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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
5+ 0.1% |
$297 - $325
|
4.88K
$407K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5New |
$297 - $325
|
5
$417
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 14.29% |
$237 - $260
|
32
$2.67K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.57% |
$178 - $195
|
531
$44.2K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
3+ 0.17% |
$178 - $195
|
1.79K
$149K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 100.0% |
$59.3 - $64.9
|
2
$167
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$59.3 - $64.9
|
1
$83.3
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-11- 6.32% |
$653 - $714
|
163
$13.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-12- 24.49% |
$712 - $779
|
37
$3.08K
|
|
|
May 14, 2024
Q1 2024
|
Distillate Capital Partners LLC
|
SELL
|
- |
-13- 5.65% |
$771 - $844
|
217
$18.1K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-15- 3.49% |
$890 - $974
|
415
$34.6K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-15- 0.37% |
$890 - $974
|
4.02K
$335K
|
|
|
May 14, 2024
Q1 2024
|
Aviva PLC
|
SELL
|
- |
-20- 0.24% |
$1.19K - $1.3K
|
8.29K
$690K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-20- 0.45% |
$1.19K - $1.3K
|
4.46K
$372K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-23- 0.7% |
$1.36K - $1.49K
|
3.26K
$271K
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-29- 2.87% |
$1.72K - $1.88K
|
980
$81.7K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-35- 0.94% |
$2.08K - $2.27K
|
3.7K
$308K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-39- 32.5% |
$2.31K - $2.53K
|
81
$6.75K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-39- 0.19% |
$2.31K - $2.53K
|
21K
$1.75M
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-40- 20.0% |
$2.37K - $2.6K
|
160
$13.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-40- 0.82% |
$2.37K - $2.6K
|
4.82K
$402K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-41- 80.39% |
$2.43K - $2.66K
|
10
$833
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-41- 37.96% |
$2.43K - $2.66K
|
67
$5.58K
|
|
|
Jul 01, 2024
Q1 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-63- 10.79% |
$3.74K - $4.09K
|
521
$43.4K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-71- 14.82% |
$4.21K - $4.61K
|
408
$34K
|
|
|
May 06, 2024
Q1 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-71- 1.78% |
$4.21K - $4.61K
|
3.91K
$326K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-72- 0.48% |
$4.27K - $4.67K
|
14.8K
$1.23M
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-77- 0.15% |
$4.57K - $5K
|
52.7K
$4.39M
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-83- 2.07% |
$4.93K - $5.39K
|
3.93K
$327K
|
|
|
May 15, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-83- 2.11% |
$4.93K - $5.39K
|
3.85K
$320K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-85- 9.87% |
$5.04K - $5.52K
|
776
$64.7K
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-92- 0.38% |
$5.46K - $5.97K
|
24.2K
$2.02M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-93- 8.24% |
$5.52K - $6.04K
|
1.04K
$86.3K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-95- 0.15% |
$5.64K - $6.17K
|
61.3K
$5.11M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-96- 3.96% |
$5.7K - $6.23K
|
2.33K
$194K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-99- 1.89% |
$5.87K - $6.43K
|
5.14K
$428K
|
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-100- 0.75% |
$5.93K - $6.49K
|
13.3K
$1.11M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-138- 1.42% |
$8.19K - $8.96K
|
9.58K
$798K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-151Closed |
$8.96K - $9.8K
|
0
$0
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-162- 0.28% |
$9.61K - $10.5K
|
57K
$4.75M
|
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-163- 24.47% |
$9.67K - $10.6K
|
503
$41.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-165- 0.4% |
$9.79K - $10.7K
|
40.7K
$3.39M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-173- 1.95% |
$10.3K - $11.2K
|
8.69K
$724K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-180- 3.31% |
$10.7K - $11.7K
|
5.26K
$438K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-180- 2.35% |
$10.7K - $11.7K
|
7.48K
$623K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-184- 99.46% |
$10.9K - $11.9K
|
1
$83.3
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-200- 47.62% |
$11.9K - $13K
|
220
$18.3K
|
|
|
May 08, 2024
Q1 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-200- 0.51% |
$11.9K - $13K
|
39.1K
$3.25M
|