Latest Institutional Purchases of Ss&C Technologies Holdings Inc (SSNC)
This list provides information on the latest institutional transactions involving Ss&C Technologies Holdings Inc (SSNC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2026
Q4 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
254K+ 14.41% |
$20.2M - $22.3M
|
2.01M
$168M
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
33K+ 245.37% |
$2.62M - $2.9M
|
46.4K
$3.87M
|
|
|
Jan 15, 2026
Q4 2025
|
Meyer Handelman CO
|
BUY
|
- |
16.6K+ 17.88% |
$1.32M - $1.46M
|
109K
$9.13M
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
9.02K+ 77.25% |
$718K - $795K
|
20.7K
$1.73M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
8.58K+ 225.33% |
$683K - $756K
|
12.4K
$1.03M
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
7.35KNew |
$585K - $647K
|
7.35K
$614K
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
5.32KNew |
$423K - $468K
|
5.32K
$444K
|
|
|
Jan 15, 2026
Q4 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
4.95K+ 8.66% |
$393K - $436K
|
62.1K
$5.18M
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.56KNew |
$283K - $314K
|
3.56K
$297K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.17K+ 8.44% |
$252K - $279K
|
40.7K
$3.39M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.89KNew |
$230K - $254K
|
2.89K
$241K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.67KNew |
$212K - $235K
|
2.67K
$223K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.57K+ 679.1% |
$204K - $226K
|
2.95K
$246K
|
|
|
Jan 23, 2026
Q4 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.7K+ 0.33% |
$135K - $149K
|
511K
$42.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.32K+ 0.36% |
$105K - $116K
|
366K
$30.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
1.15K+ 17.93% |
$91.5K - $101K
|
7.57K
$632K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
1.12K+ 1.73% |
$89K - $98.6K
|
65.7K
$5.48M
|
|
|
Jan 21, 2026
Q4 2025
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
616+ 3.57% |
$49K - $54.3K
|
17.9K
$1.49M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
558+ 10.5% |
$44.4K - $49.1K
|
5.87K
$490K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
543+ 22.67% |
$43.2K - $47.8K
|
2.94K
$245K
|
|
|
Jan 13, 2026
Q4 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
440+ 53.27% |
$35K - $38.8K
|
1.27K
$106K
|
|
|
Jan 14, 2026
Q4 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
415+ 0.86% |
$33K - $36.6K
|
48.7K
$4.06M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
296+ 28.49% |
$23.5K - $26.1K
|
1.34K
$111K
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
259+ 3.29% |
$20.6K - $22.8K
|
8.12K
$678K
|
|
|
Jan 21, 2026
Q4 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
239+ 1.6% |
$19K - $21.1K
|
15.2K
$1.27M
|
|
|
Jan 23, 2026
Q4 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
216+ 1.41% |
$17.2K - $19K
|
15.5K
$1.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
200+ 3.61% |
$15.9K - $17.6K
|
5.74K
$479K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
162New |
$12.9K - $14.3K
|
162
$13.5K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
141+ 3.87% |
$11.2K - $12.4K
|
3.79K
$316K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
100New |
$7.95K - $8.81K
|
100
$8.35K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
89+ 1.27% |
$7.08K - $7.84K
|
7.08K
$591K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
60+ 28.57% |
$4.77K - $5.28K
|
270
$22.5K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
57+ 85.07% |
$4.53K - $5.02K
|
124
$10.4K
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
44+ 1.1% |
$3.5K - $3.88K
|
4.06K
$339K
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
35New |
$2.78K - $3.08K
|
35
$2.92K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
35+ 61.4% |
$2.78K - $3.08K
|
92
$7.68K
|
|
|
Jan 23, 2026
Q4 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
32+ 80.0% |
$2.55K - $2.82K
|
72
$6.01K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
30+ 7.75% |
$2.39K - $2.64K
|
417
$34.8K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
24+ 30.0% |
$1.91K - $2.11K
|
104
$8.68K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
22+ 110.0% |
$1.75K - $1.94K
|
42
$3.51K
|
|
|
Jan 12, 2026
Q4 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
20+ 0.01% |
$1.59K - $1.76K
|
198K
$16.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
18+ 14.75% |
$1.43K - $1.59K
|
140
$11.7K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
17New |
$1.35K - $1.5K
|
17
$1.42K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
14+ 1.64% |
$1.11K - $1.23K
|
869
$72.6K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
13New |
$1.03K - $1.15K
|
13
$1.09K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13+ 144.44% |
$1.03K - $1.15K
|
22
$1.84K
|
|
|
Jan 20, 2026
Q4 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
9New |
$716 - $793
|
9
$751
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
8+ 0.23% |
$636 - $705
|
3.53K
$294K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
7New |
$557 - $617
|
7
$584
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
5New |
$398 - $440
|
5
$417
|
|