Latest Institutional Purchases of Ss&C Technologies Holdings Inc (SSNC)
This list provides information on the latest institutional transactions involving Ss&C Technologies Holdings Inc (SSNC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
167+ 0.06% |
$12.5K - $14.9K
|
291K
$24.3M
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
166+ 125.76% |
$12.4K - $14.8K
|
298
$24.9K
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
163+ 2.18% |
$12.2K - $14.5K
|
7.65K
$639K
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
155New |
$11.6K - $13.8K
|
155
$12.9K
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
148+ 1.48% |
$11.1K - $13.2K
|
10.1K
$847K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
147+ 11.72% |
$11K - $13.1K
|
1.4K
$117K
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
136+ 33.42% |
$10.2K - $12.1K
|
543
$45.3K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
134+ 10.33% |
$10K - $11.9K
|
1.43K
$119K
|
|
May 15, 2025
Q1 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
132New |
$9.87K - $11.8K
|
132
$11K
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
117+ 1.51% |
$8.75K - $10.4K
|
7.88K
$658K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
116+ 351.52% |
$8.67K - $10.3K
|
149
$12.4K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
115+ 6.05% |
$8.6K - $10.2K
|
2.02K
$168K
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
114New |
$8.52K - $10.2K
|
114
$9.52K
|
|
May 15, 2025
Q1 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
100+ 0.72% |
$7.48K - $8.91K
|
13.9K
$1.16M
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
98+ 25.59% |
$7.33K - $8.73K
|
481
$40.1K
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
97+ 3.64% |
$7.25K - $8.65K
|
2.76K
$231K
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
93New |
$6.95K - $8.29K
|
93
$7.76K
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
89+ 2.36% |
$6.65K - $7.93K
|
3.86K
$323K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
88+ 1.12% |
$6.58K - $7.84K
|
7.95K
$664K
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
88New |
$6.58K - $7.84K
|
88
$7.35K
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
86+ 1.81% |
$6.43K - $7.67K
|
4.84K
$404K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
79+ 37.62% |
$5.91K - $7.04K
|
289
$24.1K
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
78New |
$5.83K - $6.95K
|
78
$6.51K
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
75New |
$5.61K - $6.68K
|
75
$6.26K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
68+ 7.68% |
$5.08K - $6.06K
|
953
$79.5K
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
67+ 27.8% |
$5.01K - $5.97K
|
308
$25.7K
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
61+ 1.37% |
$4.56K - $5.44K
|
4.5K
$376K
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
58+ 0.39% |
$4.34K - $5.17K
|
15.1K
$1.26M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
56+ 0.75% |
$4.19K - $4.99K
|
7.57K
$632K
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
54+ 17.42% |
$4.04K - $4.81K
|
364
$30.4K
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
48+ 4.87% |
$3.59K - $4.28K
|
1.03K
$86.2K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
40New |
$2.99K - $3.57K
|
40
$3.34K
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
39New |
$2.92K - $3.48K
|
39
$3.26K
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
38+ 6.9% |
$2.84K - $3.39K
|
589
$49.2K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
34+ 0.97% |
$2.54K - $3.03K
|
3.55K
$296K
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
33+ 0.79% |
$2.47K - $2.94K
|
4.24K
$353K
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
25New |
$1.87K - $2.23K
|
25
$2.09K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
25+ 14.97% |
$1.87K - $2.23K
|
192
$16K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
24+ 240.0% |
$1.79K - $2.14K
|
34
$2.84K
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
22New |
$1.64K - $1.96K
|
22
$1.84K
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
20+ 0.01% |
$1.5K - $1.78K
|
201K
$16.8M
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
12New |
$897 - $1.07K
|
12
$1K
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10+ 200.0% |
$748 - $891
|
15
$1.25K
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
8New |
$598 - $713
|
8
$668
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
8+ 0.94% |
$598 - $713
|
856
$71.5K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
6New |
$449 - $535
|
6
$501
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
4New |
$299 - $357
|
4
$334
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4+ 36.36% |
$299 - $357
|
15
$1.25K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 30.77% |
$299 - $357
|
17
$1.42K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3+ 3.75% |
$224 - $267
|
83
$6.93K
|