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 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.51KNew |
$181K - $210K
|
2.51K
$216K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
500+ 4.57% |
$36K - $41.7K
|
11.4K
$985K
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-32.5K- 6.06% |
$2.34M - $2.71M
|
503K
$43.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-3.55K- 92.23% |
$255K - $296K
|
299
$25.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.8KNew |
$202K - $234K
|
2.8K
$241K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2.45KNew |
$176K - $204K
|
2.45K
$210K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.7K+ 80.34% |
$266K - $308K
|
8.29K
$714K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-75- 0.82% |
$5.4K - $6.26K
|
9.1K
$783K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-55- 28.65% |
$3.96K - $4.59K
|
137
$11.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-10- 0.13% |
$720 - $834
|
7.64K
$658K
|
|
|
Jul 31, 2025
Q2 2025
|
University Of Texas
|
SELL
|
- |
-12.2K- 22.98% |
$879K - $1.02M
|
40.9K
$3.52M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
12+ 0.06% |
$864 - $1K
|
19.9K
$1.71M
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
234+ 3.81% |
$16.8K - $19.5K
|
6.38K
$549K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-804- 2.06% |
$57.9K - $67.1K
|
38.2K
$3.29M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-17.6K- 98.38% |
$1.26M - $1.47M
|
290
$25K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.7K+ 1.18% |
$626K - $725K
|
745K
$64.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
BUY
|
- |
40+ 1.63% |
$2.88K - $3.34K
|
2.49K
$215K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
96+ 0.16% |
$6.91K - $8.01K
|
58.6K
$5.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.87K- 14.6% |
$135K - $156K
|
11K
$943K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
69+ 0.41% |
$4.97K - $5.76K
|
17K
$1.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
2+ 0.03% |
$144 - $167
|
7.65K
$658K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
104New |
$7.48K - $8.68K
|
104
$8.95K
|
|
|
Jul 30, 2025
Q2 2025
|
William Von Mueffling
Cantillon Capital Management LLC
|
SELL
|
- |
-124K- 2.82% |
$8.94M - $10.4M
|
4.27M
$368M
|
|
|
Jul 30, 2025
Q2 2025
|
Denali Advisors LLC
|
SELL
|
- |
-1.2K- 15.56% |
$86.4K - $100K
|
6.51K
$560K
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-5.96K- 2.43% |
$429K - $498K
|
239K
$20.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.92K- 3.84% |
$138K - $160K
|
48K
$4.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
720+ 0.36% |
$51.8K - $60.1K
|
202K
$17.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-702- 2.86% |
$50.5K - $58.6K
|
23.8K
$2.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-968- 16.87% |
$69.7K - $80.8K
|
4.77K
$411K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-104- 0.15% |
$7.48K - $8.68K
|
71.3K
$6.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
613+ 0.21% |
$44.1K - $51.1K
|
291K
$25.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
23New |
$1.66K - $1.92K
|
23
$1.98K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
1New |
$72 - $83.4
|
1
$86.1
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
170K+ 54.09% |
$12.3M - $14.2M
|
485K
$41.7M
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Hutchinson
|
SELL
|
- |
-185- 1.67% |
$13.3K - $15.4K
|
10.9K
$939K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.87K- 43.19% |
$206K - $239K
|
3.77K
$325K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-2.46K- 20.81% |
$177K - $205K
|
9.34K
$804K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-200- 0.52% |
$14.4K - $16.7K
|
38.3K
$3.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-32- 82.05% |
$2.3K - $2.67K
|
7
$603
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.26K- 0.52% |
$90.8K - $105K
|
240K
$20.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
511+ 1.58% |
$36.8K - $42.6K
|
32.8K
$2.83M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-5.77K- 8.76% |
$415K - $481K
|
60.1K
$5.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-349- 59.45% |
$25.1K - $29.1K
|
238
$20.5K
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
337+ 10.27% |
$24.3K - $28.1K
|
3.62K
$312K
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
260+ 26.61% |
$18.7K - $21.7K
|
1.24K
$106K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
4.69K+ 77.07% |
$338K - $391K
|
10.8K
$928K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 3.7% |
$432 - $501
|
168
$14.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-16- 6.96% |
$1.15K - $1.33K
|
214
$18.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-2.62K- 27.34% |
$188K - $218K
|
6.95K
$598K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
150+ 2.99% |
$10.8K - $12.5K
|
5.18K
$445K
|