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
|
Parkside Financial Bank & Trust
|
BUY
|
- |
113+ 85.61% |
$6.77K - $7.23K
|
245
$18.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
104+ 2.16% |
$6.23K - $6.66K
|
4.93K
$374K
|
|
|
Jul 18, 2024
Q2 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
100+ 0.01% |
$5.99K - $6.4K
|
1.47M
$112M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
96+ 1.26% |
$5.75K - $6.14K
|
7.69K
$583K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
88+ 0.17% |
$5.27K - $5.63K
|
51.6K
$3.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
85+ 30.25% |
$5.09K - $5.44K
|
366
$27.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
78New |
$4.67K - $4.99K
|
78
$5.91K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
71+ 0.01% |
$4.25K - $4.54K
|
656K
$49.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
59+ 0.29% |
$3.53K - $3.78K
|
20.4K
$1.55M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
52+ 32.5% |
$3.11K - $3.33K
|
212
$16.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
48New |
$2.88K - $3.07K
|
48
$3.64K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
48New |
$2.88K - $3.07K
|
48
$3.64K
|
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
39+ 0.07% |
$2.34K - $2.5K
|
59.2K
$4.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
34+ 30.91% |
$2.04K - $2.18K
|
144
$10.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
32+ 0.3% |
$1.92K - $2.05K
|
10.9K
$824K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30+ 600.0% |
$1.8K - $1.92K
|
35
$2.65K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
30New |
$1.8K - $1.92K
|
30
$2.27K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
28+ 41.18% |
$1.68K - $1.79K
|
96
$7.28K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
27+ 15.25% |
$1.62K - $1.73K
|
204
$15.5K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
22+ 0.42% |
$1.32K - $1.41K
|
5.28K
$400K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
20+ 0.21% |
$1.2K - $1.28K
|
9.73K
$738K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
19+ 211.11% |
$1.14K - $1.22K
|
28
$2.12K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
16New |
$958 - $1.02K
|
16
$1.21K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
16New |
$958 - $1.02K
|
16
$1.21K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
16+ 4.08% |
$958 - $1.02K
|
408
$30.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
15New |
$899 - $960
|
15
$1.14K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14New |
$839 - $896
|
14
$1.06K
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
11+ 0.09% |
$659 - $704
|
12.2K
$924K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.62% |
$539 - $576
|
1.46K
$110K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
9New |
$539 - $576
|
9
$682
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
9+ 0.11% |
$539 - $576
|
8.24K
$625K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
9New |
$539 - $576
|
9
$682
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
9+ 0.04% |
$539 - $576
|
20.6K
$1.56M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
8+ 400.0% |
$479 - $512
|
10
$758
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
8+ 6.61% |
$479 - $512
|
129
$9.78K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
7+ 22.58% |
$419 - $448
|
38
$2.88K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 1.45% |
$359 - $384
|
421
$31.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 50.0% |
$300 - $320
|
15
$1.14K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5+ 45.45% |
$300 - $320
|
16
$1.21K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5New |
$300 - $320
|
5
$379
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
5+ 0.1% |
$300 - $320
|
4.88K
$370K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4+ 0.4% |
$240 - $256
|
1K
$76K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.53% |
$59.9 - $64
|
190
$14.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.19% |
$59.9 - $64
|
532
$40.3K
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-5- -0.0% |
$300 - $320
|
1.07M
$81.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6- 1.57% |
$359 - $384
|
377
$28.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Aviva PLC
|
SELL
|
- |
-20- 0.24% |
$1.2K - $1.28K
|
8.27K
$627K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-21- 0.64% |
$1.26K - $1.34K
|
3.24K
$245K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-22- 16.42% |
$1.32K - $1.41K
|
112
$8.49K
|