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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-2.43K- 13.2% |
$655K - $725K
|
16K
$4.69M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
8+ 13.56% |
$2.15K - $2.38K
|
67
$19.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-676- 4.44% |
$182K - $201K
|
14.6K
$4.27M
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
90+ 0.3% |
$24.2K - $26.8K
|
30K
$8.79M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
8+ 80.0% |
$2.15K - $2.38K
|
18
$5.28K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-77- 22.38% |
$20.7K - $22.9K
|
267
$78.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-168- 7.91% |
$45.2K - $50K
|
1.96K
$574K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-163- 10.04% |
$43.9K - $48.6K
|
1.46K
$429K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
11New |
$2.96K - $3.28K
|
11
$3.23K
|
|
|
Oct 16, 2025
Q3 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
759New |
$204K - $226K
|
759
$223K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-9- 0.48% |
$2.42K - $2.68K
|
1.87K
$548K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
42+ 1.47% |
$11.3K - $12.5K
|
2.91K
$852K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-611- 6.65% |
$164K - $182K
|
8.58K
$2.52M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2K- 19.05% |
$539K - $597K
|
8.51K
$2.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
53.6K+ 5.16% |
$14.4M - $16M
|
1.09M
$320M
|
|
|
Oct 15, 2025
Q3 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-13- 32.5% |
$3.5K - $3.87K
|
27
$7.92K
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-32- 0.55% |
$8.61K - $9.53K
|
5.75K
$1.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
41+ 17.08% |
$11K - $12.2K
|
281
$82.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-548- 3.99% |
$148K - $163K
|
13.2K
$3.87M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-256- 19.8% |
$68.9K - $76.3K
|
1.04K
$304K
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-752- 51.37% |
$202K - $224K
|
712
$209K
|
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-55- 1.64% |
$14.8K - $16.4K
|
3.31K
$970K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-4.09K- 21.01% |
$1.1M - $1.22M
|
15.4K
$4.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
528+ 2.97% |
$142K - $157K
|
18.3K
$5.37M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-14.8K- 11.48% |
$3.98M - $4.4M
|
114K
$33.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
25.9K+ 93.29% |
$6.97M - $7.71M
|
53.6K
$15.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
8+ 0.11% |
$2.15K - $2.38K
|
7.22K
$2.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
3.91K+ 80.1% |
$1.05M - $1.16M
|
8.79K
$2.58M
|
|
|
Oct 14, 2025
Q3 2025
|
Seilern Investment Management LTD
London, X0 |
SELL
|
- |
-41.9K- 12.46% |
$11.3M - $12.5M
|
294K
$86.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
28.9KNew |
$7.78M - $8.61M
|
28.9K
$8.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
57+ 2.45% |
$15.3K - $17K
|
2.38K
$698K
|
|
|
Oct 14, 2025
Q3 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-12.3K- 3.41% |
$3.31M - $3.67M
|
349K
$102M
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-281- 11.13% |
$75.6K - $83.7K
|
2.24K
$658K
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
139+ 8.5% |
$37.4K - $41.4K
|
1.77K
$520K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
992+ 26.97% |
$267K - $296K
|
4.67K
$1.37M
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
12+ 2.71% |
$3.23K - $3.57K
|
455
$133K
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-47- 1.56% |
$12.7K - $14K
|
2.97K
$870K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.36% |
$538 - $596
|
565
$166K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
342+ 35.63% |
$92.1K - $102K
|
1.3K
$382K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
243+ 7.95% |
$65.4K - $72.4K
|
3.3K
$968K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
229+ 25.59% |
$61.6K - $68.2K
|
1.12K
$330K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
86+ 4.64% |
$23.2K - $25.6K
|
1.94K
$569K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-85- 0.18% |
$22.9K - $25.3K
|
47.7K
$14M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
26+ 2.88% |
$7K - $7.75K
|
929
$273K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
4+ 0.07% |
$1.08K - $1.19K
|
5.48K
$1.61M
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
550+ 1.95% |
$148K - $164K
|
28.8K
$8.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
767New |
$206K - $228K
|
767
$225K
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-6.2K- 34.84% |
$1.67M - $1.85M
|
11.6K
$3.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
836New |
$225K - $249K
|
836
$245K
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-141- 0.71% |
$38K - $42K
|
19.6K
$5.75M
|
|