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 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
|
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
|
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
|
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
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-59.4K- 42.3% |
$4.87M - $5.36M
|
81.1K
$6.77M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.16K- 6.19% |
$422K - $465K
|
78.1K
$6.52M
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
11.5KNew |
$940K - $1.04M
|
11.5K
$959K
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
7.57K+ 97.69% |
$620K - $683K
|
15.3K
$1.28M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
12+ 17.65% |
$982 - $1.08K
|
80
$6.68K
|
|
|
Oct 21, 2025
Q3 2025
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-1.46K- 3.68% |
$120K - $132K
|
38.3K
$3.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5+ 0.14% |
$409 - $451
|
3.64K
$304K
|
|
|
Oct 21, 2025
Q3 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-10K- 15.38% |
$819K - $902K
|
55K
$4.59M
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
220New |
$18K - $19.8K
|
220
$18.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
2.74K+ 29.68% |
$225K - $247K
|
12K
$1M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-244- 14.84% |
$20K - $22K
|
1.4K
$117K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
8New |
$655 - $722
|
8
$668
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
74+ 0.38% |
$6.06K - $6.67K
|
19.6K
$1.64M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.27K+ 50.7% |
$104K - $114K
|
3.76K
$314K
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
208+ 2.32% |
$17K - $18.8K
|
9.18K
$767K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-26.5K- 74.22% |
$2.17M - $2.39M
|
9.21K
$769K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-729- 8.7% |
$59.7K - $65.8K
|
7.65K
$638K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-25.7K- 30.06% |
$2.1M - $2.32M
|
59.7K
$4.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
6New |
$491 - $541
|
6
$501
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
136New |
$11.1K - $12.3K
|
136
$11.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
45New |
$3.68K - $4.06K
|
45
$3.76K
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-643- 1.32% |
$52.6K - $58K
|
48.2K
$4.03M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-40- 12.62% |
$3.27K - $3.61K
|
277
$23.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.02K- 12.89% |
$165K - $182K
|
13.7K
$1.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-6.15K- 2.33% |
$504K - $555K
|
258K
$21.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
966+ 4.05% |
$79.1K - $87.1K
|
24.8K
$2.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Copeland Capital Management, LLC
|
BUY
|
- |
15+ 0.55% |
$1.23K - $1.35K
|
2.72K
$227K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
9+ 7.96% |
$737 - $812
|
122
$10.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.12% |
$81.9 - $90.2
|
868
$72.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-937- 0.47% |
$76.7K - $84.5K
|
198K
$16.5M
|
|