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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
125New |
$22.6K - $28K
|
125
$28.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
65+ 1300.0% |
$11.7K - $14.6K
|
70
$15.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Suncoast Equity Management
|
BUY
|
- |
107+ 3.24% |
$19.3K - $24K
|
3.41K
$772K
|
|
|
Oct 21, 2024
Q3 2024
|
Wendell David Associates Inc
|
BUY
|
- |
1.08KNew |
$194K - $241K
|
1.08K
$244K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-385- 4.72% |
$69.5K - $86.2K
|
7.77K
$1.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
19+ 1.6% |
$3.43K - $4.25K
|
1.21K
$273K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
16New |
$2.89K - $3.58K
|
16
$3.62K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
550+ 3.46% |
$99.2K - $123K
|
16.4K
$3.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-540- 21.2% |
$97.4K - $121K
|
2.01K
$454K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5+ 0.2% |
$902 - $1.12K
|
2.51K
$568K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3- 75.0% |
$541 - $672
|
1
$226
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-724- 2.62% |
$131K - $162K
|
26.9K
$6.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
BUY
|
- |
80+ 0.66% |
$14.4K - $17.9K
|
12.2K
$2.77M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.71K+ 9.14% |
$1.75M - $2.17M
|
116K
$26.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 17.65% |
$541 - $672
|
20
$4.53K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.5K- 14.34% |
$1.9M - $2.35M
|
62.8K
$14.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-724- 37.65% |
$131K - $162K
|
1.2K
$271K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-1.23K- 6.2% |
$221K - $274K
|
18.5K
$4.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-298K- 47.98% |
$53.8M - $66.8M
|
324K
$73.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-498- 1.02% |
$89.9K - $112K
|
48.5K
$11M
|
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
4.52KNew |
$815K - $1.01M
|
4.52K
$1.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
40.7K+ 16.57% |
$7.34M - $9.11M
|
286K
$64.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
280+ 24.71% |
$50.5K - $62.7K
|
1.41K
$320K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.51K+ 25.99% |
$272K - $337K
|
7.31K
$1.65M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
699+ 7.33% |
$126K - $157K
|
10.2K
$2.32M
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
43+ 0.36% |
$7.76K - $9.63K
|
12K
$2.71M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
77+ 6.28% |
$13.9K - $17.2K
|
1.3K
$295K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-9- 2.16% |
$1.62K - $2.02K
|
407
$92.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 5.13% |
$361 - $448
|
41
$9.28K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
99+ 1.19% |
$17.9K - $22.2K
|
8.44K
$1.91M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.75K+ 18.92% |
$1.04M - $1.29M
|
36.1K
$8.18M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
808+ 453.93% |
$146K - $181K
|
986
$223K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.48KNew |
$447K - $554K
|
2.48K
$561K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
3+ 4.05% |
$541 - $672
|
77
$17.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 0.28% |
$541 - $672
|
1.07K
$243K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-210- 9.78% |
$37.9K - $47K
|
1.94K
$439K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-41- 3.32% |
$7.4K - $9.18K
|
1.2K
$271K
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
810+ 4.08% |
$146K - $181K
|
20.7K
$4.68M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
20+ 4.87% |
$3.61K - $4.48K
|
431
$97.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
231+ 1.49% |
$41.7K - $51.7K
|
15.7K
$3.55M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
445+ 11.04% |
$80.3K - $99.6K
|
4.48K
$1.01M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
500+ 11.9% |
$90.2K - $112K
|
4.7K
$1.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-419- 5.81% |
$75.6K - $93.8K
|
6.8K
$1.54M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.13KNew |
$385K - $478K
|
2.13K
$483K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 66.67% |
$722 - $896
|
10
$2.26K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.49K+ 409.64% |
$268K - $333K
|
1.85K
$419K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5New |
$902 - $1.12K
|
5
$1.13K
|
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-383- 3.24% |
$69.1K - $85.8K
|
11.4K
$2.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
34+ 0.95% |
$6.13K - $7.61K
|
3.61K
$818K
|
|
|
Oct 15, 2024
Q3 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
113KNew |
$20.4M - $25.3M
|
113K
$25.6M
|