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 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
89+ 2.36% |
$6.65K - $7.93K
|
3.86K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
88+ 1.12% |
$6.58K - $7.84K
|
7.95K
$663K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
88New |
$6.58K - $7.84K
|
88
$7.33K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
86+ 1.81% |
$6.43K - $7.67K
|
4.84K
$403K
|
|
|
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
$6.5K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
75New |
$5.61K - $6.68K
|
75
$6.25K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
74+ 7.8% |
$5.53K - $6.6K
|
1.02K
$85.2K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
68+ 7.68% |
$5.08K - $6.06K
|
953
$79.4K
|
|
|
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
$375K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
58+ 0.39% |
$4.34K - $5.17K
|
15.1K
$1.25M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
56+ 0.75% |
$4.19K - $4.99K
|
7.57K
$631K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
54+ 17.42% |
$4.04K - $4.81K
|
364
$30.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
48+ 4.87% |
$3.59K - $4.28K
|
1.03K
$86.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
45New |
$3.36K - $4.01K
|
45
$3.75K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
44+ 5.34% |
$3.29K - $3.92K
|
868
$72.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
44+ 100.0% |
$3.29K - $3.92K
|
88
$7.33K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
40New |
$2.99K - $3.57K
|
40
$3.33K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
39New |
$2.92K - $3.48K
|
39
$3.25K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
38+ 6.9% |
$2.84K - $3.39K
|
589
$49.1K
|
|
|
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
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
25+ 14.97% |
$1.87K - $2.23K
|
192
$16K
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
25New |
$1.87K - $2.23K
|
25
$2.08K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
24+ 240.0% |
$1.79K - $2.14K
|
34
$2.83K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
23+ 15.03% |
$1.72K - $2.05K
|
176
$14.7K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
22New |
$1.64K - $1.96K
|
22
$1.83K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
20+ 0.01% |
$1.5K - $1.78K
|
201K
$16.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
18+ 0.44% |
$1.35K - $1.6K
|
4.08K
$340K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
12New |
$897 - $1.07K
|
12
$1K
|
|
|
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
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
8+ 0.94% |
$598 - $713
|
856
$71.3K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
7New |
$523 - $624
|
7
$583
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
6+ 0.04% |
$449 - $535
|
15.6K
$1.3M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
6New |
$449 - $535
|
6
$500
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
5New |
$374 - $446
|
5
$417
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4+ 36.36% |
$299 - $357
|
15
$1.25K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
4New |
$299 - $357
|
4
$333
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 30.77% |
$299 - $357
|
17
$1.42K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
4New |
$299 - $357
|
4
$333
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3+ 0.09% |
$224 - $267
|
3.31K
$275K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3+ 3.75% |
$224 - $267
|
83
$6.92K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 9.68% |
$224 - $267
|
34
$2.83K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3New |
$224 - $267
|
3
$250
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
BUY
|
- |
2+ 0.06% |
$150 - $178
|
3.26K
$272K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2New |
$150 - $178
|
2
$167
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
2New |
$150 - $178
|
2
$167
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2New |
$150 - $178
|
2
$167
|