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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.75K+ 9.41% |
$131K - $156K
|
20.4K
$1.7M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1.68K+ 4.94% |
$125K - $149K
|
35.6K
$2.97M
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
1.63K+ 39.98% |
$122K - $146K
|
5.72K
$477K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.62K+ 72.38% |
$121K - $145K
|
3.86K
$322K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.6K+ 10.52% |
$119K - $142K
|
16.8K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.59KNew |
$119K - $142K
|
1.59K
$133K
|
|
|
May 14, 2025
Q1 2025
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
1.58K+ 1.53% |
$118K - $141K
|
104K
$8.7M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.53K+ 29.59% |
$114K - $136K
|
6.69K
$557K
|
|
|
May 15, 2025
Q1 2025
|
Triavera Capital LLC
Larkspur, CA |
BUY
|
- |
1.5K+ 1.37% |
$112K - $133K
|
111K
$9.24M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.48K+ 3.05% |
$110K - $132K
|
49.9K
$4.16M
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
1.4K+ 18.86% |
$105K - $125K
|
8.82K
$735K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
1.4KNew |
$105K - $125K
|
1.4K
$117K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.39K+ 29.12% |
$104K - $124K
|
6.16K
$514K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.38K+ 9.28% |
$103K - $123K
|
16.3K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.36K+ 20.18% |
$102K - $121K
|
8.11K
$676K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.2K+ 1.67% |
$89.7K - $107K
|
73.2K
$6.1M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.17K+ 15.89% |
$87.6K - $104K
|
8.55K
$712K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
1.14K+ 4.78% |
$85.1K - $101K
|
24.9K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.11K+ 1.1% |
$82.6K - $98.5K
|
102K
$8.49M
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
977New |
$73K - $87.1K
|
977
$81.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
904+ 0.27% |
$67.6K - $80.6K
|
331K
$27.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
891New |
$66.6K - $79.4K
|
891
$74.2K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
883+ 4.25% |
$66K - $78.7K
|
21.7K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
872+ 17.25% |
$65.2K - $77.7K
|
5.93K
$494K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
867+ 130.77% |
$64.8K - $77.3K
|
1.53K
$127K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
854+ 28.23% |
$63.8K - $76.1K
|
3.88K
$323K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
831New |
$62.1K - $74.1K
|
831
$69.2K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
796+ 0.61% |
$59.5K - $70.9K
|
131K
$10.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
771+ 20.17% |
$57.6K - $68.7K
|
4.59K
$383K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
768+ 27.01% |
$57.4K - $68.5K
|
3.61K
$301K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
757+ 1.02% |
$56.6K - $67.5K
|
75.1K
$6.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
711+ 8.33% |
$53.1K - $63.4K
|
9.24K
$770K
|
|
|
Apr 23, 2025
Q1 2025
|
Kirr Marbach & CO LLC
|
BUY
|
- |
694+ 0.37% |
$51.9K - $61.9K
|
187K
$15.5M
|
|
|
May 16, 2025
Q1 2025
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
617+ 2.39% |
$46.1K - $55K
|
26.5K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
614New |
$45.9K - $54.7K
|
614
$51.2K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
608+ 1.92% |
$45.4K - $54.2K
|
32.3K
$2.69M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
556+ 2.03% |
$41.6K - $49.6K
|
27.9K
$2.32M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
549+ 13.97% |
$41K - $48.9K
|
4.48K
$373K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
538+ 119.03% |
$40.2K - $48K
|
990
$82.5K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
527+ 878.33% |
$39.4K - $47K
|
587
$48.9K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
520+ 5.28% |
$38.9K - $46.3K
|
10.4K
$865K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
518+ 46.29% |
$38.7K - $46.2K
|
1.64K
$136K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
469+ 2.72% |
$35.1K - $41.8K
|
17.7K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
451+ 12.36% |
$33.7K - $40.2K
|
4.1K
$342K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
446+ 4.06% |
$33.3K - $39.8K
|
11.4K
$952K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
445+ 7.03% |
$33.3K - $39.7K
|
6.77K
$564K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
437+ 37.58% |
$32.7K - $38.9K
|
1.6K
$133K
|
|
|
May 15, 2025
Q1 2025
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
430+ 12.65% |
$32.1K - $38.3K
|
3.83K
$319K
|
|
|
May 13, 2025
Q1 2025
|
Katamaran Capital LLP
London, X0 |
BUY
|
- |
426+ 0.91% |
$31.8K - $38K
|
47.5K
$3.95M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
423+ 28.14% |
$31.6K - $37.7K
|
1.93K
$160K
|