Purchases and Sales Made in Q2 2025 in Ss&C Technologies Holdings Inc (SSNC)
This table provides information about the institutional ownership of Ss&C Technologies Holdings Inc (SSNC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
832+ 5.42% |
$59.9K - $69.4K
|
16.2K
$1.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
797+ 10.58% |
$57.4K - $66.5K
|
8.33K
$717K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
762+ 1.5% |
$54.8K - $63.6K
|
51.5K
$4.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
750+ 0.66% |
$54K - $62.6K
|
114K
$9.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
720+ 0.36% |
$51.8K - $60.1K
|
202K
$17.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
706+ 8.71% |
$50.8K - $58.9K
|
8.82K
$759K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
696+ 191.74% |
$50.1K - $58.1K
|
1.06K
$91.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
683+ 17.68% |
$49.1K - $57K
|
4.55K
$391K
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
675+ 1.89% |
$48.6K - $56.3K
|
36.4K
$3.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
668+ 8.4% |
$48.1K - $55.7K
|
8.62K
$742K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
654+ 13.04% |
$47.1K - $54.6K
|
5.67K
$488K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
650+ 38.15% |
$46.8K - $54.2K
|
2.35K
$203K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
636+ 188.17% |
$45.8K - $53.1K
|
974
$83.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
620+ 85.75% |
$44.6K - $51.7K
|
1.34K
$116K
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
613+ 0.21% |
$44.1K - $51.1K
|
291K
$25.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
610+ 1.94% |
$43.9K - $50.9K
|
32.1K
$2.76M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
594+ 12.93% |
$42.7K - $49.6K
|
5.19K
$446K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
586+ 9.81% |
$42.2K - $48.9K
|
6.56K
$564K
|
|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
BUY
|
- |
580+ 1.22% |
$41.7K - $48.4K
|
48K
$4.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
565+ 14.38% |
$40.7K - $47.1K
|
4.49K
$387K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
532+ 3.31% |
$38.3K - $44.4K
|
16.6K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
516+ 20.15% |
$37.1K - $43K
|
3.08K
$265K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
511+ 1.58% |
$36.8K - $42.6K
|
32.8K
$2.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
503+ 3.38% |
$36.2K - $42K
|
15.4K
$1.32M
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
500+ 4.57% |
$36K - $41.7K
|
11.4K
$985K
|
|
|
Aug 14, 2025
Q2 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
493+ 1.77% |
$35.5K - $41.1K
|
28.4K
$2.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
478New |
$34.4K - $39.9K
|
478
$41.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
417+ 13.25% |
$30K - $34.8K
|
3.56K
$307K
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
384+ 4.87% |
$27.6K - $32K
|
8.27K
$712K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
379+ 9.94% |
$27.3K - $31.6K
|
4.19K
$361K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
361+ 11.63% |
$26K - $30.1K
|
3.47K
$298K
|
|
|
Jul 21, 2025
Q2 2025
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
346+ 2.06% |
$24.9K - $28.9K
|
17.2K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
345+ 0.54% |
$24.8K - $28.8K
|
64.8K
$5.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
343+ 1.64% |
$24.7K - $28.6K
|
21.3K
$1.83M
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
337+ 10.27% |
$24.3K - $28.1K
|
3.62K
$312K
|
|
|
Aug 04, 2025
Q2 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
335+ 9.48% |
$24.1K - $27.9K
|
3.87K
$333K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
323+ 8.67% |
$23.2K - $26.9K
|
4.05K
$349K
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
316+ 11.43% |
$22.7K - $26.4K
|
3.08K
$265K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
307+ 12.52% |
$22.1K - $25.6K
|
2.76K
$238K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
285New |
$20.5K - $23.8K
|
285
$24.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
274+ 0.11% |
$19.7K - $22.9K
|
259K
$22.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
268+ 3.31% |
$19.3K - $22.4K
|
8.38K
$721K
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
260+ 26.61% |
$18.7K - $21.7K
|
1.24K
$106K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
250+ 0.76% |
$18K - $20.9K
|
33.3K
$2.87M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
248+ 551.11% |
$17.8K - $20.7K
|
293
$25.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
248+ 0.34% |
$17.8K - $20.7K
|
74K
$6.37M
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
234+ 3.81% |
$16.8K - $19.5K
|
6.38K
$549K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
231+ 6.78% |
$16.6K - $19.3K
|
3.64K
$313K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
228+ 5700.0% |
$16.4K - $19K
|
232
$20K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
227+ 16.02% |
$16.3K - $18.9K
|
1.64K
$142K
|