Purchases and Sales Made in Q2 2023 in Ss&C Technologies Holdings Inc (SSNC)
This table provides information about the institutional ownership of Ss&C Technologies Holdings Inc (SSNC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.6KNew |
$87.4K - $97K
|
1.6K
$133K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.55K+ 0.22% |
$84.7K - $93.9K
|
721K
$59.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Kirr Marbach & CO LLC
|
BUY
|
- |
1.54K+ 1.02% |
$84.3K - $93.5K
|
153K
$12.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.38K+ 9.76% |
$75.6K - $83.9K
|
15.6K
$1.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.38K+ 3.12% |
$75.3K - $83.5K
|
45.5K
$3.77M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.27K+ 61.65% |
$69.1K - $76.7K
|
3.32K
$275K
|
|
|
Aug 07, 2023
Q2 2023
|
Univest Financial Corp
|
BUY
|
- |
1.21K+ 1.88% |
$66.2K - $73.4K
|
65.7K
$5.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.2K+ 1.21% |
$65.6K - $72.7K
|
101K
$8.35M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.18K+ 6.24% |
$64.4K - $71.4K
|
20.1K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.13K+ 16.47% |
$61.5K - $68.2K
|
7.96K
$660K
|
|
|
Aug 14, 2023
Q2 2023
|
Phase 2 Partners, LLC
San Francisco, CA |
BUY
|
- |
1.12K+ 0.56% |
$61.1K - $67.8K
|
202K
$16.7M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.11K+ 10.59% |
$60.6K - $67.2K
|
11.6K
$960K
|
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.1KNew |
$59.8K - $66.4K
|
1.1K
$90.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.08K+ 11.26% |
$59.2K - $65.7K
|
10.7K
$888K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.02K+ 16.17% |
$55.6K - $61.6K
|
7.31K
$606K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1K+ 17.73% |
$54.6K - $60.6K
|
6.64K
$550K
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
981+ 4.48% |
$53.6K - $59.4K
|
22.9K
$1.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
968+ 2.16% |
$52.9K - $58.7K
|
45.8K
$3.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
957+ 12.0% |
$52.3K - $58K
|
8.93K
$740K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
880+ 7.02% |
$48.1K - $53.3K
|
13.4K
$1.11M
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
BUY
|
- |
865New |
$47.3K - $52.4K
|
865
$71.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
814+ 17.95% |
$44.5K - $49.3K
|
5.35K
$443K
|
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
811+ 0.21% |
$44.3K - $49.1K
|
379K
$31.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
800New |
$43.7K - $48.5K
|
800
$66.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
BUY
|
- |
691+ 1.03% |
$37.7K - $41.9K
|
67.5K
$5.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
651+ 1.92% |
$35.6K - $39.5K
|
34.5K
$2.86M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
567+ 2.14% |
$31K - $34.4K
|
27.1K
$2.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
564+ 9.74% |
$30.8K - $34.2K
|
6.36K
$527K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
516+ 8.02% |
$28.2K - $31.3K
|
6.95K
$576K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
509+ 5.65% |
$27.8K - $30.8K
|
9.52K
$789K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
496+ 7.52% |
$27.1K - $30.1K
|
7.09K
$587K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
445+ 6.51% |
$24.3K - $27K
|
7.28K
$604K
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
438+ 7.86% |
$23.9K - $26.5K
|
6.01K
$498K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
415+ 9.5% |
$22.7K - $25.1K
|
4.79K
$397K
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
410+ 0.74% |
$22.4K - $24.8K
|
55.7K
$4.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
405+ 6.39% |
$22.1K - $24.5K
|
6.75K
$559K
|
|
|
Jul 31, 2023
Q2 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
400+ 6.61% |
$21.9K - $24.2K
|
6.45K
$535K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
399+ 0.25% |
$21.8K - $24.2K
|
162K
$13.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
393+ 51.37% |
$21.5K - $23.8K
|
1.16K
$96K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
393+ 3.68% |
$21.5K - $23.8K
|
11.1K
$919K
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
391+ 3.32% |
$21.4K - $23.7K
|
12.2K
$1.01M
|
|
|
Jul 13, 2023
Q2 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
359+ 2.81% |
$19.6K - $21.8K
|
13.1K
$1.09M
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
345+ 1.98% |
$18.8K - $20.9K
|
17.8K
$1.47M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
334+ 7.58% |
$18.2K - $20.2K
|
4.74K
$393K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
333+ 0.54% |
$18.2K - $20.2K
|
62.4K
$5.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
323+ 1.78% |
$17.6K - $19.6K
|
18.5K
$1.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
288+ 4.69% |
$15.7K - $17.5K
|
6.43K
$533K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
275+ 136.14% |
$15K - $16.7K
|
477
$39.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
268+ 12.7% |
$14.6K - $16.2K
|
2.38K
$197K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
242+ 5.38% |
$13.2K - $14.7K
|
4.74K
$393K
|