Purchases and Sales Made in Q1 2023 in Ss&C Technologies Holdings Inc (SSNC)
This table provides information about the institutional ownership of Ss&C Technologies Holdings Inc (SSNC) during Q1 2023. The information is specifically focused on institutions that hold shares of SS&C Technologies Holdings Inc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
BUY
|
- |
2.28K+ 20.06% |
$119K - $145K
|
13.6K
$1M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.28K+ 26.2% |
$119K - $145K
|
11K
$806K
|
|
|
Apr 18, 2023
Q1 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
2.25K+ 2.48% |
$117K - $143K
|
92.8K
$6.82M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
2.19K+ 22.8% |
$114K - $139K
|
11.8K
$865K
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
2.18K+ 5.19% |
$113K - $139K
|
44.1K
$3.25M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
2.17K+ 3.35% |
$113K - $138K
|
66.9K
$4.91M
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.15K+ 5.98% |
$112K - $137K
|
38.1K
$2.8M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.14K+ 8.79% |
$112K - $137K
|
26.5K
$1.95M
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.02K+ 1.98% |
$105K - $129K
|
104K
$7.65M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
2KNew |
$104K - $127K
|
2K
$147K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
1.9K+ 1.19% |
$99.1K - $121K
|
162K
$11.9M
|
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.81KNew |
$94.3K - $115K
|
1.81K
$133K
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.74K+ 13.99% |
$90.7K - $111K
|
14.2K
$1.04M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
1.69K+ 18.75% |
$87.9K - $108K
|
10.7K
$786K
|
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
1.65K+ 13.42% |
$86.2K - $105K
|
14K
$1.03M
|
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
1.54K+ 0.46% |
$80.1K - $98K
|
333K
$24.5M
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
1.52K+ 6.27% |
$79.2K - $96.9K
|
25.8K
$1.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.51K+ 2.5% |
$78.8K - $96.4K
|
62K
$4.56M
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.4K+ 0.65% |
$73K - $89.4K
|
216K
$15.9M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.37K+ 29.52% |
$71.3K - $87.3K
|
6.01K
$442K
|
|
|
May 12, 2023
Q1 2023
|
Geneva Capital Management LLC
|
BUY
|
- |
1.29K+ 1.06% |
$67.4K - $82.4K
|
123K
$9.04M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.22K+ 37.02% |
$63.4K - $77.6K
|
4.5K
$331K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.1K+ 16.76% |
$57K - $69.8K
|
7.63K
$561K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.08K+ 10.83% |
$56.3K - $68.9K
|
11.1K
$813K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.01K+ 18.05% |
$52.5K - $64.2K
|
6.59K
$485K
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
BUY
|
- |
997New |
$51.9K - $63.5K
|
997
$73.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
946+ 1.46% |
$49.3K - $60.3K
|
65.9K
$4.85M
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
933+ 19.57% |
$48.6K - $59.5K
|
5.7K
$419K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
906+ 4.28% |
$47.2K - $57.7K
|
22.1K
$1.62M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
898+ 6.78% |
$46.8K - $57.2K
|
14.1K
$1.04M
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
888+ 1.66% |
$46.3K - $56.6K
|
54.5K
$4.01M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
882+ 4.9% |
$46K - $56.2K
|
18.9K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
871+ 1.43% |
$45.4K - $55.5K
|
61.7K
$4.53M
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
BUY
|
- |
864+ 138.02% |
$45K - $55.1K
|
1.49K
$110K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
849+ 11.33% |
$44.2K - $54.1K
|
8.34K
$613K
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
794+ 3.73% |
$41.4K - $50.6K
|
22.1K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
755+ 98.82% |
$39.3K - $48.1K
|
1.52K
$112K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
754+ 5.35% |
$39.3K - $48.1K
|
14.9K
$1.09M
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
733+ 55.57% |
$38.2K - $46.7K
|
2.05K
$151K
|
|
|
May 09, 2023
Q1 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
603+ 1.97% |
$31.4K - $38.4K
|
31.2K
$2.29M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
600+ 2.67% |
$31.3K - $38.2K
|
23K
$1.69M
|
|
|
Apr 14, 2023
Q1 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
599+ 23.99% |
$31.2K - $38.2K
|
3.1K
$228K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
571New |
$29.7K - $36.4K
|
571
$42K
|
|
|
May 15, 2023
Q1 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
532+ 0.11% |
$27.7K - $33.9K
|
507K
$37.3M
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
500+ 0.88% |
$26.1K - $31.9K
|
57.1K
$4.2M
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
500+ 8.05% |
$26.1K - $31.9K
|
6.72K
$494K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
475+ 1.75% |
$24.7K - $30.3K
|
27.6K
$2.03M
|
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
450+ 4.64% |
$23.4K - $28.7K
|
10.2K
$746K
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
413+ 2.33% |
$21.5K - $26.3K
|
18.2K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
408+ 364.29% |
$21.3K - $26K
|
520
$38.2K
|