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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
17.3KNew |
$1.03M - $1.12M
|
17.3K
$1.29M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
4.01KNew |
$238K - $260K
|
4.01K
$300K
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-129K- 92.25% |
$7.65M - $8.37M
|
10.8K
$810K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
39New |
$2.31K - $2.53K
|
39
$2.92K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5New |
$297 - $325
|
5
$374
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5New |
$297 - $325
|
5
$374
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
18New |
$1.07K - $1.17K
|
18
$1.35K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
3+ 0.17% |
$178 - $195
|
1.79K
$134K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-11- 6.32% |
$653 - $714
|
163
$12.2K
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-3.37K- 31.79% |
$200K - $219K
|
7.23K
$540K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-219- 6.16% |
$13K - $14.2K
|
3.34K
$250K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6New |
$356 - $389
|
6
$449
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
7.64K+ 1.46% |
$454K - $496K
|
530K
$39.6M
|
|
|
May 10, 2024
Q1 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-7.83K- 59.91% |
$465K - $508K
|
5.24K
$392K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.34K+ 63.5% |
$198K - $217K
|
8.61K
$643K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.14KNew |
$186K - $204K
|
3.14K
$234K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-71- 14.82% |
$4.21K - $4.61K
|
408
$30.5K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
259New |
$15.4K - $16.8K
|
259
$19.4K
|
|
|
May 08, 2024
Q1 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-200- 0.51% |
$11.9K - $13K
|
39.1K
$2.92M
|
|
|
May 06, 2024
Q1 2024
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-489K- 78.87% |
$29M - $31.7M
|
131K
$9.79M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
45+ 0.81% |
$2.67K - $2.92K
|
5.63K
$420K
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-1.15K- 24.16% |
$68.2K - $74.6K
|
3.61K
$270K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
50New |
$2.97K - $3.25K
|
50
$3.74K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$59.3 - $64.9
|
1
$74.8
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1K- 50.0% |
$59.3K - $64.9K
|
1K
$74.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-1.98K- 12.07% |
$118K - $129K
|
14.5K
$1.08M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
200New |
$11.9K - $13K
|
200
$15K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
78New |
$4.63K - $5.06K
|
78
$5.83K
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
400New |
$23.7K - $26K
|
400
$29.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
191New |
$11.3K - $12.4K
|
191
$14.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-12- 24.49% |
$712 - $779
|
37
$2.77K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
15+ 41.67% |
$890 - $974
|
51
$3.81K
|
|
|
Apr 23, 2024
Q1 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-325- 1.0% |
$19.3K - $21.1K
|
32.1K
$2.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
17+ 0.19% |
$1.01K - $1.1K
|
8.97K
$670K
|
|
|
Apr 19, 2024
Q1 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
25+ 0.71% |
$1.48K - $1.62K
|
3.56K
$266K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 14.29% |
$237 - $260
|
32
$2.39K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-40- 20.0% |
$2.37K - $2.6K
|
160
$12K
|
|
|
Apr 12, 2024
Q1 2024
|
Triad Investment Management
|
BUY
|
- |
1.19K+ 2.29% |
$70.7K - $77.4K
|
53.2K
$3.98M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
11.5KNew |
$682K - $746K
|
11.5K
$860K
|
|
| Q4 2023 | |||||||
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-9.35K- 0.63% |
$455K - $573K
|
1.47M
$110M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
18New |
$877 - $1.1K
|
18
$1.35K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-439- 23.85% |
$21.4K - $26.9K
|
1.4K
$105K
|
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
3.45KNew |
$168K - $211K
|
3.45K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-10Closed |
$487 - $613
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
122KNew |
$5.95M - $7.48M
|
122K
$9.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-600- 1.34% |
$29.2K - $36.8K
|
44.3K
$3.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 9.57% |
$438 - $552
|
85
$6.35K
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
3.7K+ 86.05% |
$180K - $227K
|
8K
$598K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
4.03KNew |
$196K - $247K
|
4.03K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-1.04K- 16.89% |
$50.5K - $63.6K
|
5.1K
$382K
|
|