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 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
228+ 5700.0% |
$16.4K - $19K
|
232
$19.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-38.2K- 63.7% |
$2.75M - $3.19M
|
21.8K
$1.81M
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-212- 20.97% |
$15.3K - $17.7K
|
799
$66.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-14- 4.95% |
$1.01K - $1.17K
|
269
$22.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
110K+ 15.62% |
$7.95M - $9.21M
|
818K
$68.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
90+ 5.63% |
$6.48K - $7.51K
|
1.69K
$141K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
6.43K+ 16.06% |
$463K - $537K
|
46.5K
$3.87M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
23+ 0.11% |
$1.66K - $1.92K
|
20.5K
$1.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-65- 2.4% |
$4.68K - $5.42K
|
2.64K
$220K
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
1.43M+ 72.01% |
$103M - $119M
|
3.42M
$285M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.83K- 20.8% |
$132K - $152K
|
6.96K
$580K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.04K- 5.52% |
$147K - $170K
|
34.9K
$2.91M
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-100- 3.7% |
$7.2K - $8.34K
|
2.6K
$217K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
130+ 0.3% |
$9.35K - $10.8K
|
43.3K
$3.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-33K- 13.44% |
$2.37M - $2.75M
|
212K
$17.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
175+ 1.09% |
$12.6K - $14.6K
|
16.2K
$1.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Reinhart Partners, Inc.
|
SELL
|
- |
-11.9K- 8.09% |
$858K - $994K
|
135K
$11.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-18- 0.09% |
$1.3K - $1.5K
|
19.6K
$1.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-868- 10.88% |
$62.5K - $72.4K
|
7.11K
$592K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
5.47KNew |
$394K - $456K
|
5.47K
$456K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2- 3.28% |
$144 - $167
|
59
$4.92K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.47K- 15.49% |
$178K - $206K
|
13.5K
$1.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.49KNew |
$251K - $291K
|
3.49K
$291K
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
5.46K+ 34.92% |
$393K - $456K
|
21.1K
$1.76M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
248+ 551.11% |
$17.8K - $20.7K
|
293
$24.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
27+ 26.21% |
$1.94K - $2.25K
|
130
$10.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-942- 5.16% |
$67.8K - $78.6K
|
17.3K
$1.44M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-55- 5.38% |
$3.96K - $4.59K
|
968
$80.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.7K- 6.6% |
$122K - $142K
|
24K
$2M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
361+ 11.63% |
$26K - $30.1K
|
3.47K
$289K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
35+ 5.97% |
$2.52K - $2.92K
|
621
$51.7K
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
117+ 1.51% |
$8.75K - $10.4K
|
7.88K
$657K
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
10.9KNew |
$818K - $975K
|
10.9K
$912K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
136+ 33.42% |
$10.2K - $12.1K
|
543
$45.2K
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
36.4K+ 1070.5% |
$2.72M - $3.25M
|
39.8K
$3.32M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
8New |
$598 - $713
|
8
$667
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.87K+ 377.06% |
$439K - $523K
|
7.42K
$618K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
8.09KNew |
$605K - $721K
|
8.09K
$674K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-84.9K- 65.35% |
$6.35M - $7.57M
|
45K
$3.75M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
116+ 351.52% |
$8.67K - $10.3K
|
149
$12.4K
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
25New |
$1.87K - $2.23K
|
25
$2.08K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-452- 4.63% |
$33.8K - $40.3K
|
9.31K
$776K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
109K+ 9.58% |
$8.16M - $9.74M
|
1.25M
$104M
|
|
|
May 16, 2025
Q1 2025
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
617+ 2.39% |
$46.1K - $55K
|
26.5K
$2.2M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-103K- 95.36% |
$7.7M - $9.18M
|
5.02K
$418K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
5New |
$374 - $446
|
5
$417
|
|
|
May 16, 2025
Q1 2025
|
Rivermont Capital Management LP
New York, NY |
BUY
|
- |
35.7K+ 19.99% |
$2.67M - $3.18M
|
214K
$17.9M
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
4New |
$299 - $357
|
4
$333
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
190New |
$14.2K - $16.9K
|
190
$15.8K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13K+ 162.69% |
$970K - $1.16M
|
21K
$1.75M
|
|