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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 9.09% |
$202 - $250
|
12
$3.32K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
107KNew |
$21.6M - $26.9M
|
107K
$29.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
969New |
$196K - $243K
|
969
$268K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-18- 43.9% |
$3.63K - $4.51K
|
23
$6.36K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-277- 21.61% |
$55.9K - $69.4K
|
1.01K
$278K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
25New |
$5.05K - $6.26K
|
25
$6.91K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
15.7K+ 171.22% |
$3.16M - $3.92M
|
24.8K
$6.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.06KNew |
$214K - $265K
|
1.06K
$293K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
120New |
$24.2K - $30.1K
|
120
$33.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-91- 2.69% |
$18.4K - $22.8K
|
3.29K
$909K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
279+ 332.14% |
$56.3K - $69.9K
|
363
$100K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.27K- 17.29% |
$256K - $318K
|
6.07K
$1.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
163+ 2716.67% |
$32.9K - $40.8K
|
169
$46.7K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.6KNew |
$929K - $1.15M
|
4.6K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
76New |
$15.3K - $19K
|
76
$21K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-130- 1.91% |
$26.2K - $32.6K
|
6.67K
$1.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-457- 91.4% |
$92.2K - $114K
|
43
$11.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2+ 0.02% |
$404 - $501
|
10.9K
$3.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
4New |
$807 - $1K
|
4
$1.11K
|
|
|
Jan 29, 2025
Q4 2024
|
Sycomore Asset Management
|
SELL
|
- |
-2.17K- 5.11% |
$438K - $543K
|
40.3K
$11.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
1.27KNew |
$257K - $319K
|
1.27K
$352K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-1.13K- 4.16% |
$227K - $282K
|
25.9K
$7.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
127+ 635.0% |
$25.6K - $31.8K
|
147
$40.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
8+ 0.1% |
$1.61K - $2K
|
8.06K
$2.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-33- 82.5% |
$6.66K - $8.26K
|
7
$1.94K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-147- 28.88% |
$29.7K - $36.8K
|
362
$100K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
116+ 3.09% |
$23.4K - $29.1K
|
3.87K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-14.7K- 77.04% |
$2.96M - $3.67M
|
4.37K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
31New |
$6.26K - $7.76K
|
31
$8.57K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
282New |
$56.9K - $70.6K
|
282
$78K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-42- 2.69% |
$8.48K - $10.5K
|
1.52K
$420K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-54- 1.21% |
$10.9K - $13.5K
|
4.42K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-255- 6.26% |
$51.5K - $63.9K
|
3.82K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7New |
$1.41K - $1.75K
|
7
$1.94K
|
|
|
Jan 24, 2025
Q4 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-5- 0.16% |
$1.01K - $1.25K
|
3.07K
$850K
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-1.45K- 38.93% |
$293K - $363K
|
2.28K
$629K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
5KNew |
$1.01M - $1.25M
|
5K
$1.38M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
854New |
$172K - $214K
|
854
$236K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.47KNew |
$296K - $368K
|
1.47K
$406K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-60- 2.97% |
$12.1K - $15K
|
1.96K
$543K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 20.0% |
$404 - $501
|
12
$3.32K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
566New |
$114K - $142K
|
566
$156K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
74New |
$14.9K - $18.5K
|
74
$20.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
404+ 8.07% |
$81.5K - $101K
|
5.41K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-74- 12.89% |
$14.9K - $18.5K
|
500
$138K
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-5- 0.29% |
$1.01K - $1.25K
|
1.73K
$479K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-632- 52.71% |
$128K - $158K
|
567
$157K
|
|
|
Jan 15, 2025
Q4 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-400- 28.57% |
$80.7K - $100K
|
1K
$276K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
6New |
$1.21K - $1.5K
|
6
$1.66K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-15- 11.45% |
$3.03K - $3.76K
|
116
$32.1K
|