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 |
|---|---|---|---|---|---|---|---|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
199+ 19900.0% |
$16.3K - $17.9K
|
200
$16.7K
|
|
|
Dec 02, 2025
Q3 2025
|
Tevis Investment Management
|
BUY
|
- |
13.8KNew |
$1.13M - $1.25M
|
13.8K
$1.15M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-827- 24.5% |
$67.7K - $74.6K
|
2.55K
$213K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
150+ 6.94% |
$12.3K - $13.5K
|
2.31K
$193K
|
|
|
Dec 01, 2025
Q3 2025
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-29.1K- 70.45% |
$2.38M - $2.62M
|
12.2K
$1.02M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-16.3K- 54.31% |
$1.34M - $1.47M
|
13.7K
$1.15M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-244- 6.34% |
$20K - $22K
|
3.6K
$301K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-85- 0.25% |
$6.96K - $7.67K
|
33.6K
$2.8M
|
|
|
Nov 20, 2025
Q3 2025
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-1.64K- 10.95% |
$135K - $148K
|
13.4K
$1.12M
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
26New |
$2.13K - $2.35K
|
26
$2.17K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.73K- 18.51% |
$142K - $156K
|
7.61K
$635K
|
|
|
Nov 19, 2025
Q3 2025
|
Mizuho Markets Cayman LP
|
BUY
|
- |
18New |
$1.47K - $1.62K
|
18
$1.5K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-583- 1.5% |
$47.7K - $52.6K
|
38.3K
$3.2M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.43KNew |
$117K - $129K
|
1.43K
$119K
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-1.91K- 1.56% |
$157K - $173K
|
121K
$10.1M
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-6.82K- 25.9% |
$558K - $615K
|
19.5K
$1.63M
|
|
|
Nov 18, 2025
Q3 2025
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
1.42K+ 8.24% |
$116K - $128K
|
18.6K
$1.55M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
57+ 1.43% |
$4.67K - $5.14K
|
4.06K
$339K
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-6.65K- 6.56% |
$544K - $600K
|
94.7K
$7.91M
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
596+ 6.3% |
$48.8K - $53.8K
|
10.1K
$840K
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-110- 2.91% |
$9K - $9.92K
|
3.68K
$307K
|
|
|
Nov 17, 2025
Q3 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1.98K- 5.79% |
$162K - $178K
|
32.2K
$2.69M
|
|
|
Nov 17, 2025
Q3 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
65.1KNew |
$5.33M - $5.87M
|
65.1K
$5.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
8.79K+ 11.38% |
$719K - $793K
|
86K
$7.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
125K+ 43.22% |
$10.2M - $11.2M
|
413K
$34.4M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.84K- 27.8% |
$151K - $166K
|
4.79K
$400K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-440- 7.39% |
$36K - $39.7K
|
5.51K
$460K
|
|
|
Nov 14, 2025
Q3 2025
|
Turtle Creek Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-77.9K- 7.82% |
$6.38M - $7.03M
|
918K
$76.7M
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-2.17K- 1.4% |
$178K - $196K
|
153K
$12.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-30- 0.97% |
$2.46K - $2.71K
|
3.05K
$254K
|
|
|
Nov 14, 2025
Q3 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
4.91K+ 37.42% |
$402K - $443K
|
18K
$1.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
160+ 2.52% |
$13.1K - $14.4K
|
6.5K
$543K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.19K+ 15.89% |
$343K - $378K
|
30.6K
$2.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
200New |
$16.4K - $18K
|
200
$16.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
504+ 17.13% |
$41.3K - $45.5K
|
3.45K
$288K
|
|
|
Nov 14, 2025
Q3 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
2.43K+ 51.02% |
$199K - $219K
|
7.19K
$600K
|
|
|
Nov 14, 2025
Q3 2025
|
Natixis
Paris, I0 |
BUY
|
- |
2.07KNew |
$169K - $187K
|
2.07K
$173K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-963- 1.87% |
$78.8K - $86.9K
|
50.6K
$4.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
266+ 0.22% |
$21.8K - $24K
|
119K
$9.96M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
118K+ 2.03% |
$9.66M - $10.6M
|
5.94M
$496M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
59KNew |
$4.83M - $5.33M
|
59K
$4.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
7.19K+ 3.33% |
$588K - $648K
|
223K
$18.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1.5K+ 2.67% |
$122K - $135K
|
57.5K
$4.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
45.1K+ 10.41% |
$3.69M - $4.07M
|
478K
$39.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
263+ 9.14% |
$21.5K - $23.7K
|
3.14K
$262K
|
|
|
Nov 14, 2025
Q3 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-8.28K- 49.36% |
$678K - $747K
|
8.5K
$710K
|
|
|
Nov 14, 2025
Q3 2025
|
Distillate Capital Partners LLC
|
SELL
|
- |
-3.61K- 1.83% |
$295K - $326K
|
194K
$16.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-167- 0.26% |
$13.7K - $15.1K
|
64.4K
$5.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-646- 7.49% |
$52.9K - $58.3K
|
7.98K
$666K
|
|
|
Nov 14, 2025
Q3 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
2K+ 3.93% |
$163K - $180K
|
52.8K
$4.41M
|
|