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 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
36New |
$7.58K - $8.88K
|
36
$9.95K
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
5.9KNew |
$1.24M - $1.45M
|
5.9K
$1.63M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
100New |
$21.1K - $24.7K
|
100
$27.6K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-2.94K- 17.05% |
$619K - $725K
|
14.3K
$3.95M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.47KNew |
$730K - $855K
|
3.47K
$957K
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-1.5K- 11.54% |
$316K - $370K
|
11.5K
$3.18M
|
|
|
May 07, 2025
Q1 2025
|
Baillie Gifford & CO
|
SELL
|
- |
-68- 61.82% |
$14.3K - $16.8K
|
42
$11.6K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
36+ 0.4% |
$7.58K - $8.88K
|
8.95K
$2.47M
|
|
|
May 07, 2025
Q1 2025
|
Nkcfo LLC
|
BUY
|
- |
1KNew |
$211K - $247K
|
1K
$276K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
27New |
$5.69K - $6.66K
|
27
$7.46K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
80New |
$16.8K - $19.7K
|
80
$22.1K
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
BUY
|
- |
6.6K+ 115.79% |
$1.39M - $1.63M
|
12.3K
$3.4M
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
902New |
$190K - $223K
|
902
$249K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-9.01K- 59.67% |
$1.9M - $2.22M
|
6.09K
$1.68M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.38K- 33.46% |
$290K - $339K
|
2.73K
$755K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
80New |
$16.8K - $19.7K
|
80
$22.1K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
224+ 96.55% |
$47.2K - $55.3K
|
456
$126K
|
|
|
May 05, 2025
Q1 2025
|
Emergence Gp Partners, LLC
|
SELL
|
- |
-500K- 50.0% |
$105M - $123M
|
500K
$138M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2New |
$421 - $494
|
2
$553
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-10.9K- 10.44% |
$2.29M - $2.68M
|
93.2K
$25.7M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-161- 13.31% |
$33.9K - $39.7K
|
1.05K
$290K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.62K+ 13.34% |
$341K - $399K
|
13.7K
$3.8M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-8- 11.11% |
$1.68K - $1.97K
|
64
$17.7K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1New |
$211 - $247
|
1
$276
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-40- 4.76% |
$8.42K - $9.87K
|
800
$221K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-63- 8.61% |
$13.3K - $15.5K
|
669
$185K
|
|
|
May 01, 2025
Q1 2025
|
Dock Street Asset Management Inc
|
BUY
|
- |
3.7KNew |
$778K - $912K
|
3.7K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
95+ 161.02% |
$20K - $23.4K
|
154
$42.5K
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.67KNew |
$352K - $412K
|
1.67K
$461K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
19.7KNew |
$4.15M - $4.86M
|
19.7K
$5.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-22- 1.95% |
$4.63K - $5.43K
|
1.11K
$306K
|
|
|
Apr 30, 2025
Q1 2025
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
865New |
$182K - $213K
|
865
$239K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
7New |
$1.47K - $1.73K
|
7
$1.93K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
50New |
$10.5K - $12.3K
|
50
$13.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-637- 28.41% |
$134K - $157K
|
1.61K
$443K
|
|
|
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
|
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
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-5.4K- 87.51% |
$1.14M - $1.33M
|
771
$213K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
109New |
$23K - $26.9K
|
109
$30.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
40New |
$8.42K - $9.87K
|
40
$11.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1+ 1.25% |
$211 - $247
|
81
$22.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
20New |
$4.21K - $4.94K
|
20
$5.53K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
153+ 144.34% |
$32.2K - $37.8K
|
259
$71.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-216- 19.44% |
$45.5K - $53.3K
|
895
$247K
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
4.27K+ 39.69% |
$898K - $1.05M
|
15K
$4.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-110- 0.72% |
$23.2K - $27.1K
|
15.2K
$4.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-300- 45.45% |
$63.2K - $74K
|
360
$99.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.18KNew |
$249K - $292K
|
1.18K
$327K
|