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 |
---|---|---|---|---|---|---|---|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
20.7K+ 13.12% |
$1.54M - $1.84M
|
178K
$14.8M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
344New |
$25.7K - $30.7K
|
344
$28.7K
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-124- 1.13% |
$9.27K - $11.1K
|
10.8K
$903K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.52K+ 20.07% |
$488K - $581K
|
39K
$3.25M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
292+ 634.78% |
$21.8K - $26K
|
338
$28.2K
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
144+ 1.95% |
$10.8K - $12.8K
|
7.53K
$628K
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.14K+ 3.08% |
$160K - $190K
|
71.4K
$5.95M
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-376K- 25.85% |
$28.1M - $33.5M
|
1.08M
$89.9M
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
796+ 0.61% |
$59.5K - $70.9K
|
131K
$10.9M
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3.93KNew |
$294K - $350K
|
3.93K
$327K
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-561- 9.13% |
$41.9K - $50K
|
5.58K
$465K
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-15.1K- 15.84% |
$1.13M - $1.35M
|
80.3K
$6.69M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-49.4K- 29.0% |
$3.69M - $4.4M
|
121K
$10.1M
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.53K- 20.99% |
$114K - $136K
|
5.74K
$478K
|
|
May 02, 2025
Q1 2025
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-1.14M- 9.82% |
$84.9M - $101M
|
10.4M
$868M
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
6New |
$449 - $535
|
6
$500
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-3.5K- 2.96% |
$262K - $312K
|
115K
$9.56M
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
4.14KNew |
$310K - $369K
|
4.14K
$345K
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-571- 7.23% |
$42.7K - $50.9K
|
7.33K
$610K
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
303+ 0.47% |
$22.6K - $27K
|
64.4K
$5.37M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-2.01K- 4.96% |
$150K - $179K
|
38.5K
$3.2M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
17K+ 67.31% |
$1.27M - $1.52M
|
42.3K
$3.52M
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-4.78K- 4.31% |
$357K - $426K
|
106K
$8.84M
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-6.13K- 27.1% |
$458K - $546K
|
16.5K
$1.37M
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
163+ 2.18% |
$12.2K - $14.5K
|
7.65K
$637K
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
7.12KNew |
$533K - $635K
|
7.12K
$594K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
329+ 10.69% |
$24.6K - $29.3K
|
3.41K
$284K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.4KNew |
$1.15M - $1.38M
|
15.4K
$1.29M
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-2.04K- 23.94% |
$153K - $182K
|
6.49K
$541K
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-96- 0.16% |
$7.18K - $8.56K
|
58.5K
$4.87M
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.36K- 4.35% |
$102K - $121K
|
29.9K
$2.49M
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-3.08K- 14.73% |
$231K - $275K
|
17.9K
$1.49M
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 30.77% |
$299 - $357
|
17
$1.42K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
115+ 6.05% |
$8.6K - $10.2K
|
2.02K
$168K
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.22K- 13.09% |
$166K - $198K
|
14.7K
$1.23M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.5K+ 13.77% |
$786K - $937K
|
86.9K
$7.24M
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-120K- 12.64% |
$8.95M - $10.7M
|
828K
$69M
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
1.14K+ 4.78% |
$85.1K - $101K
|
24.9K
$2.08M
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
12New |
$897 - $1.07K
|
12
$1K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-305- 9.47% |
$22.8K - $27.2K
|
2.92K
$243K
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.43K- 5.97% |
$107K - $127K
|
22.4K
$1.87M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
38K+ 199.11% |
$2.84M - $3.39M
|
57.1K
$4.75M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-79- 0.63% |
$5.91K - $7.04K
|
12.4K
$1.04M
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
831New |
$62.1K - $74.1K
|
831
$69.2K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-15- 38.46% |
$1.12K - $1.34K
|
24
$2K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
177K+ 31.65% |
$13.2M - $15.8M
|
737K
$61.4M
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
48+ 4.87% |
$3.59K - $4.28K
|
1.03K
$86.1K
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.77K+ 11.64% |
$207K - $247K
|
26.6K
$2.22M
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-18.4K- 27.64% |
$1.37M - $1.64M
|
48.1K
$4M
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
97+ 3.64% |
$7.25K - $8.65K
|
2.76K
$230K
|