Purchases and Sales Made in Q4 2023 in Veeva Systems Inc (VEEV)
This table provides information about the institutional ownership of Veeva Systems Inc (VEEV) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1+ 0.05% |
$165 - $217
|
1.85K
$399K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
1New |
$165 - $217
|
1
$216
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1- 0.17% |
$165 - $217
|
590
$127K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 3.57% |
$165 - $217
|
27
$5.83K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-1- 0.07% |
$165 - $217
|
1.47K
$318K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1- 0.04% |
$165 - $217
|
2.23K
$481K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2- 1.71% |
$330 - $433
|
115
$24.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-2- 4.55% |
$330 - $433
|
42
$9.06K
|
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-2- 0.14% |
$330 - $433
|
1.45K
$312K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2Closed |
$330 - $433
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3- 0.04% |
$495 - $650
|
8.04K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-3- 2.29% |
$495 - $650
|
128
$27.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4- 0.25% |
$660 - $867
|
1.57K
$339K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-5- 0.14% |
$825 - $1.08K
|
3.68K
$794K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-5- 5.75% |
$825 - $1.08K
|
82
$17.7K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-5- 21.74% |
$825 - $1.08K
|
18
$3.88K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6- 0.35% |
$990 - $1.3K
|
1.69K
$364K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-6- 0.57% |
$990 - $1.3K
|
1.04K
$225K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-7- 4.09% |
$1.16K - $1.52K
|
164
$35.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-7- 1.87% |
$1.16K - $1.52K
|
367
$79.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-8- 3.85% |
$1.32K - $1.73K
|
200
$43.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-11- 0.61% |
$1.82K - $2.38K
|
1.8K
$387K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12- 0.39% |
$1.98K - $2.6K
|
3.03K
$654K
|
|
|
Jan 30, 2024
Q4 2023
|
Suncoast Equity Management
|
SELL
|
- |
-13- 0.44% |
$2.15K - $2.82K
|
2.95K
$637K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-14- 5.11% |
$2.31K - $3.03K
|
260
$56.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-16- 6.15% |
$2.64K - $3.47K
|
244
$52.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-16- 1.27% |
$2.64K - $3.47K
|
1.24K
$268K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-19- 1.29% |
$3.14K - $4.12K
|
1.45K
$313K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-20- 4.59% |
$3.3K - $4.33K
|
416
$89.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-20- 25.32% |
$3.3K - $4.33K
|
59
$12.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-21- 41.18% |
$3.47K - $4.55K
|
30
$6.47K
|
|
|
Jan 11, 2024
Q4 2023
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-21- 0.08% |
$3.47K - $4.55K
|
27.9K
$6.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-24- 1.24% |
$3.96K - $5.2K
|
1.92K
$414K
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-25- 0.16% |
$4.13K - $5.42K
|
16K
$3.44M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-27- 0.52% |
$4.46K - $5.85K
|
5.13K
$1.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-28- 2.97% |
$4.62K - $6.07K
|
915
$197K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-28- 0.42% |
$4.62K - $6.07K
|
6.64K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-30Closed |
$4.95K - $6.5K
|
0
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-30- 16.67% |
$4.95K - $6.5K
|
150
$32.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-40- 2.99% |
$6.6K - $8.67K
|
1.3K
$281K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-42- 0.44% |
$6.93K - $9.1K
|
9.4K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-43- 1.3% |
$7.1K - $9.32K
|
3.26K
$704K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-43- 0.79% |
$7.1K - $9.32K
|
5.39K
$1.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-44- 17.25% |
$7.26K - $9.54K
|
211
$45.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-46- 77.97% |
$7.59K - $9.97K
|
13
$2.81K
|
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-46- 1.58% |
$7.59K - $9.97K
|
2.86K
$617K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-46- 86.79% |
$7.59K - $9.97K
|
7
$1.51K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-49- 2.3% |
$8.09K - $10.6K
|
2.09K
$450K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-49- 1.65% |
$8.09K - $10.6K
|
2.92K
$630K
|