Purchases and Sales Made in Q4 2024 in Ss&C Technologies Holdings Inc (SSNC)
This table provides information about the institutional ownership of Ss&C Technologies Holdings Inc (SSNC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
3.25K+ 22.85% |
$227K - $251K
|
17.5K
$1.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.23K+ 15.68% |
$226K - $250K
|
23.8K
$1.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
3.2KNew |
$224K - $247K
|
3.2K
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.19K+ 996.56% |
$223K - $247K
|
3.51K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.11K+ 38.84% |
$218K - $241K
|
11.1K
$928K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
3.01K+ 14.79% |
$210K - $233K
|
23.3K
$1.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
3K+ 2.24% |
$210K - $232K
|
137K
$11.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.85K+ 2.67% |
$200K - $221K
|
110K
$9.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
2.85KNew |
$199K - $220K
|
2.85K
$237K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.85KNew |
$199K - $220K
|
2.85K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.84K+ 8.92% |
$199K - $220K
|
34.7K
$2.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.84KNew |
$199K - $220K
|
2.84K
$237K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.84KNew |
$199K - $220K
|
2.84K
$237K
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
2.71K+ 1.37% |
$189K - $209K
|
201K
$16.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2.69KNew |
$188K - $208K
|
2.69K
$224K
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
2.69K+ 1.83% |
$188K - $208K
|
149K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
2.67KNew |
$187K - $207K
|
2.67K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
2.67KNew |
$187K - $206K
|
2.67K
$222K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.65KNew |
$185K - $205K
|
2.65K
$220K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
2.64KNew |
$185K - $204K
|
2.64K
$220K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.64KNew |
$185K - $204K
|
2.64K
$220K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.62K+ 5.14% |
$183K - $203K
|
53.6K
$4.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.55K+ 51.7% |
$178K - $197K
|
7.48K
$623K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.55K+ 11.02% |
$178K - $197K
|
25.6K
$2.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.47K+ 1.87% |
$173K - $191K
|
135K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.31K+ 5.05% |
$161K - $178K
|
48K
$4M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
2.29KNew |
$160K - $177K
|
2.29K
$191K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.22K+ 17.23% |
$155K - $171K
|
15.1K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.15K+ 312.05% |
$150K - $166K
|
2.84K
$237K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
2.13K+ 0.91% |
$149K - $165K
|
237K
$19.8M
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
BUY
|
- |
2.11K+ 7.91% |
$147K - $163K
|
28.8K
$2.4M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.09K+ 210.26% |
$146K - $162K
|
3.08K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.09K+ 31.96% |
$146K - $162K
|
8.62K
$718K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.05K+ 6.13% |
$143K - $158K
|
35.4K
$2.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
2.03K+ 8.15% |
$142K - $157K
|
26.9K
$2.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
2K+ 4.45% |
$140K - $154K
|
46.9K
$3.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1.9K+ 28.73% |
$133K - $147K
|
8.53K
$711K
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
1.9K+ 44.79% |
$133K - $147K
|
6.15K
$513K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.86K+ 163.37% |
$130K - $144K
|
3.01K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.85KNew |
$129K - $143K
|
1.85K
$154K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.75K+ 51.48% |
$123K - $136K
|
5.16K
$430K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.73K+ 3.73% |
$121K - $134K
|
48K
$4M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.71K+ 19.21% |
$119K - $132K
|
10.6K
$883K
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
1.67K+ 1.07% |
$117K - $130K
|
157K
$13.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.66K+ 1.77% |
$116K - $128K
|
95.4K
$7.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
1.61K+ 0.15% |
$112K - $124K
|
1.06M
$88.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.54K+ 24.33% |
$108K - $119K
|
7.87K
$655K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.48K+ 30.63% |
$104K - $115K
|
6.32K
$527K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.4K+ 3.22% |
$97.8K - $108K
|
44.9K
$3.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.4K+ 18.68% |
$97.6K - $108K
|
8.87K
$739K
|