Purchases and Sales Made in Q2 2025 in Veeva Systems Inc (VEEV)
This table provides information about the institutional ownership of Veeva Systems Inc (VEEV) during Q2 2025. 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 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
20+ 2.23% |
$4.19K - $5.8K
|
915
$253K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
20+ 0.93% |
$4.19K - $5.8K
|
2.17K
$598K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
18+ 300.0% |
$3.77K - $5.22K
|
24
$6.63K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
18+ 6.5% |
$3.77K - $5.22K
|
295
$81.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
17+ 0.68% |
$3.56K - $4.93K
|
2.51K
$693K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
17New |
$3.56K - $4.93K
|
17
$4.7K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
17+ 0.37% |
$3.56K - $4.93K
|
4.62K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
16+ 533.33% |
$3.35K - $4.64K
|
19
$5.25K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15+ 48.39% |
$3.14K - $4.35K
|
46
$12.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
15+ 0.76% |
$3.14K - $4.35K
|
1.98K
$547K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
14New |
$2.93K - $4.06K
|
14
$3.87K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
13+ 130.0% |
$2.72K - $3.77K
|
23
$6.35K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
13New |
$2.72K - $3.77K
|
13
$3.59K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
13+ 1.38% |
$2.72K - $3.77K
|
952
$263K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
12+ 4.1% |
$2.51K - $3.48K
|
305
$84.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
11+ 7.64% |
$2.3K - $3.19K
|
155
$42.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10New |
$2.09K - $2.9K
|
10
$2.76K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
10+ 10.0% |
$2.09K - $2.9K
|
110
$30.4K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
10New |
$2.09K - $2.9K
|
10
$2.76K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
10+ 10.0% |
$2.09K - $2.9K
|
110
$30.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
9+ 225.0% |
$1.88K - $2.61K
|
13
$3.59K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9+ 0.6% |
$1.88K - $2.61K
|
1.52K
$419K
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
9+ 0.81% |
$1.88K - $2.61K
|
1.13K
$311K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
9New |
$1.88K - $2.61K
|
9
$2.49K
|
|
|
Aug 04, 2025
Q2 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
8+ 0.42% |
$1.68K - $2.32K
|
1.91K
$529K
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
8+ 0.27% |
$1.68K - $2.32K
|
3.01K
$832K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
8+ 4.82% |
$1.68K - $2.32K
|
174
$48.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8+ 0.35% |
$1.68K - $2.32K
|
2.3K
$635K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
8+ 0.77% |
$1.68K - $2.32K
|
1.04K
$288K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
7+ 10.0% |
$1.47K - $2.03K
|
77
$21.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
6+ 28.57% |
$1.26K - $1.74K
|
27
$7.46K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6New |
$1.26K - $1.74K
|
6
$1.66K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
6New |
$1.26K - $1.74K
|
6
$1.66K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6+ 33.33% |
$1.26K - $1.74K
|
24
$6.63K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5+ 0.53% |
$1.05K - $1.45K
|
956
$264K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
5+ 0.63% |
$1.05K - $1.45K
|
802
$222K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
5+ 0.39% |
$1.05K - $1.45K
|
1.3K
$359K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 9.09% |
$1.05K - $1.45K
|
60
$16.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
4+ 44.44% |
$838 - $1.16K
|
13
$3.59K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
4New |
$838 - $1.16K
|
4
$1.11K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4+ 2.08% |
$838 - $1.16K
|
196
$54.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
3New |
$628 - $870
|
3
$829
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
3New |
$628 - $870
|
3
$829
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 3.26% |
$628 - $870
|
95
$26.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3+ 0.12% |
$628 - $870
|
2.49K
$688K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 100.0% |
$628 - $870
|
6
$1.66K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3New |
$628 - $870
|
3
$829
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2+ 200.0% |
$419 - $580
|
3
$829
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2+ 8.0% |
$419 - $580
|
27
$7.46K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2+ 0.04% |
$419 - $580
|
5.04K
$1.39M
|