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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-153- 8.5% |
$32.2K - $37.8K
|
1.65K
$456K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 16.67% |
$632 - $740
|
21
$5.81K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.72K+ 9.71% |
$362K - $424K
|
19.4K
$5.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
895New |
$188K - $221K
|
895
$247K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-790- 20.36% |
$166K - $195K
|
3.09K
$854K
|
|
|
Apr 22, 2025
Q1 2025
|
Suncoast Equity Management
|
BUY
|
- |
630+ 16.96% |
$133K - $155K
|
4.35K
$1.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
23New |
$4.84K - $5.68K
|
23
$6.36K
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2+ 0.18% |
$421 - $494
|
1.12K
$309K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
10.1KNew |
$2.12M - $2.49M
|
10.1K
$2.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
4.29KNew |
$903K - $1.06M
|
4.29K
$1.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.13K- 4.98% |
$659K - $772K
|
59.7K
$16.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
SELL
|
- |
-3- 0.04% |
$632 - $740
|
6.68K
$1.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
366+ 19.03% |
$77.1K - $90.3K
|
2.29K
$633K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-17- 26.15% |
$3.58K - $4.2K
|
48
$13.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-225- 1.22% |
$47.4K - $55.5K
|
18.2K
$5.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-18- 1.86% |
$3.79K - $4.44K
|
950
$263K
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
2.78KNew |
$585K - $686K
|
2.78K
$769K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-33- 0.86% |
$6.95K - $8.14K
|
3.8K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.43K- 13.74% |
$511K - $599K
|
15.2K
$4.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-782- 1.05% |
$165K - $193K
|
73.7K
$20.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-25- 5.63% |
$5.26K - $6.17K
|
419
$116K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-6- 0.1% |
$1.26K - $1.48K
|
5.98K
$1.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
54+ 1800.0% |
$11.4K - $13.3K
|
57
$15.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-557- 3.7% |
$117K - $137K
|
14.5K
$4M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-335- 0.88% |
$70.5K - $82.7K
|
37.5K
$10.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.1K- 26.76% |
$2.12M - $2.49M
|
27.6K
$7.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
177+ 11.61% |
$37.3K - $43.7K
|
1.7K
$471K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17+ 7.42% |
$3.58K - $4.2K
|
246
$68K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
36+ 1.87% |
$7.58K - $8.88K
|
1.96K
$543K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
300New |
$63.2K - $74K
|
300
$82.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.6KNew |
$547K - $641K
|
2.6K
$719K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-96- 3.1% |
$20.2K - $23.7K
|
3.01K
$831K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
100+ 2500.0% |
$21.1K - $24.7K
|
104
$28.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
400+ 25.0% |
$84.2K - $98.7K
|
2K
$553K
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
SELL
|
- |
-3.93K- 74.65% |
$827K - $970K
|
1.33K
$369K
|
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
BUY
|
- |
6.56K+ 57.95% |
$1.38M - $1.62M
|
17.9K
$4.94M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-15- 2.0% |
$3.16K - $3.7K
|
736
$203K
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-646- 5.74% |
$136K - $159K
|
10.6K
$2.93M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-36- 1.45% |
$7.58K - $8.88K
|
2.45K
$678K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
875New |
$184K - $216K
|
875
$242K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-75- 2.08% |
$15.8K - $18.5K
|
3.54K
$978K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-142- 10.45% |
$29.9K - $35K
|
1.22K
$336K
|
|
|
Apr 17, 2025
Q1 2025
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
905New |
$191K - $223K
|
905
$250K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-7- 0.03% |
$1.47K - $1.73K
|
25.6K
$7.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-74- 19.63% |
$15.6K - $18.3K
|
303
$83.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
634+ 6.09% |
$134K - $156K
|
11K
$3.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
466+ 7.87% |
$98.1K - $115K
|
6.39K
$1.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-701- 25.5% |
$148K - $173K
|
2.05K
$566K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-18- 1.4% |
$3.79K - $4.44K
|
1.27K
$351K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
10New |
$2.11K - $2.47K
|
10
$2.76K
|