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 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
12New |
$737 - $918
|
12
$923
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
12+ 1.7% |
$737 - $918
|
716
$55.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
8New |
$491 - $612
|
8
$616
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
7New |
$430 - $535
|
7
$539
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
7New |
$430 - $535
|
7
$539
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
6+ 0.47% |
$369 - $459
|
1.27K
$97.9K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
5+ 0.1% |
$307 - $382
|
4.89K
$376K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
5+ 55.56% |
$307 - $382
|
14
$1.08K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 9.68% |
$184 - $229
|
34
$2.62K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.05% |
$123 - $153
|
3.7K
$285K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
2+ 1.43% |
$123 - $153
|
142
$10.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2New |
$123 - $153
|
2
$154
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 0.49% |
$123 - $153
|
410
$31.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.38% |
$123 - $153
|
534
$41.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.0% |
$61.4 - $76.5
|
101
$7.77K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 50.0% |
$61.4 - $76.5
|
3
$231
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1New |
$61.4 - $76.5
|
1
$76.9
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$61.4 - $76.5
|
1
$76.9
|
|
|
Nov 14, 2024
Q3 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-2- 0.03% |
$123 - $153
|
7.56K
$582K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4- 6.15% |
$246 - $306
|
61
$4.69K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-6- 0.09% |
$369 - $459
|
6.32K
$486K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-8- 6.2% |
$491 - $612
|
121
$9.31K
|
|
|
Nov 04, 2024
Q3 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-12- 0.35% |
$737 - $918
|
3.44K
$265K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-12- 0.28% |
$737 - $918
|
4.33K
$333K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-18- 0.22% |
$1.11K - $1.38K
|
8.22K
$633K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-26- 27.08% |
$1.6K - $1.99K
|
70
$5.39K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-31- 0.24% |
$1.9K - $2.37K
|
12.9K
$990K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-31- 34.07% |
$1.9K - $2.37K
|
60
$4.62K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-32- 0.43% |
$1.97K - $2.45K
|
7.39K
$569K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-40- 0.19% |
$2.46K - $3.06K
|
20.6K
$1.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-41- 1.27% |
$2.52K - $3.13K
|
3.2K
$246K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-46- 5.23% |
$2.83K - $3.52K
|
834
$64.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-52- 0.27% |
$3.19K - $3.98K
|
19.5K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-64- 0.9% |
$3.93K - $4.89K
|
7.09K
$545K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-65- 8.76% |
$3.99K - $4.97K
|
677
$52.1K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-67- 42.41% |
$4.12K - $5.12K
|
91
$7K
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-75- 0.57% |
$4.61K - $5.73K
|
13.2K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-84- 2.18% |
$5.16K - $6.42K
|
3.77K
$290K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-94- 24.93% |
$5.77K - $7.19K
|
283
$21.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-101- 1.54% |
$6.2K - $7.72K
|
6.44K
$495K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-107- 0.25% |
$6.57K - $8.18K
|
43.5K
$3.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-114- 0.47% |
$7K - $8.72K
|
24.3K
$1.87M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-115- 6.81% |
$7.06K - $8.79K
|
1.57K
$121K
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-116- 28.09% |
$7.12K - $8.87K
|
297
$22.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-125- 3.36% |
$7.68K - $9.56K
|
3.6K
$277K
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-134- 21.04% |
$8.23K - $10.2K
|
503
$38.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-139- 1.62% |
$8.54K - $10.6K
|
8.43K
$649K
|
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
SELL
|
- |
-139- 1.68% |
$8.54K - $10.6K
|
8.13K
$625K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-141- 7.14% |
$8.66K - $10.8K
|
1.84K
$141K
|