Purchases and Sales Made in Q3 2021 in Ss&C Technologies Holdings Inc (SSNC)
This table provides information about the institutional ownership of Ss&C Technologies Holdings Inc (SSNC) during Q3 2021. The information is specifically focused on institutions that hold shares of SS&C Technologies Holdings Inc.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
337+ 7.75% |
$23.2K - $26.6K
|
4.69K
$360K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
332New |
$22.9K - $26.2K
|
332
$25.5K
|
|
Oct 13, 2021
Q3 2021
|
Thompson Investment Management, Inc.
|
BUY
|
- |
293+ 0.62% |
$20.2K - $23.1K
|
47.7K
$3.66M
|
|
Nov 09, 2021
Q3 2021
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
274+ 3.87% |
$18.9K - $21.6K
|
7.35K
$564K
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
274+ 8.22% |
$18.9K - $21.6K
|
3.61K
$277K
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
BUY
|
- |
262+ 6.49% |
$18K - $20.7K
|
4.3K
$330K
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
261+ 4.87% |
$18K - $20.6K
|
5.63K
$432K
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
254+ 2.33% |
$17.5K - $20K
|
11.2K
$857K
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
248+ 44.85% |
$17.1K - $19.6K
|
801
$61.5K
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
243+ 7.75% |
$16.7K - $19.2K
|
3.38K
$259K
|
|
Nov 05, 2021
Q3 2021
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
240+ 3.65% |
$16.5K - $18.9K
|
6.81K
$523K
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
212+ 7.75% |
$14.6K - $16.7K
|
2.95K
$226K
|
|
Nov 15, 2021
Q3 2021
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
206+ 6.01% |
$14.2K - $16.3K
|
3.63K
$279K
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
197+ 35.62% |
$13.6K - $15.5K
|
750
$57.6K
|
|
Oct 13, 2021
Q3 2021
|
Ifm Investors Pty LTD
|
BUY
|
- |
192+ 0.65% |
$13.2K - $15.1K
|
29.6K
$2.27M
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
160+ 2.9% |
$11K - $12.6K
|
5.68K
$436K
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
155+ 5.89% |
$10.7K - $12.2K
|
2.79K
$214K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
154New |
$10.6K - $12.1K
|
154
$11.8K
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
140New |
$9.64K - $11K
|
140
$10.7K
|
|
Nov 15, 2021
Q3 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
114+ 0.15% |
$7.85K - $8.99K
|
78.7K
$6.04M
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
99New |
$6.82K - $7.81K
|
99
$7.6K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
95+ 2.87% |
$6.54K - $7.49K
|
3.4K
$261K
|
|
Jan 18, 2022
Q3 2021
|
Copeland Capital Management, LLC
|
BUY
|
- |
93+ 0.5% |
$6.4K - $7.34K
|
18.7K
$1.44M
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
92+ 1.97% |
$6.34K - $7.26K
|
4.77K
$366K
|
|
Oct 05, 2021
Q3 2021
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
90+ 44.78% |
$6.2K - $7.1K
|
291
$22.3K
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
87New |
$5.99K - $6.86K
|
87
$6.68K
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
79+ 10.94% |
$5.44K - $6.23K
|
801
$61.5K
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
78+ 1.87% |
$5.37K - $6.15K
|
4.26K
$327K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
78+ 0.22% |
$5.37K - $6.15K
|
36.2K
$2.77M
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
76+ 3.26% |
$5.23K - $6K
|
2.41K
$185K
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
76+ 0.67% |
$5.23K - $6K
|
11.4K
$874K
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
63+ 1.44% |
$4.34K - $4.97K
|
4.45K
$342K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
60+ 13.19% |
$4.13K - $4.73K
|
515
$39.5K
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
56New |
$3.86K - $4.42K
|
56
$4.3K
|
|
Nov 09, 2021
Q3 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
54+ 0.96% |
$3.72K - $4.26K
|
5.68K
$436K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
53+ 6.96% |
$3.65K - $4.18K
|
814
$62.5K
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
51+ 0.96% |
$3.51K - $4.02K
|
5.36K
$412K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
50+ 70.42% |
$3.44K - $3.94K
|
121
$9.29K
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
45+ 1.1% |
$3.1K - $3.55K
|
4.13K
$317K
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
41+ 0.66% |
$2.82K - $3.23K
|
6.29K
$483K
|
|
May 09, 2023
Q3 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
40New |
$2.75K - $3.16K
|
40
$3.07K
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
34New |
$2.34K - $2.68K
|
34
$2.61K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
32New |
$2.2K - $2.52K
|
32
$2.46K
|
|
Oct 12, 2021
Q3 2021
|
Ayrshire Capital Management LLC
|
BUY
|
- |
32+ 0.24% |
$2.2K - $2.52K
|
13.3K
$1.02M
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
24+ 11.43% |
$1.65K - $1.89K
|
234
$18K
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
15+ 12.61% |
$1.03K - $1.18K
|
134
$10.3K
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
8+ 11.27% |
$551 - $631
|
79
$6.06K
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
6New |
$413 - $473
|
6
$460
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
5+ 0.08% |
$344 - $394
|
6.33K
$486K
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 100.0% |
$275 - $316
|
8
$614
|