HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing SSNC Share Count | ||||
| Foster & Motley Inc. | 4,129 | 11,735 | +7,606 | +184.21% |
| Wealthfront Advisers LLC | 4,459 | 9,223 | +4,764 | +106.84% |
| MV Capital Management Inc. | 1 | 2 | +1 | +100.00% |
| Allspring Global Investments Holdings LLC | 251 | 384 | +133 | +52.99% |
| Norris Perne & French LLP MI | 223,476 | 279,097 | +55,621 | +24.89% |
| Valley National Advisers Inc. | 4,355 | 5,133 | +778 | +17.86% |
| CHICAGO TRUST Co NA | 7,446 | 8,756 | +1,310 | +17.59% |
| Park Avenue Securities LLC | 3,475 | 3,995 | +520 | +14.96% |
| SJS Investment Consulting Inc. | 28 | 32 | +4 | +14.29% |
| CWM LLC | 2,973 | 3,386 | +413 | +13.89% |
| Running Oak Capital LLC | 139,027 | 157,007 | +17,980 | +12.93% |
| Integrated Investment Consultants LLC | 17,883 | 19,901 | +2,018 | +11.28% |
| AlphaMark Advisors LLC | 9,240 | 9,710 | +470 | +5.09% |
| Dynamic Advisor Solutions LLC | 6,463 | 6,766 | +303 | +4.69% |
| Signet Financial Management LLC | 63,246 | 65,049 | +1,803 | +2.85% |
| Eagle Rock Investment Company LLC | 57,815 | 59,207 | +1,392 | +2.41% |
| Triad Investment Management | 52,012 | 53,204 | +1,192 | +2.29% |
| Byrne Asset Management LLC | 16,910 | 17,273 | +363 | +2.15% |
| GAMMA Investing LLC | 1,845 | 1,878 | +33 | +1.79% |
| Wealth Enhancement Advisory Services LLC | 3,842 | 3,873 | +31 | +0.81% |
| Copeland Capital Management LLC | 3,535 | 3,560 | +25 | +0.71% |
| IFM Investors Pty Ltd | 47,056 | 47,246 | +190 | +0.40% |
| Legacy Wealth Asset Management LLC | 12,271 | 12,278 | +7 | +0.06% |
| 13F Filers Reporting New Positions In SSNC | ||||
| ST Germain D J Co. Inc. | 0 | 413 | +413 | +100% |
| Denali Advisors LLC | 0 | 800 | +800 | +100% |
| Exchange Traded Concepts LLC | 0 | 110 | +110 | +100% |
| Mather Group LLC. | 0 | 68 | +68 | +100% |
| Hexagon Capital Partners LLC | 0 | 33 | +33 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| State of Michigan Retirement System | 7,970 | 7,970 | UNCH | 0.00% |
| Carret Asset Management LLC | 7,070 | 7,070 | UNCH | 0.00% |
| NBC Securities Inc. | 134 | 134 | UNCH | 0.00% |
| Salem Investment Counselors Inc. | 310 | 310 | UNCH | 0.00% |
| Massmutual Trust Co. FSB ADV | 10 | 10 | UNCH | 0.00% |
| State of Alaska Department of Revenue | 25,623 | 25,623 | UNCH | 0.00% |
| Capital Advisors Ltd. LLC | 160 | 160 | UNCH | 0.00% |
| JJJ Advisors Inc. | 2 | 2 | UNCH | 0.00% |
| Gulf International Bank UK Ltd | 18,714 | 18,714 | UNCH | 0.00% |
| Versant Capital Management Inc | 11 | 11 | UNCH | 0.00% |
| Maryland State Retirement & Pension System | 16,587 | 16,587 | UNCH | 0.00% |
| CVA Family Office LLC | 121 | 121 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 2 | 2 | UNCH | 0.00% |
| Red Tortoise LLC | 87 | 87 | UNCH | 0.00% |
| Coston McIsaac & Partners | 54 | 54 | UNCH | 0.00% |
| Fortitude Family Office LLC | 59 | 59 | UNCH | 0.00% |
| Bruce G. Allen Investments LLC | 65 | 65 | UNCH | 0.00% |
| 13F Filers Decreasing SSNC Share Count | ||||
| AdvisorNet Financial Inc | 51 | 10 | -41 | -80.39% |
| First Hawaiian Bank | 12,087 | 6,608 | -5,479 | -45.33% |
| OLD National Bancorp IN | 5,827 | 3,419 | -2,408 | -41.32% |
| Criterion Capital Advisors LLC | 200 | 160 | -40 | -20.00% |
| Raymond James Financial Services Advisors Inc. | 10,726 | 8,905 | -1,821 | -16.98% |
| New World Advisors LLC | 6,450 | 6,150 | -300 | -4.65% |
| NorthCrest Asset Manangement LLC | 5,440 | 5,260 | -180 | -3.31% |
| Raymond James & Associates | 397,514 | 386,917 | -10,597 | -2.67% |
| Reinhart Partners Inc. | 339,249 | 330,384 | -8,865 | -2.61% |
| Olstein Capital Management L.P. | 158,000 | 155,483 | -2,517 | -1.59% |
| DNB Asset Management AS | 38,110 | 37,519 | -591 | -1.55% |
| Sumitomo Mitsui Trust Holdings Inc. | 519,957 | 516,024 | -3,933 | -0.76% |
| Gateway Investment Advisers LLC | 40,849 | 40,684 | -165 | -0.40% |
| Thompson Investment Management Inc. | 52,786 | 52,709 | -77 | -0.15% |
| 13F Filers Exiting SSNC | ||||
| BKM Wealth Management LLC | 323 | 0 | -323 | -100.00% |
| McGlone Suttner Wealth Management Inc. | 254 | 0 | -254 | -100.00% |
| International Assets Investment Management LLC | 1,833 | 0 | -1,833 | -100.00% |
| Curated Wealth Partners LLC | 12,008 | 0 | -12,008 | -100.00% |
| Pinnacle Bank | 88 | 0 | -88 | -100.00% |
| Douglas Lane & Associates LLC | 8,023 | 0 | -8,023 | -100.00% |
| Perpetual Ltd | 3,446 | 0 | -3,446 | -100.00% |
See Summary: Institutional Holders of SSNC
See Details: Top 10 Hedge Funds Holding SSNC
Also See: SSNC Insider Buying
