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 10, 2025
Q3 2025
|
Sara Bay Financial
|
BUY
|
- |
11+ 1.53% |
$2.96K - $3.28K
|
731
$214K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
314+ 0.38% |
$84.5K - $93.5K
|
83.7K
$24.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
99+ 8.44% |
$26.7K - $29.5K
|
1.27K
$373K
|
|
|
Oct 10, 2025
Q3 2025
|
First Bank & Trust
|
SELL
|
- |
-147- 4.36% |
$39.6K - $43.8K
|
3.23K
$946K
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-25- 1.33% |
$6.73K - $7.45K
|
1.86K
$544K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
672New |
$181K - $200K
|
672
$197K
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
730New |
$197K - $217K
|
730
$214K
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.31KNew |
$353K - $391K
|
1.31K
$385K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18+ 2.54% |
$4.85K - $5.36K
|
727
$213K
|
|
|
Oct 09, 2025
Q3 2025
|
Bath Savings Trust CO
|
BUY
|
- |
3.97K+ 10.46% |
$1.07M - $1.18M
|
41.9K
$12.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 33.33% |
$538 - $596
|
8
$2.35K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-406- 5.48% |
$109K - $121K
|
7.01K
$2.05M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
26.5K+ 18.3% |
$7.13M - $7.89M
|
171K
$50.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-6.67K- 3.25% |
$1.8M - $1.99M
|
198K
$58.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
93+ 120.78% |
$25K - $27.7K
|
170
$49.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-81- 5.86% |
$21.8K - $24.1K
|
1.3K
$382K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-270- 76.7% |
$72.7K - $80.4K
|
82
$24.1K
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
68+ 4.5% |
$18.3K - $20.3K
|
1.58K
$463K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
123+ 1.15% |
$33.1K - $36.6K
|
10.9K
$3.18M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-7- 0.97% |
$1.88K - $2.09K
|
716
$210K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
107+ 4.65% |
$28.8K - $31.9K
|
2.41K
$706K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-9- 7.83% |
$2.42K - $2.68K
|
106
$31.1K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.02K- 30.83% |
$542K - $600K
|
4.52K
$1.33M
|
|
|
Oct 07, 2025
Q3 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1.33K+ 9.36% |
$357K - $395K
|
15.5K
$4.55M
|
|
|
Oct 07, 2025
Q3 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
172+ 2.21% |
$46.3K - $51.2K
|
7.97K
$2.34M
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
37.8K+ 173.75% |
$10.2M - $11.3M
|
59.5K
$17.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.73K- 9.24% |
$467K - $517K
|
17K
$4.99M
|
|
|
Oct 07, 2025
Q3 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
5.48KNew |
$1.47M - $1.63M
|
5.48K
$1.61M
|
|
|
Oct 06, 2025
Q3 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
2.25KNew |
$606K - $670K
|
2.25K
$660K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
9New |
$2.42K - $2.68K
|
9
$2.64K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
854+ 49.85% |
$230K - $254K
|
2.57K
$753K
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-2.09K- 30.42% |
$563K - $623K
|
4.78K
$1.4M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
86+ 9.9% |
$23.2K - $25.6K
|
955
$280K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-86- 6.33% |
$23.2K - $25.6K
|
1.27K
$373K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
254+ 11.38% |
$68.4K - $75.7K
|
2.49K
$729K
|
|
|
Oct 01, 2025
Q3 2025
|
Everence Capital Management Inc
|
BUY
|
- |
1.29K+ 32.98% |
$348K - $385K
|
5.21K
$1.53M
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
SELL
|
- |
-1.13K- 0.48% |
$236K - $326K
|
232K
$68.1M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
105K+ 13.89% |
$22.1M - $30.6M
|
864K
$253M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-771- 30.57% |
$161K - $224K
|
1.75K
$514K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1+ 0.02% |
$209 - $290
|
4.62K
$1.36M
|
|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
820+ 42.73% |
$172K - $238K
|
2.74K
$804K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-1.04K- 98.76% |
$217K - $300K
|
13
$3.81K
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
800New |
$168K - $232K
|
800
$235K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
10New |
$2.09K - $2.9K
|
10
$2.93K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
40+ 4000.0% |
$8.38K - $11.6K
|
41
$12K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
17New |
$3.56K - $4.93K
|
17
$4.99K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-543- 12.82% |
$114K - $157K
|
3.69K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Route One Investment Company, L.P.
San Francisco, CA |
BUY
|
- |
155KNew |
$32.5M - $45M
|
155K
$45.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
32.1K+ 15.88% |
$6.72M - $9.31M
|
234K
$68.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
PUT |
1.7KNew |
$356K - $493K
|
1.7K
$499K
|
|