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 |
---|---|---|---|---|---|---|---|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
87New |
$4.07K - $4.71K
|
87
$7.25K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
16New |
$748 - $866
|
16
$1.33K
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
9New |
$421 - $487
|
9
$750
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$187 - $216
|
4
$333
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2New |
$93.5 - $108
|
2
$167
|
|
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
$4.77M
|
|
Nov 10, 2022
Q3 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
24.8KNew |
$1.18M - $1.56M
|
24.8K
$2.06M
|
|
Nov 10, 2022
Q3 2022
|
Cna Financial Corp
Chicago, IL |
BUY
|
- |
20K+ 18.18% |
$955K - $1.26M
|
130K
$10.8M
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
10.7KNew |
$511K - $672K
|
10.7K
$892K
|
|
Oct 11, 2022
Q3 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
8.15KNew |
$389K - $512K
|
8.15K
$679K
|
|
Nov 09, 2022
Q3 2022
|
Pertento Partners LLP
London, X0 |
BUY
|
- |
5.06K+ 1.57% |
$241K - $318K
|
326K
$27.2M
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.42K+ 5.31% |
$67.6K - $88.9K
|
28.1K
$2.34M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
935New |
$44.6K - $58.7K
|
935
$77.9K
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
167New |
$7.97K - $10.5K
|
167
$13.9K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
124New |
$5.92K - $7.79K
|
124
$10.3K
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
68+ 16.67% |
$3.25K - $4.27K
|
476
$39.7K
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
41+ 10.05% |
$1.96K - $2.57K
|
449
$37.4K
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
32+ 6.97% |
$1.53K - $2.01K
|
491
$40.9K
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
21New |
$1K - $1.32K
|
21
$1.75K
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
BUY
|
- |
17New |
$812 - $1.07K
|
17
$1.42K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5+ 18.52% |
$239 - $314
|
32
$2.67K
|
|
Q2 2022 | |||||||
Dec 08, 2022
Q2 2022
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
110K+ 49.66% |
$6.06M - $8.28M
|
331K
$27.6M
|
|
Aug 15, 2022
Q2 2022
|
Blue Grotto Capital, LLC
Atlanta, GA |
BUY
|
- |
30.7K+ 6.83% |
$1.69M - $2.32M
|
480K
$40M
|
|
Aug 09, 2022
Q2 2022
|
Loews Corp
New York, NY |
BUY
|
- |
30K+ 17.65% |
$1.66M - $2.26M
|
200K
$16.7M
|
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
20.2KNew |
$1.11M - $1.52M
|
20.2K
$1.68M
|
|
Aug 12, 2022
Q2 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
19.2KNew |
$1.06M - $1.45M
|
19.2K
$1.6M
|
|
Aug 12, 2022
Q2 2022
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
9.6KNew |
$530K - $725K
|
9.6K
$800K
|
|
Aug 15, 2022
Q2 2022
|
Kerrisdale Advisers, LLC
Miami, FL |
BUY
|
- |
8.22K+ 6.64% |
$454K - $621K
|
132K
$11M
|
|
Aug 04, 2022
Q2 2022
|
Seven Eight Capital, LP
|
BUY
|
- |
7.72K+ 239.55% |
$426K - $582K
|
10.9K
$911K
|
|
Aug 10, 2022
Q2 2022
|
Alphasimplex Group, LLC
Boston, MA |
BUY
|
- |
3.45KNew |
$191K - $260K
|
3.45K
$288K
|
|
Aug 05, 2022
Q2 2022
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
825+ 26.09% |
$45.6K - $62.3K
|
3.99K
$332K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
750New |
$41.4K - $56.6K
|
750
$62.5K
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
231New |
$12.8K - $17.4K
|
231
$19.2K
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
148+ 37.28% |
$8.17K - $11.2K
|
545
$45.4K
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
BUY
|
- |
136New |
$7.51K - $10.3K
|
136
$11.3K
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
59New |
$3.26K - $4.45K
|
59
$4.92K
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
54New |
$2.98K - $4.08K
|
54
$4.5K
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
32+ 533.33% |
$1.77K - $2.42K
|
38
$3.17K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
26New |
$1.44K - $1.96K
|
26
$2.17K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
18New |
$994 - $1.36K
|
18
$1.5K
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
18New |
$994 - $1.36K
|
18
$1.5K
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
6+ 0.13% |
$331 - $453
|
4.76K
$396K
|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
6+ 9.84% |
$331 - $453
|
67
$5.58K
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2022 | |||||||
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2KNew |
$144K - $168K
|
2K
$167K
|
|
May 06, 2022
Q1 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.47K+ 67.66% |
$106K - $124K
|
3.65K
$304K
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
216New |
$15.5K - $18.2K
|
216
$18K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
43New |
$3.09K - $3.62K
|
43
$3.58K
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
13New |
$935 - $1.1K
|
13
$1.08K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
41.3KNew |
$2.88M - $3.43M
|
41.3K
$3.44M
|