Purchases and Sales Made in Q1 2025 in Ss&C Technologies Holdings Inc (SSNC)
This table provides information about the institutional ownership of Ss&C Technologies Holdings Inc (SSNC) during Q1 2025. The information is specifically focused on institutions that hold shares of SS&C Technologies Holdings Inc.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.29K+ 37.75% |
$246K - $294K
|
12K
$1M
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.15KNew |
$235K - $280K
|
3.15K
$262K
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.1K+ 14.46% |
$232K - $276K
|
24.5K
$2.05M
|
|
May 13, 2025
Q1 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
3.08KNew |
$231K - $275K
|
3.08K
$257K
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.01K+ 101.45% |
$225K - $268K
|
5.97K
$498K
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
2.99KNew |
$223K - $266K
|
2.99K
$249K
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.93KNew |
$219K - $262K
|
2.93K
$244K
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.93K+ 27.42% |
$219K - $261K
|
13.6K
$1.14M
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.84K+ 14.54% |
$212K - $253K
|
22.4K
$1.86M
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.81KNew |
$210K - $251K
|
2.81K
$234K
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.77K+ 11.64% |
$207K - $247K
|
26.6K
$2.22M
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
2.77K+ 10.29% |
$207K - $247K
|
29.7K
$2.47M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.74K+ 5.7% |
$205K - $244K
|
50.8K
$4.23M
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.7KNew |
$202K - $241K
|
2.7K
$225K
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.7K+ 0.25% |
$202K - $241K
|
1.1M
$91.7M
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.68KNew |
$200K - $239K
|
2.68K
$223K
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.6KNew |
$194K - $231K
|
2.6K
$216K
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
2.58K+ 1.31% |
$193K - $230K
|
200K
$16.6M
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.56KNew |
$191K - $228K
|
2.56K
$213K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.55K+ 6069.05% |
$191K - $227K
|
2.59K
$216K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.52K+ 0.98% |
$188K - $224K
|
259K
$21.6M
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.52KNew |
$188K - $224K
|
2.52K
$210K
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.51KNew |
$187K - $223K
|
2.51K
$209K
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.5KNew |
$187K - $223K
|
2.5K
$209K
|
|
May 15, 2025
Q1 2025
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
2.49KNew |
$186K - $222K
|
2.49K
$208K
|
|
Apr 22, 2025
Q1 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.47KNew |
$185K - $220K
|
2.47K
$206K
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.46K+ 2.24% |
$184K - $219K
|
112K
$9.33M
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.45KNew |
$183K - $219K
|
2.45K
$204K
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
2.45KNew |
$183K - $219K
|
2.45K
$204K
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.45KNew |
$183K - $218K
|
2.45K
$204K
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.45KNew |
$183K - $218K
|
2.45K
$204K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.42KNew |
$181K - $216K
|
2.42K
$202K
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.42KNew |
$181K - $216K
|
2.42K
$202K
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
2.39K+ 35.98% |
$179K - $213K
|
9.04K
$753K
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.37K+ 13.48% |
$177K - $211K
|
19.9K
$1.66M
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
2.32K+ 2.74% |
$174K - $207K
|
87K
$7.25M
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.29K+ 35.14% |
$171K - $204K
|
8.79K
$732K
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
2.21KNew |
$165K - $197K
|
2.21K
$184K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.21K+ 38.47% |
$165K - $197K
|
7.94K
$662K
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.14K+ 3.08% |
$160K - $190K
|
71.4K
$5.95M
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.13K+ 49.92% |
$160K - $190K
|
6.41K
$534K
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.09K+ 6.62% |
$156K - $186K
|
33.6K
$2.8M
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
2.06K+ 16.06% |
$154K - $184K
|
14.9K
$1.24M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.05K+ 6.61% |
$153K - $183K
|
33.1K
$2.76M
|
|
May 13, 2025
Q1 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
2.05K+ 4.37% |
$153K - $182K
|
48.9K
$4.08M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.02K+ 23.42% |
$151K - $180K
|
10.6K
$887K
|
|
May 15, 2025
Q1 2025
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
2KNew |
$150K - $178K
|
2K
$167K
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.89K+ 4.71% |
$141K - $168K
|
41.9K
$3.49M
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.83K+ 10.28% |
$137K - $163K
|
19.6K
$1.63M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.76K+ 73.01% |
$132K - $157K
|
4.17K
$348K
|