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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Fisher Funds Management LTD
Auckland, Q2 |
BUY
|
- |
46.8KNew |
$3.27M - $3.62M
|
46.8K
$3.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
11KNew |
$770K - $852K
|
11K
$904K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-650- 2.65% |
$45.5K - $50.3K
|
23.9K
$1.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.05K+ 6.13% |
$143K - $158K
|
35.4K
$2.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
8.6K+ 82.04% |
$601K - $665K
|
19.1K
$1.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.12K+ 12.81% |
$78.3K - $86.6K
|
9.86K
$809K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-130- 13.0% |
$9.09K - $10.1K
|
870
$71.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.65KNew |
$185K - $205K
|
2.65K
$217K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.15K+ 312.05% |
$150K - $166K
|
2.84K
$233K
|
|
|
Jan 31, 2025
Q4 2024
|
Peregrine Capital Management LLC
|
BUY
|
- |
4.26K+ 1.78% |
$298K - $330K
|
243K
$20M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-5.99K- 2.43% |
$419K - $464K
|
240K
$19.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
87+ 621.43% |
$6.08K - $6.73K
|
101
$8.29K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
513New |
$35.9K - $39.7K
|
513
$42.1K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-7.5K- 5.97% |
$524K - $580K
|
118K
$9.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
2.29KNew |
$160K - $177K
|
2.29K
$188K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
149+ 11.75% |
$10.4K - $11.5K
|
1.42K
$116K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
73.6K+ 1929.91% |
$5.14M - $5.69M
|
77.4K
$6.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
670New |
$46.9K - $51.8K
|
670
$55K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
6.22K+ 7.83% |
$435K - $481K
|
85.7K
$7.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.75K- 67.95% |
$122K - $135K
|
824
$67.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.09K- 1.44% |
$286K - $317K
|
280K
$23M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.64KNew |
$185K - $204K
|
2.64K
$217K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
628+ 49.33% |
$43.9K - $48.6K
|
1.9K
$156K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.86K+ 163.37% |
$130K - $144K
|
3.01K
$247K
|
|
|
Jan 30, 2025
Q4 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-261- 7.59% |
$18.3K - $20.2K
|
3.18K
$261K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-98- 28.41% |
$6.85K - $7.58K
|
247
$20.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
13New |
$909 - $1.01K
|
13
$1.07K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.4K+ 18.68% |
$97.6K - $108K
|
8.87K
$728K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
108+ 39.27% |
$7.55K - $8.35K
|
383
$31.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-3.63K- 3.17% |
$254K - $281K
|
111K
$9.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 36.84% |
$490 - $542
|
26
$2.13K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
13.8K+ 17.89% |
$963K - $1.07M
|
90.7K
$7.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
81+ 50.63% |
$5.66K - $6.27K
|
241
$19.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
17.6KNew |
$1.23M - $1.36M
|
17.6K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
26+ 0.13% |
$1.82K - $2.01K
|
20.6K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-39K- 7.42% |
$2.72M - $3.01M
|
486K
$39.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-500- 41.67% |
$35K - $38.7K
|
700
$57.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
574+ 193.27% |
$40.1K - $44.4K
|
871
$71.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
44New |
$3.08K - $3.4K
|
44
$3.61K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
41.6K+ 32.38% |
$2.91M - $3.22M
|
170K
$14M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
383+ 1.22% |
$26.8K - $29.6K
|
31.7K
$2.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
104K+ 2569.32% |
$7.27M - $8.05M
|
108K
$8.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-394- 0.71% |
$27.6K - $30.5K
|
55K
$4.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-9.76K- 19.43% |
$683K - $755K
|
40.5K
$3.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.74K+ 43.39% |
$261K - $289K
|
12.4K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
707+ 2.27% |
$49.4K - $54.7K
|
31.8K
$2.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
374+ 8.55% |
$26.2K - $28.9K
|
4.75K
$390K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.22K+ 17.23% |
$155K - $171K
|
15.1K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
16.6K+ 253.63% |
$1.16M - $1.28M
|
23.1K
$1.9M
|