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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
306New |
$21.4K - $23.7K
|
306
$25.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
282+ 8.38% |
$19.7K - $21.8K
|
3.65K
$304K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
245+ 8.24% |
$17.1K - $19K
|
3.22K
$268K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
233+ 32.54% |
$16.3K - $18K
|
949
$79.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
230+ 0.39% |
$16.1K - $17.8K
|
58.9K
$4.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
229+ 76.08% |
$16K - $17.7K
|
530
$44.2K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
222+ 20.65% |
$15.5K - $17.2K
|
1.3K
$108K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
213+ 9.69% |
$14.9K - $16.5K
|
2.41K
$201K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
200+ 7.08% |
$14K - $15.5K
|
3.03K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.56% |
$14K - $15.5K
|
35.6K
$2.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
196+ 1400.0% |
$13.7K - $15.2K
|
210
$17.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
182+ 0.88% |
$12.7K - $14.1K
|
20.9K
$1.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
171+ 5.56% |
$12K - $13.2K
|
3.25K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
170+ 6.08% |
$11.9K - $13.2K
|
2.96K
$247K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
165New |
$11.5K - $12.8K
|
165
$13.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
164+ 5.78% |
$11.5K - $12.7K
|
3K
$250K
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
161+ 5.31% |
$11.3K - $12.5K
|
3.19K
$266K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
158+ 15.72% |
$11K - $12.2K
|
1.16K
$96.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
149+ 11.75% |
$10.4K - $11.5K
|
1.42K
$118K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
142+ 229.03% |
$9.93K - $11K
|
204
$17K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
139+ 2.03% |
$9.72K - $10.8K
|
7K
$583K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
128New |
$8.95K - $9.9K
|
128
$10.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
123+ 16.14% |
$8.6K - $9.52K
|
885
$73.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
111New |
$7.76K - $8.59K
|
111
$9.25K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
111New |
$7.76K - $8.59K
|
111
$9.25K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
108+ 39.27% |
$7.55K - $8.35K
|
383
$31.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
106+ 3.32% |
$7.41K - $8.2K
|
3.3K
$275K
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
89+ 1.98% |
$6.22K - $6.89K
|
4.59K
$382K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
89New |
$6.22K - $6.89K
|
89
$7.42K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
88+ 1.19% |
$6.15K - $6.81K
|
7.51K
$626K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
87+ 621.43% |
$6.08K - $6.73K
|
101
$8.42K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
86+ 2.47% |
$6.01K - $6.65K
|
3.56K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
85+ 0.47% |
$5.94K - $6.58K
|
18.1K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
81+ 50.63% |
$5.66K - $6.27K
|
241
$20.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
71+ 0.57% |
$4.97K - $5.49K
|
12.4K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
70+ 0.41% |
$4.9K - $5.42K
|
17.2K
$1.44M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
60New |
$4.2K - $4.64K
|
60
$5K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
55+ 13.45% |
$3.85K - $4.25K
|
464
$38.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
54+ 0.6% |
$3.78K - $4.18K
|
9.02K
$751K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
46+ 38.02% |
$3.22K - $3.56K
|
167
$13.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
44New |
$3.08K - $3.4K
|
44
$3.67K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
42+ 10.24% |
$2.94K - $3.25K
|
452
$37.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
41+ 0.16% |
$2.87K - $3.17K
|
25.8K
$2.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
36New |
$2.52K - $2.78K
|
36
$3K
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
36+ 0.21% |
$2.52K - $2.78K
|
17K
$1.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
36New |
$2.52K - $2.78K
|
36
$3K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
34+ 0.17% |
$2.38K - $2.63K
|
19.5K
$1.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
30+ 42.86% |
$2.1K - $2.32K
|
100
$8.33K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
29+ 0.65% |
$2.03K - $2.24K
|
4.5K
$375K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
28New |
$1.96K - $2.17K
|
28
$2.33K
|