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 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 8.33% |
$209 - $290
|
13
$3.59K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 1.72% |
$209 - $290
|
59
$16.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
1+ 3.7% |
$209 - $290
|
28
$7.74K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1+ 16.67% |
$209 - $290
|
7
$1.93K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
1+ 25.0% |
$209 - $290
|
5
$1.38K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1+ 50.0% |
$209 - $290
|
3
$829
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 50.0% |
$209 - $290
|
3
$829
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 9.09% |
$209 - $290
|
12
$3.32K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1- 0.03% |
$209 - $290
|
3.13K
$863K
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1- 0.15% |
$209 - $290
|
682
$188K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1- 33.33% |
$209 - $290
|
2
$553
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-2- 5.41% |
$419 - $580
|
35
$9.67K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2- 50.0% |
$419 - $580
|
2
$553
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3- 0.26% |
$628 - $870
|
1.13K
$313K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-3Closed |
$628 - $870
|
0
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 0.28% |
$628 - $870
|
1.07K
$296K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-4- 5.0% |
$838 - $1.16K
|
76
$21K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-5- 0.06% |
$1.05K - $1.45K
|
8.38K
$2.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-7- 22.58% |
$1.47K - $2.03K
|
24
$6.63K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-7- 10.61% |
$1.47K - $2.03K
|
59
$16.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-7- 2.83% |
$1.47K - $2.03K
|
240
$66.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-7- 0.06% |
$1.47K - $2.03K
|
12.4K
$3.43M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-7- 11.29% |
$1.47K - $2.03K
|
55
$15.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-8- 8.51% |
$1.68K - $2.32K
|
86
$23.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-8- 30.77% |
$1.68K - $2.32K
|
18
$4.97K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9- 18.75% |
$1.88K - $2.61K
|
39
$10.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-9- 69.23% |
$1.88K - $2.61K
|
4
$1.11K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-9- 0.54% |
$1.88K - $2.61K
|
1.65K
$456K
|
|
|
Aug 08, 2025
Q2 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-10- 0.02% |
$2.09K - $2.9K
|
43.3K
$12M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-11- 21.57% |
$2.3K - $3.19K
|
40
$11.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-12- 0.73% |
$2.51K - $3.48K
|
1.64K
$452K
|
|
|
Aug 01, 2025
Q2 2025
|
William Allan, LLC
|
SELL
|
- |
-12- 0.08% |
$2.51K - $3.48K
|
14.5K
$4.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-12- 0.63% |
$2.51K - $3.48K
|
1.89K
$522K
|
|
|
Jul 23, 2025
Q2 2025
|
Wormser Freres Gestion
Paris, I0 |
SELL
|
- |
-13- 12.04% |
$2.72K - $3.77K
|
95
$26.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-13- 1.77% |
$2.72K - $3.77K
|
723
$200K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-13- 3.43% |
$2.72K - $3.77K
|
366
$101K
|
|
|
Jul 29, 2025
Q2 2025
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-15- 0.49% |
$3.14K - $4.35K
|
3.06K
$845K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-15- 1.23% |
$3.14K - $4.35K
|
1.21K
$333K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-16- 12.12% |
$3.35K - $4.64K
|
116
$32K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-17- 2.73% |
$3.56K - $4.93K
|
606
$167K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-17- 3.58% |
$3.56K - $4.93K
|
458
$127K
|
|
|
Jul 14, 2025
Q2 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-20- 0.29% |
$4.19K - $5.8K
|
6.99K
$1.93M
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-20- 1.64% |
$4.19K - $5.8K
|
1.2K
$331K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-20- 8.44% |
$4.19K - $5.8K
|
217
$60K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-20- 0.62% |
$4.19K - $5.8K
|
3.2K
$885K
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-21- 12.96% |
$4.4K - $6.09K
|
141
$39K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-22- 0.76% |
$4.61K - $6.38K
|
2.86K
$789K
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-25- 1.22% |
$5.23K - $7.25K
|
2.02K
$559K
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-25- 7.69% |
$5.23K - $7.25K
|
300
$82.9K
|