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 |
---|---|---|---|---|---|---|---|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
357+ 2.76% |
$72K - $89.4K
|
13.3K
$3.11M
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
41+ 0.57% |
$8.27K - $10.3K
|
7.23K
$1.69M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-85- 4.0% |
$17.2K - $21.3K
|
2.04K
$477K
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
116+ 0.97% |
$23.4K - $29.1K
|
12.1K
$2.83M
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
10.8K+ 10.13% |
$2.19M - $2.71M
|
118K
$27.6M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
101+ 1.2% |
$20.4K - $25.3K
|
8.54K
$2M
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 0.09% |
$202 - $250
|
1.07K
$251K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-84- 4.19% |
$17K - $21K
|
1.92K
$450K
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
74New |
$14.9K - $18.5K
|
74
$17.3K
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.17KNew |
$1.04M - $1.3M
|
5.17K
$1.21M
|
|
Jan 21, 2025
Q4 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-7.45K- 6.59% |
$1.5M - $1.86M
|
106K
$24.7M
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
404+ 8.07% |
$81.5K - $101K
|
5.41K
$1.27M
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
12+ 0.1% |
$2.42K - $3.01K
|
12.4K
$2.9M
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
997New |
$201K - $250K
|
997
$233K
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-82- 3.08% |
$16.5K - $20.5K
|
2.58K
$603K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
7KNew |
$1.41M - $1.75M
|
7K
$1.64M
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-74- 12.89% |
$14.9K - $18.5K
|
500
$117K
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
8.2K+ 146.55% |
$1.65M - $2.05M
|
13.8K
$3.23M
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
BUY
|
- |
10.2K+ 951.39% |
$2.07M - $2.56M
|
11.3K
$2.65M
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-12.5K- 3.23% |
$2.53M - $3.14M
|
376K
$88M
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
2.99K+ 18.15% |
$602K - $748K
|
19.4K
$4.55M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
33+ 4.08% |
$6.66K - $8.26K
|
842
$197K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
335+ 3.3% |
$67.6K - $83.9K
|
10.5K
$2.46M
|
|
Jan 16, 2025
Q4 2024
|
Seilern Investment Management LTD
London, X0 |
BUY
|
- |
452KNew |
$91.1M - $113M
|
452K
$106M
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.5K- 85.47% |
$303K - $376K
|
255
$59.7K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
50+ 72.46% |
$10.1K - $12.5K
|
119
$27.9K
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-400- 1.93% |
$80.7K - $100K
|
20.3K
$4.76M
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
335+ 3.96% |
$67.6K - $83.9K
|
8.8K
$2.06M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-93- 2.5% |
$18.8K - $23.3K
|
3.62K
$848K
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-5- 0.29% |
$1.01K - $1.25K
|
1.73K
$405K
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
405+ 11.94% |
$81.7K - $101K
|
3.8K
$888K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-632- 52.71% |
$128K - $158K
|
567
$133K
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
10.9KNew |
$2.21M - $2.74M
|
10.9K
$2.56M
|
|
Jan 15, 2025
Q4 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-400- 28.57% |
$80.7K - $100K
|
1K
$234K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.69K+ 4.67% |
$340K - $423K
|
37.8K
$8.85M
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
25+ 7.67% |
$5.05K - $6.26K
|
351
$82.2K
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.68K- 9.16% |
$338K - $420K
|
16.6K
$3.89M
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
143New |
$28.9K - $35.8K
|
143
$33.5K
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.5K- 6.69% |
$303K - $376K
|
21K
$4.91M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
58+ 1.9% |
$11.7K - $14.5K
|
3.11K
$728K
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.23KNew |
$249K - $309K
|
1.23K
$289K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
683+ 2.66% |
$138K - $171K
|
26.4K
$6.18M
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.17K+ 11.41% |
$236K - $293K
|
11.4K
$2.67M
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
81+ 5.61% |
$16.3K - $20.3K
|
1.53K
$357K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-411- 19.19% |
$82.9K - $103K
|
1.73K
$405K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
680+ 157.77% |
$137K - $170K
|
1.11K
$260K
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-125- 9.51% |
$25.2K - $31.3K
|
1.19K
$279K
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-63- 1.08% |
$12.7K - $15.8K
|
5.79K
$1.36M
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-1.38K- 41.71% |
$279K - $346K
|
1.93K
$452K
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
5.32K+ 4.95% |
$1.07M - $1.33M
|
113K
$26.4M
|