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
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
291+ 8.77% |
$15.3K - $18.3K
|
3.61K
$311K
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
273+ 1.48% |
$14.3K - $17.1K
|
18.7K
$1.61M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
269+ 3.01% |
$14.1K - $16.9K
|
9.2K
$792K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
262+ 68.05% |
$13.8K - $16.4K
|
647
$55.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
256+ 1.36% |
$13.5K - $16.1K
|
19K
$1.64M
|
|
|
Oct 24, 2023
Q3 2023
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
220+ 0.04% |
$11.6K - $13.8K
|
548K
$47.2M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
211+ 1.39% |
$11.1K - $13.2K
|
15.4K
$1.32M
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
192+ 4.02% |
$10.1K - $12K
|
4.96K
$427K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
189+ 144.27% |
$9.93K - $11.9K
|
320
$27.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
180+ 4.42% |
$9.46K - $11.3K
|
4.25K
$366K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
164+ 2.03% |
$8.62K - $10.3K
|
8.23K
$709K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
159+ 2.04% |
$8.35K - $9.98K
|
7.97K
$686K
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
153New |
$8.04K - $9.6K
|
153
$13.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
151+ 3.68% |
$7.93K - $9.48K
|
4.25K
$366K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
151+ 3.68% |
$7.93K - $9.48K
|
4.25K
$366K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
151New |
$7.93K - $9.48K
|
151
$13K
|
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
150+ 4.04% |
$7.88K - $9.41K
|
3.87K
$333K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
148+ 29.13% |
$7.78K - $9.29K
|
656
$56.5K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
142+ 1290.91% |
$7.46K - $8.91K
|
153
$13.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
142+ 1290.91% |
$7.46K - $8.91K
|
153
$13.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
132+ 0.47% |
$6.94K - $8.28K
|
28.3K
$2.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
129+ 1.2% |
$6.78K - $8.1K
|
10.8K
$933K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
128New |
$6.73K - $8.03K
|
128
$11K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
124New |
$6.51K - $7.78K
|
124
$10.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
117+ 0.69% |
$6.15K - $7.34K
|
17K
$1.46M
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
110+ 0.62% |
$5.78K - $6.9K
|
17.9K
$1.54M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
108New |
$5.67K - $6.78K
|
108
$9.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
102+ 51.78% |
$5.36K - $6.4K
|
299
$25.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
99+ 1.52% |
$5.2K - $6.21K
|
6.6K
$568K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
86New |
$4.52K - $5.4K
|
86
$7.4K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
85+ 2.15% |
$4.47K - $5.33K
|
4.04K
$348K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
79New |
$4.15K - $4.96K
|
79
$6.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
74+ 18.36% |
$3.89K - $4.64K
|
477
$41.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
66New |
$3.47K - $4.14K
|
66
$5.68K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
55+ 5.06% |
$2.89K - $3.45K
|
1.14K
$98.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
50New |
$2.63K - $3.14K
|
50
$4.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
50+ 1.3% |
$2.63K - $3.14K
|
3.89K
$335K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
45+ 0.01% |
$2.36K - $2.82K
|
626K
$53.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
43+ 4.97% |
$2.26K - $2.7K
|
908
$78.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
42+ 100.0% |
$2.21K - $2.64K
|
84
$7.23K
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
37+ 0.4% |
$1.94K - $2.32K
|
9.27K
$798K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
34New |
$1.79K - $2.13K
|
34
$2.93K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
33+ 0.47% |
$1.73K - $2.07K
|
7.12K
$613K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
31+ 0.64% |
$1.63K - $1.95K
|
4.87K
$419K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
30New |
$1.58K - $1.88K
|
30
$2.58K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
28New |
$1.47K - $1.76K
|
28
$2.41K
|
|
|
Nov 14, 2023
Q3 2023
|
Distillate Capital Partners LLC
|
BUY
|
- |
26+ 12.75% |
$1.37K - $1.63K
|
230
$19.8K
|
|
|
Aug 15, 2025
Q3 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
23New |
$1.21K - $1.44K
|
23
$1.98K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
23+ 32.39% |
$1.21K - $1.44K
|
94
$8.09K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
20+ 2.44% |
$1.05K - $1.26K
|
838
$72.1K
|