Purchases and Sales Made in Q4 2022 in Ss&C Technologies Holdings Inc (SSNC)
This table provides information about the institutional ownership of Ss&C Technologies Holdings Inc (SSNC) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
87New |
$4.07K - $4.71K
|
87
$6.6K
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
85+ 242.86% |
$3.97K - $4.6K
|
120
$9.1K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
85+ 16.13% |
$3.97K - $4.6K
|
612
$46.4K
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
82New |
$3.83K - $4.44K
|
82
$6.22K
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
67+ 14.79% |
$3.13K - $3.63K
|
520
$39.4K
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
66New |
$3.08K - $3.57K
|
66
$5K
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
63+ 3.47% |
$2.94K - $3.41K
|
1.88K
$142K
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
61+ 13.59% |
$2.85K - $3.3K
|
510
$38.7K
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
57+ 45.97% |
$2.66K - $3.08K
|
181
$13.7K
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
55+ 0.91% |
$2.57K - $2.98K
|
6.12K
$464K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
52New |
$2.43K - $2.81K
|
52
$3.94K
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
36New |
$1.68K - $1.95K
|
36
$2.73K
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
32New |
$1.5K - $1.73K
|
32
$2.43K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
32New |
$1.5K - $1.73K
|
32
$2.43K
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
30+ 0.15% |
$1.4K - $1.62K
|
19.7K
$1.5M
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
29+ 0.09% |
$1.36K - $1.57K
|
33.4K
$2.53M
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
20New |
$935 - $1.08K
|
20
$1.52K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18+ 28.57% |
$841 - $974
|
81
$6.14K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17+ 17.89% |
$795 - $920
|
112
$8.49K
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
16New |
$748 - $866
|
16
$1.21K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
16New |
$748 - $866
|
16
$1.21K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
12+ 31.58% |
$561 - $649
|
50
$3.79K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
10New |
$467 - $541
|
10
$758
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
9New |
$421 - $487
|
9
$682
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
6New |
$280 - $325
|
6
$455
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5New |
$234 - $271
|
5
$379
|
|
Feb 10, 2023
Q4 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5+ 0.01% |
$234 - $271
|
56.6K
$4.29M
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
5+ 0.1% |
$234 - $271
|
5.06K
$383K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$187 - $216
|
4
$303
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
3+ 0.46% |
$140 - $162
|
656
$49.7K
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2New |
$93.5 - $108
|
2
$152
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 4.0% |
$46.7 - $54.1
|
26
$1.97K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.28% |
$46.7 - $54.1
|
352
$26.7K
|
|
Jan 17, 2023
Q4 2022
|
Wedge Capital Management L L P
|
BUY
|
- |
1+ 0.01% |
$46.7 - $54.1
|
10.2K
$774K
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-3- 1.58% |
$140 - $162
|
187
$14.2K
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3Closed |
$140 - $162
|
0
$0
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-5- 11.9% |
$234 - $271
|
37
$2.81K
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-10- 0.22% |
$467 - $541
|
4.56K
$346K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-11- 34.38% |
$514 - $595
|
21
$1.59K
|
|
Feb 08, 2023
Q4 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-21- 80.77% |
$982 - $1.14K
|
5
$379
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-22Closed |
$1.03K - $1.19K
|
0
$0
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-26- 14.86% |
$1.22K - $1.41K
|
149
$11.3K
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-30- 0.65% |
$1.4K - $1.62K
|
4.56K
$346K
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-30- 0.65% |
$1.4K - $1.62K
|
4.56K
$346K
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-30- 0.65% |
$1.4K - $1.62K
|
4.56K
$346K
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-39- 0.54% |
$1.82K - $2.11K
|
7.17K
$544K
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-40- 39.22% |
$1.87K - $2.16K
|
62
$4.7K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-43- 18.7% |
$2.01K - $2.33K
|
187
$14.2K
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-45- 33.83% |
$2.1K - $2.44K
|
88
$6.67K
|