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 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-446- 58.45% |
$32.1K - $37.2K
|
317
$27.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-465- 15.85% |
$33.5K - $38.8K
|
2.47K
$213K
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-470- 0.17% |
$33.8K - $39.2K
|
273K
$23.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-473- 0.73% |
$34K - $39.5K
|
64.6K
$5.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-482- 5.46% |
$34.7K - $40.2K
|
8.34K
$718K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-510- 2.35% |
$36.7K - $42.5K
|
21.1K
$1.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-520- 1.74% |
$37.4K - $43.4K
|
29.4K
$2.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-537- 1.76% |
$38.6K - $44.8K
|
30K
$2.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-543- 0.51% |
$39.1K - $45.3K
|
107K
$9.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-608- 8.75% |
$43.8K - $50.7K
|
6.34K
$546K
|
|
|
Jul 25, 2025
Q2 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-700- 2.08% |
$50.4K - $58.4K
|
32.9K
$2.83M
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-702- 2.86% |
$50.5K - $58.6K
|
23.8K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-714- 15.87% |
$51.4K - $59.6K
|
3.79K
$326K
|
|
|
Jul 28, 2025
Q2 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-741- 0.98% |
$53.3K - $61.8K
|
74.6K
$6.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-761- 1.2% |
$54.8K - $63.5K
|
62.5K
$5.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-798- 19.12% |
$57.4K - $66.6K
|
3.38K
$291K
|
|
|
Aug 14, 2025
Q2 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-800- 5.74% |
$57.6K - $66.7K
|
13.1K
$1.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-802- 6.91% |
$57.7K - $66.9K
|
10.8K
$929K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-804- 2.06% |
$57.9K - $67.1K
|
38.2K
$3.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-833- 1.99% |
$59.9K - $69.5K
|
41K
$3.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-834- 34.48% |
$60K - $69.6K
|
1.59K
$136K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-868- 10.88% |
$62.5K - $72.4K
|
7.11K
$612K
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-875- 4.09% |
$63K - $73K
|
20.5K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-908- 8.95% |
$65.3K - $75.7K
|
9.24K
$795K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-940- 26.04% |
$67.6K - $78.4K
|
2.67K
$230K
|
|
|
Jul 07, 2025
Q2 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-942- 5.16% |
$67.8K - $78.6K
|
17.3K
$1.49M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-968- 16.87% |
$69.7K - $80.8K
|
4.77K
$411K
|
|
|
Aug 12, 2025
Q2 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-976- 0.48% |
$70.2K - $81.4K
|
201K
$17.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-1K- 50.0% |
$72K - $83.4K
|
1K
$86.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-1.09K- 0.55% |
$78.4K - $90.8K
|
199K
$17.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-1.13K- 14.05% |
$81.4K - $94.3K
|
6.92K
$596K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.14K- 84.62% |
$82K - $95K
|
207
$17.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Denali Advisors LLC
|
SELL
|
- |
-1.2K- 15.56% |
$86.4K - $100K
|
6.51K
$560K
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.22K- 31.32% |
$87.4K - $101K
|
2.66K
$229K
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.26K- 0.52% |
$90.8K - $105K
|
240K
$20.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-1.27K- 0.89% |
$91.2K - $106K
|
141K
$12.1M
|
|
|
Aug 12, 2025
Q2 2025
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-1.4K- 36.38% |
$101K - $117K
|
2.44K
$210K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.42K- 23.07% |
$102K - $119K
|
4.74K
$408K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.53K- 3.04% |
$110K - $128K
|
48.9K
$4.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.67K- 24.28% |
$120K - $139K
|
5.2K
$447K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.7K- 6.6% |
$122K - $142K
|
24K
$2.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-1.71K- 30.55% |
$123K - $142K
|
3.88K
$334K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-1.71K- 69.69% |
$123K - $142K
|
742
$63.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.71K- 16.23% |
$123K - $143K
|
8.84K
$761K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.73K- 3.03% |
$124K - $144K
|
55.3K
$4.76M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.83K- 20.8% |
$132K - $152K
|
6.96K
$599K
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.87K- 14.6% |
$135K - $156K
|
11K
$943K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.92K- 3.84% |
$138K - $160K
|
48K
$4.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.04K- 5.52% |
$147K - $170K
|
34.9K
$3M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.12K- 4.46% |
$152K - $176K
|
45.3K
$3.9M
|