Purchases and Sales Made in Q4 2023 in Ss&C Technologies Holdings Inc (SSNC)
This table provides information about the institutional ownership of Ss&C Technologies Holdings Inc (SSNC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
800+ 11.16% |
$39K - $49K
|
7.97K
$596K
|
|
|
Jan 09, 2024
Q4 2023
|
Triad Investment Management
|
BUY
|
- |
769+ 1.5% |
$37.5K - $47.1K
|
52K
$3.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
746+ 3.98% |
$36.3K - $45.7K
|
19.5K
$1.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
725+ 5.12% |
$35.3K - $44.4K
|
14.9K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
702+ 59.44% |
$34.2K - $43K
|
1.88K
$141K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
623+ 1.65% |
$30.3K - $38.2K
|
38.5K
$2.88M
|
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
584New |
$28.4K - $35.8K
|
584
$43.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
559+ 1.23% |
$27.2K - $34.3K
|
46K
$3.44M
|
|
|
Feb 15, 2024
Q4 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
544+ 10.96% |
$26.5K - $33.3K
|
5.51K
$412K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
531+ 5.78% |
$25.9K - $32.5K
|
9.71K
$726K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
531+ 30.85% |
$25.9K - $32.5K
|
2.25K
$168K
|
|
|
Jan 18, 2024
Q4 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
461+ 1.44% |
$22.5K - $28.3K
|
32.5K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
400New |
$19.5K - $24.5K
|
400
$29.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
391+ 60.43% |
$19K - $24K
|
1.04K
$77.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
384+ 3.3% |
$18.7K - $23.5K
|
12K
$898K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
381+ 6.07% |
$18.6K - $23.4K
|
6.66K
$497K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
323New |
$15.7K - $19.8K
|
323
$24.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
315+ 4.54% |
$15.3K - $19.3K
|
7.26K
$542K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
298New |
$14.5K - $18.3K
|
298
$22.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
291+ 0.87% |
$14.2K - $17.8K
|
33.6K
$2.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
267+ 3.52% |
$13K - $16.4K
|
7.84K
$586K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
254New |
$12.4K - $15.6K
|
254
$19K
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
BUY
|
- |
221+ 0.34% |
$10.8K - $13.5K
|
65.7K
$4.91M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
200New |
$9.74K - $12.3K
|
200
$15K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
196+ 0.32% |
$9.55K - $12K
|
61.4K
$4.59M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
194+ 2.14% |
$9.45K - $11.9K
|
9.24K
$691K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
191+ 0.35% |
$9.3K - $11.7K
|
55.1K
$4.12M
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
175+ 2.54% |
$8.52K - $10.7K
|
7.07K
$528K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
166+ 14.74% |
$8.09K - $10.2K
|
1.29K
$96.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
164+ 1.35% |
$7.99K - $10.1K
|
12.3K
$917K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
156+ 2.32% |
$7.6K - $9.56K
|
6.88K
$514K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
142+ 1.14% |
$6.92K - $8.7K
|
12.6K
$941K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
141+ 77.47% |
$6.87K - $8.64K
|
323
$24.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
135+ 0.24% |
$6.58K - $8.27K
|
57.1K
$4.27M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
121New |
$5.89K - $7.42K
|
121
$9.04K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
114+ 3.99% |
$5.55K - $6.99K
|
2.97K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
111+ 1.83% |
$5.41K - $6.8K
|
6.17K
$461K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
110+ 9.47% |
$5.36K - $6.74K
|
1.27K
$95K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
109+ 1.99% |
$5.31K - $6.68K
|
5.58K
$417K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.27% |
$4.87K - $6.13K
|
37.5K
$2.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
73+ 44.51% |
$3.56K - $4.47K
|
237
$17.7K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
71+ 46.41% |
$3.46K - $4.35K
|
224
$16.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
71+ 46.41% |
$3.46K - $4.35K
|
224
$16.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
68New |
$3.31K - $4.17K
|
68
$5.08K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
65New |
$3.17K - $3.98K
|
65
$4.86K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
65New |
$3.17K - $3.98K
|
65
$4.86K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
62+ 0.39% |
$3.02K - $3.8K
|
15.9K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
60New |
$2.92K - $3.68K
|
60
$4.49K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
60New |
$2.92K - $3.68K
|
60
$4.49K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
59New |
$2.87K - $3.62K
|
59
$4.41K
|