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 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-16- 1.1% |
$2.89K - $3.58K
|
1.44K
$327K
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-50- 3.66% |
$9.02K - $11.2K
|
1.32K
$298K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
104+ 8.37% |
$18.8K - $23.3K
|
1.35K
$305K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
287+ 15.47% |
$51.8K - $64.3K
|
2.14K
$485K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-230- 36.22% |
$41.5K - $51.5K
|
405
$91.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-41- 3.4% |
$7.4K - $9.18K
|
1.17K
$264K
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-4.88K- 1.24% |
$881K - $1.09M
|
388K
$87.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 69.23% |
$1.62K - $2.02K
|
22
$4.98K
|
|
|
Oct 15, 2024
Q3 2024
|
Yarbrough Capital, LLC
|
SELL
|
- |
-2.86K- 12.81% |
$516K - $640K
|
19.4K
$4.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
229+ 4.79% |
$41.3K - $51.3K
|
5.01K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-48- 1.52% |
$8.66K - $10.7K
|
3.1K
$702K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-2- 9.52% |
$361 - $448
|
19
$4.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
28New |
$5.05K - $6.27K
|
28
$6.34K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.38K+ 6.15% |
$249K - $309K
|
23.8K
$5.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
2.5K+ 3.2% |
$451K - $560K
|
80.8K
$18.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.11K- 16.26% |
$1.1M - $1.37M
|
31.5K
$7.12M
|
|
|
Oct 11, 2024
Q3 2024
|
Harrington Investments, Inc
|
SELL
|
- |
-625- 8.61% |
$113K - $140K
|
6.63K
$1.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
3.39KNew |
$612K - $759K
|
3.39K
$768K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-255- 5.6% |
$46K - $57.1K
|
4.3K
$972K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-1.1K- 50.0% |
$198K - $246K
|
1.1K
$249K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
20+ 133.33% |
$3.61K - $4.48K
|
35
$7.92K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-7- 0.31% |
$1.26K - $1.57K
|
2.26K
$511K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.67K- 11.43% |
$301K - $373K
|
12.9K
$2.92M
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
75+ 4.28% |
$13.5K - $16.8K
|
1.83K
$414K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-690- 24.06% |
$124K - $154K
|
2.18K
$493K
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-146- 0.88% |
$26.3K - $32.7K
|
16.5K
$3.72M
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.46K- 9.86% |
$443K - $550K
|
22.5K
$5.09M
|
|
|
Oct 09, 2024
Q3 2024
|
Spence Asset Management
|
SELL
|
- |
-43.4K- 99.09% |
$7.83M - $9.71M
|
399
$90.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
1KNew |
$180K - $224K
|
1K
$226K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
717+ 23.91% |
$129K - $161K
|
3.72K
$841K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
59+ 11.46% |
$10.6K - $13.2K
|
574
$130K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
244+ 3.72% |
$44K - $54.6K
|
6.8K
$1.54M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
120+ 6.13% |
$21.7K - $26.9K
|
2.08K
$471K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
967New |
$174K - $217K
|
967
$219K
|
|
|
Oct 08, 2024
Q3 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
254+ 1.0% |
$45.8K - $56.9K
|
25.7K
$5.82M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.57K+ 61.34% |
$464K - $576K
|
6.77K
$1.53M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
34+ 0.74% |
$6.13K - $7.61K
|
4.6K
$1.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-79- 4.31% |
$14.3K - $17.7K
|
1.76K
$397K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
21+ 0.15% |
$3.79K - $4.7K
|
13.9K
$3.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
3.01K+ 10.67% |
$544K - $675K
|
31.3K
$7.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
669+ 36.42% |
$121K - $150K
|
2.51K
$567K
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
641+ 4.58% |
$116K - $144K
|
14.6K
$3.31M
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
1.54K+ 73.46% |
$278K - $345K
|
3.63K
$823K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
31+ 238.46% |
$5.59K - $6.94K
|
44
$9.96K
|
|
|
Oct 07, 2024
Q3 2024
|
Sara Bay Financial
|
SELL
|
- |
-387- 24.26% |
$69.8K - $86.6K
|
1.21K
$274K
|
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
3.73KNew |
$672K - $834K
|
3.73K
$843K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-156- 61.66% |
$28.1K - $34.9K
|
97
$22K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.65K+ 4.84% |
$297K - $369K
|
35.7K
$8.08M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
270+ 794.12% |
$48.7K - $60.5K
|
304
$68.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-6- 8.45% |
$1.08K - $1.34K
|
65
$14.7K
|