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 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
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-74.2K- 15.29% |
$6.07M - $6.69M
|
411K
$34.3M
|
|
|
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
|
Versant Capital Management, Inc
|
BUY
|
- |
71+ 7.33% |
$5.81K - $6.4K
|
1.04K
$86.7K
|
|
|
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
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
9+ 3.35% |
$737 - $812
|
278
$23.2K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-97Closed |
$7.94K - $8.75K
|
0
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-10K- 4.17% |
$821K - $905K
|
230K
$19.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.34K+ 2.59% |
$109K - $121K
|
53K
$4.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
647+ 22.75% |
$53K - $58.4K
|
3.49K
$291K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
426+ 99.3% |
$34.9K - $38.4K
|
855
$71.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
40.1K+ 1774.51% |
$3.28M - $3.62M
|
42.4K
$3.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-3.4K- 31.27% |
$278K - $307K
|
7.47K
$624K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7.63K+ 9.91% |
$624K - $688K
|
84.6K
$7.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-136- 0.18% |
$11.1K - $12.3K
|
74.5K
$6.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Peregrine Capital Management LLC
|
SELL
|
- |
-39.9K- 26.1% |
$3.27M - $3.6M
|
113K
$9.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
88+ 30.34% |
$7.2K - $7.94K
|
378
$31.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-4.49K- 5.09% |
$368K - $405K
|
83.8K
$7M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.19K- 9.68% |
$97.6K - $108K
|
11.1K
$929K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
1.23K+ 90.48% |
$100K - $111K
|
2.58K
$215K
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-26.8K- 1.5% |
$2.19M - $2.42M
|
1.76M
$147M
|
|
|
Oct 22, 2025
Q3 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.87KNew |
$235K - $259K
|
2.87K
$240K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-26- 1.0% |
$2.13K - $2.35K
|
2.57K
$215K
|
|
|
Oct 22, 2025
Q3 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-218- 1.34% |
$17.8K - $19.7K
|
16K
$1.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-169- 83.66% |
$13.8K - $15.2K
|
33
$2.76K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-573- 1.95% |
$46.9K - $51.7K
|
28.8K
$2.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.29K+ 51.09% |
$105K - $116K
|
3.81K
$318K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
676New |
$55.3K - $61K
|
676
$56.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
117+ 90.0% |
$9.58K - $10.6K
|
247
$20.6K
|
|