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 |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
37+ 3.03% |
$6.02K - $7.5K
|
1.26K
$285K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
180New |
$29.3K - $36.5K
|
180
$40.8K
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
1New |
$163 - $203
|
1
$226
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
19.9KNew |
$3.24M - $4.04M
|
19.9K
$4.52M
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.04KNew |
$168K - $210K
|
1.04K
$234K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-6- 0.24% |
$976 - $1.22K
|
2.45K
$555K
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.22KNew |
$199K - $248K
|
1.22K
$277K
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
14New |
$2.28K - $2.84K
|
14
$3.17K
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-12- 34.29% |
$1.95K - $2.43K
|
23
$5.21K
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
1.72KNew |
$279K - $348K
|
1.72K
$389K
|
|
Jul 25, 2023
Q2 2023
|
Silvant Capital Management LLC
|
BUY
|
- |
10.4KNew |
$1.69M - $2.1M
|
10.4K
$2.35M
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
2New |
$325 - $405
|
2
$453
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-192- 69.06% |
$31.2K - $38.9K
|
86
$19.5K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1- 16.67% |
$163 - $203
|
5
$1.13K
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-331- 7.51% |
$53.8K - $67.1K
|
4.08K
$923K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3New |
$488 - $608
|
3
$679
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-200- 96.15% |
$32.5K - $40.5K
|
8
$1.81K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.88% |
$163 - $203
|
114
$25.8K
|
|
Jul 07, 2023
Q2 2023
|
Covea Finance
|
SELL
|
- |
-5.1K- 13.97% |
$829K - $1.03M
|
31.4K
$7.11M
|
|
Q1 2023 | |||||||
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
6New |
$950 - $1.1K
|
6
$1.36K
|
|
May 15, 2023
Q1 2023
|
Dc Investments Management, LLC
Mclean, VA |
BUY
|
- |
1.53KNew |
$242K - $280K
|
1.53K
$346K
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
26New |
$4.12K - $4.78K
|
26
$5.89K
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
39.2KNew |
$6.2M - $7.2M
|
39.2K
$8.87M
|
|
May 15, 2023
Q1 2023
|
Skye Global Management LP
West Palm Beach, FL |
SELL
|
- |
-34.4K- 87.76% |
$5.44M - $6.32M
|
4.8K
$1.09M
|
|
May 15, 2023
Q1 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1.2KNew |
$190K - $220K
|
1.2K
$271K
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
SELL
|
- |
-2.11K- 17.97% |
$333K - $387K
|
9.61K
$2.18M
|
|
May 12, 2023
Q1 2023
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
BUY
|
- |
3.13KNew |
$496K - $576K
|
3.13K
$709K
|
|
May 11, 2023
Q1 2023
|
Scout Investments, Inc.
|
SELL
|
- |
-48.8K- 78.69% |
$7.72M - $8.96M
|
13.2K
$2.99M
|
|
May 11, 2023
Q1 2023
|
Winslow Capital Management, LLC
Minneapolis, MN |
BUY
|
- |
178K+ 7.61% |
$28.2M - $32.8M
|
2.52M
$571M
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
2.38K+ 81.87% |
$377K - $437K
|
5.29K
$1.2M
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.23KNew |
$194K - $226K
|
1.23K
$278K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
155New |
$24.5K - $28.5K
|
155
$35.1K
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
1.11KNew |
$176K - $205K
|
1.11K
$252K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 1.33% |
$158 - $184
|
76
$17.2K
|
|
May 10, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
1.13KNew |
$178K - $207K
|
1.13K
$255K
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-480- 17.33% |
$76K - $88.2K
|
2.29K
$518K
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-9.91K- 58.32% |
$1.57M - $1.82M
|
7.08K
$1.6M
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-50- 2.2% |
$7.91K - $9.19K
|
2.22K
$503K
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
75New |
$11.9K - $13.8K
|
75
$17K
|
|
May 09, 2023
Q1 2023
|
Sustainable Growth Advisers, LP
Stamford, CT |
BUY
|
- |
1.09KNew |
$173K - $200K
|
1.09K
$247K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4New |
$633 - $735
|
4
$906
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
35New |
$5.54K - $6.43K
|
35
$7.92K
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
13New |
$2.06K - $2.39K
|
13
$2.94K
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-18K- 82.34% |
$2.85M - $3.31M
|
3.86K
$874K
|
|
May 05, 2023
Q1 2023
|
Andar Capital Management Hk LTD
Hong Kong, K3 |
BUY
|
- |
33KNew |
$5.22M - $6.07M
|
33K
$7.47M
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
66New |
$10.4K - $12.1K
|
66
$14.9K
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
2New |
$317 - $368
|
2
$453
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
563New |
$89.1K - $103K
|
563
$127K
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
4New |
$633 - $735
|
4
$906
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.1KNew |
$174K - $202K
|
1.1K
$249K
|