Purchases and Sales Made in Q2 2024 in Ss&C Technologies Holdings Inc (SSNC)
This table provides information about the institutional ownership of Ss&C Technologies Holdings Inc (SSNC) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
BUY
|
- |
708+ 2.09% |
$42.4K - $45.3K
|
34.6K
$2.62M
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
697+ 5.84% |
$41.8K - $44.6K
|
12.6K
$958K
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
693+ 6300.0% |
$41.5K - $44.4K
|
704
$53.4K
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
682+ 5.55% |
$40.9K - $43.7K
|
13K
$983K
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
675New |
$40.4K - $43.2K
|
675
$51.2K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
630+ 16.18% |
$37.7K - $40.3K
|
4.52K
$343K
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
629+ 10.08% |
$37.7K - $40.3K
|
6.87K
$521K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
612+ 8.97% |
$36.7K - $39.2K
|
7.43K
$564K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
583+ 8.79% |
$34.9K - $37.3K
|
7.22K
$547K
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
572+ 0.61% |
$34.3K - $36.6K
|
94K
$7.13M
|
|
Aug 08, 2024
Q2 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
570+ 0.97% |
$34.1K - $36.5K
|
59K
$4.48M
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
564+ 1.94% |
$33.8K - $36.1K
|
29.6K
$2.24M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
560New |
$33.5K - $35.8K
|
560
$42.5K
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
546+ 9.55% |
$32.7K - $34.9K
|
6.26K
$475K
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
506+ 1.53% |
$30.3K - $32.4K
|
33.5K
$2.54M
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
506+ 32.77% |
$30.3K - $32.4K
|
2.05K
$155K
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
448+ 0.38% |
$26.8K - $28.7K
|
117K
$8.89M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
440+ 6.79% |
$26.4K - $28.2K
|
6.92K
$525K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
440+ 216.75% |
$26.4K - $28.2K
|
643
$48.8K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
408New |
$24.4K - $26.1K
|
408
$30.9K
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
386+ 4.72% |
$23.1K - $24.7K
|
8.57K
$650K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
369+ 41.09% |
$22.1K - $23.6K
|
1.27K
$96.1K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
352+ 617.54% |
$21.1K - $22.5K
|
409
$31K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
342+ 4.88% |
$20.5K - $21.9K
|
7.35K
$558K
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
338New |
$20.2K - $21.6K
|
338
$25.6K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
323+ 23.65% |
$19.3K - $20.7K
|
1.69K
$128K
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
321+ 0.61% |
$19.2K - $20.5K
|
53K
$4.02M
|
|
Aug 13, 2024
Q2 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
319+ 5.22% |
$19.1K - $20.4K
|
6.43K
$487K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
309+ 0.45% |
$18.5K - $19.8K
|
69.2K
$5.24M
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
303+ 18.11% |
$18.1K - $19.4K
|
1.98K
$150K
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
300+ 4.24% |
$18K - $19.2K
|
7.37K
$559K
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
299+ 1.11% |
$17.9K - $19.1K
|
27.3K
$2.07M
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
279+ 0.19% |
$16.7K - $17.9K
|
151K
$11.4M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
279+ 4.12% |
$16.7K - $17.9K
|
7.05K
$534K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
267+ 49.81% |
$16K - $17.1K
|
803
$60.9K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
238+ 1.31% |
$14.3K - $15.2K
|
18.5K
$1.4M
|
|
Aug 07, 2024
Q2 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
224+ 0.29% |
$13.4K - $14.3K
|
78.2K
$5.93M
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
219+ 270.37% |
$13.1K - $14K
|
300
$22.7K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
204+ 43.31% |
$12.2K - $13.1K
|
675
$51.2K
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
203+ 2.94% |
$12.2K - $13K
|
7.11K
$539K
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
176+ 2.77% |
$10.5K - $11.3K
|
6.54K
$496K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
162New |
$9.7K - $10.4K
|
162
$12.3K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
148+ 1480.0% |
$8.87K - $9.47K
|
158
$12K
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
137+ 2.06% |
$8.21K - $8.77K
|
6.77K
$513K
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
136+ 0.81% |
$8.15K - $8.71K
|
17K
$1.29M
|
|
Aug 13, 2024
Q2 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
134+ 26.64% |
$8.03K - $8.58K
|
637
$48.3K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
132+ 0.63% |
$7.91K - $8.45K
|
21.1K
$1.6M
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
130+ 2.36% |
$7.79K - $8.32K
|
5.64K
$428K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
119+ 2.32% |
$7.13K - $7.62K
|
5.25K
$398K
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
114+ 29.69% |
$6.83K - $7.3K
|
498
$37.8K
|