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 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
189+ 1.72% |
$10.3K - $11.5K
|
11.2K
$700K
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
180+ 2.68% |
$9.83K - $10.9K
|
6.9K
$433K
|
|
Jul 10, 2023
Q2 2023
|
Triad Investment Management
|
BUY
|
- |
173+ 0.34% |
$9.45K - $10.5K
|
50.7K
$3.18M
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
140+ 245.61% |
$7.65K - $8.48K
|
197
$12.4K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
137New |
$7.48K - $8.3K
|
137
$8.6K
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
135+ 1.48% |
$7.38K - $8.18K
|
9.23K
$579K
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
125+ 0.22% |
$6.83K - $7.58K
|
57.2K
$3.59M
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
124+ 44.44% |
$6.77K - $7.51K
|
403
$25.3K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
113+ 41.54% |
$6.17K - $6.85K
|
385
$24.2K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
113+ 41.54% |
$6.17K - $6.85K
|
385
$24.2K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
107+ 0.32% |
$5.85K - $6.48K
|
33.4K
$2.1M
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
99+ 1.82% |
$5.41K - $6K
|
5.54K
$348K
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
94New |
$5.14K - $5.7K
|
94
$5.9K
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
92+ 2.14% |
$5.03K - $5.58K
|
4.38K
$275K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
89+ 1.09% |
$4.86K - $5.39K
|
8.24K
$517K
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
67+ 0.27% |
$3.66K - $4.06K
|
24.7K
$1.55M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
65New |
$3.55K - $3.94K
|
65
$4.08K
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
61+ 40.67% |
$3.33K - $3.7K
|
211
$13.2K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
61New |
$3.33K - $3.7K
|
61
$3.83K
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
58+ 1.34% |
$3.17K - $3.51K
|
4.38K
$275K
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
44+ 0.08% |
$2.4K - $2.67K
|
53.5K
$3.36M
|
|
Jul 26, 2023
Q2 2023
|
Peregrine Capital Management LLC
|
BUY
|
- |
41+ 0.01% |
$2.24K - $2.48K
|
317K
$19.9M
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
30New |
$1.64K - $1.82K
|
30
$1.88K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
30+ 6.68% |
$1.64K - $1.82K
|
479
$30.1K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
26+ 24.76% |
$1.42K - $1.58K
|
131
$8.22K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
24New |
$1.31K - $1.45K
|
24
$1.51K
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
19New |
$1.04K - $1.15K
|
19
$1.19K
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
18+ 75.0% |
$983 - $1.09K
|
42
$2.64K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
15New |
$819 - $909
|
15
$941
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
14New |
$765 - $848
|
14
$879
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
11+ 0.2% |
$601 - $667
|
5.45K
$342K
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
11New |
$601 - $667
|
11
$690
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 9.88% |
$437 - $485
|
89
$5.59K
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
6+ 100.0% |
$328 - $364
|
12
$753
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
5+ 0.07% |
$273 - $303
|
7.61K
$477K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4+ 0.05% |
$219 - $242
|
7.63K
$479K
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
4+ 0.14% |
$219 - $242
|
2.86K
$180K
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3+ 15.0% |
$164 - $182
|
23
$1.44K
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.38% |
$109 - $121
|
524
$32.9K
|
|
Aug 04, 2023
Q2 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
2+ 0.3% |
$109 - $121
|
660
$41.4K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.31% |
$54.6 - $60.6
|
326
$20.5K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 3.13% |
$54.6 - $60.6
|
33
$2.07K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.55% |
$54.6 - $60.6
|
184
$11.5K
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.54% |
$54.6 - $60.6
|
185
$11.6K
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 2.86% |
$54.6 - $60.6
|
34
$2.13K
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2- 1.12% |
$109 - $121
|
176
$11K
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3- 1.64% |
$164 - $182
|
180
$11.3K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-9- 21.95% |
$492 - $545
|
32
$2.01K
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-11- 1.32% |
$601 - $667
|
821
$51.5K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-12- 2.49% |
$656 - $727
|
469
$29.4K
|