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
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-1.04K- 20.35% |
$219K - $257K
|
4.07K
$1.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-15- 7.5% |
$3.16K - $3.7K
|
185
$51.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-880- 3.33% |
$185K - $217K
|
25.5K
$7.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-12.9K- 84.32% |
$2.71M - $3.17M
|
2.39K
$661K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 16.67% |
$632 - $740
|
21
$5.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
23New |
$4.84K - $5.68K
|
23
$6.35K
|
|
|
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
$262K
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
2.78KNew |
$585K - $686K
|
2.78K
$768K
|
|
|
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
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-25- 5.63% |
$5.26K - $6.17K
|
419
$116K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.6KNew |
$547K - $641K
|
2.6K
$718K
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
SELL
|
- |
-3.93K- 74.65% |
$827K - $970K
|
1.33K
$369K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
875New |
$184K - $216K
|
875
$242K
|
|
|
Apr 17, 2025
Q1 2025
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
905New |
$191K - $223K
|
905
$250K
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-74- 19.63% |
$15.6K - $18.3K
|
303
$83.7K
|
|
|
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
|
|
|
Apr 16, 2025
Q1 2025
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-7K- 14.0% |
$1.47M - $1.73M
|
43K
$11.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-103- 5.6% |
$21.7K - $25.4K
|
1.74K
$479K
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-300- 27.27% |
$63.2K - $74K
|
800
$221K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
183+ 0.49% |
$38.5K - $45.2K
|
37.4K
$10.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
15+ 12.2% |
$3.16K - $3.7K
|
138
$38.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-375- 16.3% |
$79K - $92.6K
|
1.93K
$532K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-20- 1.52% |
$4.21K - $4.94K
|
1.3K
$358K
|
|
|
Apr 14, 2025
Q1 2025
|
Yarbrough Capital, LLC
|
SELL
|
- |
-7.4K- 38.04% |
$1.56M - $1.83M
|
12K
$3.33M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
14+ 1.4% |
$2.95K - $3.46K
|
1.01K
$279K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
6New |
$1.26K - $1.48K
|
6
$1.66K
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
SELL
|
- |
-160- 13.45% |
$33.7K - $39.5K
|
1.03K
$285K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
598+ 15.75% |
$126K - $148K
|
4.39K
$1.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
30+ 1.69% |
$6.32K - $7.4K
|
1.81K
$500K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-3- 3.9% |
$632 - $740
|
74
$20.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-28- 19.58% |
$5.9K - $6.91K
|
115
$31.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
49+ 28.0% |
$10.3K - $12.1K
|
224
$61.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8+ 18.18% |
$1.68K - $1.97K
|
52
$14.4K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-4- 1.75% |
$842 - $987
|
224
$61.9K
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
598+ 39.52% |
$121K - $150K
|
2.11K
$583K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.72K- 17.37% |
$750K - $931K
|
17.7K
$4.88M
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
10New |
$2.02K - $2.5K
|
10
$2.76K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
25New |
$5.05K - $6.26K
|
25
$6.91K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1New |
$202 - $250
|
1
$276
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-424- 16.22% |
$85.6K - $106K
|
2.19K
$605K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
9New |
$1.82K - $2.25K
|
9
$2.49K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
27New |
$5.45K - $6.76K
|
27
$7.46K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-157- 14.04% |
$31.7K - $39.3K
|
961
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Orbis Allan Gray LTD
Hamilton, D0 |
BUY
|
- |
103KNew |
$20.7M - $25.7M
|
103K
$28.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-85.9K- 4.88% |
$17.3M - $21.5M
|
1.67M
$462M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5- 5.21% |
$1.01K - $1.25K
|
91
$25.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-1.13KClosed |
$228K - $283K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-326- 4.48% |
$65.8K - $81.6K
|
6.95K
$1.92M
|
|