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 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-28- 0.52% |
$2.01K - $2.34K
|
5.39K
$464K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-62.4K- 82.23% |
$4.49M - $5.2M
|
13.5K
$1.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-273- 16.25% |
$19.6K - $22.8K
|
1.41K
$121K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
17+ 141.67% |
$1.22K - $1.42K
|
29
$2.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
22.7K+ 6.85% |
$1.63M - $1.89M
|
354K
$30.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
118K+ 191.9% |
$8.47M - $9.82M
|
179K
$15.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
346+ 2.06% |
$24.9K - $28.9K
|
17.2K
$1.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-1.27K- 0.89% |
$91.2K - $106K
|
141K
$12.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-9- 0.36% |
$648 - $751
|
2.5K
$215K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
90New |
$6.48K - $7.51K
|
90
$7.75K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
127+ 3.46% |
$9.14K - $10.6K
|
3.8K
$327K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.73K- 3.03% |
$124K - $144K
|
55.3K
$4.76M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
8+ 13.33% |
$576 - $667
|
68
$5.85K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
834K+ 87.55% |
$60M - $69.6M
|
1.79M
$154M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
2.12K+ 0.12% |
$152K - $177K
|
1.71M
$147M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.61% |
$72 - $83.4
|
63
$5.42K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-44- 0.49% |
$3.17K - $3.67K
|
8.98K
$773K
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-2.88K- 1.08% |
$207K - $240K
|
265K
$22.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
2.6KNew |
$187K - $217K
|
2.6K
$224K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-18K- 53.39% |
$1.29M - $1.5M
|
15.7K
$1.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.84KNew |
$205K - $237K
|
2.84K
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.12K- 4.46% |
$152K - $176K
|
45.3K
$3.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
26+ 63.41% |
$1.87K - $2.17K
|
67
$5.77K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-520- 1.74% |
$37.4K - $43.4K
|
29.4K
$2.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradiem, LLC
|
BUY
|
- |
144KNew |
$10.4M - $12.1M
|
144K
$12.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 2.5% |
$72 - $83.4
|
39
$3.36K
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
BUY
|
- |
5.81K+ 6.81% |
$418K - $484K
|
91.1K
$7.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Kirr Marbach & CO LLC
|
BUY
|
- |
1.53K+ 0.82% |
$110K - $128K
|
188K
$16.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
231+ 6.78% |
$16.6K - $19.3K
|
3.64K
$313K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
34.2KNew |
$2.46M - $2.85M
|
34.2K
$2.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-14- 41.18% |
$1.01K - $1.17K
|
20
$1.72K
|
|
|
Jul 15, 2025
Q2 2025
|
Yarbrough Capital, LLC
|
BUY
|
- |
4.5KNew |
$324K - $376K
|
4.5K
$388K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-24- 13.64% |
$1.73K - $2K
|
152
$13.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-1.71K- 30.55% |
$123K - $142K
|
3.88K
$334K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-543- 0.51% |
$39.1K - $45.3K
|
107K
$9.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
2.31K+ 46.01% |
$166K - $193K
|
7.32K
$630K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.55K- 0.95% |
$183K - $213K
|
265K
$22.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-761- 1.2% |
$54.8K - $63.5K
|
62.5K
$5.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.74K+ 10.3% |
$197K - $228K
|
29.3K
$2.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
1.27K+ 24.32% |
$91.4K - $106K
|
6.49K
$559K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.07K+ 15.86% |
$508K - $589K
|
51.6K
$4.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 3.57% |
$144 - $167
|
54
$4.65K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
200+ 6.18% |
$14.4K - $16.7K
|
3.44K
$296K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.78K+ 54.03% |
$128K - $149K
|
5.08K
$437K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-334- 11.38% |
$24K - $27.9K
|
2.6K
$224K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
7.92K+ 110.69% |
$570K - $661K
|
15.1K
$1.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
54+ 91.53% |
$3.89K - $4.5K
|
113
$9.73K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
228+ 5700.0% |
$16.4K - $19K
|
232
$20K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-38.2K- 63.7% |
$2.75M - $3.19M
|
21.8K
$1.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-212- 20.97% |
$15.3K - $17.7K
|
799
$68.8K
|