Purchases and Sales Made in Q1 2023 in Ss&C Technologies Holdings Inc (SSNC)

SSNC Quotes by TradingView

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
May 11, 2023 Q1 2023
Shapiro Capital Management LLC

Atlanta, GA
BUY
 -
390
+ 0.02%
$20.3K - $24.9K
2.27M $167M
May 02, 2023 Q1 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
363
+ 7.18%
$18.9K - $23.1K
5.42K $398K
May 15, 2023 Q1 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
360
New
$18.8K - $22.9K
360 $26.5K
May 08, 2023 Q1 2023
Univest Financial Corp

BUY
 -
359
+ 0.56%
$18.7K - $22.9K
64.5K $4.74M
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
341
+ 41.38%
$17.8K - $21.7K
1.17K $85.6K
May 04, 2023 Q1 2023
Summit Trail Advisors, LLC

New York, NY
BUY
 -
313
+ 5.12%
$16.3K - $20K
6.43K $473K
May 04, 2023 Q1 2023
Ellevest, Inc.

BUY
 -
310
+ 165.78%
$16.2K - $19.8K
497 $36.5K
Apr 20, 2023 Q1 2023
Hennion & Walsh Asset Management, Inc.

BUY
 -
285
+ 4.35%
$14.8K - $18.2K
6.84K $503K
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
278
+ 27800.0%
$14.5K - $17.7K
279 $20.5K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
275
New
$14.3K - $17.5K
275 $20.2K
May 10, 2023 Q1 2023
Wealth Alliance

Mellville, NY
BUY
 -
247
+ 6.32%
$12.9K - $15.7K
4.16K $306K
May 15, 2023 Q1 2023
Quarry LP

New York, NY
BUY
 -
242
+ 295.12%
$12.6K - $15.4K
324 $23.8K
May 12, 2023 Q1 2023
Great West Life Assurance CO

Winnipeg, A2
BUY
 -
230
+ 0.21%
$12K - $14.7K
111K $8.13M
May 16, 2023 Q1 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
205
+ 4.87%
$10.7K - $13.1K
4.42K $325K
Dec 18, 2023 Q1 2023
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
200
New
$10.4K - $12.7K
200 $14.7K
May 10, 2023 Q1 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
192
+ 2.04%
$10K - $12.2K
9.63K $708K
Apr 24, 2023 Q1 2023
Thompson Investment Management, Inc.

BUY
 -
179
+ 0.32%
$9.33K - $11.4K
55.3K $4.06M
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
168
+ 1680.0%
$8.75K - $10.7K
178 $13.1K
May 12, 2023 Q1 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
168
+ 4.2%
$8.75K - $10.7K
4.17K $306K
May 11, 2023 Q1 2023
Jones Financial Companies Lllp

BUY
 -
167
+ 2783.33%
$8.7K - $10.6K
173 $12.7K
May 11, 2023 Q1 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
166
+ 10.43%
$8.65K - $10.6K
1.76K $129K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
157
+ 10.06%
$8.18K - $10K
1.72K $126K
May 09, 2023 Q1 2023
Guardian Wealth Management, Inc.

Peoria, IL
BUY
 -
156
New
$8.13K - $9.94K
156 $11.5K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
153
+ 25.0%
$7.97K - $9.75K
765 $56.2K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
149
+ 13.08%
$7.76K - $9.5K
1.29K $94.7K
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
148
+ 2.41%
$7.71K - $9.43K
6.29K $462K
May 15, 2023 Q1 2023
First Horizon Advisors, Inc.

BUY
 -
147
+ 13.04%
$7.66K - $9.37K
1.27K $93.7K
Apr 21, 2023 Q1 2023
Kennon Green & Company, LLC

Newport Beach, CA
BUY
 -
132
+ 0.14%
$6.88K - $8.41K
93K $6.83M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
131
+ 34.75%
$6.83K - $8.35K
508 $37.3K
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
127
+ 2.99%
$6.62K - $8.09K
4.37K $321K
May 11, 2023 Q1 2023
Bokf, Na

Tulsa, OK
BUY
 -
113
+ 0.43%
$5.89K - $7.2K
26.6K $1.96M
May 15, 2023 Q1 2023
Utah Retirement Systems

Salt Lake City, UT
BUY
 -
100
+ 0.26%
$5.21K - $6.37K
39.2K $2.88M
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
97
+ 0.76%
$5.05K - $6.18K
12.9K $949K
May 05, 2023 Q1 2023
Steward Financial Group LLC

BUY
 -
96
+ 300.0%
$5K - $6.12K
128 $9.41K
Apr 19, 2023 Q1 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
95
New
$4.95K - $6.06K
95 $6.98K
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
93
+ 1.74%
$4.85K - $5.93K
5.44K $400K
Nov 21, 2023 Q1 2023
Cibc Private Wealth Group, LLC

BUY
 -
92
+ 2.09%
$4.79K - $5.86K
4.5K $331K
May 02, 2023 Q1 2023
Graypoint LLC

BUY
 -
91
+ 1.15%
$4.74K - $5.8K
7.97K $586K
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
88
New
$4.58K - $5.61K
88 $6.47K
May 02, 2023 Q1 2023
Moody Lynn & Lieberson, LLC

BUY
 -
88
+ 0.98%
$4.58K - $5.61K
9.08K $668K
Apr 13, 2023 Q1 2023
Ayrshire Capital Management LLC

BUY
 -
85
+ 0.61%
$4.43K - $5.42K
14K $1.03M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
57
New
$2.97K - $3.63K
57 $4.19K
May 04, 2023 Q1 2023
Commerce Bank

Kansas City, MO
BUY
 -
51
+ 0.51%
$2.66K - $3.25K
10K $735K
May 08, 2023 Q1 2023
Tfc Financial Management

BUY
 -
50
New
$2.61K - $3.19K
50 $3.68K
Apr 17, 2023 Q1 2023
Xponance, Inc.

BUY
 -
41
+ 0.53%
$2.14K - $2.61K
7.83K $576K
Apr 24, 2023 Q1 2023
Inspire Investing, LLC

Meridian, ID
BUY
 -
39
+ 0.59%
$2.03K - $2.49K
6.64K $488K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
32
+ 13.33%
$1.67K - $2.04K
272 $20K
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
31
+ 193.75%
$1.62K - $1.98K
47 $3.45K
May 02, 2023 Q1 2023
Schubert & CO

BUY
 -
24
+ 64.86%
$1.25K - $1.53K
61 $4.48K

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