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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.92KNew |
$482K - $632K
|
2.92K
$691K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
165New |
$27.2K - $35.8K
|
165
$39.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
5KNew |
$825K - $1.08M
|
5K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
305+ 18.32% |
$50.3K - $66.1K
|
1.97K
$467K
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
7.31KNew |
$1.21M - $1.58M
|
7.31K
$1.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
CALL |
5KNew |
$825K - $1.08M
|
5K
$1.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
757+ 37850.0% |
$125K - $164K
|
759
$180K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-150- 94.34% |
$24.8K - $32.5K
|
9
$2.13K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-2.47K- 33.47% |
$407K - $534K
|
4.9K
$1.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
24New |
$3.96K - $5.2K
|
24
$5.69K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-88- 7.05% |
$14.5K - $19.1K
|
1.16K
$275K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-16- 6.15% |
$2.64K - $3.47K
|
244
$57.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
418New |
$69K - $90.6K
|
418
$99K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2- 1.71% |
$330 - $433
|
115
$27.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Wafra Inc.
New York, NY |
BUY
|
- |
16.3K+ 35.41% |
$2.69M - $3.53M
|
62.3K
$14.8M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
187New |
$30.9K - $40.5K
|
187
$44.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-321- 21.96% |
$53K - $69.6K
|
1.14K
$270K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-1- 0.07% |
$165 - $217
|
1.47K
$349K
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.85KNew |
$306K - $401K
|
1.85K
$439K
|
|
|
Feb 06, 2024
Q4 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
17.3KNew |
$2.86M - $3.75M
|
17.3K
$4.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-183- 9.27% |
$30.2K - $39.7K
|
1.79K
$424K
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-10.7K- 68.92% |
$1.77M - $2.32M
|
4.84K
$1.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
89New |
$14.7K - $19.3K
|
89
$21.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
30New |
$4.95K - $6.5K
|
30
$7.11K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
8+ 1.35% |
$1.32K - $1.73K
|
601
$142K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-59- 1.15% |
$9.74K - $12.8K
|
5.08K
$1.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-46- 86.79% |
$7.59K - $9.97K
|
7
$1.66K
|
|
|
Jan 24, 2024
Q4 2023
|
Lannebo Fonder Ab
|
BUY
|
- |
24.6K+ 16.89% |
$4.06M - $5.33M
|
170K
$40.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-8- 3.85% |
$1.32K - $1.73K
|
200
$47.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
4New |
$660 - $867
|
4
$948
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-30- 16.67% |
$4.95K - $6.5K
|
150
$35.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
587+ 25.14% |
$96.9K - $127K
|
2.92K
$692K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-16- 1.27% |
$2.64K - $3.47K
|
1.24K
$295K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
10New |
$1.65K - $2.17K
|
10
$2.37K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-550- 87.3% |
$90.8K - $119K
|
80
$19K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-14- 5.11% |
$2.31K - $3.03K
|
260
$61.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
4New |
$660 - $867
|
4
$948
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
870New |
$144K - $189K
|
870
$206K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
15+ 0.89% |
$2.48K - $3.25K
|
1.7K
$403K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
14New |
$2.31K - $3.03K
|
14
$3.32K
|
|
| Q3 2023 | |||||||
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
SELL
|
- |
-313- 8.53% |
$58.3K - $70.4K
|
3.36K
$796K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.9K- 96.69% |
$354K - $427K
|
65
$15.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-134- 41.36% |
$25K - $30.1K
|
190
$45K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
600New |
$112K - $135K
|
600
$142K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
CALL |
100New |
$18.6K - $22.5K
|
100
$23.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
11.1K+ 3.68% |
$2.07M - $2.5M
|
313K
$74.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.01KNew |
$560K - $676K
|
3.01K
$712K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
18New |
$3.36K - $4.05K
|
18
$4.27K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
188+ 9.92% |
$35K - $42.3K
|
2.08K
$494K
|
|
|
Nov 14, 2023
Q3 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-68.3K- 97.87% |
$12.7M - $15.4M
|
1.49K
$353K
|
|