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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-222K- 26.85% |
$16M - $18.5M
|
605K
$52.1M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-207- 35.14% |
$14.9K - $17.3K
|
382
$32.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
13+ 1.52% |
$935 - $1.08K
|
869
$74.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.22K- 31.32% |
$87.4K - $101K
|
2.66K
$229K
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
10.4KNew |
$748K - $868K
|
10.4K
$895K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
131+ 12.68% |
$9.43K - $10.9K
|
1.16K
$100K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
620+ 85.75% |
$44.6K - $51.7K
|
1.34K
$116K
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
35.7KNew |
$2.57M - $2.98M
|
35.7K
$3.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Tredje Ap Fonden
|
BUY
|
- |
6.74K+ 38.73% |
$485K - $562K
|
24.1K
$2.08M
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 1.39% |
$7.2K - $8.34K
|
7.27K
$626K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
127K+ 110.91% |
$9.11M - $10.6M
|
241K
$20.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-1.09K- 0.55% |
$78.4K - $90.8K
|
199K
$17.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-71- 2.55% |
$5.11K - $5.92K
|
2.71K
$233K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
16+ 3.05% |
$1.15K - $1.33K
|
540
$46.5K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1- 33.33% |
$72 - $83.4
|
2
$172
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
316+ 11.43% |
$22.7K - $26.4K
|
3.08K
$265K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
34+ 2.38% |
$2.45K - $2.84K
|
1.47K
$126K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
114K+ 654.51% |
$8.22M - $9.53M
|
132K
$11.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
7.72K+ 71.22% |
$556K - $644K
|
18.6K
$1.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
3.11KNew |
$224K - $260K
|
3.11K
$268K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.81K+ 14.57% |
$130K - $151K
|
14.3K
$1.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.37K+ 259.48% |
$674K - $782K
|
13K
$1.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-14- 3.16% |
$1.01K - $1.17K
|
429
$36.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-25.4K- 22.68% |
$1.83M - $2.12M
|
86.6K
$7.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-940- 26.04% |
$67.6K - $78.4K
|
2.67K
$230K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
33.7K+ 11.14% |
$2.42M - $2.81M
|
336K
$28.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
187+ 0.27% |
$13.5K - $15.6K
|
69.5K
$5.98M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.07K+ 6.38% |
$76.9K - $89.2K
|
17.8K
$1.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-14- 0.12% |
$1.01K - $1.17K
|
11.4K
$982K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-35- 0.03% |
$2.52K - $2.92K
|
139K
$12M
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-1.13K- 14.05% |
$81.4K - $94.3K
|
6.92K
$596K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
5K+ 454.55% |
$360K - $417K
|
6.1K
$525K
|
|
|
Aug 04, 2025
Q2 2025
|
Fisher Funds Management LTD
Auckland, Q2 |
SELL
|
- |
-18.7K- 39.9% |
$1.34M - $1.56M
|
28.1K
$2.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
37+ 0.39% |
$2.66K - $3.09K
|
9.44K
$813K
|
|
|
Aug 04, 2025
Q2 2025
|
Geneva Capital Management LLC
|
BUY
|
- |
2.69K+ 3.28% |
$193K - $224K
|
84.5K
$7.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
335+ 9.48% |
$24.1K - $27.9K
|
3.87K
$333K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.97K+ 2.14% |
$214K - $248K
|
142K
$12.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-8.08K- 46.61% |
$581K - $674K
|
9.25K
$796K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-12.8K- 95.75% |
$919K - $1.06M
|
567
$48.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
33.3K+ 95.75% |
$2.4M - $2.78M
|
68.1K
$5.86M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
594+ 12.93% |
$42.7K - $49.6K
|
5.19K
$446K
|
|
|
Aug 01, 2025
Q2 2025
|
Peregrine Capital Management LLC
|
SELL
|
- |
-54.8K- 26.4% |
$3.95M - $4.58M
|
153K
$13.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
10.4K+ 21.29% |
$748K - $868K
|
59.3K
$5.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
107New |
$7.7K - $8.93K
|
107
$9.21K
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
3.49KNew |
$251K - $291K
|
3.49K
$300K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 50.0% |
$72 - $83.4
|
3
$258
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-128- 3.12% |
$9.21K - $10.7K
|
3.97K
$342K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
8New |
$576 - $667
|
8
$689
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
3.45K+ 4.06% |
$248K - $288K
|
88.3K
$7.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
7+ 0.03% |
$504 - $584
|
22.4K
$1.93M
|