Purchases and Sales Made in Q1 2023 in Veeva Systems Inc (VEEV)
This table provides information about the institutional ownership of Veeva Systems Inc (VEEV) during Q1 2023. The information is specifically focused on institutions that hold shares of VEEVA SYSTEMS INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
4New |
$633 - $735
|
4
$1.11K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4New |
$633 - $735
|
4
$1.11K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 1.66% |
$633 - $735
|
245
$67.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 15.0% |
$475 - $551
|
23
$6.35K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
2New |
$317 - $368
|
2
$553
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
2+ 5.26% |
$317 - $368
|
40
$11.1K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2+ 0.28% |
$317 - $368
|
720
$199K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 1.33% |
$158 - $184
|
76
$21K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$158 - $184
|
1
$276
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.85% |
$158 - $184
|
118
$32.6K
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1+ 0.07% |
$158 - $184
|
1.37K
$377K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1- 0.92% |
$158 - $184
|
108
$29.8K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-1- 9.09% |
$158 - $184
|
10
$2.76K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 0.88% |
$158 - $184
|
113
$31.2K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-2- 7.69% |
$317 - $368
|
24
$6.63K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4- 0.95% |
$633 - $735
|
416
$115K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 0.39% |
$633 - $735
|
1.01K
$279K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-4- 4.17% |
$633 - $735
|
92
$25.4K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4- 0.03% |
$633 - $735
|
13.7K
$3.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-6- 0.07% |
$950 - $1.1K
|
8.33K
$2.3M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-7- 0.48% |
$1.11K - $1.29K
|
1.44K
$398K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-9- 3.03% |
$1.42K - $1.65K
|
288
$79.6K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-12- 0.39% |
$1.9K - $2.21K
|
3.1K
$856K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-13- 1.08% |
$2.06K - $2.39K
|
1.19K
$328K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-14- 21.21% |
$2.22K - $2.57K
|
52
$14.4K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-16- 38.1% |
$2.53K - $2.94K
|
26
$7.18K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-17- 5.45% |
$2.69K - $3.12K
|
295
$81.5K
|
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-17- 0.8% |
$2.69K - $3.12K
|
2.1K
$579K
|
|
|
Apr 14, 2023
Q1 2023
|
Sara Bay Financial
|
SELL
|
- |
-18- 1.1% |
$2.85K - $3.31K
|
1.61K
$445K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-22- 64.71% |
$3.48K - $4.04K
|
12
$3.32K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-23- 5.85% |
$3.64K - $4.23K
|
370
$102K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-24- 1.03% |
$3.8K - $4.41K
|
2.3K
$635K
|
|
|
May 04, 2023
Q1 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-25- 0.99% |
$3.96K - $4.59K
|
2.5K
$690K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-28- 18.06% |
$4.43K - $5.15K
|
127
$35.1K
|
|
|
May 12, 2023
Q1 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-31- 0.51% |
$4.91K - $5.7K
|
6.11K
$1.69M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-33- 47.14% |
$5.22K - $6.07K
|
37
$10.2K
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-35- 2.18% |
$5.54K - $6.43K
|
1.57K
$434K
|
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-35- 2.16% |
$5.54K - $6.43K
|
1.58K
$438K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-37- 19.47% |
$5.86K - $6.8K
|
153
$42.3K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-39- 2.54% |
$6.17K - $7.17K
|
1.49K
$413K
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-39- 1.51% |
$6.17K - $7.17K
|
2.55K
$705K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-40- 0.84% |
$6.33K - $7.35K
|
4.75K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-41- 19.81% |
$6.49K - $7.54K
|
166
$45.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-42- 3.97% |
$6.65K - $7.72K
|
1.02K
$281K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-45- 8.3% |
$7.12K - $8.27K
|
497
$137K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-46- 0.92% |
$7.28K - $8.45K
|
4.93K
$1.36M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-48- 38.4% |
$7.6K - $8.82K
|
77
$21.3K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-48- 3.93% |
$7.6K - $8.82K
|
1.17K
$324K
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-50- 2.2% |
$7.91K - $9.19K
|
2.22K
$613K
|
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-53- 0.23% |
$8.39K - $9.74K
|
23.1K
$6.39M
|