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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
676+ 8.34% |
$142K - $167K
|
8.79K
$2.43M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
26New |
$5.48K - $6.42K
|
26
$7.19K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
46+ 3.33% |
$9.69K - $11.4K
|
1.43K
$395K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1New |
$211 - $247
|
1
$276
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
95+ 161.02% |
$20K - $23.4K
|
154
$42.6K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-9- 8.91% |
$1.9K - $2.22K
|
92
$25.4K
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
BUY
|
- |
11.8K+ 97.12% |
$2.49M - $2.92M
|
24K
$6.65M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.67KNew |
$352K - $412K
|
1.67K
$462K
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
301+ 3.65% |
$63.4K - $74.3K
|
8.55K
$2.36M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
21+ 0.82% |
$4.42K - $5.18K
|
2.57K
$711K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
19.7KNew |
$4.15M - $4.86M
|
19.7K
$5.45M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-725- 7.98% |
$153K - $179K
|
8.36K
$2.31M
|
|
|
May 01, 2025
Q1 2025
|
Baer Investment Advisory LLC
Corte Madera, CA |
BUY
|
- |
98+ 0.66% |
$20.6K - $24.2K
|
14.9K
$4.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-787- 3.68% |
$166K - $194K
|
20.6K
$5.7M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.11K- 6.58% |
$233K - $273K
|
15.7K
$4.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
16.7K+ 32.22% |
$3.51M - $4.11M
|
68.4K
$18.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-22- 1.95% |
$4.63K - $5.43K
|
1.11K
$307K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-10.7K- 19.82% |
$2.26M - $2.64M
|
43.3K
$12M
|
|
|
Apr 30, 2025
Q1 2025
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
865New |
$182K - $213K
|
865
$239K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
328+ 2.71% |
$69.1K - $81K
|
12.4K
$3.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
8.26K+ 705.38% |
$1.74M - $2.04M
|
9.43K
$2.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4.91K+ 25.43% |
$1.03M - $1.21M
|
24.2K
$6.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2+ 0.16% |
$421 - $494
|
1.28K
$354K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
29+ 28.16% |
$6.11K - $7.16K
|
132
$36.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
7New |
$1.47K - $1.73K
|
7
$1.94K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
34+ 4.17% |
$7.16K - $8.39K
|
849
$235K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
50New |
$10.5K - $12.3K
|
50
$13.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.13K- 15.21% |
$237K - $278K
|
6.28K
$1.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.19K+ 4.25% |
$673K - $788K
|
78.4K
$21.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-25- 2.39% |
$5.26K - $6.17K
|
1.02K
$283K
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
480+ 19.41% |
$101K - $118K
|
2.95K
$816K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
383+ 1.33% |
$80.7K - $94.5K
|
29.1K
$8.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.11% |
$211 - $247
|
951
$263K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
328+ 3.13% |
$69.1K - $81K
|
10.8K
$2.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
6New |
$1.26K - $1.48K
|
6
$1.66K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
4.45KNew |
$936K - $1.1M
|
4.45K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-59- 4.99% |
$12.4K - $14.6K
|
1.12K
$311K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
5.85K+ 112.42% |
$1.23M - $1.44M
|
11.1K
$3.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
224+ 23.28% |
$47.2K - $55.3K
|
1.19K
$328K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-637- 28.41% |
$134K - $157K
|
1.61K
$444K
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-16- 1.41% |
$3.37K - $3.95K
|
1.12K
$309K
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
14+ 0.07% |
$2.95K - $3.46K
|
20.1K
$5.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.24K+ 20.13% |
$471K - $553K
|
13.4K
$3.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
140New |
$29.5K - $34.6K
|
140
$38.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
212New |
$44.6K - $52.3K
|
212
$58.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-73- 66.97% |
$15.4K - $18K
|
36
$9.95K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.56K- 0.66% |
$749K - $878K
|
535K
$148M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
32+ 4.62% |
$6.74K - $7.9K
|
725
$200K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.29KNew |
$272K - $318K
|
1.29K
$357K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-204K- 28.37% |
$42.9M - $50.3M
|
515K
$142M
|