Purchases and Sales Made in Q4 2024 in Ss&C Technologies Holdings Inc (SSNC)
This table provides information about the institutional ownership of Ss&C Technologies Holdings Inc (SSNC) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.18K+ 8.41% |
$82.2K - $91K
|
15.2K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.12K+ 12.81% |
$78.3K - $86.6K
|
9.86K
$857K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.1K+ 0.62% |
$76.8K - $84.9K
|
178K
$15.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.08K+ 7.81% |
$75.5K - $83.5K
|
14.9K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.08K+ 240.63% |
$75.4K - $83.4K
|
1.53K
$133K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
1.05K+ 0.94% |
$73.5K - $81.3K
|
112K
$9.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.03K+ 3.36% |
$71.7K - $79.3K
|
31.5K
$2.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
944+ 8.15% |
$66K - $73K
|
12.5K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
937+ 14.56% |
$65.5K - $72.5K
|
7.37K
$641K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
930+ 17.23% |
$65K - $71.9K
|
6.33K
$550K
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
904New |
$63.2K - $69.9K
|
904
$78.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
853New |
$59.7K - $66K
|
853
$74.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
848New |
$59.3K - $65.6K
|
848
$73.8K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
791+ 6.15% |
$55.3K - $61.2K
|
13.7K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
742+ 1.89% |
$51.9K - $57.4K
|
40K
$3.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
717+ 47.05% |
$50.1K - $55.5K
|
2.24K
$195K
|
|
|
Feb 12, 2025
Q4 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
712+ 3.6% |
$49.8K - $55.1K
|
20.5K
$1.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
707+ 2.27% |
$49.4K - $54.7K
|
31.8K
$2.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
695+ 5.92% |
$48.6K - $53.8K
|
12.4K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
670New |
$46.9K - $51.8K
|
670
$58.3K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
663New |
$46.4K - $51.3K
|
663
$57.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
628+ 49.33% |
$43.9K - $48.6K
|
1.9K
$165K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
600+ 30.44% |
$42K - $46.4K
|
2.57K
$224K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
574+ 193.27% |
$40.1K - $44.4K
|
871
$75.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
571+ 6.21% |
$39.9K - $44.2K
|
9.77K
$849K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
552+ 5.48% |
$38.6K - $42.7K
|
10.6K
$925K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
515+ 0.75% |
$36K - $39.8K
|
69.3K
$6.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
513New |
$35.9K - $39.7K
|
513
$44.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
511+ 14.95% |
$35.7K - $39.5K
|
3.93K
$342K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
501+ 81.07% |
$35K - $38.8K
|
1.12K
$97.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
451+ 13.38% |
$31.5K - $34.9K
|
3.82K
$332K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
412+ 4.14% |
$28.8K - $31.9K
|
10.4K
$901K
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
400+ 3.63% |
$28K - $30.9K
|
11.4K
$994K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
390+ 239.26% |
$27.3K - $30.2K
|
553
$48.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
385+ 16.29% |
$26.9K - $29.8K
|
2.75K
$239K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
383+ 1.22% |
$26.8K - $29.6K
|
31.7K
$2.76M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
379+ 3.48% |
$26.5K - $29.3K
|
11.3K
$981K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
374+ 8.55% |
$26.2K - $28.9K
|
4.75K
$413K
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
370+ 0.37% |
$25.9K - $28.6K
|
101K
$8.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
367+ 0.58% |
$25.7K - $28.4K
|
64.1K
$5.58M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
342+ 163.64% |
$23.9K - $26.5K
|
551
$47.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
326+ 4.61% |
$22.8K - $25.2K
|
7.39K
$643K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
323+ 4.22% |
$22.6K - $25K
|
7.98K
$694K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
306New |
$21.4K - $23.7K
|
306
$26.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
282+ 8.38% |
$19.7K - $21.8K
|
3.65K
$317K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
245+ 8.24% |
$17.1K - $19K
|
3.22K
$280K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
233+ 32.54% |
$16.3K - $18K
|
949
$82.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
230+ 0.39% |
$16.1K - $17.8K
|
58.9K
$5.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
229+ 76.08% |
$16K - $17.7K
|
530
$46.1K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
222+ 20.65% |
$15.5K - $17.2K
|
1.3K
$113K
|