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 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
208+ 2.32% |
$15.5K - $18.5K
|
9.17K
$764K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-12.2K- 37.94% |
$909K - $1.08M
|
19.9K
$1.66M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-41- 56.16% |
$3.06K - $3.65K
|
32
$2.67K
|
|
Apr 22, 2025
Q1 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.47KNew |
$185K - $220K
|
2.47K
$206K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-39- 38.61% |
$2.92K - $3.48K
|
62
$5.17K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.29K+ 37.75% |
$246K - $294K
|
12K
$1M
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-4.28K- 1.58% |
$320K - $382K
|
267K
$22.3M
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
44+ 5.34% |
$3.29K - $3.92K
|
868
$72.3K
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
58+ 0.39% |
$4.34K - $5.17K
|
15.1K
$1.25M
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
2.45KNew |
$183K - $219K
|
2.45K
$204K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-562- 1.17% |
$42K - $50.1K
|
47.4K
$3.95M
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
273New |
$20.4K - $24.3K
|
273
$22.7K
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
7.79K+ 14.55% |
$583K - $695K
|
61.4K
$5.11M
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
20+ 0.01% |
$1.5K - $1.78K
|
201K
$16.7M
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2New |
$150 - $178
|
2
$167
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.68KNew |
$200K - $239K
|
2.68K
$223K
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
152K+ 9.76% |
$11.3M - $13.5M
|
1.71M
$142M
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-1.12K- 11.04% |
$83.6K - $99.7K
|
9.02K
$751K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
25+ 14.97% |
$1.87K - $2.23K
|
192
$16K
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
54+ 17.42% |
$4.04K - $4.81K
|
364
$30.3K
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
167+ 0.06% |
$12.5K - $14.9K
|
291K
$24.2M
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
6.09KNew |
$455K - $543K
|
6.09K
$507K
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-5.65K- 2.07% |
$422K - $503K
|
268K
$22.3M
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
142KNew |
$10.6M - $12.6M
|
142K
$11.8M
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-228- 6.86% |
$17K - $20.3K
|
3.1K
$258K
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 9.68% |
$224 - $267
|
34
$2.83K
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-2.88K- 23.12% |
$215K - $256K
|
9.57K
$797K
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
24.7K+ 581.73% |
$1.85M - $2.2M
|
29K
$2.41M
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
166+ 125.76% |
$12.4K - $14.8K
|
298
$24.8K
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
757+ 1.02% |
$56.6K - $67.5K
|
75.1K
$6.26M
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
210+ 4.37% |
$15.7K - $18.7K
|
5.02K
$418K
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3.52KNew |
$263K - $314K
|
3.52K
$293K
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-4.6K- 8.36% |
$344K - $410K
|
50.4K
$4.2M
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
23+ 15.03% |
$1.72K - $2.05K
|
176
$14.7K
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-821- 18.26% |
$61.4K - $73.2K
|
3.67K
$306K
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
18+ 0.44% |
$1.35K - $1.6K
|
4.08K
$340K
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
25.2K+ 129.84% |
$1.88M - $2.24M
|
44.5K
$3.71M
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-132- 1.81% |
$9.87K - $11.8K
|
7.16K
$596K
|
|
Apr 14, 2025
Q1 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-34.7K- 35.43% |
$2.6M - $3.09M
|
63.3K
$5.27M
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
86+ 1.81% |
$6.43K - $7.67K
|
4.84K
$403K
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-152- 0.24% |
$11.4K - $13.5K
|
63.3K
$5.27M
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-272K- 98.8% |
$20.3M - $24.3M
|
3.3K
$275K
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
711+ 8.33% |
$53.1K - $63.4K
|
9.24K
$770K
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-8.8K- 12.72% |
$658K - $784K
|
60.3K
$5.03M
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.52KNew |
$188K - $224K
|
2.52K
$210K
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
8+ 0.94% |
$598 - $713
|
856
$71.3K
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
85.4K+ 861.68% |
$6.39M - $7.61M
|
95.3K
$7.94M
|
|
Apr 10, 2025
Q1 2025
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-14.3K- 19.45% |
$1.07M - $1.28M
|
59.3K
$4.94M
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
3.31KNew |
$247K - $295K
|
3.31K
$276K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.37K+ 71.2% |
$252K - $301K
|
8.11K
$676K
|