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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
5.54KNew |
$454K - $500K
|
5.54K
$463K
|
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
218+ 2.85% |
$17.8K - $19.7K
|
7.86K
$656K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-523- 0.73% |
$42.8K - $47.2K
|
70.8K
$5.91M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
705+ 41.72% |
$57.7K - $63.6K
|
2.4K
$200K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-890- 15.84% |
$72.8K - $80.3K
|
4.73K
$395K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-100- 2.13% |
$8.18K - $9.02K
|
4.59K
$383K
|
|
|
Oct 14, 2025
Q3 2025
|
Kirr Marbach & CO LLC
|
SELL
|
- |
-175- 0.09% |
$14.3K - $15.8K
|
188K
$15.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-1.56K- 39.37% |
$128K - $141K
|
2.41K
$201K
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-282- 7.42% |
$23.1K - $25.4K
|
3.52K
$294K
|
|
|
Oct 10, 2025
Q3 2025
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
899+ 1.52% |
$73.6K - $81.1K
|
60.1K
$5.02M
|
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
4.99K+ 0.61% |
$408K - $450K
|
823K
$68.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
8.5K+ 3.21% |
$696K - $767K
|
273K
$22.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-191- 1.27% |
$15.6K - $17.2K
|
14.9K
$1.24M
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
130+ 4.18% |
$10.6K - $11.7K
|
3.24K
$271K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
141+ 1.98% |
$11.5K - $12.7K
|
7.25K
$605K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 16.67% |
$164 - $180
|
14
$1.17K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-12.5K- 5.22% |
$1.02M - $1.13M
|
227K
$19M
|
|
|
Oct 09, 2025
Q3 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-32- 0.15% |
$2.62K - $2.89K
|
21.1K
$1.76M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
151+ 5.72% |
$12.4K - $13.6K
|
2.79K
$233K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
8New |
$655 - $722
|
8
$668
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-314- 22.32% |
$25.7K - $28.3K
|
1.09K
$91.3K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
261+ 71.7% |
$21.4K - $23.5K
|
625
$52.2K
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-8.34K- 38.31% |
$683K - $752K
|
13.4K
$1.12M
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
4+ 0.26% |
$327 - $361
|
1.55K
$129K
|
|
|
Oct 07, 2025
Q3 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
3.05KNew |
$250K - $275K
|
3.05K
$255K
|
|
|
Oct 07, 2025
Q3 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
25New |
$2.05K - $2.26K
|
25
$2.09K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
6.5KNew |
$532K - $586K
|
6.5K
$543K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
4New |
$327 - $361
|
4
$334
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danica Pension, Livsforsikringsaktieselskab
Copenhagen V, |
BUY
|
- |
280K+ 50.91% |
$20.1M - $23.4M
|
830K
$69.3M
|
|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
44.9K+ 11.11% |
$3.23M - $3.75M
|
449K
$37.5M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
68K+ 20.61% |
$4.9M - $5.68M
|
398K
$33.2M
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
337+ 10.27% |
$24.3K - $28.1K
|
3.62K
$302K
|
|
|
Oct 08, 2025
Q2 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
1.29K+ 1.12% |
$92.5K - $107K
|
116K
$9.68M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
2New |
$144 - $167
|
2
$167
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
100+ 7.7% |
$7.2K - $8.34K
|
1.4K
$117K
|
|
|
Aug 14, 2025
Q2 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-100- 0.49% |
$7.2K - $8.34K
|
20.3K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
54K+ 400.0% |
$3.89M - $4.5M
|
67.5K
$5.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
130+ 1.41% |
$9.35K - $10.8K
|
9.37K
$782K
|
|
|
Aug 14, 2025
Q2 2025
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
2.17K+ 1.36% |
$156K - $181K
|
161K
$13.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.83K+ 55.26% |
$132K - $152K
|
5.14K
$429K
|
|
|
Aug 14, 2025
Q2 2025
|
Lakewood Capital Management, LP
New York, NY |
BUY
|
- |
122K+ 18.83% |
$8.78M - $10.2M
|
770K
$64.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
42.2KNew |
$3.04M - $3.52M
|
42.2K
$3.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
1.64K+ 1.56% |
$118K - $137K
|
106K
$8.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
478New |
$34.4K - $39.9K
|
478
$39.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
CALL |
23.8KNew |
$1.71M - $1.99M
|
23.8K
$1.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.99K- 53.04% |
$215K - $249K
|
2.65K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
CALL |
190KNew |
$13.7M - $15.9M
|
190K
$15.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
650+ 38.15% |
$46.8K - $54.2K
|
2.35K
$197K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-74- 89.16% |
$5.33K - $6.17K
|
9
$751
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11.2K+ 162.61% |
$807K - $936K
|
18.1K
$1.51M
|
|