Latest Institutional Purchases of Ss&C Technologies Holdings Inc (SSNC)
This list provides information on the latest institutional transactions involving Ss&C Technologies Holdings Inc (SSNC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
310+ 165.78% |
$16.2K - $19.8K
|
497
$37.7K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
275New |
$14.3K - $17.5K
|
275
$20.9K
|
|
Apr 13, 2023
Q1 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
85+ 0.61% |
$4.43K - $5.42K
|
14K
$1.06M
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
24+ 64.86% |
$1.25K - $1.53K
|
61
$4.63K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
14New |
$729 - $892
|
14
$1.06K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 4.0% |
$104 - $127
|
52
$3.94K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.34MNew |
$62.8M - $72.7M
|
1.34M
$102M
|
|
Feb 14, 2023
Q4 2022
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
85.8KNew |
$4.01M - $4.64M
|
85.8K
$6.5M
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
66.2KNew |
$3.09M - $3.58M
|
66.2K
$5.02M
|
|
Feb 14, 2023
Q4 2022
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
45.4K+ 131.96% |
$2.12M - $2.46M
|
79.8K
$6.05M
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
28.8KNew |
$1.35M - $1.56M
|
28.8K
$2.19M
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
10.3KNew |
$479K - $555K
|
10.3K
$777K
|
|
Feb 10, 2023
Q4 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7.71K+ 11.21% |
$360K - $417K
|
76.5K
$5.8M
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
7.47KNew |
$349K - $404K
|
7.47K
$567K
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
6.45KNew |
$301K - $349K
|
6.45K
$489K
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
4.25KNew |
$199K - $230K
|
4.25K
$322K
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.91KNew |
$183K - $212K
|
3.91K
$296K
|
|
Feb 14, 2023
Q4 2022
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.9KNew |
$182K - $211K
|
3.9K
$295K
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
3.37K+ 130.87% |
$158K - $182K
|
5.95K
$451K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.38KNew |
$64.4K - $74.6K
|
1.38K
$104K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.27KNew |
$59.4K - $68.7K
|
1.27K
$96.3K
|
|
Feb 14, 2023
Q4 2022
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
837+ 36.82% |
$39.1K - $45.3K
|
3.11K
$236K
|
|
Feb 14, 2023
Q4 2022
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
437+ 6.42% |
$20.4K - $23.7K
|
7.25K
$549K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
260New |
$12.2K - $14.1K
|
260
$19.7K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
209New |
$9.77K - $11.3K
|
209
$15.8K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
200New |
$9.35K - $10.8K
|
200
$15.2K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
145New |
$6.78K - $7.85K
|
145
$11K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
101New |
$4.72K - $5.47K
|
101
$7.66K
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
87New |
$4.07K - $4.71K
|
87
$6.6K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
16New |
$748 - $866
|
16
$1.21K
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
9New |
$421 - $487
|
9
$682
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$187 - $216
|
4
$303
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2New |
$93.5 - $108
|
2
$152
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
30.3K+ 112.23% |
$1.45M - $1.9M
|
57.2K
$4.34M
|
|
Nov 10, 2022
Q3 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
24.8KNew |
$1.18M - $1.56M
|
24.8K
$1.88M
|
|
Nov 10, 2022
Q3 2022
|
Cna Financial Corp
Chicago, IL |
BUY
|
- |
20K+ 18.18% |
$955K - $1.26M
|
130K
$9.86M
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
10.7KNew |
$511K - $672K
|
10.7K
$811K
|
|
Oct 11, 2022
Q3 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
8.15KNew |
$389K - $512K
|
8.15K
$618K
|
|
Nov 09, 2022
Q3 2022
|
Pertento Partners LLP
London, X0 |
BUY
|
- |
5.06K+ 1.57% |
$241K - $318K
|
326K
$24.8M
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.72K+ 183.85% |
$82.1K - $108K
|
2.65K
$201K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.42K+ 5.31% |
$67.6K - $88.9K
|
28.1K
$2.13M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
935New |
$44.6K - $58.7K
|
935
$70.9K
|
|
Nov 07, 2022
Q3 2022
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
780+ 33.91% |
$37.2K - $49K
|
3.08K
$234K
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
167New |
$7.97K - $10.5K
|
167
$12.7K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
124New |
$5.92K - $7.79K
|
124
$9.4K
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
68+ 16.67% |
$3.25K - $4.27K
|
476
$36.1K
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
41+ 10.05% |
$1.96K - $2.57K
|
449
$34K
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
32+ 6.97% |
$1.53K - $2.01K
|
491
$37.2K
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
21New |
$1K - $1.32K
|
21
$1.59K
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
BUY
|
- |
17New |
$812 - $1.07K
|
17
$1.29K
|