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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-741- 0.98% |
$53.3K - $61.8K
|
74.6K
$6.42M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-271K- 87.37% |
$19.5M - $22.6M
|
39.2K
$3.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
158+ 0.97% |
$11.4K - $13.2K
|
16.5K
$1.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
17.1KNew |
$1.23M - $1.43M
|
17.1K
$1.47M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-5.39K- 12.75% |
$388K - $449K
|
36.9K
$3.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-700- 2.08% |
$50.4K - $58.4K
|
32.9K
$2.83M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
85.4KNew |
$6.15M - $7.12M
|
85.4K
$7.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-8.49K- 13.43% |
$611K - $709K
|
54.7K
$4.71M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-802- 6.91% |
$57.7K - $66.9K
|
10.8K
$929K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
12New |
$864 - $1K
|
12
$1.03K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-143- 2.96% |
$10.3K - $11.9K
|
4.69K
$404K
|
|
|
Jul 25, 2025
Q2 2025
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
37.1K+ 0.36% |
$2.67M - $3.1M
|
10.5M
$900M
|
|
|
Jul 25, 2025
Q2 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
1.07K+ 32.4% |
$77.1K - $89.4K
|
4.38K
$377K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
8.37K+ 10.42% |
$602K - $698K
|
88.7K
$7.63M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.97K- 47.03% |
$214K - $248K
|
3.35K
$288K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-166- 1.38% |
$11.9K - $13.8K
|
11.9K
$1.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Katamaran Capital LLP
London, X0 |
BUY
|
- |
14.7K+ 31.01% |
$1.06M - $1.23M
|
62.2K
$5.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.49K+ 7.02% |
$539K - $625K
|
114K
$9.83M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.05KNew |
$291K - $338K
|
4.05K
$348K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
7New |
$504 - $584
|
7
$603
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-798- 19.12% |
$57.4K - $66.6K
|
3.38K
$291K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.53K- 3.04% |
$110K - $128K
|
48.9K
$4.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1- 0.12% |
$72 - $83.4
|
867
$74.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
5.59K+ 5.84% |
$402K - $467K
|
101K
$8.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5- 2.02% |
$360 - $417
|
242
$20.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-50- 0.08% |
$3.6K - $4.17K
|
59.2K
$5.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-36.4K- 91.34% |
$2.62M - $3.03M
|
3.45K
$297K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
28+ 9.09% |
$2.01K - $2.34K
|
336
$28.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-129- 0.84% |
$9.28K - $10.8K
|
15.3K
$1.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.7K+ 9.59% |
$122K - $142K
|
19.4K
$1.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
503+ 3.38% |
$36.2K - $42K
|
15.4K
$1.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.4K+ 1.91% |
$101K - $117K
|
74.6K
$6.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
938+ 13.85% |
$67.5K - $78.2K
|
7.71K
$664K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-11.9K- 19.74% |
$857K - $994K
|
48.4K
$4.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.37% |
$144 - $167
|
536
$46.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-434- 0.95% |
$31.2K - $36.2K
|
45K
$3.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-15.6K- 78.03% |
$1.12M - $1.3M
|
4.38K
$377K
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
214+ 2.84% |
$15.4K - $17.9K
|
7.75K
$667K
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
13+ 0.44% |
$935 - $1.08K
|
3K
$258K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.46KNew |
$177K - $205K
|
2.46K
$211K
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-400- 9.52% |
$28.8K - $33.4K
|
3.8K
$327K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
8+ 160.0% |
$576 - $667
|
13
$1.12K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.2KNew |
$302K - $351K
|
4.2K
$362K
|
|
|
Jul 22, 2025
Q2 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
1.72K+ 2.72% |
$124K - $143K
|
65K
$5.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 71.43% |
$360 - $417
|
12
$1.03K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-446- 58.45% |
$32.1K - $37.2K
|
317
$27.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-107- 2.62% |
$7.7K - $8.93K
|
3.97K
$342K
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
40+ 0.04% |
$2.88K - $3.34K
|
106K
$9.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
268+ 3.31% |
$19.3K - $22.4K
|
8.38K
$721K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.66KNew |
$191K - $222K
|
2.66K
$229K
|