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 23, 2025
Q1 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
410+ 8.52% |
$30.6K - $36.5K
|
5.22K
$435K
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
407New |
$30.4K - $36.3K
|
407
$33.9K
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
394New |
$29.5K - $35.1K
|
394
$32.8K
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
360New |
$26.9K - $32.1K
|
360
$30K
|
|
May 08, 2025
Q1 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
355+ 11.17% |
$26.5K - $31.6K
|
3.53K
$294K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
350New |
$26.2K - $31.2K
|
350
$29.2K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
344New |
$25.7K - $30.7K
|
344
$28.7K
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
331+ 0.78% |
$24.7K - $29.5K
|
42.6K
$3.55M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
329+ 7.01% |
$24.6K - $29.3K
|
5.03K
$419K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
329+ 10.69% |
$24.6K - $29.3K
|
3.41K
$284K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
311+ 11.93% |
$23.2K - $27.7K
|
2.92K
$243K
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
311+ 10.93% |
$23.2K - $27.7K
|
3.16K
$263K
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
303+ 0.47% |
$22.6K - $27K
|
64.4K
$5.37M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
292+ 634.78% |
$21.8K - $26K
|
338
$28.2K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
275+ 110.44% |
$20.6K - $24.5K
|
524
$43.7K
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
273New |
$20.4K - $24.3K
|
273
$22.7K
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
236+ 24.48% |
$17.6K - $21K
|
1.2K
$100K
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
235+ 7.83% |
$17.6K - $20.9K
|
3.24K
$270K
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
231+ 2.04% |
$17.3K - $20.6K
|
11.6K
$964K
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
230New |
$17.2K - $20.5K
|
230
$19.2K
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
210+ 7.39% |
$15.7K - $18.7K
|
3.05K
$254K
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
210+ 4.37% |
$15.7K - $18.7K
|
5.02K
$418K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
208+ 2.32% |
$15.5K - $18.5K
|
9.17K
$764K
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
204+ 2.58% |
$15.2K - $18.2K
|
8.12K
$676K
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
199+ 6.45% |
$14.9K - $17.7K
|
3.28K
$274K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
193+ 36.42% |
$14.4K - $17.2K
|
723
$60.2K
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
190New |
$14.2K - $16.9K
|
190
$15.8K
|
|
Apr 25, 2025
Q1 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
176+ 0.23% |
$13.2K - $15.7K
|
75.4K
$6.28M
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
176+ 1.77% |
$13.2K - $15.7K
|
10.1K
$844K
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
172+ 154.95% |
$12.9K - $15.3K
|
283
$23.6K
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
167+ 0.06% |
$12.5K - $14.9K
|
291K
$24.2M
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
166+ 125.76% |
$12.4K - $14.8K
|
298
$24.8K
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
163+ 2.18% |
$12.2K - $14.5K
|
7.65K
$637K
|
|
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
$845K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
147+ 11.72% |
$11K - $13.1K
|
1.4K
$117K
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
144+ 1.95% |
$10.8K - $12.8K
|
7.53K
$628K
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
140+ 16.07% |
$10.5K - $12.5K
|
1.01K
$84.2K
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
136+ 33.42% |
$10.2K - $12.1K
|
543
$45.2K
|
|
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
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
117+ 1.51% |
$8.75K - $10.4K
|
7.88K
$657K
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
117+ 1.51% |
$8.75K - $10.4K
|
7.88K
$657K
|
|
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
$9.5K
|
|
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
$230K
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
93New |
$6.95K - $8.29K
|
93
$7.75K
|