Latest Institutional Transactions on Veeva Systems Inc (VEEV)
This table provides information on the latest institutional transactions involving Veeva Systems Inc (VEEV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
996New |
$209K - $289K
|
996
$275K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
603+ 9.41% |
$126K - $175K
|
7.01K
$1.94M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-63- 1.76% |
$13.2K - $18.3K
|
3.52K
$973K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-128- 1.74% |
$26.8K - $37.1K
|
7.23K
$2M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
107+ 9.02% |
$22.4K - $31K
|
1.29K
$357K
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
35.2K+ 6.13% |
$7.37M - $10.2M
|
609K
$168M
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.23K+ 19.29% |
$258K - $357K
|
7.62K
$2.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.5K+ 8.88% |
$315K - $436K
|
18.4K
$5.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
22+ 1.03% |
$4.61K - $6.38K
|
2.17K
$599K
|
|
|
Jul 30, 2025
Q2 2025
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-4.73K- 8.66% |
$990K - $1.37M
|
49.9K
$13.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-12.3K- 17.43% |
$2.57M - $3.55M
|
58.1K
$16M
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-484- 4.06% |
$101K - $140K
|
11.4K
$3.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
960New |
$201K - $278K
|
960
$265K
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
949+ 1.19% |
$199K - $275K
|
80.7K
$22.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
20+ 1.89% |
$4.19K - $5.8K
|
1.08K
$298K
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
754New |
$158K - $219K
|
754
$208K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
39New |
$8.17K - $11.3K
|
39
$10.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
36New |
$7.54K - $10.4K
|
36
$9.95K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
2.47K+ 2.84% |
$518K - $717K
|
89.4K
$24.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-43- 4.65% |
$9K - $12.5K
|
881
$243K
|
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
353+ 16.17% |
$73.9K - $102K
|
2.54K
$701K
|
|
|
Jul 30, 2025
Q2 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-83- 1.39% |
$17.4K - $24.1K
|
5.9K
$1.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-9- 69.23% |
$1.88K - $2.61K
|
4
$1.11K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-7- 2.83% |
$1.47K - $2.03K
|
240
$66.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
BUY
|
- |
830+ 26.86% |
$174K - $241K
|
3.92K
$1.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
1+ 3.7% |
$209 - $290
|
28
$7.74K
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
33.4K+ 9.33% |
$6.99M - $9.68M
|
391K
$108M
|
|
|
Jul 29, 2025
Q2 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
SELL
|
- |
-280- 20.11% |
$58.6K - $81.2K
|
1.11K
$307K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
90+ 5.91% |
$18.8K - $26.1K
|
1.61K
$446K
|
|
|
Jul 29, 2025
Q2 2025
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
1.8KNew |
$377K - $522K
|
1.8K
$497K
|
|
|
Jul 29, 2025
Q2 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-990- 4.36% |
$207K - $287K
|
21.7K
$5.99M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-7- 10.61% |
$1.47K - $2.03K
|
59
$16.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
554+ 15.49% |
$116K - $161K
|
4.13K
$1.14M
|
|
|
Jul 29, 2025
Q2 2025
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-11.5K- 1.84% |
$2.42M - $3.35M
|
617K
$170M
|
|
|
Jul 29, 2025
Q2 2025
|
Wendell David Associates Inc
|
BUY
|
- |
1.52K+ 8.52% |
$319K - $441K
|
19.4K
$5.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.07K- 4.63% |
$225K - $311K
|
22.1K
$6.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
374+ 29.94% |
$78.3K - $108K
|
1.62K
$448K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-615- 10.24% |
$129K - $178K
|
5.39K
$1.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
563+ 1.05% |
$118K - $163K
|
54.2K
$15M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.26KNew |
$264K - $366K
|
1.26K
$349K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-15- 1.23% |
$3.14K - $4.35K
|
1.21K
$333K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 3.26% |
$628 - $870
|
95
$26.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-15- 0.49% |
$3.14K - $4.35K
|
3.06K
$845K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2+ 8.0% |
$419 - $580
|
27
$7.46K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-30- 3.22% |
$6.28K - $8.7K
|
903
$249K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
78+ 6.09% |
$16.3K - $22.6K
|
1.36K
$375K
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-346- 1.55% |
$72.4K - $100K
|
21.9K
$6.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
241+ 30.09% |
$50.5K - $69.9K
|
1.04K
$288K
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-7.67K- 20.43% |
$1.61M - $2.22M
|
29.9K
$8.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-108K- 21.67% |
$22.7M - $31.5M
|
392K
$108M
|