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 13, 2021
Q3 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
2New |
$566 - $682
|
2
$583
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 6.25% |
$283 - $341
|
17
$4.95K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1New |
$283 - $341
|
1
$291
|
|
|
Oct 21, 2021
Q3 2021
|
Jag Capital Management, LLC
|
SELL
|
- |
-1- 0.05% |
$283 - $341
|
2.14K
$624K
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1- 0.09% |
$283 - $341
|
1.14K
$333K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 0.05% |
$283 - $341
|
2.21K
$642K
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2- 0.21% |
$566 - $682
|
932
$271K
|
|
|
Dec 19, 2024
Q3 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-2Closed |
$566 - $682
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3- 0.38% |
$849 - $1.02K
|
796
$232K
|
|
|
Nov 15, 2021
Q3 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-3- 0.03% |
$849 - $1.02K
|
9.21K
$2.68M
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4- 4.88% |
$1.13K - $1.36K
|
78
$22.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-4- 0.17% |
$1.13K - $1.36K
|
2.36K
$687K
|
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-4- 40.0% |
$1.13K - $1.36K
|
6
$1.75K
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-5- 55.56% |
$1.41K - $1.71K
|
4
$1.17K
|
|
|
Nov 15, 2021
Q3 2021
|
Nicholas Company, Inc.
|
SELL
|
- |
-5- 0.01% |
$1.41K - $1.71K
|
34.3K
$9.99M
|
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-6Closed |
$1.7K - $2.05K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-7- 0.44% |
$1.98K - $2.39K
|
1.59K
$462K
|
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-8- 1.2% |
$2.26K - $2.73K
|
658
$192K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-8Closed |
$2.26K - $2.73K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-8- 0.91% |
$2.26K - $2.73K
|
870
$253K
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-10- 0.6% |
$2.83K - $3.41K
|
1.65K
$481K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-10- 1.86% |
$2.83K - $3.41K
|
529
$154K
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-10- 52.63% |
$2.83K - $3.41K
|
9
$2.62K
|
|
|
Oct 28, 2021
Q3 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-10- 0.04% |
$2.83K - $3.41K
|
24.6K
$7.15M
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-11- 1.01% |
$3.11K - $3.75K
|
1.08K
$315K
|
|
|
Oct 08, 2021
Q3 2021
|
Veriti Management LLC
|
SELL
|
- |
-12- 1.44% |
$3.4K - $4.09K
|
819
$239K
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-13- 1.41% |
$3.68K - $4.43K
|
906
$264K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-13- 4.39% |
$3.68K - $4.43K
|
283
$82.4K
|
|
|
Oct 22, 2021
Q3 2021
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-14- 0.03% |
$3.96K - $4.77K
|
42.1K
$12.3M
|
|
|
Apr 01, 2024
Q3 2021
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-15- 0.44% |
$4.24K - $5.12K
|
3.4K
$990K
|
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-15Closed |
$4.24K - $5.12K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-15- 60.0% |
$4.24K - $5.12K
|
10
$2.91K
|
|
|
Nov 15, 2021
Q3 2021
|
Ethic Inc.
New York, NY |
SELL
|
- |
-15- 1.09% |
$4.24K - $5.12K
|
1.37K
$398K
|
|
|
Nov 08, 2021
Q3 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-15- 0.08% |
$4.24K - $5.12K
|
19.5K
$5.68M
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-17- 0.05% |
$4.81K - $5.8K
|
32.9K
$9.59M
|
|
|
Nov 15, 2021
Q3 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-18- 0.02% |
$5.09K - $6.14K
|
75.5K
$22M
|
|
|
Oct 21, 2021
Q3 2021
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-20- 0.96% |
$5.66K - $6.82K
|
2.06K
$600K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-20- 13.99% |
$5.66K - $6.82K
|
123
$35.8K
|
|
|
Oct 13, 2021
Q3 2021
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-20- 0.56% |
$5.66K - $6.82K
|
3.55K
$1.03M
|
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-21- 2.33% |
$5.94K - $7.16K
|
879
$256K
|
|
|
Nov 12, 2021
Q3 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-22- 2.1% |
$6.22K - $7.5K
|
1.02K
$298K
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-22- 2.2% |
$6.22K - $7.5K
|
976
$284K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-23- 1.06% |
$6.51K - $7.84K
|
2.15K
$627K
|
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-23- 1.32% |
$6.51K - $7.84K
|
1.72K
$499K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-23- 2.64% |
$6.51K - $7.84K
|
847
$247K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-24- 0.06% |
$6.79K - $8.18K
|
41.6K
$12.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-25Closed |
$7.07K - $8.53K
|
0
$0
|
|
|
Dec 02, 2024
Q3 2021
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-25- 0.64% |
$7.07K - $8.53K
|
3.89K
$1.13M
|
|
|
Oct 25, 2021
Q3 2021
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-25- 0.17% |
$7.07K - $8.53K
|
15.1K
$4.4M
|
|
|
Oct 14, 2021
Q3 2021
|
Triangle Securities Wealth Management
|
SELL
|
- |
-25- 0.45% |
$7.07K - $8.53K
|
5.55K
$1.62M
|