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 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.24KNew |
$260K - $360K
|
1.24K
$343K
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
2.83KNew |
$593K - $822K
|
2.83K
$783K
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-400- 25.43% |
$83.8K - $116K
|
1.17K
$324K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-98- 12.42% |
$20.5K - $28.4K
|
691
$191K
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-4- 5.0% |
$838 - $1.16K
|
76
$21K
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-4.95K- 19.08% |
$1.04M - $1.44M
|
21K
$5.8M
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
7.56KNew |
$1.58M - $2.19M
|
7.56K
$2.09M
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
145K+ 98.3% |
$30.3M - $41.9M
|
292K
$80.5M
|
|
Jul 28, 2025
Q2 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-9.36K- 61.75% |
$1.96M - $2.71M
|
5.8K
$1.6M
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-29.7K- 7.03% |
$6.21M - $8.6M
|
392K
$108M
|
|
Jul 28, 2025
Q2 2025
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
SELL
|
- |
-8.18K- 4.86% |
$1.71M - $2.37M
|
160K
$44.3M
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
909New |
$190K - $264K
|
909
$251K
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-233- 20.73% |
$48.8K - $67.6K
|
891
$246K
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
419+ 2.86% |
$87.7K - $121K
|
15.1K
$4.16M
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
107+ 31.85% |
$22.4K - $31K
|
443
$122K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
19K+ 215.82% |
$3.97M - $5.5M
|
27.7K
$7.67M
|
|
Jul 25, 2025
Q2 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-200- 0.98% |
$41.9K - $58K
|
20.2K
$5.57M
|
|
Jul 25, 2025
Q2 2025
|
Alta Advisers LTD
|
BUY
|
- |
801New |
$168K - $232K
|
801
$221K
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-173- 7.05% |
$36.2K - $50.2K
|
2.28K
$630K
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.16K+ 3.98% |
$661K - $915K
|
82.4K
$22.8M
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-294- 2.35% |
$61.6K - $85.2K
|
12.2K
$3.38M
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
719+ 21.97% |
$151K - $208K
|
3.99K
$1.1M
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3New |
$628 - $870
|
3
$829
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-73- 3.79% |
$15.3K - $21.2K
|
1.85K
$512K
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.75KNew |
$367K - $508K
|
1.75K
$484K
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-218- 4.87% |
$45.6K - $63.2K
|
4.26K
$1.18M
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.62K- 37.11% |
$338K - $469K
|
2.74K
$757K
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.64K- 27.71% |
$1.6M - $2.21M
|
19.9K
$5.51M
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-14K- 1.07% |
$2.92M - $4.05M
|
1.28M
$355M
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.9K+ 333.1% |
$607K - $840K
|
3.77K
$1.04M
|
|
Jul 24, 2025
Q2 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-410- 3.87% |
$85.8K - $119K
|
10.2K
$2.82M
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-13- 3.43% |
$2.72K - $3.77K
|
366
$101K
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-166- 15.29% |
$34.8K - $48.1K
|
920
$254K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
162+ 29.14% |
$33.9K - $47K
|
718
$198K
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
98+ 39.84% |
$20.5K - $28.4K
|
344
$95K
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
35New |
$7.33K - $10.1K
|
35
$9.67K
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
7.02K+ 10.06% |
$1.47M - $2.03M
|
76.8K
$21.2M
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
548+ 3.18% |
$115K - $159K
|
17.8K
$4.91M
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
20+ 2.23% |
$4.19K - $5.8K
|
915
$253K
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9- 18.75% |
$1.88K - $2.61K
|
39
$10.8K
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-9.24K- 32.2% |
$1.94M - $2.68M
|
19.5K
$5.38M
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
100New |
$20.9K - $29K
|
100
$27.6K
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-443- 27.95% |
$92.8K - $128K
|
1.14K
$316K
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
706New |
$148K - $205K
|
706
$195K
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
11+ 7.64% |
$2.3K - $3.19K
|
155
$42.8K
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
290+ 11.27% |
$60.7K - $84.1K
|
2.86K
$791K
|
|
Jul 23, 2025
Q2 2025
|
Wormser Freres Gestion
Paris, I0 |
SELL
|
- |
-13- 12.04% |
$2.72K - $3.77K
|
95
$26.2K
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-13K- 18.41% |
$2.72M - $3.77M
|
57.6K
$15.9M
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
2.21K+ 16.27% |
$463K - $640K
|
15.8K
$4.36M
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
BUY
|
- |
417+ 1.73% |
$87.3K - $121K
|
24.5K
$6.76M
|