Purchases and Sales Made in Q3 2023 in Ss&C Technologies Holdings Inc (SSNC)
This table provides information about the institutional ownership of Ss&C Technologies Holdings Inc (SSNC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Uss Investment Management LTD
|
BUY
|
- |
1.69K+ 2.65% |
$88.7K - $106K
|
65.4K
$4.96M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.63K+ 9.65% |
$85.9K - $103K
|
18.6K
$1.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.6K+ 3.64% |
$83.8K - $100K
|
45.4K
$3.44M
|
|
|
Oct 17, 2023
Q3 2023
|
Kirr Marbach & CO LLC
|
BUY
|
- |
1.56K+ 1.02% |
$82.2K - $98.2K
|
154K
$11.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
1.5K+ 22.39% |
$78.8K - $94.1K
|
8.2K
$621K
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.44K+ 1.35% |
$75.6K - $90.3K
|
108K
$8.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
1.38K+ 38.51% |
$72.6K - $86.7K
|
4.97K
$376K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
1.26K+ 9.75% |
$66.1K - $79K
|
14.2K
$1.07M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.15K+ 1.85% |
$60.5K - $72.3K
|
63.5K
$4.81M
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.11K+ 2.06% |
$58.1K - $69.4K
|
54.7K
$4.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.1K+ 8.8% |
$57.7K - $68.9K
|
13.6K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.08K+ 16.71% |
$56.5K - $67.5K
|
7.51K
$569K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.01KNew |
$53.1K - $63.5K
|
1.01K
$76.6K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1KNew |
$52.5K - $62.8K
|
1K
$75.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
823+ 18.76% |
$43.2K - $51.7K
|
5.21K
$395K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
816+ 1.19% |
$42.9K - $51.2K
|
69.2K
$5.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
816+ 1.19% |
$42.9K - $51.2K
|
69.2K
$5.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
810+ 17.94% |
$42.6K - $50.8K
|
5.33K
$404K
|
|
|
Nov 07, 2023
Q3 2023
|
Univest Financial Corp
|
BUY
|
- |
758+ 1.15% |
$39.8K - $47.6K
|
66.5K
$5.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
756+ 13.76% |
$39.7K - $47.4K
|
6.25K
$474K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
745+ 13.6% |
$39.1K - $46.8K
|
6.22K
$471K
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
735+ 7.72% |
$38.6K - $46.1K
|
10.3K
$777K
|
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
718+ 5.65% |
$37.7K - $45.1K
|
13.4K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
713+ 2.98% |
$37.5K - $44.7K
|
24.6K
$1.87M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
706+ 13.2% |
$37.1K - $44.3K
|
6.06K
$459K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
663+ 1.99% |
$34.8K - $41.6K
|
34.1K
$2.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
642New |
$33.7K - $40.3K
|
642
$48.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
635+ 21.52% |
$33.4K - $39.9K
|
3.59K
$272K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
625+ 11.06% |
$32.8K - $39.2K
|
6.27K
$475K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
591+ 126.01% |
$31.1K - $37.1K
|
1.06K
$80.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
589+ 0.12% |
$30.9K - $37K
|
508K
$38.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
546+ 11.19% |
$28.7K - $34.3K
|
5.42K
$411K
|
|
|
Oct 13, 2023
Q3 2023
|
Triad Investment Management
|
BUY
|
- |
541+ 1.07% |
$28.4K - $34K
|
51.2K
$3.88M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
514+ 7.03% |
$27K - $32.3K
|
7.82K
$593K
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
505+ 0.5% |
$26.5K - $31.7K
|
101K
$7.67M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
500New |
$26.3K - $31.4K
|
500
$37.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
495+ 8.84% |
$26K - $31.1K
|
6.1K
$462K
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
494+ 0.16% |
$26K - $31K
|
311K
$23.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
481+ 20.23% |
$25.3K - $30.2K
|
2.86K
$217K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
479+ 5.9% |
$25.2K - $30.1K
|
8.6K
$652K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
476+ 5.55% |
$25K - $29.9K
|
9.05K
$686K
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
466+ 7.2% |
$24.5K - $29.2K
|
6.94K
$526K
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
397+ 2.34% |
$20.9K - $24.9K
|
17.4K
$1.32M
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
380+ 5.63% |
$20K - $23.8K
|
7.13K
$540K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
362+ 0.15% |
$19K - $22.7K
|
244K
$18.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
356+ 0.54% |
$18.7K - $22.3K
|
65.8K
$4.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
337+ 1.6% |
$17.7K - $21.2K
|
21.4K
$1.62M
|
|
|
Oct 27, 2023
Q3 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
313+ 2.7% |
$16.4K - $19.6K
|
11.9K
$903K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
298+ 4.29% |
$15.7K - $18.7K
|
7.25K
$549K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
291+ 8.77% |
$15.3K - $18.3K
|
3.61K
$273K
|