Purchases and Sales Made in Q2 2024 in Veeva Systems Inc (VEEV)
This table provides information about the institutional ownership of Veeva Systems Inc (VEEV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
8New |
$1.37K - $1.84K
|
8
$2.28K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
8+ 0.23% |
$1.37K - $1.84K
|
3.45K
$983K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7New |
$1.2K - $1.61K
|
7
$2K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
7+ 2.71% |
$1.2K - $1.61K
|
265
$75.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
6+ 0.42% |
$1.03K - $1.38K
|
1.45K
$413K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4+ 11.43% |
$686 - $922
|
39
$11.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
3+ 6.38% |
$514 - $691
|
50
$14.3K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
3+ 16.67% |
$514 - $691
|
21
$5.99K
|
|
|
Jul 24, 2024
Q2 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
3+ 0.66% |
$514 - $691
|
455
$130K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 4.08% |
$343 - $461
|
51
$14.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2+ 0.02% |
$343 - $461
|
11.1K
$3.17M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2+ 2.9% |
$343 - $461
|
71
$20.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
2+ 0.06% |
$343 - $461
|
3.12K
$890K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2+ 0.09% |
$343 - $461
|
2.11K
$602K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2New |
$343 - $461
|
2
$570
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2New |
$343 - $461
|
2
$570
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1New |
$171 - $230
|
1
$285
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 33.33% |
$171 - $230
|
4
$1.14K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1New |
$171 - $230
|
1
$285
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1+ 20.0% |
$171 - $230
|
6
$1.71K
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
1+ 0.04% |
$171 - $230
|
2.3K
$656K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 20.0% |
$171 - $230
|
6
$1.71K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1+ 16.67% |
$171 - $230
|
7
$2K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.08% |
$171 - $230
|
1.18K
$336K
|
|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1- 16.67% |
$171 - $230
|
5
$1.43K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1- 0.01% |
$171 - $230
|
14.8K
$4.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1- 7.14% |
$171 - $230
|
13
$3.71K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-2- 33.33% |
$343 - $461
|
4
$1.14K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-2- 0.12% |
$343 - $461
|
1.67K
$477K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3- 0.81% |
$514 - $691
|
367
$105K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-3- 30.0% |
$514 - $691
|
7
$2K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-3- 25.0% |
$514 - $691
|
9
$2.57K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-4- 3.67% |
$686 - $922
|
105
$29.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-4- 6.78% |
$686 - $922
|
55
$15.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4- 0.35% |
$686 - $922
|
1.15K
$327K
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5- 0.27% |
$857 - $1.15K
|
1.86K
$531K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5- 27.78% |
$857 - $1.15K
|
13
$3.71K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-5- 16.13% |
$857 - $1.15K
|
26
$7.42K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5- 0.06% |
$857 - $1.15K
|
8.04K
$2.29M
|
|
|
Jul 24, 2024
Q2 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-5- 0.01% |
$857 - $1.15K
|
80.6K
$23M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-6- 3.23% |
$1.03K - $1.38K
|
180
$51.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-7- 14.89% |
$1.2K - $1.61K
|
40
$11.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Pier Capital, LLC
Stamford, CT |
SELL
|
- |
-7- 0.33% |
$1.2K - $1.61K
|
2.14K
$611K
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-8- 0.42% |
$1.37K - $1.84K
|
1.88K
$535K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-8- 1.02% |
$1.37K - $1.84K
|
775
$221K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-8- 50.0% |
$1.37K - $1.84K
|
8
$2.28K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-9- 14.06% |
$1.54K - $2.07K
|
55
$15.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-9- 0.69% |
$1.54K - $2.07K
|
1.3K
$371K
|