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 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
54+ 5.5% |
$8.55K - $9.92K
|
1.04K
$295K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
52+ 2.6% |
$8.23K - $9.56K
|
2.05K
$585K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
51+ 1.97% |
$8.07K - $9.37K
|
2.65K
$753K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
48+ 9.9% |
$7.6K - $8.82K
|
533
$152K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
44+ 10.48% |
$6.96K - $8.09K
|
464
$132K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
39+ 6.23% |
$6.17K - $7.17K
|
665
$189K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
38+ 0.84% |
$6.01K - $6.98K
|
4.56K
$1.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
36+ 1.31% |
$5.7K - $6.62K
|
2.79K
$795K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
35New |
$5.54K - $6.43K
|
35
$9.97K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
35New |
$5.54K - $6.43K
|
35
$9.97K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
34New |
$5.38K - $6.25K
|
34
$9.68K
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
33+ 0.59% |
$5.22K - $6.07K
|
5.64K
$1.61M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
32New |
$5.06K - $5.88K
|
32
$9.11K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
31+ 1.79% |
$4.91K - $5.7K
|
1.76K
$502K
|
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
30+ 1.64% |
$4.75K - $5.51K
|
1.86K
$528K
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
29+ 0.0% |
$4.59K - $5.33K
|
13.7M
$3.89B
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
28+ 100.0% |
$4.43K - $5.15K
|
56
$15.9K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
26New |
$4.12K - $4.78K
|
26
$7.4K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
25New |
$3.96K - $4.59K
|
25
$7.12K
|
|
|
Apr 25, 2023
Q1 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
23+ 1.05% |
$3.64K - $4.23K
|
2.22K
$632K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
20New |
$3.17K - $3.68K
|
20
$5.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.17% |
$3.17K - $3.68K
|
11.5K
$3.28M
|
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
20+ 1.32% |
$3.17K - $3.68K
|
1.53K
$437K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
19+ 0.23% |
$3.01K - $3.49K
|
8.45K
$2.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
19New |
$3.01K - $3.49K
|
19
$5.41K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18+ 1.85% |
$2.85K - $3.31K
|
991
$282K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
18+ 1.16% |
$2.85K - $3.31K
|
1.57K
$448K
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.22% |
$2.53K - $2.94K
|
7.15K
$2.04M
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
15+ 0.09% |
$2.37K - $2.76K
|
17K
$4.84M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
15+ 17.65% |
$2.37K - $2.76K
|
100
$28.5K
|
|
|
May 15, 2023
Q1 2023
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
13+ 0.01% |
$2.06K - $2.39K
|
174K
$49.5M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
13+ 0.58% |
$2.06K - $2.39K
|
2.25K
$640K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
13New |
$2.06K - $2.39K
|
13
$3.7K
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
13+ 2.21% |
$2.06K - $2.39K
|
602
$171K
|
|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
13+ 0.87% |
$2.06K - $2.39K
|
1.5K
$427K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
12+ 0.36% |
$1.9K - $2.21K
|
3.31K
$942K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10+ 31.25% |
$1.58K - $1.84K
|
42
$12K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
10New |
$1.58K - $1.84K
|
10
$2.85K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
10+ 3.76% |
$1.58K - $1.84K
|
276
$78.6K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
9+ 9.68% |
$1.42K - $1.65K
|
102
$29K
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
9+ 0.54% |
$1.42K - $1.65K
|
1.67K
$476K
|
|
|
Apr 14, 2023
Q1 2023
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
8+ 0.03% |
$1.27K - $1.47K
|
27.9K
$7.94M
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
7+ 9.33% |
$1.11K - $1.29K
|
82
$23.3K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6+ 1.84% |
$950 - $1.1K
|
332
$94.5K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
6New |
$950 - $1.1K
|
6
$1.71K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
6New |
$950 - $1.1K
|
6
$1.71K
|
|
|
May 15, 2023
Q1 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
5+ 0.3% |
$791 - $919
|
1.65K
$468K
|
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
5+ 0.51% |
$791 - $919
|
981
$279K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
4New |
$633 - $735
|
4
$1.14K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 1.66% |
$633 - $735
|
245
$69.8K
|