Purchases and Sales Made in Q3 2021 in Veeva Systems Inc (VEEV)
This table provides information about the institutional ownership of Veeva Systems Inc (VEEV) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2021
Q3 2021
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
35+ 1.3% |
$9.9K - $11.9K
|
2.74K
$634K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
33+ 2.94% |
$9.34K - $11.3K
|
1.16K
$268K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
32+ 0.82% |
$9.05K - $10.9K
|
3.94K
$912K
|
|
|
Nov 12, 2021
Q3 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
31New |
$8.77K - $10.6K
|
31
$7.18K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
31New |
$8.77K - $10.6K
|
31
$7.18K
|
|
|
Nov 12, 2021
Q3 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
27+ 2.91% |
$7.64K - $9.21K
|
954
$221K
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
27+ 32.53% |
$7.64K - $9.21K
|
110
$25.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
26+ 2.16% |
$7.36K - $8.87K
|
1.23K
$285K
|
|
|
Nov 05, 2021
Q3 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
25+ 0.36% |
$7.07K - $8.53K
|
6.88K
$1.59M
|
|
|
Nov 15, 2021
Q3 2021
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
25+ 0.1% |
$7.07K - $8.53K
|
24.5K
$5.67M
|
|
|
Nov 15, 2021
Q3 2021
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
24+ 2.71% |
$6.79K - $8.18K
|
910
$211K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
23+ 1.61% |
$6.51K - $7.84K
|
1.45K
$335K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
23+ 9.02% |
$6.51K - $7.84K
|
278
$64.4K
|
|
|
Dec 11, 2023
Q3 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
22+ 3.13% |
$6.22K - $7.5K
|
725
$168K
|
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
22+ 2.8% |
$6.22K - $7.5K
|
807
$187K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
22+ 4.94% |
$6.22K - $7.5K
|
467
$108K
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
22+ 2.51% |
$6.22K - $7.5K
|
898
$208K
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
21+ 2.91% |
$5.94K - $7.16K
|
743
$172K
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
20+ 1.92% |
$5.66K - $6.82K
|
1.06K
$246K
|
|
|
Nov 15, 2021
Q3 2021
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
20+ 2.06% |
$5.66K - $6.82K
|
989
$229K
|
|
|
Nov 15, 2021
Q3 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
20+ 1.67% |
$5.66K - $6.82K
|
1.22K
$283K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
19+ 16.81% |
$5.38K - $6.48K
|
132
$30.6K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
19+ 29.69% |
$5.38K - $6.48K
|
83
$19.2K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
18+ 1.45% |
$5.09K - $6.14K
|
1.26K
$291K
|
|
|
Oct 18, 2021
Q3 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
18+ 0.66% |
$5.09K - $6.14K
|
2.74K
$635K
|
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
BUY
|
- |
17New |
$4.81K - $5.8K
|
17
$3.94K
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
17New |
$4.81K - $5.8K
|
17
$3.94K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
17New |
$4.81K - $5.8K
|
17
$3.94K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
16New |
$4.53K - $5.46K
|
16
$3.71K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
14New |
$3.96K - $4.77K
|
14
$3.24K
|
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
13+ 0.16% |
$3.68K - $4.43K
|
8.03K
$1.86M
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
12+ 0.31% |
$3.4K - $4.09K
|
3.87K
$897K
|
|
|
Oct 27, 2021
Q3 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
11+ 0.27% |
$3.11K - $3.75K
|
4.12K
$954K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 2.22% |
$2.83K - $3.41K
|
461
$107K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
10New |
$2.83K - $3.41K
|
10
$2.32K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
9+ 6.52% |
$2.55K - $3.07K
|
147
$34K
|
|
|
Nov 02, 2021
Q3 2021
|
Tfc Financial Management
|
BUY
|
- |
8+ 40.0% |
$2.26K - $2.73K
|
28
$6.49K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
7+ 0.79% |
$1.98K - $2.39K
|
889
$206K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7+ 3.8% |
$1.98K - $2.39K
|
191
$44.2K
|
|
|
Oct 12, 2021
Q3 2021
|
17 Capital Partners, LLC
|
BUY
|
- |
7+ 0.5% |
$1.98K - $2.39K
|
1.42K
$329K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
5+ 6.1% |
$1.41K - $1.71K
|
87
$20.2K
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
5+ 0.31% |
$1.41K - $1.71K
|
1.61K
$373K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
5+ 1.1% |
$1.41K - $1.71K
|
459
$106K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
5+ 0.68% |
$1.41K - $1.71K
|
744
$172K
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4+ 17.39% |
$1.13K - $1.36K
|
27
$6.25K
|
|
|
Nov 15, 2021
Q3 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
3+ 0.05% |
$849 - $1.02K
|
6.32K
$1.46M
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3New |
$849 - $1.02K
|
3
$695
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 3.16% |
$849 - $1.02K
|
98
$22.7K
|
|
|
Oct 13, 2021
Q3 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
2New |
$566 - $682
|
2
$463
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
2+ 2.0% |
$566 - $682
|
102
$23.6K
|