Latest Institutional Transactions on Ss&C Technologies Holdings Inc (SSNC)
This table provides information on the latest institutional transactions involving Ss&C Technologies Holdings Inc (SSNC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1New |
$79.5 - $88.1
|
1
$83.5
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
162New |
$12.9K - $14.3K
|
162
$13.5K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
SELL
|
- |
-200- 5.32% |
$15.9K - $17.6K
|
3.56K
$297K
|
|
|
Jan 20, 2026
Q4 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
1.15K+ 17.93% |
$91.5K - $101K
|
7.57K
$632K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
141+ 3.87% |
$11.2K - $12.4K
|
3.79K
$316K
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
35New |
$2.78K - $3.08K
|
35
$2.92K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.12% |
$79.5 - $88.1
|
869
$72.6K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
24+ 30.0% |
$1.91K - $2.11K
|
104
$8.68K
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
SELL
|
- |
-310- 0.22% |
$24.7K - $27.3K
|
141K
$11.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
35+ 61.4% |
$2.78K - $3.08K
|
92
$7.68K
|
|
|
Jan 15, 2026
Q4 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-881- 10.77% |
$70.1K - $77.6K
|
7.3K
$609K
|
|
|
Jan 15, 2026
Q4 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-80.9K- 99.75% |
$6.43M - $7.12M
|
205
$17.1K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-536- 0.9% |
$42.6K - $47.2K
|
59.2K
$4.94M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-13- 0.1% |
$1.03K - $1.15K
|
13.6K
$1.14M
|
|
|
Jan 15, 2026
Q4 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-460- 5.01% |
$36.6K - $40.5K
|
8.72K
$728K
|
|
|
Jan 15, 2026
Q4 2025
|
Meyer Handelman CO
|
BUY
|
- |
16.6K+ 17.88% |
$1.32M - $1.46M
|
109K
$9.13M
|
|
|
Jan 15, 2026
Q4 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
4.95K+ 8.66% |
$393K - $436K
|
62.1K
$5.18M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.57K+ 679.1% |
$204K - $226K
|
2.95K
$246K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
18+ 14.75% |
$1.43K - $1.59K
|
140
$11.7K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-40- 14.65% |
$3.18K - $3.52K
|
233
$19.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 2.56% |
$79.5 - $88.1
|
40
$3.34K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-307- 2.27% |
$24.4K - $27K
|
13.2K
$1.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-38.6K- 80.28% |
$3.07M - $3.4M
|
9.47K
$791K
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-53.6K- 6.51% |
$4.26M - $4.72M
|
769K
$64.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-1K- 3.04% |
$79.5K - $88.1K
|
31.9K
$2.66M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
14+ 1.64% |
$1.11K - $1.23K
|
869
$72.6K
|
|
|
Jan 14, 2026
Q4 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
415+ 0.86% |
$33K - $36.6K
|
48.7K
$4.06M
|
|
|
Jan 14, 2026
Q4 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-43- 1.66% |
$3.42K - $3.79K
|
2.55K
$213K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
8.58K+ 225.33% |
$683K - $756K
|
12.4K
$1.03M
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
44+ 1.1% |
$3.5K - $3.88K
|
4.06K
$339K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
13New |
$1.03K - $1.15K
|
13
$1.09K
|
|
|
Jan 14, 2026
Q4 2025
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-62.3K- 53.99% |
$4.95M - $5.49M
|
53.1K
$4.43M
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.35K- 0.08% |
$107K - $119K
|
1.71M
$143M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13+ 144.44% |
$1.03K - $1.15K
|
22
$1.84K
|
|
|
Jan 13, 2026
Q4 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
440+ 53.27% |
$35K - $38.8K
|
1.27K
$106K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
60+ 28.57% |
$4.77K - $5.28K
|
270
$22.5K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
8+ 0.23% |
$636 - $705
|
3.53K
$294K
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
7.35KNew |
$585K - $647K
|
7.35K
$614K
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
259+ 3.29% |
$20.6K - $22.8K
|
8.12K
$678K
|
|
|
Jan 12, 2026
Q4 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
200+ 3.61% |
$15.9K - $17.6K
|
5.74K
$479K
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
5.32KNew |
$423K - $468K
|
5.32K
$444K
|
|
|
Jan 12, 2026
Q4 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
20+ 0.01% |
$1.59K - $1.76K
|
198K
$16.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-30- 0.19% |
$2.39K - $2.64K
|
16K
$1.33M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
57+ 85.07% |
$4.53K - $5.02K
|
124
$10.4K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
33K+ 245.37% |
$2.62M - $2.9M
|
46.4K
$3.87M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-103- 0.24% |
$8.19K - $9.07K
|
42.3K
$3.53M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4+ 0.46% |
$318 - $352
|
880
$73.5K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-78.2K- 19.04% |
$6.22M - $6.89M
|
333K
$27.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-406- 0.65% |
$32.3K - $35.8K
|
62K
$5.17M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-173- 6.2% |
$13.8K - $15.2K
|
2.62K
$218K
|
|