Purchases and Sales Made in Q4 2025 in Ss&C Technologies Holdings Inc (SSNC)
This table provides information about the institutional ownership of Ss&C Technologies Holdings Inc (SSNC) during Q4 2025. The information is specifically focused on institutions that hold shares of SS&C Technologies Holdings Inc.
| 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 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
35+ 61.4% |
$2.78K - $3.08K
|
92
$7.68K
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
35New |
$2.78K - $3.08K
|
35
$2.92K
|
|
|
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 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13+ 144.44% |
$1.03K - $1.15K
|
22
$1.84K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
13New |
$1.03K - $1.15K
|
13
$1.09K
|
|
|
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
|
|