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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
86New |
$14.7K - $19.8K
|
86
$23.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
80+ 5.7% |
$13.7K - $18.4K
|
1.48K
$410K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
80+ 3.52% |
$13.7K - $18.4K
|
2.35K
$649K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
77+ 7.36% |
$13.2K - $17.7K
|
1.12K
$310K
|
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
75+ 4.77% |
$12.9K - $17.3K
|
1.65K
$455K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
74New |
$12.7K - $17K
|
74
$20.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
71+ 1.79% |
$12.2K - $16.4K
|
4.03K
$1.11M
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
71New |
$12.2K - $16.4K
|
71
$19.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
70+ 0.5% |
$12K - $16.1K
|
14K
$3.88M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
69+ 1.74% |
$11.8K - $15.9K
|
4.03K
$1.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
68+ 0.1% |
$11.7K - $15.7K
|
65.7K
$18.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
63+ 0.96% |
$10.8K - $14.5K
|
6.66K
$1.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
62+ 0.17% |
$10.6K - $14.3K
|
36.6K
$10.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
54+ 0.71% |
$9.26K - $12.4K
|
7.67K
$2.12M
|
|
|
Jul 31, 2025
Q2 2024
|
Brinker Capital Investments, LLC
|
BUY
|
- |
54+ 0.71% |
$9.26K - $12.4K
|
7.67K
$2.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
52+ 0.45% |
$8.91K - $12K
|
11.7K
$3.23M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
50+ 4.5% |
$8.57K - $11.5K
|
1.16K
$320K
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
50New |
$8.57K - $11.5K
|
50
$13.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
45+ 9.68% |
$7.71K - $10.4K
|
510
$141K
|
|
|
Feb 14, 2025
Q2 2024
|
Triumph Capital Management
|
BUY
|
- |
45+ 4.17% |
$7.71K - $10.4K
|
1.12K
$310K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
44+ 3.79% |
$7.54K - $10.1K
|
1.21K
$333K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
41New |
$7.03K - $9.45K
|
41
$11.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
40New |
$6.86K - $9.22K
|
40
$11.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
40New |
$6.86K - $9.22K
|
40
$11.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
33+ 2.57% |
$5.66K - $7.6K
|
1.32K
$363K
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
32+ 2.23% |
$5.49K - $7.37K
|
1.47K
$405K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
31New |
$5.31K - $7.14K
|
31
$8.56K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
29+ 3.45% |
$4.97K - $6.68K
|
869
$240K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
25+ 0.68% |
$4.29K - $5.76K
|
3.69K
$1.02M
|
|
|
Jul 09, 2024
Q2 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
25+ 1.0% |
$4.29K - $5.76K
|
2.53K
$698K
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
BUY
|
- |
25+ 0.92% |
$4.29K - $5.76K
|
2.76K
$762K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
24+ 3.57% |
$4.11K - $5.53K
|
697
$193K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
24+ 800.0% |
$4.11K - $5.53K
|
27
$7.46K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
22+ 3.77% |
$3.77K - $5.07K
|
606
$167K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
21+ 1.77% |
$3.6K - $4.84K
|
1.21K
$333K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
21+ 300.0% |
$3.6K - $4.84K
|
28
$7.74K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
20+ 2.37% |
$3.43K - $4.61K
|
864
$239K
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
18+ 1.33% |
$3.09K - $4.15K
|
1.37K
$380K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
18+ 1.47% |
$3.09K - $4.15K
|
1.24K
$343K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
18+ 1.41% |
$3.09K - $4.15K
|
1.3K
$358K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
16+ 2.35% |
$2.74K - $3.69K
|
697
$193K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
16+ 1.28% |
$2.74K - $3.69K
|
1.27K
$351K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
16New |
$2.74K - $3.69K
|
16
$4.42K
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.2% |
$2.4K - $3.23K
|
7.04K
$1.95M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
14New |
$2.4K - $3.23K
|
14
$3.87K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
14+ 4.08% |
$2.4K - $3.23K
|
357
$98.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
14New |
$2.4K - $3.23K
|
14
$3.87K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
13New |
$2.23K - $3K
|
13
$3.59K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
12New |
$2.06K - $2.76K
|
12
$3.32K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
12+ 9.92% |
$2.06K - $2.76K
|
133
$36.7K
|