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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
24+ 64.86% |
$1.25K - $1.53K
|
61
$4.63K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
24New |
$1.25K - $1.53K
|
24
$1.82K
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
23+ 0.14% |
$1.2K - $1.47K
|
16K
$1.21M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
20+ 15.38% |
$1.04K - $1.27K
|
150
$11.4K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
15+ 0.25% |
$782 - $956
|
5.92K
$449K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
15+ 0.05% |
$782 - $956
|
30.7K
$2.33M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
14New |
$729 - $892
|
14
$1.06K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
14+ 0.18% |
$729 - $892
|
7.6K
$576K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
12+ 2.56% |
$625 - $765
|
481
$36.5K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
11+ 52.38% |
$573 - $701
|
32
$2.43K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
10+ 0.22% |
$521 - $637
|
4.57K
$346K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 14.52% |
$469 - $574
|
71
$5.38K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
9+ 100.0% |
$469 - $574
|
18
$1.36K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9+ 34.62% |
$469 - $574
|
35
$2.65K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
9+ 28.13% |
$469 - $574
|
41
$3.11K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 4.57% |
$417 - $510
|
183
$13.9K
|
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
8+ 0.01% |
$417 - $510
|
128K
$9.72M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 3.98% |
$365 - $446
|
183
$13.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
6New |
$313 - $382
|
6
$455
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
5+ 0.1% |
$261 - $319
|
5.06K
$384K
|
|
|
May 12, 2023
Q1 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
2+ 0.3% |
$104 - $127
|
658
$49.9K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 4.0% |
$104 - $127
|
52
$3.94K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.38% |
$104 - $127
|
522
$39.6K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.31% |
$52.1 - $63.7
|
325
$24.6K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 20.0% |
$52.1 - $63.7
|
6
$455
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1- 0.47% |
$52.1 - $63.7
|
212
$16.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.53% |
$52.1 - $63.7
|
186
$14.1K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 2.78% |
$52.1 - $63.7
|
35
$2.65K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2- 1.28% |
$104 - $127
|
154
$11.7K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3- 1.66% |
$156 - $191
|
178
$13.5K
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-3- 0.02% |
$156 - $191
|
12.8K
$968K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-16- 7.84% |
$834 - $1.02K
|
188
$14.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-19- 46.34% |
$990 - $1.21K
|
22
$1.67K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-22- 0.48% |
$1.15K - $1.4K
|
4.58K
$347K
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-30- 0.7% |
$1.56K - $1.91K
|
4.24K
$321K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-30- 0.43% |
$1.56K - $1.91K
|
6.99K
$530K
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-37- 56.06% |
$1.93K - $2.36K
|
29
$2.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-46- 0.36% |
$2.4K - $2.93K
|
12.8K
$969K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-47- 18.95% |
$2.45K - $3K
|
201
$15.2K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-49- 2.16% |
$2.55K - $3.12K
|
2.22K
$168K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-53- 10.39% |
$2.76K - $3.38K
|
457
$34.6K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-63- 3.35% |
$3.28K - $4.02K
|
1.82K
$138K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-70- 40.0% |
$3.65K - $4.46K
|
105
$7.96K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-73- 3.34% |
$3.8K - $4.65K
|
2.11K
$160K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-80- 28.37% |
$4.17K - $5.1K
|
202
$15.3K
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-92- 2.1% |
$4.79K - $5.86K
|
4.29K
$325K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-98- 10.13% |
$5.11K - $6.25K
|
869
$65.9K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-115- 0.34% |
$5.99K - $7.33K
|
33.3K
$2.52M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-138- 8.85% |
$7.19K - $8.8K
|
1.42K
$108K
|