Public ownership evidence

SS&C Technologies Inc (SSNC) Ownership Disclosures

Read SSNC insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

SS&C Technologies Inc: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
18
Value (USD)
$1,117
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002110329-26-000015
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SSNC fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SSNC fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-2918$1,117None
Cornerstone Financial Management LLC2026-03-312026-08-2925$1,689None
Cornerstone Financial Management LLC2025-12-312026-08-2917$1,486None
Advisors Asset Management, Inc.2020-06-302026-08-2878,651$4,442,208None
Corient Private Wealth LP2026-06-302026-08-286,492$402,829None
Corient Private Wealth LP2026-06-302026-08-2817,942$1,113,278None
Principia Wealth Advisory, LLC2026-06-302026-08-2720$1,241None
Principia Wealth Advisory, LLC2026-03-312026-08-2732$2,162None
Advisors Asset Management, Inc.2020-12-312026-08-2724,209$1,761,000None
Advisors Asset Management, Inc.2021-03-312026-08-272,862$199,968None
Advisors Asset Management, Inc.2020-09-302026-08-2751,269$3,102,800None
Advisors Asset Management, Inc.2019-12-312026-08-26141,010$8,658,014None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25360,391$22,362,262None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2522,362,262$360,391,000None
Advisors Asset Management, Inc.2020-03-312026-08-22105,639$4,629,101None
Assenagon Asset Management S.A.2026-06-302026-08-22122,195$7,582,200None
Rehmann Capital Advisory Group2026-06-302026-08-2125,143$1,559,343None
Financial Avengers, Inc.2026-06-302026-08-20534$33,135None
Kingsview Wealth Management, LLC2026-06-302026-08-2029,508$1,830,971None
Kingsview Wealth Management, LLC2026-06-302026-08-2050,940$3,160,844None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20171,479$10,640,283None
Advisors Asset Management, Inc.2019-03-312026-08-19110,535$7,039,974None
Advisors Asset Management, Inc.2019-09-302026-08-19151,941$7,835,597None
Advisors Asset Management, Inc.2019-06-302026-08-19135,652$7,814,912None
Leo H. Evart, Inc.2026-06-302026-08-192$134None
Ensign Peak Advisors, Inc2026-03-312026-08-1922,507$1,520,798None
Ensign Peak Advisors, Inc2025-12-312026-08-1929,587$2,586,496None
Ensign Peak Advisors, Inc2025-09-302026-08-1965,077$5,776,235None
Livforsakringsbolaget Skandia, Omsesidigt2026-06-302026-08-1966,700$4,138,735None
NORTH STAR ASSET MANAGEMENT INC2026-06-302026-08-1950$3,102None
NORTH STAR ASSET MANAGEMENT INC2026-06-302026-08-19612,023$37,976,013None
Rakuten Investment Management, Inc.2026-06-302026-08-1912,159$765,287None
Corient Private Wealth LP2026-06-302026-08-1824,156$1,498,856None
Integrated Investment Consultants, LLC2026-06-302026-08-184,076$252,916None
Integrated Investment Consultants, LLC2026-06-302026-08-189$558None
Empowered Funds, LLC2026-06-302026-08-185,611$348,163None
Empowered Funds, LLC2026-06-302026-08-18836$51,874None
Empowered Funds, LLC2026-06-302026-08-18188$11,665None
Transamerica Financial Advisors, LLC2026-06-302026-08-183,238$200,950None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-183,719$230,742None
CAPSTONE INVESTMENT ADVISORS, LLC2026-06-302026-08-1810,585$656,799None
Proficio Capital Partners LLC2026-06-302026-08-183,643$226,048None
Jefferies Financial Group Inc.2026-06-302026-08-1848,670$3,019,974None
FORMULA GROWTH LTD2026-06-302026-08-1834,725$2,154,686None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-1864,301$3,989,877None
Odyssean, LLC2026-06-302026-08-1543,925$2,725,546None
DARK FOREST CAPITAL MANAGEMENT LP2026-06-302026-08-15185,954$11,538,446None
Alpine Global Management, LLC2026-06-302026-08-153,375$209,419None
ROSS\JOHNSON & Associates LLC2026-06-302026-08-154$248None
TORONTO DOMINION BANK2026-06-302026-08-1530,364$1,884,086None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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