Latest Institutional Transactions on Ss&C Technologies Holdings Inc (SSNC)
This table provides information on the latest institutional transactions involving Ss&C Technologies Holdings Inc (SSNC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.59K- 24.93% |
$97.9K - $122K
|
4.8K
$384K
|
|
|
Oct 31, 2024
Q3 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-281- 0.37% |
$17.3K - $21.5K
|
76.2K
$6.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-2.04K- 12.75% |
$125K - $156K
|
14K
$1.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-293- 0.37% |
$18K - $22.4K
|
79.5K
$6.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-690- 3.76% |
$42.4K - $52.8K
|
17.7K
$1.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
24.5KNew |
$1.5M - $1.87M
|
24.5K
$1.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-22.3K- 7.11% |
$1.37M - $1.71M
|
292K
$23.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
162+ 3.03% |
$9.95K - $12.4K
|
5.51K
$441K
|
|
|
Oct 30, 2024
Q3 2024
|
River Road Asset Management, LLC
|
SELL
|
- |
-8.87K- 6.72% |
$545K - $679K
|
123K
$9.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-479- 4.07% |
$29.4K - $36.6K
|
11.3K
$903K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.98KNew |
$183K - $227K
|
2.98K
$238K
|
|
|
Oct 30, 2024
Q3 2024
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
17.9K+ 19.06% |
$1.1M - $1.37M
|
112K
$8.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-5.26K- 4.39% |
$323K - $402K
|
114K
$9.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
252New |
$15.5K - $19.3K
|
252
$20.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
5+ 55.56% |
$307 - $382
|
14
$1.12K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.05% |
$123 - $153
|
3.7K
$296K
|
|
|
Oct 29, 2024
Q3 2024
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
5.2KNew |
$319K - $398K
|
5.2K
$416K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-2.92K- 3.66% |
$179K - $223K
|
77K
$6.16M
|
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
27.3K+ 5.44% |
$1.68M - $2.09M
|
530K
$42.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
42.9K+ 533.26% |
$2.63M - $3.28M
|
50.9K
$4.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
318+ 1.89% |
$19.5K - $24.3K
|
17.2K
$1.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
29New |
$1.78K - $2.22K
|
29
$2.32K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-7.73K- 13.34% |
$475K - $591K
|
50.2K
$4.02M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-24.8K- 16.48% |
$1.52M - $1.9M
|
126K
$10.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
549+ 92.74% |
$33.7K - $42K
|
1.14K
$91.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
71+ 7.6% |
$4.36K - $5.43K
|
1.01K
$80.4K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-65- 8.76% |
$3.99K - $4.97K
|
677
$54.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.38% |
$123 - $153
|
534
$42.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.72KNew |
$167K - $208K
|
2.72K
$218K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
108+ 45.57% |
$6.63K - $8.26K
|
345
$27.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Peregrine Capital Management LLC
|
SELL
|
- |
-21.5K- 8.27% |
$1.32M - $1.65M
|
239K
$19.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-474- 0.8% |
$29.1K - $36.2K
|
58.6K
$4.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
6.86K+ 5.46% |
$421K - $525K
|
132K
$10.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
130+ 1.76% |
$7.98K - $9.94K
|
7.5K
$600K
|
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-1.3K- 21.85% |
$79.8K - $99.4K
|
4.65K
$372K
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
13.1K+ 97.14% |
$807K - $1M
|
26.7K
$2.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
127KNew |
$7.82M - $9.74M
|
127K
$10.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-1K- 8.42% |
$61.4K - $76.5K
|
10.9K
$870K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.89K+ 4.39% |
$178K - $221K
|
68.8K
$5.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.84KNew |
$174K - $217K
|
2.84K
$227K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
6+ 0.47% |
$369 - $459
|
1.27K
$102K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-125- 3.36% |
$7.68K - $9.56K
|
3.6K
$288K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
608+ 11.51% |
$37.3K - $46.5K
|
5.89K
$471K
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
10.5K+ 49.59% |
$644K - $802K
|
31.6K
$2.53M
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-116- 28.09% |
$7.12K - $8.87K
|
297
$23.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.87KNew |
$176K - $219K
|
2.87K
$229K
|
|
|
Oct 22, 2024
Q3 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-1.73K- 13.67% |
$106K - $132K
|
10.9K
$872K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.2K+ 7320.0% |
$135K - $168K
|
2.23K
$178K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.61K+ 3.4% |
$98.6K - $123K
|
48.9K
$3.91M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
48New |
$2.95K - $3.67K
|
48
$3.84K
|