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 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
39+ 0.5% |
$6.44K - $8.45K
|
7.8K
$1.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
39+ 1.78% |
$6.44K - $8.45K
|
2.23K
$480K
|
|
|
Feb 08, 2024
Q4 2023
|
Torray LLC
|
BUY
|
- |
31+ 0.16% |
$5.12K - $6.72K
|
19.2K
$4.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
30New |
$4.95K - $6.5K
|
30
$6.47K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
28+ 8.31% |
$4.62K - $6.07K
|
365
$78.8K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
28+ 5.26% |
$4.62K - $6.07K
|
560
$121K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
28+ 6.33% |
$4.62K - $6.07K
|
470
$101K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27+ 0.09% |
$4.46K - $5.85K
|
29.1K
$6.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
27New |
$4.46K - $5.85K
|
27
$5.83K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
24New |
$3.96K - $5.2K
|
24
$5.18K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
23New |
$3.8K - $4.98K
|
23
$4.96K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
22New |
$3.63K - $4.77K
|
22
$4.75K
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
22+ 22.68% |
$3.63K - $4.77K
|
119
$25.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
22+ 1.16% |
$3.63K - $4.77K
|
1.92K
$413K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
16New |
$2.64K - $3.47K
|
16
$3.45K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
15+ 0.89% |
$2.48K - $3.25K
|
1.7K
$367K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
15New |
$2.48K - $3.25K
|
15
$3.24K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
15+ 93.75% |
$2.48K - $3.25K
|
31
$6.69K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
15+ 93.75% |
$2.48K - $3.25K
|
31
$6.69K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
14New |
$2.31K - $3.03K
|
14
$3.02K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
14+ 1.35% |
$2.31K - $3.03K
|
1.05K
$226K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
13New |
$2.15K - $2.82K
|
13
$2.81K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
10+ 0.05% |
$1.65K - $2.17K
|
19.8K
$4.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
10New |
$1.65K - $2.17K
|
10
$2.16K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
10New |
$1.65K - $2.17K
|
10
$2.16K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
10New |
$1.65K - $2.17K
|
10
$2.16K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 50.0% |
$1.32K - $1.73K
|
24
$5.18K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
8+ 1.35% |
$1.32K - $1.73K
|
601
$130K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
6+ 0.23% |
$990 - $1.3K
|
2.66K
$574K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 3.59% |
$990 - $1.3K
|
173
$37.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
6+ 1.53% |
$990 - $1.3K
|
397
$85.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6+ 0.69% |
$990 - $1.3K
|
874
$189K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
5+ 0.62% |
$825 - $1.08K
|
818
$177K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
5New |
$825 - $1.08K
|
5
$1.08K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
5+ 0.62% |
$825 - $1.08K
|
818
$177K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5New |
$825 - $1.08K
|
5
$1.08K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
4+ 3.28% |
$660 - $867
|
126
$27.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4+ 5.88% |
$660 - $867
|
72
$15.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
4+ 0.17% |
$660 - $867
|
2.42K
$523K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
4New |
$660 - $867
|
4
$863
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
4New |
$660 - $867
|
4
$863
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 133.33% |
$660 - $867
|
7
$1.51K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$495 - $650
|
3.55K
$765K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3+ 12.0% |
$495 - $650
|
28
$6.04K
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
3+ 0.19% |
$495 - $650
|
1.58K
$340K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2+ 9.52% |
$330 - $433
|
23
$4.96K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2+ 2.3% |
$330 - $433
|
89
$19.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2+ 0.02% |
$330 - $433
|
11.1K
$2.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 1.0% |
$165 - $217
|
101
$21.8K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1New |
$165 - $217
|
1
$216
|