.2K
$1.57M
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-115- 0.67% |
$6.89K - $7.36K
|
17.2K
$1.27M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
267+ 49.81% |
$16K - $17.1K
|
803
$59.6K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
323+ 23.65% |
$19.3K - $20.7K
|
1.69K
$125K
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
742New |
$44.4K - $47.5K
|
742
$55.1K
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-50- 0.35% |
$3K - $3.2K
|
14.1K
$1.05M
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.81KNew |
$228K - $244K
|
3.81K
$283K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
369+ 41.09% |
$22.1K - $23.6K
|
1.27K
$94K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.35KNew |
$320K - $342K
|
5.35K
$397K
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
104+ 2.16% |
$6.23K - $6.66K
|
4.93K
$366K
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
675New |
$40.4K - $43.2K
|
675
$50.1K
|
|
Jul 22, 2024
Q2 2024
|
Kirr Marbach & CO LLC
|
SELL
|
- |
-291- 0.15% |
$17.4K - $18.6K
|
188K
$14M
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-294- 69.01% |
$17.6K - $18.8K
|
132
$9.8K
|
|
Jul 22, 2024
Q2 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
175K+ 39.19% |
$10.5M - $11.2M
|
622K
$46.2M
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-34.6K- 6.71% |
$2.08M - $2.22M
|
481K
$35.7M
|
|
Jul 19, 2024
Q2 2024
|
River Road Asset Management, LLC
|
SELL
|
- |
-5.75K- 4.17% |
$345K - $368K
|
132K
$9.8M
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5New |
$300 - $320
|
5
$371
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
440+ 216.75% |
$26.4K - $28.2K
|
643
$47.7K
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
13.8K+ 4.66% |
$828K - $885K
|
311K
$23.1M
|
|
Jul 19, 2024
Q2 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-1.41K- 0.45% |
$84.2K - $89.9K
|
314K
$23.3M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.15K- 0.81% |
$189K - $202K
|
384K
$28.5M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-290- 3.26% |
$17.4K - $18.6K
|
8.62K
$639K
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.91KNew |
$234K - $250K
|
3.91K
$290K
|
|
Jul 18, 2024
Q2 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
100+ 0.01% |
$5.99K - $6.4K
|
1.47M
$109M
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-793- 0.98% |
$47.5K - $50.8K
|
79.7K
$5.92M
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
119+ 2.32% |
$7.13K - $7.62K
|
5.25K
$390K
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
100K+ 2178.2% |
$6M - $6.41M
|
105K
$7.78M
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
36.1K+ 14.79% |
$2.16M - $2.31M
|
280K
$20.8M
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
219+ 270.37% |
$13.1K - $14K
|
300
$22.3K
|
|
Jul 18, 2024
Q2 2024
|
Reinhart Partners, Inc.
|
SELL
|
- |
-25.7K- 7.78% |
$1.54M - $1.64M
|
305K
$22.6M
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
SELL
|
- |
-251K- 73.08% |
$15M - $16.1M
|
92.4K
$6.86M
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
20+ 0.21% |
$1.2K - $1.28K
|
9.73K
$722K
|
|
Jul 17, 2024
Q2 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
1.96K+ 3.98% |
$117K - $126K
|
51.3K
$3.81M
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
6.26K+ 26.07% |
$375K - $401K
|
30.3K
$2.25M
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
22+ 0.42% |
$1.32K - $1.41K
|
5.28K
$392K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.45K+ 63.34% |
$147K - $157K
|
6.33K
$469K
|
|
Jul 16, 2024
Q2 2024
|
Meyer Handelman CO
|
BUY
|
- |
61.9KNew |
$3.71M - $3.96M
|
61.9K
$4.6M
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
15New |
$899 - $960
|
15
$1.11K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 50.0% |
$300 - $320
|
15
$1.11K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.18K- 33.23% |
$191K - $204K
|
6.39K
$474K
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
15KNew |
$899K - $960K
|
15K
$1.11M
|