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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
207+ 4.88% |
$11.3K - $12.5K
|
4.45K
$371K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
137New |
$7.48K - $8.3K
|
137
$11.4K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
94New |
$5.14K - $5.7K
|
94
$7.83K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
65New |
$3.55K - $3.94K
|
65
$5.42K
|
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
58+ 1.34% |
$3.17K - $3.51K
|
4.38K
$365K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
30New |
$1.64K - $1.82K
|
30
$2.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
15New |
$819 - $909
|
15
$1.25K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
14New |
$765 - $848
|
14
$1.17K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4+ 0.05% |
$219 - $242
|
7.63K
$636K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 3.13% |
$54.6 - $60.6
|
33
$2.75K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
113KNew |
$5.91M - $7.23M
|
113K
$9.46M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
15.9KNew |
$830K - $1.02M
|
15.9K
$1.33M
|
|
|
May 08, 2023
Q1 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
11KNew |
$573K - $701K
|
11K
$917K
|
|
|
May 10, 2023
Q1 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
9.02KNew |
$470K - $575K
|
9.02K
$751K
|
|
|
Apr 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
5.27K+ 10.06% |
$275K - $336K
|
57.7K
$4.8M
|
|
|
May 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
4.06KNew |
$211K - $258K
|
4.06K
$338K
|
|
|
May 05, 2023
Q1 2023
|
Ctc Capital Management, LLC
|
BUY
|
- |
4KNew |
$208K - $255K
|
4K
$333K
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3.6K+ 37.25% |
$188K - $229K
|
13.3K
$1.1M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.32K+ 52.9% |
$173K - $212K
|
9.59K
$799K
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
2.8K+ 36.62% |
$146K - $178K
|
10.4K
$870K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
898+ 6.78% |
$46.8K - $57.2K
|
14.1K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
755+ 98.82% |
$39.3K - $48.1K
|
1.52K
$127K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
360New |
$18.8K - $22.9K
|
360
$30K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
310+ 165.78% |
$16.2K - $19.8K
|
497
$41.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
275New |
$14.3K - $17.5K
|
275
$22.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
85+ 0.61% |
$4.43K - $5.42K
|
14K
$1.17M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
24+ 64.86% |
$1.25K - $1.53K
|
61
$5.08K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
14New |
$729 - $892
|
14
$1.17K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 4.0% |
$104 - $127
|
52
$4.33K
|
|
| 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
$112M
|
|
|
Feb 14, 2023
Q4 2022
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
85.8KNew |
$4.01M - $4.64M
|
85.8K
$7.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
66.2KNew |
$3.09M - $3.58M
|
66.2K
$5.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
45.4K+ 131.96% |
$2.12M - $2.46M
|
79.8K
$6.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
28.8KNew |
$1.35M - $1.56M
|
28.8K
$2.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
10.3KNew |
$479K - $555K
|
10.3K
$854K
|
|
|
Feb 10, 2023
Q4 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7.71K+ 11.21% |
$360K - $417K
|
76.5K
$6.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
7.47KNew |
$349K - $404K
|
7.47K
$623K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
6.45KNew |
$301K - $349K
|
6.45K
$537K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
4.25KNew |
$199K - $230K
|
4.25K
$354K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.91KNew |
$183K - $212K
|
3.91K
$326K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
3.37K+ 130.87% |
$158K - $182K
|
5.95K
$495K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.38KNew |
$64.4K - $74.6K
|
1.38K
$115K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.27KNew |
$59.4K - $68.7K
|
1.27K
$106K
|
|
|
Feb 14, 2023
Q4 2022
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
837+ 36.82% |
$39.1K - $45.3K
|
3.11K
$259K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
437+ 6.42% |
$20.4K - $23.7K
|
7.25K
$604K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
260New |
$12.2K - $14.1K
|
260
$21.7K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
209New |
$9.77K - $11.3K
|
209
$17.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
200New |
$9.35K - $10.8K
|
200
$16.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
145New |
$6.78K - $7.85K
|
145
$12.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
101New |
$4.72K - $5.47K
|
101
$8.42K
|
|