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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
32.4K+ 526.47% |
$2.65M - $2.92M
|
38.5K
$3.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-11.7K- 2.79% |
$960K - $1.06M
|
408K
$34.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.04K+ 501.45% |
$85K - $93.6K
|
1.25K
$104K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-89.1K- 26.51% |
$7.29M - $8.04M
|
247K
$20.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-195- 14.52% |
$16K - $17.6K
|
1.15K
$95.8K
|
|
|
Oct 30, 2025
Q3 2025
|
William Von Mueffling
Cantillon Capital Management LLC
|
SELL
|
- |
-46.6K- 1.09% |
$3.81M - $4.2M
|
4.23M
$353M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
1.09K+ 0.78% |
$88.8K - $97.9K
|
140K
$11.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-39K- 57.31% |
$3.19M - $3.52M
|
29.1K
$2.43M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.94K- 16.38% |
$159K - $175K
|
9.91K
$827K
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
213New |
$17.4K - $19.2K
|
213
$17.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Sylvest Advisors, LLC
Dallas, TX |
SELL
|
- |
-77- 1.19% |
$6.3K - $6.95K
|
6.42K
$536K
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
2.45K+ 1.45% |
$200K - $221K
|
171K
$14.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-242- 2.12% |
$19.8K - $21.8K
|
11.2K
$932K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
9.66KNew |
$791K - $871K
|
9.66K
$806K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-84- 0.09% |
$6.88K - $7.58K
|
88.6K
$7.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-34- 33.33% |
$2.78K - $3.07K
|
68
$5.68K
|
|
|
Oct 29, 2025
Q3 2025
|
St. James Investment Company, LLC
|
BUY
|
- |
220KNew |
$18M - $19.8M
|
220K
$18.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.09K+ 8.38% |
$89.1K - $98.1K
|
14.1K
$1.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
468New |
$38.3K - $42.2K
|
468
$39.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
4.02KNew |
$329K - $362K
|
4.02K
$335K
|
|
|
Oct 29, 2025
Q3 2025
|
Seizert Capital Partners, LLC
|
BUY
|
- |
70.5K+ 18.54% |
$5.77M - $6.36M
|
451K
$37.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.28KNew |
$187K - $206K
|
2.28K
$191K
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
1.63K+ 37.16% |
$133K - $147K
|
6.01K
$502K
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
19+ 0.63% |
$1.56K - $1.71K
|
3.02K
$252K
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-61- 1.13% |
$4.99K - $5.5K
|
5.33K
$445K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-32- 61.54% |
$2.62K - $2.89K
|
20
$1.67K
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
SELL
|
- |
-11.5K- 19.41% |
$941K - $1.04M
|
47.8K
$3.99M
|
|
|
Oct 28, 2025
Q3 2025
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
9.5KNew |
$778K - $857K
|
9.5K
$793K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
899+ 8.34% |
$73.6K - $81.1K
|
11.7K
$975K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
677New |
$55.4K - $61.1K
|
677
$56.5K
|
|
|
Oct 28, 2025
Q3 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-6- 0.23% |
$491 - $541
|
2.6K
$217K
|
|
|
Oct 28, 2025
Q3 2025
|
Reinhart Partners, Inc.
|
SELL
|
- |
-6.57K- 4.85% |
$537K - $592K
|
129K
$10.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-70.8K- 39.53% |
$5.79M - $6.39M
|
108K
$9.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.4KNew |
$851K - $938K
|
10.4K
$868K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
5.67K+ 1.13% |
$464K - $511K
|
509K
$42.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.09K- 4.61% |
$171K - $189K
|
43.2K
$3.61M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
445New |
$36.4K - $40.1K
|
445
$37.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
12+ 25.0% |
$982 - $1.08K
|
60
$5.01K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-381- 1.3% |
$31.2K - $34.4K
|
29K
$2.42M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.08K+ 2.25% |
$88.5K - $97.5K
|
49.1K
$4.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-17.6K- 25.27% |
$1.44M - $1.58M
|
51.9K
$4.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-72- 0.19% |
$5.89K - $6.49K
|
38.2K
$3.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-453- 2.94% |
$37.1K - $40.9K
|
14.9K
$1.25M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
470+ 4.35% |
$38.5K - $42.4K
|
11.3K
$941K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.32K+ 11.3% |
$190K - $209K
|
22.8K
$1.91M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 52.17% |
$982 - $1.08K
|
35
$2.92K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
24+ 150.0% |
$1.96K - $2.16K
|
40
$3.34K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
26+ 7.74% |
$2.13K - $2.35K
|
362
$30.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
545+ 11.42% |
$44.6K - $49.2K
|
5.32K
$444K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
29New |
$2.37K - $2.62K
|
29
$2.42K
|
|