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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.93K- 21.78% |
$144K - $172K
|
6.94K
$578K
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
3.85K+ 167.93% |
$288K - $343K
|
6.14K
$512K
|
|
|
Apr 28, 2025
Q1 2025
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-41.8K- 5.99% |
$3.13M - $3.73M
|
657K
$54.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.45KNew |
$183K - $218K
|
2.45K
$204K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3New |
$224 - $267
|
3
$250
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
79+ 37.62% |
$5.91K - $7.04K
|
289
$24.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2New |
$150 - $178
|
2
$167
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
134+ 10.33% |
$10K - $11.9K
|
1.43K
$119K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
34.8KNew |
$2.6M - $3.1M
|
34.8K
$2.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
904+ 0.27% |
$67.6K - $80.6K
|
331K
$27.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-464- 4.21% |
$34.7K - $41.4K
|
10.6K
$879K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
329+ 7.01% |
$24.6K - $29.3K
|
5.03K
$419K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
4.17K+ 14.51% |
$312K - $372K
|
32.9K
$2.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-10.2K- 17.52% |
$760K - $906K
|
47.8K
$3.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
49.5K+ 10.18% |
$3.7M - $4.41M
|
536K
$44.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
217K+ 25.83% |
$16.2M - $19.3M
|
1.06M
$88M
|
|
|
Apr 25, 2025
Q1 2025
|
Skylands Capital, LLC
|
SELL
|
- |
-12.1K- 14.37% |
$904K - $1.08M
|
72.1K
$6.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
446+ 4.06% |
$33.3K - $39.8K
|
11.4K
$952K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-91- 10.66% |
$6.8K - $8.11K
|
763
$63.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 2.56% |
$74.8 - $89.1
|
40
$3.33K
|
|
|
Apr 25, 2025
Q1 2025
|
Peregrine Capital Management LLC
|
SELL
|
- |
-35.6K- 14.62% |
$2.66M - $3.17M
|
208K
$17.3M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
199+ 6.45% |
$14.9K - $17.7K
|
3.28K
$274K
|
|
|
Apr 25, 2025
Q1 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
176+ 0.23% |
$13.2K - $15.7K
|
75.4K
$6.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-35- 35.0% |
$2.62K - $3.12K
|
65
$5.42K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.37K+ 13.48% |
$177K - $211K
|
19.9K
$1.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-102- 1.78% |
$7.62K - $9.09K
|
5.62K
$468K
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
64.8K+ 32.44% |
$4.85M - $5.78M
|
265K
$22.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
771+ 20.17% |
$57.6K - $68.7K
|
4.59K
$383K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
60.8K+ 403.05% |
$4.54M - $5.42M
|
75.9K
$6.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-862- 24.17% |
$64.4K - $76.8K
|
2.7K
$225K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
891New |
$66.6K - $79.4K
|
891
$74.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-44- 50.0% |
$3.29K - $3.92K
|
44
$3.67K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-812- 0.95% |
$60.7K - $72.4K
|
84.9K
$7.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.03K+ 2.98% |
$301K - $359K
|
139K
$11.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Kirr Marbach & CO LLC
|
BUY
|
- |
694+ 0.37% |
$51.9K - $61.9K
|
187K
$15.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-7.02K- 2.82% |
$525K - $626K
|
242K
$20.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.09K+ 6.62% |
$156K - $186K
|
33.6K
$2.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-21- 4.53% |
$1.57K - $1.87K
|
443
$36.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-28.3K- 67.99% |
$2.12M - $2.52M
|
13.3K
$1.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
410+ 8.52% |
$30.6K - $36.5K
|
5.22K
$435K
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-60- 1.54% |
$4.49K - $5.35K
|
3.84K
$320K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-212- 6.23% |
$15.8K - $18.9K
|
3.19K
$266K
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-31.9K- 3.24% |
$2.39M - $2.84M
|
953K
$79.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-1.23K- 6.81% |
$91.9K - $110K
|
16.8K
$1.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
445+ 7.03% |
$33.3K - $39.7K
|
6.77K
$564K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
14.7KNew |
$1.1M - $1.31M
|
14.7K
$1.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
6.25KNew |
$467K - $557K
|
6.25K
$521K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-4.02K- 3.58% |
$301K - $359K
|
108K
$9.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
2.06K+ 16.06% |
$154K - $184K
|
14.9K
$1.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
39New |
$2.92K - $3.48K
|
39
$3.25K
|