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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Vulcan Value Partners, LLC
Birmingham, AL |
SELL
|
- |
-80K- 16.85% |
$6.55M - $7.22M
|
395K
$33M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-41- 0.9% |
$3.36K - $3.7K
|
4.51K
$376K
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.67K- 0.8% |
$137K - $151K
|
208K
$17.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.18K+ 67.24% |
$96.3K - $106K
|
2.93K
$244K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
1.29K+ 91.72% |
$105K - $116K
|
2.69K
$224K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.52K- 61.56% |
$124K - $137K
|
949
$79.2K
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-5.82K- 0.95% |
$477K - $525K
|
606K
$50.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-32- 13.22% |
$2.62K - $2.89K
|
210
$17.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-17- 9.29% |
$1.39K - $1.53K
|
166
$13.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
867+ 20.68% |
$71K - $78.2K
|
5.06K
$422K
|
|
|
Nov 10, 2025
Q3 2025
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
670+ 8.03% |
$54.8K - $60.4K
|
9.01K
$752K
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
BUY
|
- |
2.76K+ 4.59% |
$226K - $249K
|
62.9K
$5.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
265+ 1.37% |
$21.7K - $23.9K
|
19.7K
$1.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
1.46K+ 5.66% |
$120K - $132K
|
27.3K
$2.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
682+ 18.58% |
$55.8K - $61.5K
|
4.35K
$363K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.42K- 16.17% |
$280K - $308K
|
17.7K
$1.48M
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
24+ 0.18% |
$1.96K - $2.16K
|
13.5K
$1.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
7+ 0.81% |
$573 - $631
|
876
$73.1K
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
2.05K+ 2.89% |
$167K - $184K
|
72.7K
$6.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.5K- 2.73% |
$856K - $943K
|
372K
$31M
|
|
|
Nov 07, 2025
Q3 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-408- 0.84% |
$33.4K - $36.8K
|
48K
$4.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-109K- 0.53% |
$8.96M - $9.87M
|
20.5M
$1.71B
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.31KNew |
$189K - $208K
|
2.31K
$193K
|
|
|
Nov 07, 2025
Q3 2025
|
Denali Advisors LLC
|
BUY
|
- |
389+ 5.97% |
$31.8K - $35.1K
|
6.9K
$576K
|
|
|
Nov 07, 2025
Q3 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-3.08K- 6.11% |
$252K - $277K
|
47.2K
$3.94M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-334- 1.38% |
$27.3K - $30.1K
|
23.9K
$1.99M
|
|
|
Nov 07, 2025
Q3 2025
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-285K- 2.72% |
$23.3M - $25.7M
|
10.2M
$850M
|
|
|
Nov 07, 2025
Q3 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
20KNew |
$1.64M - $1.8M
|
20K
$1.67M
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-185- 0.3% |
$15.1K - $16.7K
|
62.4K
$5.21M
|
|
|
Nov 07, 2025
Q3 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
12.9KNew |
$1.05M - $1.16M
|
12.9K
$1.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-205- 6.23% |
$16.8K - $18.5K
|
3.09K
$258K
|
|
|
Nov 07, 2025
Q3 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-4.01K- 10.41% |
$328K - $362K
|
34.5K
$2.88M
|
|
|
Nov 06, 2025
Q3 2025
|
Katamaran Capital LLP
London, X0 |
SELL
|
- |
-1.67K- 2.69% |
$137K - $151K
|
60.5K
$5.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.79K+ 9.9% |
$310K - $341K
|
42K
$3.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
471+ 1.57% |
$38.6K - $42.5K
|
30.4K
$2.54M
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
19New |
$1.56K - $1.71K
|
19
$1.59K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
5.91KNew |
$483K - $533K
|
5.91K
$493K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
15.9KNew |
$1.3M - $1.44M
|
15.9K
$1.33M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
7.26K+ 2.66% |
$594K - $654K
|
280K
$23.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
3.85KNew |
$315K - $347K
|
3.85K
$321K
|
|
|
Nov 06, 2025
Q3 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
3.65K+ 0.6% |
$299K - $329K
|
609K
$50.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
1.59K+ 2.9% |
$130K - $143K
|
56.3K
$4.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Leuthold Group, LLC
|
BUY
|
- |
2.38K+ 4.95% |
$194K - $214K
|
50.4K
$4.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Skylands Capital, LLC
|
SELL
|
- |
-7.7K- 9.44% |
$630K - $695K
|
73.9K
$6.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-101K- 25.51% |
$8.26M - $9.1M
|
295K
$24.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
4+ 10.53% |
$327 - $361
|
42
$3.51K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-4.95K- 7.13% |
$405K - $447K
|
64.5K
$5.39M
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-163- 6.12% |
$13.3K - $14.7K
|
2.5K
$209K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.05K- 5.88% |
$85.8K - $94.5K
|
16.8K
$1.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-902- 0.79% |
$73.8K - $81.4K
|
113K
$9.43M
|
|