LPL Financial’s SS&C Technologies SSNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.55M | Sell |
96,935
-32,134
| -25% | -$2.47M | ﹤0.01% | 2396 |
|
|
2025
Q4 | $11.3M | Sell |
129,069
-2,652
| -2% | -$226K | ﹤0.01% | 1832 |
|
|
2025
Q3 | $11.7M | Buy |
131,721
+26,107
| +25% | +$2.26M | ﹤0.01% | 1724 |
|
|
2025
Q2 | $8.74M | Buy |
105,614
+3,368
| +3% | +$265K | ﹤0.01% | 1849 |
|
|
2025
Q1 | $8.54M | Buy |
102,246
+16,191
| +19% | +$1.34M | ﹤0.01% | 1717 |
|
|
2024
Q4 | $6.52M | Buy |
86,055
+9,946
| +13% | +$744K | ﹤0.01% | 1848 |
|
|
2024
Q3 | $5.65M | Buy |
76,109
+4,471
| +6% | +$317K | ﹤0.01% | 1892 |
|
|
2024
Q2 | $4.49M | Buy |
71,638
+16,055
| +29% | +$996K | ﹤0.01% | 1951 |
|
|
2024
Q1 | $3.58M | Buy |
55,583
+17,119
| +45% | +$1.06M | ﹤0.01% | 2047 |
|
|
2023
Q4 | $2.35M | Buy |
38,464
+623
| +2% | +$34K | ﹤0.01% | 2283 |
|
|
2023
Q3 | $1.99M | Sell |
37,841
-253
| -0.7% | -$14.5K | ﹤0.01% | 2286 |
|
|
2023
Q2 | $2.31M | Sell |
38,094
-1,173
| -3% | -$66.7K | ﹤0.01% | 2117 |
|
|
2023
Q1 | $2.22M | Buy |
39,267
+5,081
| +15% | +$293K | ﹤0.01% | 2063 |
|
|
2022
Q4 | $1.78M | Buy |
34,186
+4,642
| +16% | +$235K | ﹤0.01% | 2155 |
|
|
2022
Q3 | $1.41M | Buy |
29,544
+5,668
| +24% | +$326K | ﹤0.01% | 2260 |
|
|
2022
Q2 | $1.39M | Buy |
23,876
+7,019
| +42% | +$451K | ﹤0.01% | 2310 |
|
|
2022
Q1 | $1.26M | Buy |
16,857
+2,037
| +14% | +$159K | ﹤0.01% | 2423 |
|
|
2021
Q4 | $1.22M | Sell |
14,820
-12,781
| -46% | -$984K | ﹤0.01% | 2485 |
|
|
2021
Q3 | $1.92M | Buy |
27,601
+12,577
| +84% | +$932K | ﹤0.01% | 2080 |
|
|
2021
Q2 | $1.08M | Buy |
15,024
+804
| +6% | +$58.8K | ﹤0.01% | 2495 |
|
|
2021
Q1 | $994K | Buy |
14,220
+1,929
| +16% | +$130K | ﹤0.01% | 2393 |
|
|
2020
Q4 | $894K | Buy |
12,291
+1,630
| +15% | +$109K | ﹤0.01% | 2276 |
|
|
2020
Q3 | $645K | Buy |
10,661
+2,137
| +25% | +$128K | ﹤0.01% | 2269 |
|
|
2020
Q2 | $481K | Buy |
8,524
+3,531
| +71% | +$192K | ﹤0.01% | 2423 |
|
|
2020
Q1 | $219K | Sell |
4,993
-2,341
| -32% | -$132K | ﹤0.01% | 2744 |
|
|
2019
Q4 | $450K | Sell |
7,334
-3,357
| -31% | -$188K | ﹤0.01% | 2469 |
|
|
2019
Q3 | $551K | Sell |
10,691
-244
| -2% | -$12.5K | ﹤0.01% | 2185 |
|
|
2019
Q2 | $630K | Sell |
10,935
-3,817
| -26% | -$230K | ﹤0.01% | 2089 |
|
|
2019
Q1 | $940K | Buy |
14,752
+1,790
| +14% | +$99.6K | ﹤0.01% | 1692 |
|
|
2018
Q4 | $585K | Buy |
12,962
+5,885
| +83% | +$286K | ﹤0.01% | 1927 |
|
|
2018
Q3 | $402K | Sell |
7,077
-2,169
| -23% | -$120K | ﹤0.01% | 2420 |
|
|
2018
Q2 | $480K | Sell |
9,246
-103
| -1% | -$5.21K | ﹤0.01% | 2222 |
|
|
2018
Q1 | $501K | Buy |
9,349
+396
| +4% | +$19.6K | ﹤0.01% | 2141 |
|
|
2017
Q4 | $362K | Buy |
+8,953
| New | +$365K | ﹤0.01% | 2327 |
|
|
2015
Q4 | – | Sell |
-29,990
| Closed | -$1.1M | – | 3239 |
|
|
2015
Q3 | $1.1M | Buy |
+29,990
| New | +$1.01M | 0.01% | 1183 |
|
|
2014
Q3 | – | Sell |
-9,570
| Closed | -$212K | – | 2779 |
|
|
2014
Q2 | $212K | Sell |
9,570
-3,454
| -27% | -$71.5K | ﹤0.01% | 2450 |
|
|
2014
Q1 | $261K | Sell |
13,024
-354
| -3% | -$7.27K | ﹤0.01% | 2233 |
|
|
2013
Q4 | $296K | Buy |
+13,378
| New | +$269K | ﹤0.01% | 2129 |
|
Other funds holding SSNC
VPM
VCM
