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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
214+ 2.84% |
$15.4K - $17.9K
|
7.75K
$667K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
200+ 6.18% |
$14.4K - $16.7K
|
3.44K
$296K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
187+ 0.27% |
$13.5K - $15.6K
|
69.5K
$5.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
180+ 5.9% |
$13K - $15K
|
3.23K
$278K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
175+ 1.09% |
$12.6K - $14.6K
|
16.2K
$1.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
158+ 0.97% |
$11.4K - $13.2K
|
16.5K
$1.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
153+ 1.04% |
$11K - $12.8K
|
14.9K
$1.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
150+ 2.99% |
$10.8K - $12.5K
|
5.18K
$445K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
148+ 5.8% |
$10.7K - $12.3K
|
2.7K
$233K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
146+ 7.24% |
$10.5K - $12.2K
|
2.16K
$186K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
138+ 2.13% |
$9.93K - $11.5K
|
6.63K
$571K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
131+ 12.68% |
$9.43K - $10.9K
|
1.16K
$100K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
130+ 0.3% |
$9.35K - $10.8K
|
43.3K
$3.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
130+ 1.41% |
$9.35K - $10.8K
|
9.37K
$807K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
127+ 3.46% |
$9.14K - $10.6K
|
3.8K
$327K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
120+ 3.38% |
$8.64K - $10K
|
3.67K
$316K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
107New |
$7.7K - $8.93K
|
107
$9.21K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
104New |
$7.48K - $8.68K
|
104
$8.95K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
100+ 285.71% |
$7.2K - $8.34K
|
135
$11.6K
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 1.39% |
$7.2K - $8.34K
|
7.27K
$626K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
96+ 0.16% |
$6.91K - $8.01K
|
58.6K
$5.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
90+ 5.63% |
$6.48K - $7.51K
|
1.69K
$145K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
90New |
$6.48K - $7.51K
|
90
$7.75K
|
|
|
Aug 13, 2025
Q2 2025
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
88+ 0.01% |
$6.33K - $7.34K
|
657K
$56.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
69+ 0.41% |
$4.97K - $5.76K
|
17K
$1.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
66+ 1.41% |
$4.75K - $5.51K
|
4.76K
$410K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
61+ 0.59% |
$4.39K - $5.09K
|
10.4K
$899K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
54+ 91.53% |
$3.89K - $4.5K
|
113
$9.73K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
50New |
$3.6K - $4.17K
|
50
$4.3K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
50+ 2500.0% |
$3.6K - $4.17K
|
52
$4.48K
|
|
|
Aug 14, 2025
Q2 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
49+ 0.48% |
$3.53K - $4.09K
|
10.2K
$876K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
44+ 1.44% |
$3.17K - $3.67K
|
3.11K
$267K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
41+ 186.36% |
$2.95K - $3.42K
|
63
$5.42K
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
BUY
|
- |
40+ 1.63% |
$2.88K - $3.34K
|
2.49K
$215K
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
40+ 0.04% |
$2.88K - $3.34K
|
106K
$9.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
39+ 4.09% |
$2.81K - $3.25K
|
992
$85.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
37+ 0.39% |
$2.66K - $3.09K
|
9.44K
$813K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
35+ 5.97% |
$2.52K - $2.92K
|
621
$53.5K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
34+ 2.38% |
$2.45K - $2.84K
|
1.47K
$126K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
28+ 9.09% |
$2.01K - $2.34K
|
336
$28.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
27+ 26.21% |
$1.94K - $2.25K
|
130
$11.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
26+ 63.41% |
$1.87K - $2.17K
|
67
$5.77K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
25+ 32.47% |
$1.8K - $2.09K
|
102
$8.78K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24+ 0.82% |
$1.73K - $2K
|
2.94K
$253K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
23+ 0.11% |
$1.66K - $1.92K
|
20.5K
$1.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
23New |
$1.66K - $1.92K
|
23
$1.98K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
21New |
$1.51K - $1.75K
|
21
$1.81K
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
21+ 0.14% |
$1.51K - $1.75K
|
15.1K
$1.3M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
17+ 1.11% |
$1.22K - $1.42K
|
1.55K
$133K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
17+ 141.67% |
$1.22K - $1.42K
|
29
$2.5K
|