Purchases and Sales Made in Q3 2024 in Ss&C Technologies Holdings Inc (SSNC)
This table provides information about the institutional ownership of Ss&C Technologies Holdings Inc (SSNC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
975+ 8.13% |
$59.9K - $74.5K
|
13K
$1.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Nkcfo LLC
|
BUY
|
- |
945New |
$58K - $72.3K
|
945
$78.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
920New |
$56.5K - $70.3K
|
920
$76.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
859+ 0.46% |
$52.8K - $65.7K
|
187K
$15.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
853+ 8.8% |
$52.4K - $65.2K
|
10.5K
$879K
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
802+ 3.01% |
$49.3K - $61.3K
|
27.5K
$2.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
801+ 11.1% |
$49.2K - $61.2K
|
8.02K
$668K
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
800New |
$49.1K - $61.2K
|
800
$66.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
782+ 0.71% |
$48K - $59.8K
|
111K
$9.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
780+ 1.51% |
$47.9K - $59.6K
|
52.4K
$4.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
774+ 0.07% |
$47.5K - $59.2K
|
1.15M
$96.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
733+ 12.19% |
$45K - $56K
|
6.75K
$562K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
683+ 8.53% |
$41.9K - $52.2K
|
8.69K
$724K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
654+ 4.96% |
$40.2K - $50K
|
13.8K
$1.15M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
637+ 19.0% |
$39.1K - $48.7K
|
3.99K
$332K
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
624+ 2.74% |
$38.3K - $47.7K
|
23.4K
$1.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
614+ 8.35% |
$37.7K - $46.9K
|
7.97K
$664K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
608+ 11.51% |
$37.3K - $46.5K
|
5.89K
$491K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
588+ 2.61% |
$36.1K - $45K
|
23.1K
$1.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
549+ 92.74% |
$33.7K - $42K
|
1.14K
$95.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
538+ 2.54% |
$33K - $41.1K
|
21.7K
$1.81M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
511+ 7.25% |
$31.4K - $39.1K
|
7.56K
$630K
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
505+ 13.9% |
$31K - $38.6K
|
4.14K
$345K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
494+ 13.23% |
$30.3K - $37.8K
|
4.23K
$352K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
465+ 57.91% |
$28.6K - $35.6K
|
1.27K
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
448New |
$27.5K - $34.3K
|
448
$37.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
432+ 1.29% |
$26.5K - $33K
|
33.9K
$2.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
430+ 5.18% |
$26.4K - $32.9K
|
8.74K
$728K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
420+ 2.3% |
$25.8K - $32.1K
|
18.7K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
419+ 2.11% |
$25.7K - $32K
|
20.3K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
412+ 6.09% |
$25.3K - $31.5K
|
7.18K
$598K
|
|
|
Jan 28, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
402+ 2.46% |
$24.7K - $30.7K
|
16.7K
$1.4M
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
402+ 2.46% |
$24.7K - $30.7K
|
16.7K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
396+ 17.7% |
$24.3K - $30.3K
|
2.63K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
377+ 156.43% |
$23.2K - $28.8K
|
618
$51.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
363+ 2.57% |
$22.3K - $27.8K
|
14.5K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
362+ 5.09% |
$22.2K - $27.7K
|
7.47K
$623K
|
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
354+ 2.33% |
$21.7K - $27.1K
|
15.5K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
346+ 0.09% |
$21.3K - $26.5K
|
407K
$33.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
341+ 1.11% |
$20.9K - $26.1K
|
31.1K
$2.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
320New |
$19.7K - $24.5K
|
320
$26.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
318+ 1.89% |
$19.5K - $24.3K
|
17.2K
$1.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
266+ 4.45% |
$16.3K - $20.3K
|
6.24K
$520K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
265+ 4.22% |
$16.3K - $20.3K
|
6.55K
$545K
|
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
BUY
|
- |
263+ 0.38% |
$16.2K - $20.1K
|
69.6K
$5.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
260+ 0.86% |
$16K - $19.9K
|
30.5K
$2.54M
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
256+ 0.84% |
$15.7K - $19.6K
|
30.8K
$2.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
252New |
$15.5K - $19.3K
|
252
$21K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
242+ 0.19% |
$14.9K - $18.5K
|
129K
$10.7M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
229New |
$14.1K - $17.5K
|
229
$19.1K
|