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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
630New |
$104K - $137K
|
630
$151K
|
|
|
Jan 09, 2024
Q4 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
630+ 5.34% |
$104K - $137K
|
12.4K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
630+ 10.88% |
$104K - $137K
|
6.42K
$1.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
628+ 49.41% |
$104K - $136K
|
1.9K
$455K
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
BUY
|
- |
622+ 5.99% |
$103K - $135K
|
11K
$2.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
612+ 20.33% |
$101K - $133K
|
3.62K
$868K
|
|
|
Feb 08, 2024
Q4 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
604+ 60.83% |
$99.7K - $131K
|
1.6K
$383K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
587+ 25.14% |
$96.9K - $127K
|
2.92K
$700K
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
574+ 26.62% |
$94.8K - $124K
|
2.73K
$654K
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
570+ 0.63% |
$94.1K - $124K
|
90.4K
$21.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
537+ 16.87% |
$88.6K - $116K
|
3.72K
$891K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
528+ 352.0% |
$87.2K - $114K
|
678
$162K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Investment Management Group LLC
|
BUY
|
- |
523+ 1.15% |
$86.3K - $113K
|
45.9K
$11M
|
|
|
Feb 12, 2024
Q4 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
500+ 31.13% |
$82.5K - $108K
|
2.11K
$505K
|
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
BUY
|
- |
461+ 44.37% |
$76.1K - $99.9K
|
1.5K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
441+ 7.9% |
$72.8K - $95.6K
|
6.02K
$1.44M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
439+ 164.42% |
$72.5K - $95.1K
|
706
$169K
|
|
|
Feb 09, 2024
Q4 2023
|
Ns Partners LTD
|
BUY
|
- |
421+ 0.62% |
$69.5K - $91.2K
|
68.1K
$16.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
421New |
$69.5K - $91.2K
|
421
$101K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
418New |
$69K - $90.6K
|
418
$100K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
418+ 15.68% |
$69K - $90.6K
|
3.08K
$739K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
413+ 21.54% |
$68.2K - $89.5K
|
2.33K
$558K
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
410+ 7.26% |
$67.7K - $88.9K
|
6.06K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
391New |
$64.5K - $84.7K
|
391
$93.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
382+ 13.18% |
$63.1K - $82.8K
|
3.28K
$786K
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
361+ 8.07% |
$59.6K - $78.2K
|
4.83K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
351+ 5.77% |
$57.9K - $76.1K
|
6.43K
$1.54M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
341+ 2.0% |
$56.3K - $73.9K
|
17.4K
$4.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
341+ 1.2% |
$56.3K - $73.9K
|
28.8K
$6.89M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
327New |
$54K - $70.9K
|
327
$78.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
315+ 7.42% |
$52K - $68.3K
|
4.56K
$1.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
313+ 8.07% |
$51.7K - $67.8K
|
4.19K
$1M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
309+ 3.47% |
$51K - $67K
|
9.22K
$2.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
305+ 18.32% |
$50.3K - $66.1K
|
1.97K
$472K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
303+ 11.46% |
$50K - $65.7K
|
2.95K
$706K
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
282+ 6.28% |
$46.6K - $61.1K
|
4.78K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
280+ 27.24% |
$46.2K - $60.7K
|
1.31K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
280+ 411.76% |
$46.2K - $60.7K
|
348
$83.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
275+ 2.88% |
$45.4K - $59.6K
|
9.83K
$2.36M
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
275+ 1.33% |
$45.4K - $59.6K
|
21K
$5.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
274New |
$45.2K - $59.4K
|
274
$65.7K
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
BUY
|
- |
265+ 11.42% |
$43.7K - $57.4K
|
2.59K
$619K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
244+ 103.39% |
$40.3K - $52.9K
|
480
$115K
|
|
|
Feb 13, 2024
Q4 2023
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
225+ 0.7% |
$37.1K - $48.8K
|
32.5K
$7.79M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
225+ 22.52% |
$37.1K - $48.8K
|
1.22K
$293K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
223+ 8.09% |
$36.8K - $48.3K
|
2.98K
$714K
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
210+ 11.19% |
$34.7K - $45.5K
|
2.09K
$500K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
210+ 1.6% |
$34.7K - $45.5K
|
13.3K
$3.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
201+ 18.42% |
$33.2K - $43.6K
|
1.29K
$310K
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
201+ 2.02% |
$33.2K - $43.6K
|
10.1K
$2.43M
|