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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-41- 56.16% |
$3.06K - $3.65K
|
32
$2.75K
|
|
|
Apr 22, 2025
Q1 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.47KNew |
$185K - $220K
|
2.47K
$213K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
273New |
$20.4K - $24.3K
|
273
$23.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2New |
$150 - $178
|
2
$172
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.68KNew |
$200K - $239K
|
2.68K
$231K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-1.12K- 11.04% |
$83.6K - $99.7K
|
9.02K
$776K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
54+ 17.42% |
$4.04K - $4.81K
|
364
$31.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-228- 6.86% |
$17K - $20.3K
|
3.1K
$267K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
166+ 125.76% |
$12.4K - $14.8K
|
298
$25.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
757+ 1.02% |
$56.6K - $67.5K
|
75.1K
$6.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3.52KNew |
$263K - $314K
|
3.52K
$303K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
711+ 8.33% |
$53.1K - $63.4K
|
9.24K
$796K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.52KNew |
$188K - $224K
|
2.52K
$216K
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
85.4K+ 861.68% |
$6.39M - $7.61M
|
95.3K
$8.21M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
155New |
$11.6K - $13.8K
|
155
$13.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
24+ 240.0% |
$1.79K - $2.14K
|
34
$2.93K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
98+ 25.59% |
$7.33K - $8.73K
|
481
$41.4K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.05K- 16.55% |
$78.5K - $93.6K
|
5.3K
$456K
|
|
| Q4 2024 | |||||||
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.95K- 63.63% |
$416K - $461K
|
3.4K
$293K
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.35K- 27.55% |
$94.4K - $104K
|
3.55K
$306K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
15New |
$1.05K - $1.16K
|
15
$1.29K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2New |
$140 - $155
|
2
$172
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
5New |
$350 - $387
|
5
$430
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
165New |
$11.5K - $12.8K
|
165
$14.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.48K- 9.33% |
$104K - $115K
|
14.4K
$1.24M
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
49KNew |
$3.43M - $3.79M
|
49K
$4.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-33.2K- 8.17% |
$2.32M - $2.57M
|
373K
$32.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mangrove Partners
New York, NY |
SELL
|
- |
-39.2K- 10.0% |
$2.74M - $3.03M
|
353K
$30.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Incline Global Management LLC
New York, NY |
SELL
|
- |
-63- 0.06% |
$4.41K - $4.87K
|
103K
$8.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
49.5KNew |
$3.46M - $3.83M
|
49.5K
$4.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Junto Capital Management LP
New York, NY |
SELL
|
- |
-79.7K- 13.8% |
$5.58M - $6.17M
|
498K
$42.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
24.3KNew |
$1.7M - $1.88M
|
24.3K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
28KNew |
$1.96M - $2.16M
|
28K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Invenomic Capital Management LP
Boston, MA |
SELL
|
- |
-59.6K- 13.88% |
$4.17M - $4.61M
|
370K
$31.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
904New |
$63.2K - $69.9K
|
904
$77.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-757- 15.71% |
$52.9K - $58.6K
|
4.06K
$350K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-2.5K- 2.58% |
$175K - $194K
|
94.7K
$8.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-2.98K- 31.97% |
$208K - $230K
|
6.33K
$545K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
7New |
$490 - $542
|
7
$603
|
|
|
Feb 13, 2025
Q4 2024
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
2.67KNew |
$187K - $207K
|
2.67K
$230K
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-50K- 75.08% |
$3.5M - $3.87M
|
16.6K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
111New |
$7.76K - $8.59K
|
111
$9.55K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2.69KNew |
$188K - $208K
|
2.69K
$232K
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
400+ 3.63% |
$28K - $30.9K
|
11.4K
$984K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.2KNew |
$83.8K - $92.7K
|
1.2K
$103K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-409- 5.45% |
$28.6K - $31.6K
|
7.09K
$610K
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
2.85KNew |
$199K - $220K
|
2.85K
$245K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-49- 43.36% |
$3.43K - $3.79K
|
64
$5.51K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
16.3KNew |
$1.14M - $1.26M
|
16.3K
$1.4M
|
|