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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-101K- 7.94% |
$6.19M - $7.71M
|
1.17M
$87.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-5.68K- 2.76% |
$349K - $434K
|
200K
$15M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-332- 98.22% |
$20.4K - $25.4K
|
6
$449
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-41- 1.27% |
$2.52K - $3.13K
|
3.2K
$239K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
27New |
$1.66K - $2.06K
|
27
$2.02K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
341+ 1.11% |
$20.9K - $26.1K
|
31.1K
$2.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-26.6K- 5.46% |
$1.63M - $2.03M
|
460K
$34.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-202K- 2.59% |
$12.4M - $15.4M
|
7.6M
$568M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
127+ 362.86% |
$7.8K - $9.71K
|
162
$12.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
28.9KNew |
$1.78M - $2.21M
|
28.9K
$2.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-12- 0.35% |
$737 - $918
|
3.44K
$257K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
46+ 7.15% |
$2.83K - $3.52K
|
689
$51.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
6.4K+ 200.63% |
$393K - $489K
|
9.59K
$717K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
920New |
$56.5K - $70.3K
|
920
$68.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
1.01K+ 2.92% |
$62K - $77.2K
|
35.6K
$2.66M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
1.46K+ 2.55% |
$89.5K - $111K
|
58.5K
$4.37M
|
|
|
Nov 01, 2024
Q3 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-1.5K- 2.08% |
$92.1K - $115K
|
70.7K
$5.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
212+ 10.34% |
$13K - $16.2K
|
2.26K
$169K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
97.2KNew |
$5.97M - $7.43M
|
97.2K
$7.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-248- 1.74% |
$15.2K - $19K
|
14K
$1.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 0.49% |
$123 - $153
|
410
$30.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
780+ 1.51% |
$47.9K - $59.6K
|
52.4K
$3.92M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.13K+ 2.32% |
$131K - $163K
|
93.8K
$7.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
12New |
$737 - $918
|
12
$897
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.34K- 2.62% |
$82K - $102K
|
49.6K
$3.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-482- 49.64% |
$29.6K - $36.9K
|
489
$36.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-25.3K- 4.25% |
$1.55M - $1.93M
|
570K
$42.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.59K- 24.93% |
$97.9K - $122K
|
4.8K
$359K
|
|
|
Oct 31, 2024
Q3 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-281- 0.37% |
$17.3K - $21.5K
|
76.2K
$5.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-39K- 27.66% |
$2.4M - $2.98M
|
102K
$7.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-2.04K- 12.75% |
$125K - $156K
|
14K
$1.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
21.7KNew |
$1.33M - $1.66M
|
21.7K
$1.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-293- 0.37% |
$18K - $22.4K
|
79.5K
$5.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-690- 3.76% |
$42.4K - $52.8K
|
17.7K
$1.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
24.5KNew |
$1.5M - $1.87M
|
24.5K
$1.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-22.3K- 7.11% |
$1.37M - $1.71M
|
292K
$21.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
40+ 0.92% |
$2.46K - $3.06K
|
4.38K
$327K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
162+ 3.03% |
$9.95K - $12.4K
|
5.51K
$412K
|
|
|
Oct 30, 2024
Q3 2024
|
River Road Asset Management, LLC
|
SELL
|
- |
-8.87K- 6.72% |
$545K - $679K
|
123K
$9.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-479- 4.07% |
$29.4K - $36.6K
|
11.3K
$844K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.98KNew |
$183K - $227K
|
2.98K
$222K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.18K- 10.23% |
$72.6K - $90.4K
|
10.4K
$776K
|
|
|
Oct 30, 2024
Q3 2024
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
17.9K+ 19.06% |
$1.1M - $1.37M
|
112K
$8.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-5.26K- 4.39% |
$323K - $402K
|
114K
$8.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
252New |
$15.5K - $19.3K
|
252
$18.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
5+ 55.56% |
$307 - $382
|
14
$1.05K
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
275K+ 44.24% |
$16.9M - $21M
|
897K
$67.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.05% |
$123 - $153
|
3.7K
$277K
|
|
|
Oct 29, 2024
Q3 2024
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
5.2KNew |
$319K - $398K
|
5.2K
$389K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-2.92K- 3.66% |
$179K - $223K
|
77K
$5.75M
|