Purchases and Sales Made in Q1 2025 in Ss&C Technologies Holdings Inc (SSNC)
This table provides information about the institutional ownership of Ss&C Technologies Holdings Inc (SSNC) during Q1 2025. The information is specifically focused on institutions that hold shares of SS&C Technologies Holdings Inc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-411- 2.64% |
$30.7K - $36.6K
|
15.1K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-437- 89.37% |
$32.7K - $38.9K
|
52
$4.48K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-447- 1.55% |
$33.4K - $39.8K
|
28.4K
$2.45M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-452- 4.63% |
$33.8K - $40.3K
|
9.31K
$802K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-464- 4.21% |
$34.7K - $41.4K
|
10.6K
$908K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-465- 0.55% |
$34.8K - $41.4K
|
84.6K
$7.28M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-561- 9.13% |
$41.9K - $50K
|
5.58K
$480K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-562- 1.17% |
$42K - $50.1K
|
47.4K
$4.08M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-571- 7.23% |
$42.7K - $50.9K
|
7.33K
$631K
|
|
|
May 13, 2025
Q1 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-700- 2.04% |
$52.3K - $62.4K
|
33.6K
$2.89M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-710- 0.52% |
$53.1K - $63.3K
|
136K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-751- 7.35% |
$56.1K - $66.9K
|
9.47K
$815K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-800- 10.58% |
$59.8K - $71.3K
|
6.76K
$582K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-801- 0.7% |
$59.9K - $71.4K
|
114K
$9.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-812- 0.95% |
$60.7K - $72.4K
|
84.9K
$7.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-821- 18.26% |
$61.4K - $73.2K
|
3.67K
$316K
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-862- 24.17% |
$64.4K - $76.8K
|
2.7K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-890- 0.77% |
$66.5K - $79.3K
|
115K
$9.86M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-969- 12.37% |
$72.4K - $86.4K
|
6.87K
$591K
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-1.03K- 91.99% |
$77.2K - $92.1K
|
90
$7.75K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.05K- 16.55% |
$78.5K - $93.6K
|
5.3K
$456K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.07K- 1.18% |
$80.1K - $95.5K
|
89.6K
$7.71M
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-1.1K- 9.54% |
$82.2K - $98K
|
10.4K
$897K
|
|
|
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
|
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-1.15K- 6.16% |
$85.7K - $102K
|
17.5K
$1.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-1.23K- 6.81% |
$91.9K - $110K
|
16.8K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Alkeon Capital Management LLC
New York, NY |
SELL
|
- |
-1.34K- 0.07% |
$99.9K - $119K
|
1.96M
$169M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.36K- 4.35% |
$102K - $121K
|
29.9K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-1.4K- 27.0% |
$105K - $125K
|
3.79K
$327K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.43K- 5.97% |
$107K - $127K
|
22.4K
$1.93M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.43K- 12.46% |
$107K - $127K
|
10K
$865K
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-1.46K- 23.72% |
$109K - $130K
|
4.69K
$404K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.53K- 20.99% |
$114K - $136K
|
5.74K
$494K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-1.54K- 16.04% |
$115K - $137K
|
8.05K
$693K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.57KClosed |
$118K - $140K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.6K- 35.27% |
$120K - $143K
|
2.93K
$253K
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-1.7K- 4.53% |
$127K - $152K
|
35.8K
$3.08M
|
|
|
May 13, 2025
Q1 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-1.75K- 0.68% |
$131K - $156K
|
255K
$21.9M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.78K- 7.67% |
$133K - $158K
|
21.4K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.91K- 33.16% |
$143K - $170K
|
3.85K
$331K
|
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-1.93K- 2.55% |
$144K - $172K
|
73.8K
$6.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.93K- 21.78% |
$144K - $172K
|
6.94K
$597K
|
|
|
May 14, 2025
Q1 2025
|
Formula Growth LTD
Montreal, A8 |
SELL
|
- |
-2K- 5.04% |
$150K - $178K
|
37.7K
$3.24M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-2.01K- 4.96% |
$150K - $179K
|
38.5K
$3.31M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-2.04K- 23.94% |
$153K - $182K
|
6.49K
$559K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.14K- 0.99% |
$160K - $191K
|
214K
$18.5M
|
|
|
May 14, 2025
Q1 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-2.2K- 11.4% |
$164K - $196K
|
17.1K
$1.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.22K- 13.09% |
$166K - $198K
|
14.7K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Geneva Capital Management LLC
|
SELL
|
- |
-2.29K- 2.72% |
$171K - $204K
|
81.8K
$7.04M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-2.34K- 16.58% |
$175K - $209K
|
11.8K
$1.02M
|