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 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
11.1K+ 3.47% |
$775K - $857K
|
330K
$26.4M
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-600- 1.72% |
$42K - $46.4K
|
34.3K
$2.74M
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-57- 0.08% |
$3.99K - $4.41K
|
69.1K
$5.53M
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
5.74K+ 11.15% |
$402K - $444K
|
57.2K
$4.58M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.74KNew |
$331K - $366K
|
4.74K
$379K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-21- 2.13% |
$1.47K - $1.62K
|
964
$77.1K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.84KNew |
$199K - $220K
|
2.84K
$227K
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
3.01K+ 14.79% |
$210K - $233K
|
23.3K
$1.87M
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
4.81KNew |
$336K - $372K
|
4.81K
$384K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-595- 9.42% |
$41.6K - $46K
|
5.72K
$457K
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-6.09K- 28.02% |
$426K - $471K
|
15.6K
$1.25M
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
3.2KNew |
$224K - $247K
|
3.2K
$256K
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-121K- 70.15% |
$8.47M - $9.37M
|
51.6K
$4.12M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
15.4K+ 385.76% |
$1.08M - $1.19M
|
19.4K
$1.55M
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
BUY
|
- |
8.59K+ 12.99% |
$601K - $664K
|
74.7K
$5.97M
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
10.4K+ 5.56% |
$725K - $803K
|
197K
$15.8M
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
111New |
$7.76K - $8.59K
|
111
$8.88K
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-2.45K- 12.12% |
$171K - $189K
|
17.8K
$1.42M
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-483- 3.87% |
$33.8K - $37.4K
|
12K
$960K
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
60New |
$4.2K - $4.64K
|
60
$4.8K
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-103- 1.39% |
$7.2K - $7.97K
|
7.29K
$583K
|
|
Jan 13, 2025
Q4 2024
|
Reinhart Partners, Inc.
|
SELL
|
- |
-47K- 16.51% |
$3.29M - $3.64M
|
238K
$19M
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.55K+ 51.7% |
$178K - $197K
|
7.48K
$598K
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-426- 0.67% |
$29.8K - $33K
|
63.5K
$5.08M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 54.05% |
$1.4K - $1.55K
|
57
$4.56K
|
|
Jan 13, 2025
Q4 2024
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
73.6KNew |
$5.15M - $5.69M
|
73.6K
$5.89M
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10New |
$699 - $774
|
10
$800
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
71+ 0.57% |
$4.97K - $5.49K
|
12.4K
$994K
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-155- 8.45% |
$10.8K - $12K
|
1.68K
$134K
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-2.08K- 25.29% |
$145K - $161K
|
6.14K
$491K
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-85- 1.32% |
$5.94K - $6.58K
|
6.35K
$508K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
46+ 38.02% |
$3.22K - $3.56K
|
167
$13.4K
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
2.13K+ 0.91% |
$149K - $165K
|
237K
$19M
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-130- 15.59% |
$9.09K - $10.1K
|
704
$56.3K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
233+ 32.54% |
$16.3K - $18K
|
949
$75.9K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
385+ 16.29% |
$26.9K - $29.8K
|
2.75K
$220K
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-79.7K- 13.83% |
$4.89M - $6.09M
|
496K
$39.7M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
33.4KNew |
$2.05M - $2.55M
|
33.4K
$2.67M
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
31.3KNew |
$1.93M - $2.4M
|
31.3K
$2.51M
|
|
Nov 22, 2024
Q3 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
18KNew |
$1.1M - $1.37M
|
18K
$1.44M
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
137+ 2.19% |
$8.41K - $10.5K
|
6.4K
$512K
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.02KNew |
$308K - $383K
|
5.02K
$401K
|
|
Nov 19, 2024
Q3 2024
|
Unigestion Holding Sa
|
BUY
|
- |
9.91KNew |
$609K - $758K
|
9.91K
$793K
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-340- 1.62% |
$20.9K - $26K
|
20.6K
$1.65M
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
54+ 0.64% |
$3.32K - $4.13K
|
8.52K
$681K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
853+ 8.8% |
$52.4K - $65.2K
|
10.5K
$844K
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-5.31K- 38.54% |
$326K - $406K
|
8.47K
$677K
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
256+ 0.84% |
$15.7K - $19.6K
|
30.8K
$2.46M
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-7.99K- 5.66% |
$491K - $611K
|
133K
$10.7M
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
58.7KNew |
$3.61M - $4.49M
|
58.7K
$4.7M
|