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 15, 2024
Q1 2024
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
20+ 125.0% |
$3.7K - $4.7K
|
36
$9.95K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
19+ 27.14% |
$3.52K - $4.46K
|
89
$24.6K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18+ 10.98% |
$3.33K - $4.23K
|
182
$50.3K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
17+ 1.32% |
$3.15K - $3.99K
|
1.31K
$362K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
17+ 56.67% |
$3.15K - $3.99K
|
47
$13K
|
|
|
Apr 26, 2024
Q1 2024
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
15+ 0.47% |
$2.78K - $3.52K
|
3.23K
$892K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
15+ 1.43% |
$2.78K - $3.52K
|
1.06K
$294K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
11+ 0.3% |
$2.04K - $2.58K
|
3.7K
$1.02M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
11New |
$2.04K - $2.58K
|
11
$3.04K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
11New |
$2.04K - $2.58K
|
11
$3.04K
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
10+ 0.7% |
$1.85K - $2.35K
|
1.43K
$395K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
9+ 0.86% |
$1.67K - $2.11K
|
1.06K
$292K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
9New |
$1.67K - $2.11K
|
9
$2.49K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
9New |
$1.67K - $2.11K
|
9
$2.49K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
8+ 100.0% |
$1.48K - $1.88K
|
16
$4.42K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
8+ 0.1% |
$1.48K - $1.88K
|
8.05K
$2.22M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
8+ 7.92% |
$1.48K - $1.88K
|
109
$30.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
8+ 14.29% |
$1.48K - $1.88K
|
64
$17.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
6New |
$1.11K - $1.41K
|
6
$1.66K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
6New |
$1.11K - $1.41K
|
6
$1.66K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
6New |
$1.11K - $1.41K
|
6
$1.66K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
5+ 38.46% |
$926 - $1.17K
|
18
$4.97K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 41.67% |
$926 - $1.17K
|
17
$4.7K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
5New |
$926 - $1.17K
|
5
$1.38K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
3+ 9.68% |
$556 - $704
|
34
$9.39K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 0.82% |
$556 - $704
|
370
$102K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 200.0% |
$370 - $470
|
3
$829
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2New |
$370 - $470
|
2
$553
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
2+ 0.06% |
$370 - $470
|
3.12K
$862K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2New |
$370 - $470
|
2
$553
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2+ 0.02% |
$370 - $470
|
11.1K
$3.07M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2New |
$370 - $470
|
2
$553
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 40.0% |
$370 - $470
|
7
$1.93K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.04% |
$185 - $235
|
2.27K
$627K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 50.0% |
$185 - $235
|
3
$829
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$185 - $235
|
14.8K
$4.08M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$185 - $235
|
1
$276
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 0.04% |
$185 - $235
|
2.3K
$635K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1- 0.02% |
$185 - $235
|
4.97K
$1.37M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3- 0.17% |
$556 - $704
|
1.78K
$491K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3- 4.17% |
$556 - $704
|
69
$19.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-4- 0.09% |
$741 - $939
|
4.62K
$1.28M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-4- 0.09% |
$741 - $939
|
4.52K
$1.25M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 71.43% |
$926 - $1.17K
|
2
$553
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5- 0.74% |
$926 - $1.17K
|
673
$186K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6- 25.0% |
$1.11K - $1.41K
|
18
$4.97K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-8- 36.36% |
$1.48K - $1.88K
|
14
$3.87K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-8- 0.48% |
$1.48K - $1.88K
|
1.65K
$457K
|
|
|
Jul 01, 2024
Q1 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-8- 4.68% |
$1.48K - $1.88K
|
163
$45K
|