Capital Planning Advisors, LLC Veeva Systems Inc Transaction History

Capital Planning Advisors, LLC

$639 Million
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 10, 2022	SELL	$153.1 - $216.76 $602,601 - $853,167	-3,936 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$170.79 - $256.31 $26,130 - $39,215	-153 Reduced 3.74%	3,936 $836,000
Q4 2021 Feb 14, 2022	SELL	$249.49 - $325.25 $180,381 - $235,155	-723 Reduced 15.02%	4,089 $1.05 Million
Q3 2021 Nov 09, 2021	SELL	$282.94 - $341.0 $235,971 - $284,394	-834 Reduced 14.77%	4,812 $1.39 Million
Q2 2021 Aug 13, 2021	SELL	$245.66 - $320.13 $737,962 - $961,670	-3,004 Reduced 34.73%	5,646 $1.76 Million
Q1 2021 Apr 30, 2021	SELL	$241.17 - $318.09 $372,125 - $490,812	-1,543 Reduced 15.14%	8,650 $2.26 Million
Q4 2020 Feb 04, 2021	SELL	$258.87 - $308.55 $264,047 - $314,721	-1,020 Reduced 9.1%	10,193 $2.78 Million
Q3 2020 Nov 12, 2020	BUY	$240.77 - $297.07 $228,731 - $282,216	950 Added 9.26%	11,213 $3.15 Million
Q2 2020 Aug 06, 2020	SELL	$150.11 - $239.1 $58,392 - $93,009	-389 Reduced 3.65%	10,263 $2.41 Million
Q1 2020 May 11, 2020	BUY	$120.93 - $164.97 $34,585 - $47,181	286 Added 2.76%	10,652 $1.67 Million
Q4 2019 Feb 03, 2020	BUY	$139.77 - $159.23 $208,676 - $237,730	1,493 Added 16.83%	10,366 $1.46 Million
Q3 2019 Nov 05, 2019	SELL	$139.82 - $175.65 $121,923 - $153,166	-872 Reduced 8.95%	8,873 $1.36 Million
Q2 2019 Aug 09, 2019	SELL	$126.76 - $171.15 $63,506 - $85,746	-501 Reduced 4.89%	9,745 $1.58 Million
Q1 2019 May 14, 2019	BUY	$84.89 - $128.62 $9,677 - $14,662	114 Added 1.13%	10,246 $1.3 Million
Q4 2018 Feb 13, 2019	SELL	$80.01 - $105.2 $3,840 - $5,049	-48 Reduced 0.47%	10,132 $905,000
Q3 2018 Nov 14, 2018	BUY	$75.16 - $108.87 $123,412 - $178,764	1,642 Added 19.23%	10,180 $1.11 Million
Q2 2018 Aug 08, 2018	BUY	$69.42 - $84.53 $592,707 - $721,717	8,538 New	8,538 $656,000

Others Institutions Holding VEEV

# of Institutions

1,033

Shares Held

123M

Call Options Held

1.01M

Put Options Held

1.13M

Vanguard Group Inc Valley Forge, PA

14.4M
Shares

$3.26 Billion
0.06% of portfolio
Black Rock Inc. New York, NY

9.48M
Shares

$2.15 Billion
0.04% of portfolio
Alliancebernstein L.P. New York, NY

6.21M
Shares

$1.41 Billion
0.45% of portfolio
T. Rowe Price Investment Management, Inc. Baltimore, MD

4.99M
Shares

$1.13 Billion
0.63% of portfolio
Massachusetts Financial Services CO Boston, MA

3.55M
Shares

$803 Million
0.23% of portfolio

View Full List

About VEEVA SYSTEMS INC

Ticker VEEV
Exchange NYSE
Sector Healthcare
Industry Health Information Services
Shares Outstandng 140,516,000
Market Cap $31.8B
Description
Veeva Systems Inc. provides cloud-based software for the life sciences industry in North America, Europe, the Asia Pacific, the Middle East, Africa, and Latin America. The company offers Veeva Commercial Cloud, a suite of software, data, and analytics solutions, which include Veeva customer relationship management (CRM) and Veeva Medical CRM, Ve...

More about VEEV

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