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
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
2+ 0.4% |
$150 - $178
|
506
$42.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 2.56% |
$74.8 - $89.1
|
40
$3.33K
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 1.75% |
$74.8 - $89.1
|
56
$4.67K
|
|
|
May 12, 2025
Q1 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-6- 0.13% |
$449 - $535
|
4.58K
$382K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-11- 9.65% |
$822 - $980
|
103
$8.58K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-12- 13.48% |
$897 - $1.07K
|
77
$6.42K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-15- 38.46% |
$1.12K - $1.34K
|
24
$2K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-18- 0.15% |
$1.35K - $1.6K
|
11.6K
$966K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-19- 24.68% |
$1.42K - $1.69K
|
58
$4.83K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-21- 4.53% |
$1.57K - $1.87K
|
443
$36.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-31- 0.13% |
$2.32K - $2.76K
|
24.2K
$2.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-35- 35.0% |
$2.62K - $3.12K
|
65
$5.42K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-39- 38.61% |
$2.92K - $3.48K
|
62
$5.17K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-41- 56.16% |
$3.06K - $3.65K
|
32
$2.67K
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
SELL
|
- |
-44- 0.55% |
$3.29K - $3.92K
|
8.01K
$668K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-44- 50.0% |
$3.29K - $3.92K
|
44
$3.67K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-52- 1.51% |
$3.89K - $4.63K
|
3.38K
$282K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-58- 63.74% |
$4.34K - $5.17K
|
33
$2.75K
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-60- 1.54% |
$4.49K - $5.35K
|
3.84K
$320K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-66- 4.78% |
$4.93K - $5.88K
|
1.32K
$110K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-79- 0.63% |
$5.91K - $7.04K
|
12.4K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-86- 0.91% |
$6.43K - $7.67K
|
9.41K
$784K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-91- 10.66% |
$6.8K - $8.11K
|
763
$63.6K
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-94- 2.94% |
$7.03K - $8.38K
|
3.1K
$259K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-96- 0.16% |
$7.18K - $8.56K
|
58.5K
$4.87M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-99- 48.53% |
$7.4K - $8.82K
|
105
$8.75K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-102- 0.44% |
$7.62K - $9.09K
|
23.2K
$1.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-102- 1.78% |
$7.62K - $9.09K
|
5.62K
$468K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-105- 1.5% |
$7.85K - $9.36K
|
6.9K
$575K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-117- 0.51% |
$8.75K - $10.4K
|
23K
$1.92M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-118- 16.76% |
$8.82K - $10.5K
|
586
$48.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-122- 0.59% |
$9.12K - $10.9K
|
20.5K
$1.71M
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-124- 1.13% |
$9.27K - $11.1K
|
10.8K
$903K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-132- 1.81% |
$9.87K - $11.8K
|
7.16K
$596K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-152- 0.24% |
$11.4K - $13.5K
|
63.3K
$5.27M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-181- 0.42% |
$13.5K - $16.1K
|
42.9K
$3.58M
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
SELL
|
- |
-193- 1.71% |
$14.4K - $17.2K
|
11.1K
$924K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-212- 6.23% |
$15.8K - $18.9K
|
3.19K
$266K
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-220- 0.35% |
$16.4K - $19.6K
|
63.2K
$5.27M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-223- 14.21% |
$16.7K - $19.9K
|
1.35K
$112K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-228- 6.86% |
$17K - $20.3K
|
3.1K
$258K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-295- 1.81% |
$22.1K - $26.3K
|
16K
$1.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-305- 9.47% |
$22.8K - $27.2K
|
2.92K
$243K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-356- 2.61% |
$26.6K - $31.7K
|
13.3K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-370- 66.91% |
$27.7K - $33K
|
183
$15.2K
|
|
|
May 15, 2025
Q1 2025
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-411- 2.64% |
$30.7K - $36.6K
|
15.1K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-437- 89.37% |
$32.7K - $38.9K
|
52
$4.33K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-447- 1.55% |
$33.4K - $39.8K
|
28.4K
$2.37M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-452- 4.63% |
$33.8K - $40.3K
|
9.31K
$776K
|