Purchases and Sales Made in Q2 2023 in Ss&C Technologies Holdings Inc (SSNC)

SSNC Quotes by TradingView

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 07, 2023 Q2 2023
Jfs Wealth Advisors, LLC

SELL
 -
-1
- 0.54%
$54.6 - $60.6
185 $14K
Aug 14, 2023 Q2 2023
Manchester Capital Management LLC

Manchester, VT
SELL
 -
-1
- 2.86%
$54.6 - $60.6
34 $2.58K
Aug 14, 2023 Q2 2023
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-2
- 1.12%
$109 - $121
176 $13.3K
Jul 28, 2023 Q2 2023
Lindbrook Capital, LLC

SELL
 -
-3
- 1.64%
$164 - $182
180 $13.6K
Aug 11, 2023 Q2 2023
Baker Avenue Asset Management, LP

SELL
 -
-9
- 21.95%
$492 - $545
32 $2.43K
Jul 26, 2023 Q2 2023
National Bank Of Canada

SELL
 -
-11
- 1.32%
$601 - $667
821 $62.2K
Jul 18, 2023 Q2 2023
Allworth Financial LP

SELL
 -
-12
- 2.49%
$656 - $727
469 $35.6K
Aug 09, 2023 Q2 2023
Quadrant Capital Group LLC

Cincinnati, OH
SELL
 -
-18
- 1.02%
$983 - $1.09K
1.74K $132K
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

SELL
 -
-18
- 0.22%
$983 - $1.09K
8.07K $612K
Jul 06, 2023 Q2 2023
First Hawaiian Bank

SELL
 -
-20
- 0.13%
$1.09K - $1.21K
15.1K $1.15M
Jul 13, 2023 Q2 2023
Xponance, Inc.

SELL
 -
-20
- 0.26%
$1.09K - $1.21K
7.81K $592K
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
SELL
 -
-33
- 16.18%
$1.8K - $2K
171 $13K
Aug 03, 2023 Q2 2023
Bank Of Nova Scotia

SELL
 -
-38
- 0.83%
$2.08K - $2.3K
4.52K $342K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-50
- 3.88%
$2.73K - $3.03K
1.24K $93.9K
Jul 06, 2023 Q2 2023
Fulton Bank, N.A.

SELL
 -
-55
- 1.37%
$3K - $3.33K
3.96K $300K
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-59
- 5.06%
$3.22K - $3.58K
1.11K $83.9K
Aug 03, 2023 Q2 2023
First Horizon Advisors, Inc.

SELL
 -
-60
- 4.71%
$3.28K - $3.64K
1.21K $92K
Aug 14, 2023 Q2 2023
Bleakley Financial Group, LLC

Fairfield, NJ
SELL
 -
-64
- 1.54%
$3.5K - $3.88K
4.1K $311K
Aug 11, 2023 Q2 2023
Penserra Capital Management LLC

Orinda, CA
SELL
 -
-66
- 5.72%
$3.61K - $4K
1.09K $82.4K
Aug 11, 2023 Q2 2023
Guggenheim Capital LLC

Chicago, IL
SELL
 -
-71
- 0.34%
$3.88K - $4.3K
21.1K $1.6M
Aug 10, 2023 Q2 2023
Prudent Man Advisors, LLC

SELL
 -
-82
- 0.88%
$4.48K - $4.97K
9.18K $696K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-95
- 18.27%
$5.19K - $5.76K
425 $32.2K
Jul 26, 2023 Q2 2023
Sawtooth Solutions, LLC

SELL
 -
-100
- 2.38%
$5.46K - $6.06K
4.1K $311K
Aug 04, 2023 Q2 2023
Sumitomo Mitsui Ds Asset Management Company, LTD

SELL
 -
-109
- 0.68%
$5.95K - $6.61K
15.9K $1.2M
Jul 18, 2023 Q2 2023
44 Wealth Management LLC

SELL
 -
-117
- 0.86%
$6.39K - $7.09K
13.5K $1.03M
Aug 14, 2023 Q2 2023
Nomura Asset Management CO LTD

Tokyo, M0
SELL
 -
-129
- 0.24%
$7.05K - $7.82K
54.4K $4.12M
Jul 27, 2023 Q2 2023
Moody Lynn & Lieberson, LLC

SELL
 -
-132
- 1.45%
$7.21K - $8K
8.95K $679K
Aug 14, 2023 Q2 2023
Mount Yale Investment Advisors, LLC

SELL
 -
-137
- 2.53%
$7.48K - $8.3K
5.27K $399K
Jul 14, 2023 Q2 2023
Ronald Blue Trust, Inc.

