Purchases and Sales Made in Q1 2024 in Ss&C Technologies Holdings Inc (SSNC)
This table provides information about the institutional ownership of Ss&C Technologies Holdings Inc (SSNC) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
177New |
$10.5K - $11.5K
|
177
$14.7K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
172+ 76.79% |
$10.2K - $11.2K
|
396
$33K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
161+ 72.52% |
$9.55K - $10.4K
|
383
$31.9K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
156+ 12.07% |
$9.26K - $10.1K
|
1.45K
$121K
|
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
155+ 1.6% |
$9.2K - $10.1K
|
9.84K
$820K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
154+ 4.43% |
$9.14K - $9.99K
|
3.63K
$302K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
154+ 3.81% |
$9.14K - $9.99K
|
4.2K
$350K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
149+ 2.2% |
$8.84K - $9.67K
|
6.91K
$576K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
136+ 906.67% |
$8.07K - $8.83K
|
151
$12.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
133+ 52.99% |
$7.89K - $8.63K
|
384
$32K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
128+ 53.11% |
$7.6K - $8.31K
|
369
$30.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
120+ 34.19% |
$7.12K - $7.79K
|
471
$39.2K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
110+ 183.33% |
$6.53K - $7.14K
|
170
$14.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
110New |
$6.53K - $7.14K
|
110
$9.17K
|
|
|
May 13, 2024
Q1 2024
|
Gmt Capital Corp
Atlanta, GA |
BUY
|
- |
100+ 0.01% |
$5.93K - $6.49K
|
1.13M
$94.1M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
100+ 7.86% |
$5.93K - $6.49K
|
1.37K
$114K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
95+ 7.47% |
$5.64K - $6.17K
|
1.37K
$114K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
79New |
$4.69K - $5.13K
|
79
$6.58K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
78New |
$4.63K - $5.06K
|
78
$6.5K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
69+ 1.92% |
$4.09K - $4.48K
|
3.67K
$306K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
69+ 21.36% |
$4.09K - $4.48K
|
392
$32.7K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
68New |
$4.04K - $4.41K
|
68
$5.67K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
67+ 0.62% |
$3.98K - $4.35K
|
10.8K
$903K
|
|
|
May 08, 2024
Q1 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
64+ 0.54% |
$3.8K - $4.15K
|
11.9K
$994K
|
|
|
Apr 26, 2024
Q1 2024
|
Peregrine Capital Management LLC
|
BUY
|
- |
64+ 0.02% |
$3.8K - $4.15K
|
257K
$21.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
60+ 12.61% |
$3.56K - $3.89K
|
536
$44.7K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
56+ 73.68% |
$3.32K - $3.63K
|
132
$11K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
55+ 10.48% |
$3.26K - $3.57K
|
580
$48.3K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
53+ 0.75% |
$3.15K - $3.44K
|
7.16K
$596K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
50New |
$2.97K - $3.25K
|
50
$4.17K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
45+ 0.81% |
$2.67K - $2.92K
|
5.63K
$469K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
43New |
$2.55K - $2.79K
|
43
$3.58K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
42+ 0.0% |
$2.49K - $2.73K
|
3.4M
$284M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
39New |
$2.31K - $2.53K
|
39
$3.25K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
36+ 3.74% |
$2.14K - $2.34K
|
998
$83.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
33New |
$1.96K - $2.14K
|
33
$2.75K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
33+ 1.79% |
$1.96K - $2.14K
|
1.88K
$156K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31+ 0.81% |
$1.84K - $2.01K
|
3.87K
$323K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
30+ 3.46% |
$1.78K - $1.95K
|
898
$74.8K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
27+ 0.28% |
$1.6K - $1.75K
|
9.69K
$807K
|
|
|
Apr 19, 2024
Q1 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
25+ 0.71% |
$1.48K - $1.62K
|
3.56K
$297K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22+ 0.21% |
$1.31K - $1.43K
|
10.3K
$858K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
18New |
$1.07K - $1.17K
|
18
$1.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
17+ 0.19% |
$1.01K - $1.1K
|
8.97K
$747K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
15+ 41.67% |
$890 - $974
|
51
$4.25K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
7+ 0.06% |
$415 - $454
|
12.3K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6New |
$356 - $389
|
6
$500
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6+ 24.0% |
$356 - $389
|
31
$2.58K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5New |
$297 - $325
|
5
$417
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5+ 83.33% |
$297 - $325
|
11
$917
|