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 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-44- 0.49% |
$3.17K - $3.67K
|
8.98K
$773K
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-50- 1.12% |
$3.6K - $4.17K
|
4.41K
$380K
|
|
|
Jul 24, 2025
Q2 2025
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-50- 0.08% |
$3.6K - $4.17K
|
59.2K
$5.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-55- 5.38% |
$3.96K - $4.59K
|
968
$83.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-55- 28.65% |
$3.96K - $4.59K
|
137
$11.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-56- 0.07% |
$4.03K - $4.67K
|
84.5K
$7.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-61- 0.17% |
$4.39K - $5.09K
|
35K
$3.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-62- 59.05% |
$4.46K - $5.17K
|
43
$3.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-65- 2.4% |
$4.68K - $5.42K
|
2.64K
$227K
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-71- 2.55% |
$5.11K - $5.92K
|
2.71K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-74- 89.16% |
$5.33K - $6.17K
|
9
$775
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-75- 0.82% |
$5.4K - $6.26K
|
9.1K
$783K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-93- 3.58% |
$6.69K - $7.76K
|
2.5K
$215K
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-100- 3.7% |
$7.2K - $8.34K
|
2.6K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-100- 0.49% |
$7.2K - $8.34K
|
20.3K
$1.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-104- 20.55% |
$7.48K - $8.68K
|
402
$34.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-104- 0.15% |
$7.48K - $8.68K
|
71.3K
$6.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-106- 3.7% |
$7.63K - $8.84K
|
2.76K
$238K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-107- 2.62% |
$7.7K - $8.93K
|
3.97K
$342K
|
|
|
Aug 15, 2025
Q2 2025
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-126- 0.83% |
$9.07K - $10.5K
|
15K
$1.29M
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-128- 3.12% |
$9.21K - $10.7K
|
3.97K
$342K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-129- 0.84% |
$9.28K - $10.8K
|
15.3K
$1.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-132- 1.66% |
$9.5K - $11K
|
7.81K
$672K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-143- 2.96% |
$10.3K - $11.9K
|
4.69K
$404K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-166- 1.38% |
$11.9K - $13.8K
|
11.9K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-168- 0.51% |
$12.1K - $14K
|
32.8K
$2.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-177- 9.19% |
$12.7K - $14.8K
|
1.75K
$151K
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Hutchinson
|
SELL
|
- |
-185- 1.67% |
$13.3K - $15.4K
|
10.9K
$939K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-200- 0.52% |
$14.4K - $16.7K
|
38.3K
$3.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-205- 1.28% |
$14.8K - $17.1K
|
15.9K
$1.37M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-207- 35.14% |
$14.9K - $17.3K
|
382
$32.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-212- 20.97% |
$15.3K - $17.7K
|
799
$68.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-226- 0.98% |
$16.3K - $18.9K
|
22.8K
$1.96M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-250- 1.88% |
$18K - $20.9K
|
13.1K
$1.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-273- 16.25% |
$19.6K - $22.8K
|
1.41K
$121K
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-286- 2.74% |
$20.6K - $23.9K
|
10.1K
$872K
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-303- 7.15% |
$21.8K - $25.3K
|
3.93K
$338K
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-315- 3.38% |
$22.7K - $26.3K
|
9K
$775K
|
|
|
Aug 13, 2025
Q2 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
SELL
|
- |
-327- 2.81% |
$23.5K - $27.3K
|
11.3K
$974K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-334- 11.38% |
$24K - $27.9K
|
2.6K
$224K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-341- 8.83% |
$24.5K - $28.4K
|
3.52K
$303K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-349- 59.45% |
$25.1K - $29.1K
|
238
$20.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-350- 21.38% |
$25.2K - $29.2K
|
1.29K
$111K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-372- 6.28% |
$26.8K - $31K
|
5.56K
$478K
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-400- 9.52% |
$28.8K - $33.4K
|
3.8K
$327K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-402- 4.7% |
$28.9K - $33.5K
|
8.14K
$701K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-411- 31.25% |
$29.6K - $34.3K
|
904
$77.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-417- 12.79% |
$30K - $34.8K
|
2.84K
$245K
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-421- 1.18% |
$30.3K - $35.1K
|
35.2K
$3.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-434- 0.95% |
$31.2K - $36.2K
|
45K
$3.88M
|