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 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-139- 93.29% |
$7.24K - $8.86K
|
10
$758
|
|
May 01, 2023
Q1 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-153- 0.08% |
$7.97K - $9.75K
|
194K
$14.7M
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-163- 1.89% |
$8.49K - $10.4K
|
8.47K
$642K
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-200- 2.11% |
$10.4K - $12.7K
|
9.27K
$703K
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-225- 4.44% |
$11.7K - $14.3K
|
4.84K
$367K
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-244- 0.02% |
$12.7K - $15.6K
|
1.45M
$110M
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-271- 4.46% |
$14.1K - $17.3K
|
5.81K
$441K
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-319- 0.57% |
$16.6K - $20.3K
|
56K
$4.25M
|
|
Apr 25, 2023
Q1 2023
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-327- 0.19% |
$17K - $20.8K
|
169K
$12.8M
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-336- 4.92% |
$17.5K - $21.4K
|
6.5K
$493K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-346- 1.77% |
$18K - $22.1K
|
19.2K
$1.45M
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-385- 97.22% |
$20.1K - $24.5K
|
11
$834
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-416- 8.4% |
$21.7K - $26.5K
|
4.54K
$344K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-468- 4.28% |
$24.4K - $29.8K
|
10.5K
$794K
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-510- 3.25% |
$26.6K - $32.5K
|
15.2K
$1.15M
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-560- 1.36% |
$29.2K - $35.7K
|
40.5K
$3.07M
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-564- 8.87% |
$29.4K - $35.9K
|
5.79K
$439K
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-566- 6.93% |
$29.5K - $36.1K
|
7.6K
$576K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-583- 31.96% |
$30.4K - $37.2K
|
1.24K
$94.1K
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-622- 3.47% |
$32.4K - $39.6K
|
17.3K
$1.31M
|
|
May 08, 2023
Q1 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-642- 0.84% |
$33.4K - $40.9K
|
75.4K
$5.71M
|
|
May 10, 2023
Q1 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-672- 7.97% |
$35K - $42.8K
|
7.76K
$588K
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-710- 15.04% |
$37K - $45.3K
|
4.01K
$304K
|
|
May 10, 2023
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-732- 2.51% |
$38.1K - $46.7K
|
28.5K
$2.16M
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-766- 73.8% |
$39.9K - $48.8K
|
272
$20.6K
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-954- 9.33% |
$49.7K - $60.8K
|
9.27K
$703K
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-955- 2.37% |
$49.8K - $60.9K
|
39.4K
$2.99M
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-975- 14.89% |
$50.8K - $62.1K
|
5.57K
$423K
|
|
May 03, 2023
Q1 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-994- 1.0% |
$51.8K - $63.4K
|
98.8K
$7.49M
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.01K- 8.8% |
$52.7K - $64.5K
|
10.5K
$796K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.11K- 13.93% |
$57.6K - $70.5K
|
6.84K
$518K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.17K- 12.44% |
$60.9K - $74.4K
|
8.22K
$623K
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-1.19K- 6.37% |
$61.7K - $75.5K
|
17.4K
$1.32M
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.24K- 7.46% |
$64.7K - $79.1K
|
15.4K
$1.17M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.24K- 13.24% |
$64.8K - $79.2K
|
8.15K
$618K
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-1.46K- 5.57% |
$75.9K - $92.8K
|
24.7K
$1.87M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.47K- 0.46% |
$76.4K - $93.4K
|
320K
$24.3M
|
|
Apr 11, 2023
Q1 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-1.54K- 15.12% |
$80.4K - $98.4K
|
8.67K
$657K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.56K- 5.11% |
$81K - $99.1K
|
28.9K
$2.19M
|
|
May 11, 2023
Q1 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-1.69K- 9.59% |
$87.8K - $107K
|
15.9K
$1.2M
|
|
May 15, 2023
Q1 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-1.84K- 17.02% |
$95.8K - $117K
|
8.96K
$680K
|
|
Apr 27, 2023
Q1 2023
|
River Road Asset Management, LLC
|
SELL
|
- |
-1.84K- 1.24% |
$95.9K - $117K
|
146K
$11.1M
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.98K- 6.47% |
$103K - $126K
|
28.5K
$2.16M
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.01K- 8.92% |
$105K - $128K
|
20.5K
$1.55M
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-2.16K- 7.2% |
$112K - $138K
|
27.8K
$2.11M
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.26K- 11.76% |
$118K - $144K
|
16.9K
$1.28M
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-2.32K- 18.31% |
$121K - $148K
|
10.3K
$785K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.36K- 9.13% |
$123K - $150K
|
23.5K
$1.78M
|
|
Apr 26, 2023
Q1 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-2.39K- 19.35% |
$125K - $152K
|
9.97K
$756K
|
|
May 15, 2023
Q1 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-2.47K- 3.19% |
$129K - $158K
|
75K
$5.68M
|