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 |
|---|---|---|---|---|---|---|---|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
15New |
$1.05K - $1.16K
|
15
$1.25K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2New |
$140 - $155
|
2
$167
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
5New |
$350 - $387
|
5
$417
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
165New |
$11.5K - $12.8K
|
165
$13.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.48K- 9.33% |
$104K - $115K
|
14.4K
$1.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
49KNew |
$3.43M - $3.79M
|
49K
$4.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-33.2K- 8.17% |
$2.32M - $2.57M
|
373K
$31.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mangrove Partners
New York, NY |
SELL
|
- |
-39.2K- 10.0% |
$2.74M - $3.03M
|
353K
$29.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Incline Global Management LLC
New York, NY |
SELL
|
- |
-63- 0.06% |
$4.41K - $4.87K
|
103K
$8.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
49.5KNew |
$3.46M - $3.83M
|
49.5K
$4.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
28KNew |
$1.96M - $2.16M
|
28K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Invenomic Capital Management LP
Boston, MA |
SELL
|
- |
-59.6K- 13.88% |
$4.17M - $4.61M
|
370K
$30.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
904New |
$63.2K - $69.9K
|
904
$75.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-757- 15.71% |
$52.9K - $58.6K
|
4.06K
$339K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-2.5K- 2.58% |
$175K - $194K
|
94.7K
$7.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
7New |
$490 - $542
|
7
$584
|
|
|
Feb 13, 2025
Q4 2024
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
2.67KNew |
$187K - $207K
|
2.67K
$223K
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-50K- 75.08% |
$3.5M - $3.87M
|
16.6K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
111New |
$7.76K - $8.59K
|
111
$9.27K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2.69KNew |
$188K - $208K
|
2.69K
$225K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.2KNew |
$83.8K - $92.7K
|
1.2K
$100K
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
2.85KNew |
$199K - $220K
|
2.85K
$238K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-49- 43.36% |
$3.43K - $3.79K
|
64
$5.34K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
16.3KNew |
$1.14M - $1.26M
|
16.3K
$1.36M
|
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
38.6KNew |
$2.7M - $2.98M
|
38.6K
$3.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
2.64KNew |
$185K - $204K
|
2.64K
$221K
|
|
|
Feb 06, 2025
Q4 2024
|
Clark Estates Inc
New York, NY |
SELL
|
- |
-5.5K- 10.81% |
$385K - $426K
|
45.4K
$3.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
101KNew |
$7.04M - $7.79M
|
101K
$8.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
28New |
$1.96K - $2.17K
|
28
$2.34K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
306New |
$21.4K - $23.7K
|
306
$25.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
36New |
$2.52K - $2.78K
|
36
$3.01K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
4.56KNew |
$319K - $353K
|
4.56K
$381K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
36New |
$2.52K - $2.78K
|
36
$3.01K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-78- 2.17% |
$5.45K - $6.03K
|
3.52K
$294K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-130- 13.0% |
$9.09K - $10.1K
|
870
$72.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.15K+ 312.05% |
$150K - $166K
|
2.84K
$237K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
670New |
$46.9K - $51.8K
|
670
$55.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.64KNew |
$185K - $204K
|
2.64K
$221K
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-500- 41.67% |
$35K - $38.7K
|
700
$58.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-26- 0.61% |
$1.82K - $2.01K
|
4.2K
$351K
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
3.25K+ 22.85% |
$227K - $251K
|
17.5K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3New |
$210 - $232
|
3
$250
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
6New |
$420 - $464
|
6
$501
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.82KNew |
$267K - $295K
|
3.82K
$319K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1- 33.33% |
$69.9 - $77.4
|
2
$167
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
171+ 5.56% |
$12K - $13.2K
|
3.25K
$271K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
412+ 4.14% |
$28.8K - $31.9K
|
10.4K
$865K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
128New |
$8.95K - $9.9K
|
128
$10.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-14- 41.18% |
$979 - $1.08K
|
20
$1.67K
|
|