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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
260New |
$12.2K - $14.1K
|
260
$19.4K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
16New |
$748 - $866
|
16
$1.2K
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-9.81K- 27.68% |
$458K - $531K
|
25.6K
$1.92M
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
9New |
$421 - $487
|
9
$673
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.42K+ 5.31% |
$67.6K - $88.9K
|
28.1K
$2.1M
|
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.72K+ 183.85% |
$82.1K - $108K
|
2.65K
$198K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
32+ 6.97% |
$1.53K - $2.01K
|
491
$36.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-8.43K- 2.92% |
$403K - $529K
|
281K
$21M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-12.9K- 61.47% |
$614K - $807K
|
8.06K
$602K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5+ 18.52% |
$239 - $314
|
32
$2.39K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-438- 0.82% |
$20.9K - $27.5K
|
53K
$3.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-9.37M- 89.75% |
$448M - $589M
|
1.07M
$80M
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-57K- 41.6% |
$2.72M - $3.58M
|
80K
$5.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
30.3K+ 112.23% |
$1.45M - $1.9M
|
57.2K
$4.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-8.62K- 89.48% |
$412K - $541K
|
1.01K
$75.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Blacksheep Fund Management LTD
Co. Dublin, L2 |
SELL
|
- |
-1.1M- 43.38% |
$52.3M - $68.8M
|
1.43M
$107M
|
|
|
Nov 10, 2022
Q3 2022
|
Cna Financial Corp
Chicago, IL |
BUY
|
- |
20K+ 18.18% |
$955K - $1.26M
|
130K
$9.72M
|
|
|
Nov 10, 2022
Q3 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
24.8KNew |
$1.18M - $1.56M
|
24.8K
$1.85M
|
|
|
Nov 09, 2022
Q3 2022
|
Times Square Capital Management, LLC
|
SELL
|
- |
-314K- 37.57% |
$15M - $19.7M
|
522K
$39M
|
|
|
Nov 09, 2022
Q3 2022
|
Pertento Partners LLP
London, X0 |
BUY
|
- |
5.06K+ 1.57% |
$241K - $318K
|
326K
$24.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
124New |
$5.92K - $7.79K
|
124
$9.27K
|
|
|
Nov 07, 2022
Q3 2022
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
780+ 33.91% |
$37.2K - $49K
|
3.08K
$230K
|
|
|
Nov 07, 2022
Q3 2022
|
Sycomore Asset Management
|
SELL
|
- |
-15.1K- 29.03% |
$723K - $950K
|
37K
$2.77M
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
167New |
$7.97K - $10.5K
|
167
$12.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
41+ 10.05% |
$1.96K - $2.57K
|
449
$33.6K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
935New |
$44.6K - $58.7K
|
935
$69.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
10.7KNew |
$511K - $672K
|
10.7K
$800K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
21New |
$1K - $1.32K
|
21
$1.57K
|
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
BUY
|
- |
17New |
$812 - $1.07K
|
17
$1.27K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-3.03K- 31.76% |
$145K - $190K
|
6.51K
$486K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
68+ 16.67% |
$3.25K - $4.27K
|
476
$35.6K
|
|
|
Oct 11, 2022
Q3 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
8.15KNew |
$389K - $512K
|
8.15K
$609K
|
|
| Q2 2022 | |||||||
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-11KClosed |
$608K - $830K
|
0
$0
|
|
|
Dec 08, 2022
Q2 2022
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
110K+ 49.66% |
$6.06M - $8.28M
|
331K
$24.7M
|
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-3.5KClosed |
$193K - $264K
|
0
$0
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
54New |
$2.98K - $4.08K
|
54
$4.04K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-46Closed |
$2.54K - $3.47K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.79KClosed |
$154K - $210K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-797Closed |
$44K - $60.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-17.5KClosed |
$968K - $1.32M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Kerrisdale Advisers, LLC
Miami, FL |
BUY
|
- |
8.22K+ 6.64% |
$454K - $621K
|
132K
$9.87M
|
|
|
Aug 15, 2022
Q2 2022
|
Hyperion Capital Advisors LP
New York, NY |
SELL
|
- |
-2.67KClosed |
$148K - $202K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
20.2KNew |
$1.11M - $1.52M
|
20.2K
$1.51M
|
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-8.38KClosed |
$463K - $632K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Harber Asset Management LLC
New York, NY |
SELL
|
- |
-59.9KClosed |
$3.31M - $4.52M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-1.38MClosed |
$76M - $104M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-205K- 95.18% |
$11.3M - $15.5M
|
10.4K
$776K
|
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
6+ 0.13% |
$331 - $453
|
4.76K
$356K
|
|
|
Aug 15, 2022
Q2 2022
|
Blue Grotto Capital, LLC
Atlanta, GA |
BUY
|
- |
30.7K+ 6.83% |
$1.69M - $2.32M
|
480K
$35.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
9.6KNew |
$530K - $725K
|
9.6K
$718K
|
|