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 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-783- 22.45% |
$64.1K - $70.6K
|
2.7K
$226K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4- 0.08% |
$327 - $361
|
5.18K
$433K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.11K- 27.04% |
$337K - $371K
|
11.1K
$926K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
90+ 38.79% |
$7.37K - $8.12K
|
322
$26.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
101+ 1.95% |
$8.27K - $9.11K
|
5.28K
$440K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.07K- 12.13% |
$87.7K - $96.7K
|
7.77K
$649K
|
|
|
Nov 04, 2025
Q3 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
442+ 6.93% |
$36.2K - $39.9K
|
6.82K
$569K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.9K+ 22.04% |
$156K - $172K
|
10.5K
$879K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2.99K- 88.71% |
$244K - $269K
|
380
$31.7K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.13KNew |
$92.5K - $102K
|
1.13K
$94.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.08K+ 8152.0% |
$334K - $368K
|
4.13K
$344K
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
28+ 233.33% |
$2.29K - $2.53K
|
40
$3.34K
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-30K- 76.66% |
$2.46M - $2.71M
|
9.15K
$764K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-804- 19.87% |
$65.8K - $72.5K
|
3.24K
$271K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
416+ 1890.91% |
$34K - $37.5K
|
438
$36.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
13+ 1.12% |
$1.06K - $1.17K
|
1.18K
$98.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
2.36K+ 5.23% |
$193K - $212K
|
47.4K
$3.96M
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.19% |
$81.9 - $90.2
|
537
$44.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-456- 1.19% |
$37.3K - $41.1K
|
38K
$3.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.34K- 3.85% |
$273K - $301K
|
83.3K
$6.95M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.5K+ 3.03% |
$1.85M - $2.03M
|
768K
$64.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-236- 2.04% |
$19.3K - $21.3K
|
11.3K
$946K
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-703- 9.12% |
$57.5K - $63.4K
|
7.01K
$585K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.53K- 4.57% |
$207K - $228K
|
52.8K
$4.41M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
355+ 2.63% |
$29.1K - $32K
|
13.8K
$1.16M
|
|
|
Nov 03, 2025
Q3 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
225+ 2.22% |
$18.4K - $20.3K
|
10.4K
$865K
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.77K- 1.35% |
$472K - $520K
|
421K
$35.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-49- 0.02% |
$4.01K - $4.42K
|
291K
$24.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
57New |
$4.67K - $5.14K
|
57
$4.76K
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.35K- 0.6% |
$111K - $122K
|
226K
$18.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
2.35KNew |
$192K - $212K
|
2.35K
$196K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
707+ 1.09% |
$57.9K - $63.8K
|
65.5K
$5.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
3.6K+ 1204.68% |
$295K - $325K
|
3.9K
$326K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.25K+ 2.45% |
$266K - $293K
|
136K
$11.3M
|
|
|
Nov 03, 2025
Q3 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
40K+ 27.23% |
$3.27M - $3.61M
|
187K
$15.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
7New |
$573 - $631
|
7
$584
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
332+ 0.14% |
$27.2K - $29.9K
|
229K
$19.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-3.32K- 4.8% |
$272K - $300K
|
65.9K
$5.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.22KNew |
$427K - $471K
|
5.22K
$436K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.07K- 0.75% |
$87.3K - $96.2K
|
141K
$11.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.42% |
$81.9 - $90.2
|
239
$20K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.12K+ 10.72% |
$91.6K - $101K
|
11.6K
$965K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
175+ 1.03% |
$14.3K - $15.8K
|
17.1K
$1.43M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.01K+ 6.16% |
$82.9K - $91.4K
|
17.5K
$1.46M
|
|
|
Oct 31, 2025
Q3 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-9K- 14.6% |
$737K - $812K
|
52.6K
$4.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-44.9K- 25.74% |
$3.68M - $4.05M
|
130K
$10.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
2.72KNew |
$222K - $245K
|
2.72K
$227K
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
32.4K+ 526.47% |
$2.65M - $2.92M
|
38.5K
$3.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-11.7K- 2.79% |
$960K - $1.06M
|
408K
$34.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.04K+ 501.45% |
$85K - $93.6K
|
1.25K
$104K
|
|