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 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.35K- 0.08% |
$107K - $119K
|
1.71M
$143M
|
|
|
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
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
89+ 1.27% |
$7.08K - $7.84K
|
7.08K
$591K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.17K+ 8.44% |
$252K - $279K
|
40.7K
$3.39M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
296+ 28.49% |
$23.5K - $26.1K
|
1.34K
$111K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
30+ 7.75% |
$2.39K - $2.64K
|
417
$34.8K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.66K- 36.69% |
$211K - $234K
|
4.59K
$383K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.89KNew |
$230K - $254K
|
2.89K
$241K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
100New |
$7.95K - $8.81K
|
100
$8.35K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-107- 43.32% |
$8.51K - $9.42K
|
140
$11.7K
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
SELL
|
- |
-1.6K- 66.67% |
$127K - $141K
|
800
$66.8K
|
|
|
Jan 06, 2026
Q4 2025
|
Paradiem, LLC
|
SELL
|
- |
-595- 0.41% |
$47.3K - $52.4K
|
144K
$12M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-76- 12.24% |
$6.05K - $6.69K
|
545
$45.5K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.98K- 9.4% |
$396K - $438K
|
48K
$4.01M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
558+ 10.5% |
$44.4K - $49.1K
|
5.87K
$490K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
60+ 0.21% |
$4.91K - $5.41K
|
29K
$2.42M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
199+ 19900.0% |
$16.3K - $17.9K
|
200
$16.7K
|
|
|
Dec 02, 2025
Q3 2025
|
Tevis Investment Management
|
BUY
|
- |
13.8KNew |
$1.13M - $1.25M
|
13.8K
$1.15M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-827- 24.5% |
$67.7K - $74.6K
|
2.55K
$213K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
150+ 6.94% |
$12.3K - $13.5K
|
2.31K
$193K
|
|
|
Dec 01, 2025
Q3 2025
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-29.1K- 70.45% |
$2.38M - $2.62M
|
12.2K
$1.02M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-16.3K- 54.31% |
$1.34M - $1.47M
|
13.7K
$1.15M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-244- 6.34% |
$20K - $22K
|
3.6K
$301K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-85- 0.25% |
$6.96K - $7.67K
|
33.6K
$2.8M
|
|
|
Nov 20, 2025
Q3 2025
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-1.64K- 10.95% |
$135K - $148K
|
13.4K
$1.12M
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
26New |
$2.13K - $2.35K
|
26
$2.17K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.73K- 18.51% |
$142K - $156K
|
7.61K
$635K
|
|
|
Nov 19, 2025
Q3 2025
|
Mizuho Markets Cayman LP
|
BUY
|
- |
18New |
$1.47K - $1.62K
|
18
$1.5K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-583- 1.5% |
$47.7K - $52.6K
|
38.3K
$3.2M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.43KNew |
$117K - $129K
|
1.43K
$119K
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-1.91K- 1.56% |
$157K - $173K
|
121K
$10.1M
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-6.82K- 25.9% |
$558K - $615K
|
19.5K
$1.63M
|
|
|
Nov 18, 2025
Q3 2025
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
1.42K+ 8.24% |
$116K - $128K
|
18.6K
$1.55M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
57+ 1.43% |
$4.67K - $5.14K
|
4.06K
$339K
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-6.65K- 6.56% |
$544K - $600K
|
94.7K
$7.91M
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
596+ 6.3% |
$48.8K - $53.8K
|
10.1K
$840K
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-110- 2.91% |
$9K - $9.92K
|
3.68K
$307K
|
|
|
Nov 17, 2025
Q3 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1.98K- 5.79% |
$162K - $178K
|
32.2K
$2.69M
|
|