Latest Institutional Transactions on Veeva Systems Inc (VEEV)
This table provides information on the latest institutional transactions involving Veeva Systems Inc (VEEV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-60- 2.72% |
$16.2K - $17.9K
|
2.15K
$629K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.38K+ 131.58% |
$1.18M - $1.3M
|
7.71K
$2.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
87+ 5.75% |
$23.4K - $25.9K
|
1.6K
$469K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
34.5K+ 4.68% |
$9.28M - $10.3M
|
771K
$226M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-76- 7.37% |
$20.5K - $22.6K
|
955
$280K
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-357- 0.79% |
$96.1K - $106K
|
44.7K
$13.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-33- 2.27% |
$8.88K - $9.83K
|
1.42K
$417K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.84K+ 51.21% |
$495K - $547K
|
5.42K
$1.59M
|
|
|
Nov 10, 2025
Q3 2025
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
11.6K+ 15.38% |
$3.13M - $3.47M
|
87.3K
$25.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
90+ 130.43% |
$24.2K - $26.8K
|
159
$46.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
836+ 37.59% |
$225K - $249K
|
3.06K
$898K
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-98- 7.89% |
$26.4K - $29.2K
|
1.14K
$336K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
31+ 23.31% |
$8.35K - $9.24K
|
164
$48.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
2.48K+ 256.15% |
$667K - $738K
|
3.44K
$1.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-951- 2.37% |
$256K - $283K
|
39.2K
$11.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
BUY
|
- |
676+ 9.64% |
$182K - $201K
|
7.69K
$2.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
943+ 90.33% |
$254K - $281K
|
1.99K
$583K
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-341- 0.29% |
$91.8K - $102K
|
118K
$34.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-7.29K- 61.13% |
$1.96M - $2.17M
|
4.64K
$1.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-36- 1.26% |
$9.69K - $10.7K
|
2.82K
$827K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-89- 1.99% |
$24K - $26.5K
|
4.38K
$1.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
SELL
|
- |
-37.6K- 9.59% |
$10.1M - $11.2M
|
355K
$104M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-34- 1.84% |
$9.15K - $10.1K
|
1.82K
$532K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
15+ 0.01% |
$4.04K - $4.47K
|
147K
$43M
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
1.06K+ 3.85% |
$285K - $315K
|
28.5K
$8.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
5.5K+ 4.0% |
$1.48M - $1.64M
|
143K
$41.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
729New |
$196K - $217K
|
729
$214K
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
15.6K+ 37.77% |
$4.21M - $4.66M
|
57K
$16.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-122- 1.92% |
$32.8K - $36.3K
|
6.23K
$1.83M
|
|
|
Nov 10, 2025
Q3 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.38KNew |
$371K - $411K
|
1.38K
$404K
|
|
|
Nov 10, 2025
Q3 2025
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
218KNew |
$58.6M - $64.9M
|
218K
$63.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.01KNew |
$271K - $300K
|
1.01K
$296K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-2- 40.0% |
$538 - $596
|
3
$880
|
|
|
Nov 10, 2025
Q3 2025
|
Ov Management LLC
Minneapolis, MN |
SELL
|
- |
-1.35K- 49.61% |
$364K - $403K
|
1.37K
$403K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
523+ 4.59% |
$141K - $156K
|
11.9K
$3.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-1- 14.29% |
$269 - $298
|
6
$1.76K
|
|
|
Nov 07, 2025
Q3 2025
|
Times Square Capital Management, LLC
|
SELL
|
- |
-19.7K- 4.36% |
$5.31M - $5.88M
|
433K
$127M
|
|
|
Nov 07, 2025
Q3 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-13.9K- 87.74% |
$3.73M - $4.13M
|
1.94K
$568K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.32K+ 5.34% |
$355K - $393K
|
26K
$7.64M
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
646+ 5.97% |
$174K - $192K
|
11.5K
$3.36M
|
|
|
Nov 07, 2025
Q3 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
389+ 2.61% |
$105K - $116K
|
15.3K
$4.48M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1+ 16.67% |
$269 - $298
|
7
$2.05K
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
2K+ 3.81% |
$539K - $596K
|
54.5K
$16M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
246K+ 7.6% |
$66.1M - $73.1M
|
3.48M
$1.02B
|
|
|
Nov 07, 2025
Q3 2025
|
Hardy Reed LLC
|
BUY
|
- |
1.52KNew |
$409K - $452K
|
1.52K
$445K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-774- 8.7% |
$208K - $231K
|
8.12K
$2.38M
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
400+ 1111.11% |
$108K - $119K
|
436
$128K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
16+ 0.64% |
$4.31K - $4.77K
|
2.51K
$735K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
458K+ 3.06% |
$123M - $136M
|
15.4M
$4.53B
|
|
|
Nov 07, 2025
Q3 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
40+ 4.24% |
$10.8K - $11.9K
|
984
$289K
|
|