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 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-31- 0.13% |
$2.32K - $2.76K
|
24.2K
$2.02M
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
BUY
|
- |
10.6K+ 14.23% |
$794K - $947K
|
85.3K
$7.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-4.37K- 36.35% |
$326K - $389K
|
7.64K
$637K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 1.75% |
$74.8 - $89.1
|
56
$4.67K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
155New |
$11.6K - $13.8K
|
155
$12.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
24+ 240.0% |
$1.79K - $2.14K
|
34
$2.83K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
98+ 25.59% |
$7.33K - $8.73K
|
481
$40.1K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.05K- 16.55% |
$78.5K - $93.6K
|
5.3K
$441K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
103K+ 23.92% |
$7.21M - $7.97M
|
534K
$44.5M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.17K+ 105.3% |
$432K - $478K
|
12K
$1M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
6.38K+ 2.33% |
$446K - $493K
|
280K
$23.3M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
SELL
|
- |
-182K- 60.05% |
$12.7M - $14.1M
|
121K
$10.1M
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.35K- 27.55% |
$94.4K - $104K
|
3.55K
$296K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
6New |
$420 - $464
|
6
$500
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
15New |
$1.05K - $1.16K
|
15
$1.25K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2New |
$140 - $155
|
2
$167
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
5New |
$350 - $387
|
5
$417
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-4- 2.11% |
$280 - $309
|
186
$15.5K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
165New |
$11.5K - $12.8K
|
165
$13.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.48K- 9.33% |
$104K - $115K
|
14.4K
$1.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
49KNew |
$3.43M - $3.79M
|
49K
$4.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-33.2K- 8.17% |
$2.32M - $2.57M
|
373K
$31.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Lakewood Capital Management, LP
New York, NY |
BUY
|
- |
127K+ 24.38% |
$8.88M - $9.82M
|
648K
$54M
|
|
|
Feb 14, 2025
Q4 2024
|
Mangrove Partners
New York, NY |
SELL
|
- |
-39.2K- 10.0% |
$2.74M - $3.03M
|
353K
$29.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Incline Global Management LLC
New York, NY |
SELL
|
- |
-63- 0.06% |
$4.41K - $4.87K
|
103K
$8.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-89K- 35.87% |
$6.23M - $6.89M
|
159K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-134- 1.89% |
$9.37K - $10.4K
|
6.95K
$579K
|
|
|
Feb 14, 2025
Q4 2024
|
Vulcan Value Partners, LLC
Birmingham, AL |
SELL
|
- |
-123K- 9.19% |
$8.59M - $9.5M
|
1.21M
$101M
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
49.5KNew |
$3.46M - $3.83M
|
49.5K
$4.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Junto Capital Management LP
New York, NY |
SELL
|
- |
-79.7K- 13.8% |
$5.58M - $6.17M
|
498K
$41.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
24.3KNew |
$1.7M - $1.88M
|
24.3K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
28KNew |
$1.96M - $2.16M
|
28K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Invenomic Capital Management LP
Boston, MA |
SELL
|
- |
-59.6K- 13.88% |
$4.17M - $4.61M
|
370K
$30.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Progeny 3, Inc.
Seattle, WA |
BUY
|
- |
208K+ 26.56% |
$14.5M - $16.1M
|
989K
$82.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.56% |
$14K - $15.5K
|
35.6K
$2.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
904New |
$63.2K - $69.9K
|
904
$75.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
4.91K+ 12.09% |
$343K - $380K
|
45.5K
$3.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-757- 15.71% |
$52.9K - $58.6K
|
4.06K
$339K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-2.5K- 2.58% |
$175K - $194K
|
94.7K
$7.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-2.98K- 31.97% |
$208K - $230K
|
6.33K
$527K
|
|
|
Feb 13, 2025
Q4 2024
|
Sunriver Management LLC
Greenwich, CT |
SELL
|
- |
-88.7K- 14.2% |
$6.2M - $6.86M
|
536K
$44.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-19K- 47.73% |
$1.33M - $1.47M
|
20.8K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
7New |
$490 - $542
|
7
$583
|
|
|
Feb 13, 2025
Q4 2024
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
2.67KNew |
$187K - $207K
|
2.67K
$223K
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-50K- 75.08% |
$3.5M - $3.87M
|
16.6K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
161+ 5.31% |
$11.3K - $12.5K
|
3.19K
$266K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
111New |
$7.76K - $8.59K
|
111
$9.25K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2.69KNew |
$188K - $208K
|
2.69K
$224K
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
400+ 3.63% |
$28K - $30.9K
|
11.4K
$952K
|
|