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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.19K+ 14.92% |
$83.1K - $92K
|
9.16K
$708K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-125- 2.89% |
$8.74K - $9.67K
|
4.2K
$325K
|
|
|
Feb 10, 2025
Q4 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-827K- 10.88% |
$57.8M - $64M
|
6.77M
$524M
|
|
|
Feb 10, 2025
Q4 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
279K+ 40.93% |
$19.5M - $21.6M
|
961K
$74.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.26K+ 11.48% |
$88.3K - $97.6K
|
12.3K
$948K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
11.5KNew |
$806K - $891K
|
11.5K
$891K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
76.9K+ 12.85% |
$5.37M - $5.95M
|
675K
$52.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.08K+ 7.81% |
$75.5K - $83.5K
|
14.9K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
2.85KNew |
$199K - $220K
|
2.85K
$220K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.02K- 32.92% |
$351K - $388K
|
10.2K
$791K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.93K+ 81.79% |
$274K - $304K
|
8.72K
$675K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.78K- 7.33% |
$335K - $370K
|
60.4K
$4.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-49- 43.36% |
$3.43K - $3.79K
|
64
$4.95K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-2.98K- 22.94% |
$208K - $230K
|
10K
$773K
|
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-2- 0.01% |
$140 - $155
|
15.5K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-15- 0.48% |
$1.05K - $1.16K
|
3.08K
$238K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
16.3KNew |
$1.14M - $1.26M
|
16.3K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-803- 6.54% |
$56.2K - $62.1K
|
11.5K
$888K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
5.07K+ 27.07% |
$354K - $392K
|
23.8K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
571+ 6.21% |
$39.9K - $44.2K
|
9.77K
$756K
|
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
3.9M+ 283.08% |
$273M - $302M
|
5.28M
$409M
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
17.9K+ 68.83% |
$1.25M - $1.38M
|
43.8K
$3.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
742+ 1.89% |
$51.9K - $57.4K
|
40K
$3.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-10.1K- 6.55% |
$706K - $781K
|
144K
$11.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.06K- 4.87% |
$74.3K - $82.2K
|
20.8K
$1.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
17+ 58.62% |
$1.19K - $1.32K
|
46
$3.56K
|
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
38.6KNew |
$2.7M - $2.98M
|
38.6K
$2.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-507K- 57.98% |
$35.5M - $39.2M
|
367K
$28.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
72.2K+ 158.21% |
$5.05M - $5.58M
|
118K
$9.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.71K+ 19.21% |
$119K - $132K
|
10.6K
$820K
|
|
|
Feb 07, 2025
Q4 2024
|
River Road Asset Management, LLC
|
BUY
|
- |
343K+ 278.46% |
$24M - $26.5M
|
466K
$36.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
17+ 77.27% |
$1.19K - $1.32K
|
39
$3.02K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.41K- 0.56% |
$98.4K - $109K
|
249K
$19.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-1.1M- 8.72% |
$77.3M - $85.5M
|
11.6M
$894M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-508K- 99.33% |
$35.5M - $39.3M
|
3.4K
$263K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
791+ 6.15% |
$55.3K - $61.2K
|
13.7K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
717+ 47.05% |
$50.1K - $55.5K
|
2.24K
$173K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-791- 12.12% |
$55.3K - $61.2K
|
5.73K
$444K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.7K- 2.98% |
$960K - $1.06M
|
447K
$34.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
7New |
$490 - $542
|
7
$542
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
18+ 0.21% |
$1.26K - $1.39K
|
8.54K
$661K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-570- 4.79% |
$39.9K - $44.1K
|
11.3K
$877K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
2.64KNew |
$185K - $204K
|
2.64K
$205K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
123+ 16.14% |
$8.6K - $9.52K
|
885
$68.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-33- 0.42% |
$2.31K - $2.55K
|
7.9K
$611K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
35K+ 4.4% |
$2.45M - $2.71M
|
830K
$64.2M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 4.02% |
$21K - $23.2K
|
7.17K
$555K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.18K- 2.38% |
$82.7K - $91.5K
|
48.4K
$3.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-2.9K- 0.31% |
$203K - $224K
|
947K
$73.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
287K+ 24.54% |
$20M - $22.2M
|
1.45M
$113M
|