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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
14K+ 375.85% |
$734K - $876K
|
17.7K
$1.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
10.2KNew |
$534K - $638K
|
10.2K
$849K
|
|
|
Nov 07, 2025
Q3 2023
|
Abn Amro Investment Solutions
Paris Cedex 008, |
BUY
|
- |
5.87K+ 197.64% |
$308K - $368K
|
8.84K
$738K
|
|
|
Nov 14, 2023
Q3 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
4.42KNew |
$232K - $277K
|
4.42K
$369K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.63K+ 9.65% |
$85.9K - $103K
|
18.6K
$1.55M
|
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
718+ 5.65% |
$37.7K - $45.1K
|
13.4K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
642New |
$33.7K - $40.3K
|
642
$53.6K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
500New |
$26.3K - $31.4K
|
500
$41.7K
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
153New |
$8.04K - $9.6K
|
153
$12.8K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
128New |
$6.73K - $8.03K
|
128
$10.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
108New |
$5.67K - $6.78K
|
108
$9.02K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
85+ 2.15% |
$4.47K - $5.33K
|
4.04K
$337K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
50New |
$2.63K - $3.14K
|
50
$4.17K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
31+ 0.64% |
$1.63K - $1.95K
|
4.87K
$407K
|
|
|
Aug 15, 2025
Q3 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
23New |
$1.21K - $1.44K
|
23
$1.92K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$105 - $126
|
2
$167
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
137K+ 2273.03% |
$7.46M - $8.27M
|
143K
$11.9M
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
12KNew |
$656K - $727K
|
12K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
CALL |
10KNew |
$546K - $606K
|
10K
$835K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
7.02KNew |
$383K - $425K
|
7.02K
$586K
|
|
|
Aug 01, 2023
Q2 2023
|
Investment Management Associates Inc
|
BUY
|
- |
6.28K+ 3.26% |
$343K - $381K
|
199K
$16.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
5.39K+ 3.46% |
$295K - $327K
|
161K
$13.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
5K+ 19.02% |
$273K - $303K
|
31.3K
$2.61M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
4.8KNew |
$262K - $291K
|
4.8K
$401K
|
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
800New |
$43.7K - $48.5K
|
800
$66.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
BUY
|
- |
691+ 1.03% |
$37.7K - $41.9K
|
67.5K
$5.64M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
207+ 4.88% |
$11.3K - $12.5K
|
4.45K
$371K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
137New |
$7.48K - $8.3K
|
137
$11.4K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
94New |
$5.14K - $5.7K
|
94
$7.85K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
65New |
$3.55K - $3.94K
|
65
$5.43K
|
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
58+ 1.34% |
$3.17K - $3.51K
|
4.38K
$365K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
30New |
$1.64K - $1.82K
|
30
$2.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
15New |
$819 - $909
|
15
$1.25K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
14New |
$765 - $848
|
14
$1.17K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4+ 0.05% |
$219 - $242
|
7.63K
$637K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 3.13% |
$54.6 - $60.6
|
33
$2.76K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
113KNew |
$5.91M - $7.23M
|
113K
$9.48M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
15.9KNew |
$830K - $1.02M
|
15.9K
$1.33M
|
|
|
May 10, 2023
Q1 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
9.02KNew |
$470K - $575K
|
9.02K
$753K
|
|
|
Apr 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
5.27K+ 10.06% |
$275K - $336K
|
57.7K
$4.81M
|
|
|
May 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
4.06KNew |
$211K - $258K
|
4.06K
$339K
|
|
|
May 05, 2023
Q1 2023
|
Ctc Capital Management, LLC
|
BUY
|
- |
4KNew |
$208K - $255K
|
4K
$334K
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3.6K+ 37.25% |
$188K - $229K
|
13.3K
$1.11M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.32K+ 52.9% |
$173K - $212K
|
9.59K
$801K
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
2.8K+ 36.62% |
$146K - $178K
|
10.4K
$872K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
898+ 6.78% |
$46.8K - $57.2K
|
14.1K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
755+ 98.82% |
$39.3K - $48.1K
|
1.52K
$127K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
360New |
$18.8K - $22.9K
|
360
$30.1K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
310+ 165.78% |
$16.2K - $19.8K
|
497
$41.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
85+ 0.61% |
$4.43K - $5.42K
|
14K
$1.17M
|
|