Purchases and Sales Made in Q4 2024 in Veeva Systems Inc (VEEV)
This table provides information about the institutional ownership of Veeva Systems Inc (VEEV) during Q4 2024. 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, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
16+ 3.74% |
$3.23K - $4.01K
|
444
$129K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15+ 1.28% |
$3.03K - $3.76K
|
1.18K
$343K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
15+ 0.38% |
$3.03K - $3.76K
|
3.98K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14+ 3.8% |
$2.83K - $3.51K
|
382
$111K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
14+ 3.23% |
$2.83K - $3.51K
|
447
$130K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
12New |
$2.42K - $3.01K
|
12
$3.48K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
12+ 0.1% |
$2.42K - $3.01K
|
12.4K
$3.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
11+ 12.22% |
$2.22K - $2.75K
|
101
$29.3K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
10New |
$2.02K - $2.5K
|
10
$2.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
10+ 0.14% |
$2.02K - $2.5K
|
7.29K
$2.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
9+ 18.0% |
$1.82K - $2.25K
|
59
$17.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9+ 9.28% |
$1.82K - $2.25K
|
106
$30.7K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
9New |
$1.82K - $2.25K
|
9
$2.61K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
8+ 0.1% |
$1.61K - $2K
|
8.06K
$2.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
8New |
$1.61K - $2K
|
8
$2.32K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
7+ 0.66% |
$1.41K - $1.75K
|
1.06K
$308K
|
|
|
Feb 11, 2025
Q4 2024
|
Emerald Advisers, LLC
|
BUY
|
- |
7+ 0.25% |
$1.41K - $1.75K
|
2.78K
$806K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
7+ 116.67% |
$1.41K - $1.75K
|
13
$3.77K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7+ 0.96% |
$1.41K - $1.75K
|
733
$213K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7New |
$1.41K - $1.75K
|
7
$2.03K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
6New |
$1.21K - $1.5K
|
6
$1.74K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
5+ 0.26% |
$1.01K - $1.25K
|
1.93K
$559K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
5+ 0.26% |
$1.01K - $1.25K
|
1.89K
$549K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5New |
$1.01K - $1.25K
|
5
$1.45K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
4New |
$807 - $1K
|
4
$1.16K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4+ 1.88% |
$807 - $1K
|
217
$62.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 6.56% |
$807 - $1K
|
65
$18.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4+ 0.02% |
$807 - $1K
|
25.6K
$7.42M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
4New |
$807 - $1K
|
4
$1.16K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
4New |
$807 - $1K
|
4
$1.16K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 7.32% |
$605 - $751
|
44
$12.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3New |
$605 - $751
|
3
$870
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
3+ 5.77% |
$605 - $751
|
55
$15.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$404 - $501
|
2
$580
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
2+ 0.39% |
$404 - $501
|
518
$150K
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
2+ 0.06% |
$404 - $501
|
3.12K
$906K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2+ 0.16% |
$404 - $501
|
1.22K
$354K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.26% |
$404 - $501
|
780
$226K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.11% |
$404 - $501
|
1.8K
$521K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 1.65% |
$404 - $501
|
123
$35.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 20.0% |
$404 - $501
|
12
$3.48K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2+ 0.02% |
$404 - $501
|
10.9K
$3.17M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1New |
$202 - $250
|
1
$290
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 100.0% |
$202 - $250
|
2
$580
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
1+ 25.0% |
$202 - $250
|
5
$1.45K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 9.09% |
$202 - $250
|
12
$3.48K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1+ 33.33% |
$202 - $250
|
4
$1.16K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|