Purchases and Sales Made in Q2 2023 in Veeva Systems Inc (VEEV)
This table provides information about the institutional ownership of Veeva Systems Inc (VEEV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 13.04% |
$488 - $608
|
20
$5.53K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-4- 40.0% |
$650 - $811
|
6
$1.66K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4- 3.92% |
$650 - $811
|
98
$27.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-4- 40.0% |
$650 - $811
|
6
$1.66K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-5- 0.26% |
$813 - $1.01K
|
1.92K
$532K
|
|
|
Aug 02, 2023
Q2 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-5- 0.3% |
$813 - $1.01K
|
1.64K
$453K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-5- 0.69% |
$813 - $1.01K
|
724
$200K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-6- 0.24% |
$976 - $1.22K
|
2.45K
$678K
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-6- 0.52% |
$976 - $1.22K
|
1.14K
$316K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-9- 0.52% |
$1.46K - $1.82K
|
1.74K
$480K
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-10- 0.73% |
$1.63K - $2.03K
|
1.36K
$375K
|
|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-10- 41.67% |
$1.63K - $2.03K
|
14
$3.87K
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-10- 0.83% |
$1.63K - $2.03K
|
1.19K
$329K
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-10- 0.1% |
$1.63K - $2.03K
|
10.1K
$2.79M
|
|
|
Jul 19, 2023
Q2 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-12- 0.62% |
$1.95K - $2.43K
|
1.92K
$530K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-12- 34.29% |
$1.95K - $2.43K
|
23
$6.36K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-15- 0.07% |
$2.44K - $3.04K
|
22.6K
$6.24M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-18- 2.65% |
$2.93K - $3.65K
|
662
$183K
|
|
|
Jul 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-20- 0.31% |
$3.25K - $4.05K
|
6.39K
$1.77M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-20- 0.82% |
$3.25K - $4.05K
|
2.41K
$665K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-20- 1.39% |
$3.25K - $4.05K
|
1.42K
$393K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-21- 1.82% |
$3.41K - $4.26K
|
1.13K
$312K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-21- 77.78% |
$3.41K - $4.26K
|
6
$1.66K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-22- 0.83% |
$3.58K - $4.46K
|
2.64K
$730K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-24- 1.37% |
$3.9K - $4.86K
|
1.73K
$477K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-24- 51.06% |
$3.9K - $4.86K
|
23
$6.36K
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-25- 1.02% |
$4.07K - $5.07K
|
2.42K
$668K
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-26- 3.18% |
$4.23K - $5.27K
|
792
$219K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-26- 1.61% |
$4.23K - $5.27K
|
1.59K
$440K
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-28- 1.48% |
$4.55K - $5.68K
|
1.86K
$515K
|
|
|
Aug 08, 2023
Q2 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-30- 0.04% |
$4.88K - $6.08K
|
74.7K
$20.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-30- 57.69% |
$4.88K - $6.08K
|
22
$6.08K
|
|
|
Feb 13, 2024
Q2 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-30- 0.04% |
$4.88K - $6.08K
|
74.7K
$20.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-31- 24.6% |
$5.04K - $6.28K
|
95
$26.3K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-31- 3.05% |
$5.04K - $6.28K
|
985
$272K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-31- 3.05% |
$5.04K - $6.28K
|
985
$272K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-34- 2.81% |
$5.53K - $6.89K
|
1.18K
$325K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-35- 6.21% |
$5.69K - $7.09K
|
529
$146K
|
|
|
Aug 07, 2023
Q2 2023
|
Univest Financial Corp
|
SELL
|
- |
-36- 3.3% |
$5.85K - $7.3K
|
1.06K
$292K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-37- 5.14% |
$6.02K - $7.5K
|
683
$189K
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-38- 0.01% |
$6.18K - $7.7K
|
457K
$126M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-39- 7.04% |
$6.34K - $7.9K
|
515
$142K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-41- 0.62% |
$6.67K - $8.31K
|
6.61K
$1.83M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-45- 1.75% |
$7.32K - $9.12K
|
2.52K
$697K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-45- 3.74% |
$7.32K - $9.12K
|
1.16K
$320K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-48- 2.57% |
$7.8K - $9.73K
|
1.82K
$502K
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-49- 2.92% |
$7.97K - $9.93K
|
1.63K
$450K
|
|
|
Jul 14, 2023
Q2 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-50- 2.85% |
$8.13K - $10.1K
|
1.71K
$471K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-59- 3.01% |
$9.59K - $12K
|
1.9K
$526K
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-60- 3.05% |
$9.76K - $12.2K
|
1.9K
$526K
|