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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
742+ 1.89% |
$51.9K - $57.4K
|
40K
$2.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
717+ 47.05% |
$50.1K - $55.5K
|
2.24K
$165K
|
|
|
Feb 12, 2025
Q4 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
712+ 3.6% |
$49.8K - $55.1K
|
20.5K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
707+ 2.27% |
$49.4K - $54.7K
|
31.8K
$2.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
670New |
$46.9K - $51.8K
|
670
$49.3K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
663New |
$46.4K - $51.3K
|
663
$48.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
628+ 49.33% |
$43.9K - $48.6K
|
1.9K
$140K
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
571+ 6.21% |
$39.9K - $44.2K
|
9.77K
$718K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
552+ 5.48% |
$38.6K - $42.7K
|
10.6K
$782K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
515+ 0.75% |
$36K - $39.8K
|
69.3K
$5.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
513New |
$35.9K - $39.7K
|
513
$37.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
511+ 14.95% |
$35.7K - $39.5K
|
3.93K
$289K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
501+ 81.07% |
$35K - $38.8K
|
1.12K
$82.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
451+ 13.38% |
$31.5K - $34.9K
|
3.82K
$281K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
412+ 4.14% |
$28.8K - $31.9K
|
10.4K
$762K
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
400+ 3.63% |
$28K - $30.9K
|
11.4K
$841K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
390+ 239.26% |
$27.3K - $30.2K
|
553
$40.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
383+ 1.22% |
$26.8K - $29.6K
|
31.7K
$2.33M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
379+ 3.48% |
$26.5K - $29.3K
|
11.3K
$830K
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
370+ 0.37% |
$25.9K - $28.6K
|
101K
$7.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
367+ 0.58% |
$25.7K - $28.4K
|
64.1K
$4.72M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
342+ 163.64% |
$23.9K - $26.5K
|
551
$40.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
326+ 4.61% |
$22.8K - $25.2K
|
7.39K
$544K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
323+ 4.22% |
$22.6K - $25K
|
7.98K
$587K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
306New |
$21.4K - $23.7K
|
306
$22.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
282+ 8.38% |
$19.7K - $21.8K
|
3.65K
$268K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
245+ 8.24% |
$17.1K - $19K
|
3.22K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
230+ 0.39% |
$16.1K - $17.8K
|
58.9K
$4.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
229+ 76.08% |
$16K - $17.7K
|
530
$39K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
222+ 20.65% |
$15.5K - $17.2K
|
1.3K
$95.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
213+ 9.69% |
$14.9K - $16.5K
|
2.41K
$177K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.56% |
$14K - $15.5K
|
35.6K
$2.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
200+ 7.08% |
$14K - $15.5K
|
3.03K
$222K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
196+ 1400.0% |
$13.7K - $15.2K
|
210
$15.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
171+ 5.56% |
$12K - $13.2K
|
3.25K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
170+ 6.08% |
$11.9K - $13.2K
|
2.96K
$218K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
165New |
$11.5K - $12.8K
|
165
$12.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
164+ 5.78% |
$11.5K - $12.7K
|
3K
$221K
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
161+ 5.31% |
$11.3K - $12.5K
|
3.19K
$235K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
149+ 11.75% |
$10.4K - $11.5K
|
1.42K
$104K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
142+ 229.03% |
$9.93K - $11K
|
204
$15K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
139+ 2.03% |
$9.72K - $10.8K
|
7K
$515K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
128New |
$8.95K - $9.9K
|
128
$9.41K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
123+ 16.14% |
$8.6K - $9.52K
|
885
$65.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
111New |
$7.76K - $8.59K
|
111
$8.16K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
111New |
$7.76K - $8.59K
|
111
$8.16K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
106+ 3.32% |
$7.41K - $8.2K
|
3.3K
$243K
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
89+ 1.98% |
$6.22K - $6.89K
|
4.59K
$338K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
88+ 1.19% |
$6.15K - $6.81K
|
7.51K
$553K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
87+ 621.43% |
$6.08K - $6.73K
|
101
$7.43K
|