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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
196+ 0.43% |
$12K - $15K
|
46.3K
$3.56M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
193+ 1206.25% |
$11.9K - $14.8K
|
209
$16.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
191New |
$11.7K - $14.6K
|
191
$14.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
179New |
$11K - $13.7K
|
179
$13.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
174+ 2.26% |
$10.7K - $13.3K
|
7.86K
$605K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
162+ 3.03% |
$9.95K - $12.4K
|
5.51K
$424K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
161+ 121.97% |
$9.89K - $12.3K
|
293
$22.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
160New |
$9.83K - $12.2K
|
160
$12.3K
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
137+ 2.19% |
$8.41K - $10.5K
|
6.4K
$492K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
132New |
$8.11K - $10.1K
|
132
$10.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
130+ 1.76% |
$7.98K - $9.94K
|
7.5K
$577K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
127+ 362.86% |
$7.8K - $9.71K
|
162
$12.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
113+ 6.52% |
$6.94K - $8.64K
|
1.85K
$142K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
113New |
$6.94K - $8.64K
|
113
$8.69K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
108+ 45.57% |
$6.63K - $8.26K
|
345
$26.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
103+ 15.63% |
$6.33K - $7.88K
|
762
$58.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
100+ 0.71% |
$6.14K - $7.65K
|
14.2K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
95New |
$5.83K - $7.26K
|
95
$7.31K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
93+ 18.67% |
$5.71K - $7.11K
|
591
$45.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
91New |
$5.59K - $6.96K
|
91
$7K
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
87+ 0.75% |
$5.34K - $6.65K
|
11.7K
$904K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
75+ 52.08% |
$4.61K - $5.73K
|
219
$16.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
71+ 7.6% |
$4.36K - $5.43K
|
1.01K
$77.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
67+ 4.6% |
$4.12K - $5.12K
|
1.52K
$117K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
67+ 0.4% |
$4.12K - $5.12K
|
17K
$1.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
66+ 471.43% |
$4.05K - $5.05K
|
80
$6.16K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
62New |
$3.81K - $4.74K
|
62
$4.77K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
56+ 22.86% |
$3.44K - $4.28K
|
301
$23.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
54New |
$3.32K - $4.13K
|
54
$4.15K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
54+ 0.64% |
$3.32K - $4.13K
|
8.52K
$656K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
48New |
$2.95K - $3.67K
|
48
$3.69K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
47+ 0.01% |
$2.89K - $3.59K
|
512K
$39.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
46+ 7.15% |
$2.83K - $3.52K
|
689
$53K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
43+ 1.19% |
$2.64K - $3.29K
|
3.65K
$281K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
41New |
$2.52K - $3.13K
|
41
$3.15K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
40+ 0.92% |
$2.46K - $3.06K
|
4.38K
$337K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
39+ 3.76% |
$2.4K - $2.98K
|
1.08K
$82.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
36+ 1.05% |
$2.21K - $2.75K
|
3.48K
$267K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
33+ 1.25% |
$2.03K - $2.52K
|
2.68K
$206K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
31+ 0.28% |
$1.9K - $2.37K
|
11K
$846K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
30+ 69.77% |
$1.84K - $2.29K
|
73
$5.62K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
29New |
$1.78K - $2.22K
|
29
$2.23K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
28+ 2800.0% |
$1.72K - $2.14K
|
29
$2.23K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
27New |
$1.66K - $2.06K
|
27
$2.08K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
22New |
$1.35K - $1.68K
|
22
$1.69K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
22+ 10.78% |
$1.35K - $1.68K
|
226
$17.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
22+ 146.67% |
$1.35K - $1.68K
|
37
$2.85K
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
BUY
|
- |
17+ 0.53% |
$1.04K - $1.3K
|
3.24K
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
14New |
$860 - $1.07K
|
14
$1.08K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
12+ 1.2% |
$737 - $918
|
1.01K
$78K
|