Purchases and Sales Made in Q1 2024 in Veeva Systems Inc (VEEV)
This table provides information about the institutional ownership of Veeva Systems Inc (VEEV) during Q1 2024. 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, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
11New |
$2.04K - $2.58K
|
11
$2.49K
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
10+ 0.7% |
$1.85K - $2.35K
|
1.43K
$324K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
9+ 0.86% |
$1.67K - $2.11K
|
1.06K
$239K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
9New |
$1.67K - $2.11K
|
9
$2.04K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
9New |
$1.67K - $2.11K
|
9
$2.04K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
8+ 7.92% |
$1.48K - $1.88K
|
109
$24.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
8+ 0.1% |
$1.48K - $1.88K
|
8.05K
$1.82M
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
8+ 100.0% |
$1.48K - $1.88K
|
16
$3.62K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
8+ 14.29% |
$1.48K - $1.88K
|
64
$14.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
6New |
$1.11K - $1.41K
|
6
$1.36K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
6New |
$1.11K - $1.41K
|
6
$1.36K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
6New |
$1.11K - $1.41K
|
6
$1.36K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 41.67% |
$926 - $1.17K
|
17
$3.85K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
5+ 38.46% |
$926 - $1.17K
|
18
$4.08K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
5New |
$926 - $1.17K
|
5
$1.13K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
3+ 9.68% |
$556 - $704
|
34
$7.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 0.82% |
$556 - $704
|
370
$83.8K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2+ 0.02% |
$370 - $470
|
11.1K
$2.51M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 40.0% |
$370 - $470
|
7
$1.58K
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
2+ 0.06% |
$370 - $470
|
3.12K
$706K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 200.0% |
$370 - $470
|
3
$679
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2New |
$370 - $470
|
2
$453
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2New |
$370 - $470
|
2
$453
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2New |
$370 - $470
|
2
$453
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 50.0% |
$185 - $235
|
3
$679
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$185 - $235
|
14.8K
$3.34M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$185 - $235
|
1
$226
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.04% |
$185 - $235
|
2.27K
$514K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1- 0.02% |
$185 - $235
|
4.97K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 0.04% |
$185 - $235
|
2.3K
$521K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3- 4.17% |
$556 - $704
|
69
$15.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3- 0.17% |
$556 - $704
|
1.78K
$402K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-4- 0.09% |
$741 - $939
|
4.62K
$1.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-4- 0.09% |
$741 - $939
|
4.52K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5- 0.74% |
$926 - $1.17K
|
673
$152K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 71.43% |
$926 - $1.17K
|
2
$453
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6- 25.0% |
$1.11K - $1.41K
|
18
$4.08K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-8- 36.36% |
$1.48K - $1.88K
|
14
$3.17K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-8- 0.48% |
$1.48K - $1.88K
|
1.65K
$374K
|
|
|
Jul 01, 2024
Q1 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-8- 4.68% |
$1.48K - $1.88K
|
163
$36.9K
|
|
|
May 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-9- 0.31% |
$1.67K - $2.11K
|
2.85K
$645K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-9- 10.11% |
$1.67K - $2.11K
|
80
$18.1K
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-10- 0.47% |
$1.85K - $2.35K
|
2.13K
$481K
|
|
|
Apr 25, 2024
Q1 2024
|
Shaker Investments LLC
|
SELL
|
- |
-14- 0.34% |
$2.59K - $3.29K
|
4.15K
$939K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-15- 23.08% |
$2.78K - $3.52K
|
50
$11.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-15- 0.41% |
$2.78K - $3.52K
|
3.67K
$830K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-16- 0.81% |
$2.96K - $3.76K
|
1.96K
$443K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-17- 0.95% |
$3.15K - $3.99K
|
1.78K
$403K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-17- 94.44% |
$3.15K - $3.99K
|
1
$226
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-20- 1.77% |
$3.7K - $4.7K
|
1.11K
$251K
|