Brentwood, TN
SELL
 -
-140
- 66.04%
$7.65K - $8.48K
72 $5.46K
Jul 14, 2023 Q2 2023
Copeland Capital Management, LLC

SELL
 -
-145
- 4.68%
$7.92K - $8.79K
2.95K $224K
Jul 31, 2023 Q2 2023
Inspire Investing, LLC

Meridian, ID
SELL
 -
-159
- 2.4%
$8.69K - $9.64K
6.48K $491K
Aug 14, 2023 Q2 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
SELL
 -
-163
- 46.31%
$8.9K - $9.88K
189 $14.3K
Aug 02, 2023 Q2 2023
Yousif Capital Management, LLC

SELL
 -
-166
- 3.92%
$9.07K - $10.1K
4.07K $309K
Aug 14, 2023 Q2 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
SELL
 -
-174
- 1.05%
$9.51K - $10.5K
16.4K $1.25M
Jul 31, 2023 Q2 2023
Valley National Advisers Inc

SELL
 -
-175
- 3.01%
$9.56K - $10.6K
5.64K $427K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

SELL
 -
-194
- 2.36%
$10.6K - $11.8K
8.03K $609K
Dec 18, 2023 Q2 2023
West Paces Advisors Inc.

Atlanta, GA
SELL
 -
-200
Closed
$10.9K - $12.1K
0 $0
Aug 08, 2023 Q2 2023
9258 Wealth Management, LLC

SELL
 -
-200
- 3.95%
$10.9K - $12.1K
4.86K $369K
Jul 28, 2023 Q2 2023
Tokio Marine Asset Management CO LTD

Tokyo, M0
SELL
 -
-206
- 3.61%
$11.3K - $12.5K
5.5K $417K
Aug 02, 2023 Q2 2023
Wealth Alliance

Mellville, NY
SELL
 -
-215
- 5.17%
$11.7K - $13K
3.94K $299K
Aug 14, 2023 Q2 2023
Aurora Investment Counsel

Atlanta, GA
SELL
 -
-226
- 1.51%
$12.3K - $13.7K
14.7K $1.11M
Aug 02, 2023 Q2 2023
Oppenheimer Asset Management Inc.

New York, NY
SELL
 -
-226
- 0.59%
$12.3K - $13.7K
38.4K $2.91M
Aug 09, 2023 Q2 2023
Greenleaf Trust

Kalamazoo, MI
SELL
 -
-227
- 3.25%
$12.4K - $13.8K
6.77K $513K
Aug 11, 2023 Q2 2023
Covestor LTD

Boston, MA
SELL
 -
-239
- 16.81%
$13.1K - $14.5K
1.18K $89.7K
Aug 14, 2023 Q2 2023
Kensington Investment Counsel, LLC

SELL
 -
-246
- 1.55%
$13.4K - $14.9K
15.6K $1.19M
Aug 10, 2023 Q2 2023
Met Life Investment Management, LLC

Whippany, NJ
SELL
 -
-266
- 5.82%
$14.5K - $16.1K
4.3K $326K
Aug 04, 2023 Q2 2023
American International Group, Inc.

New York, NY
SELL
 -
-283
- 12.75%
$15.5K - $17.1K
1.94K $147K
Aug 14, 2023 Q2 2023
Joel Greenblatt Gotham Asset Management, LLC | New York, Ny
SELL
 -
-304
- 0.59%
$16.6K - $18.4K
51.5K $3.9M
Aug 01, 2023 Q2 2023
Avestar Capital, LLC

SELL
 -
-310
- 6.77%
$16.9K - $18.8K
4.27K $324K

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