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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
109New |
$23K - $26.9K
|
109
$32K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
40New |
$8.42K - $9.87K
|
40
$11.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1+ 1.25% |
$211 - $247
|
81
$23.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
20New |
$4.21K - $4.94K
|
20
$5.87K
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
4.27K+ 39.69% |
$898K - $1.05M
|
15K
$4.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-300- 45.45% |
$63.2K - $74K
|
360
$106K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.18KNew |
$249K - $292K
|
1.18K
$347K
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-12.9K- 84.32% |
$2.71M - $3.17M
|
2.39K
$701K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
23New |
$4.84K - $5.68K
|
23
$6.75K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-225- 1.22% |
$47.4K - $55.5K
|
18.2K
$5.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-18- 1.86% |
$3.79K - $4.44K
|
950
$279K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-33- 0.86% |
$6.95K - $8.14K
|
3.8K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-25- 5.63% |
$5.26K - $6.17K
|
419
$123K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.6KNew |
$547K - $641K
|
2.6K
$762K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
875New |
$184K - $216K
|
875
$257K
|
|
|
Apr 17, 2025
Q1 2025
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
905New |
$191K - $223K
|
905
$265K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-18- 1.4% |
$3.79K - $4.44K
|
1.27K
$373K
|
|
|
Apr 16, 2025
Q1 2025
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-7K- 14.0% |
$1.47M - $1.73M
|
43K
$12.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-103- 5.6% |
$21.7K - $25.4K
|
1.74K
$509K
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-300- 27.27% |
$63.2K - $74K
|
800
$235K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
15+ 12.2% |
$3.16K - $3.7K
|
138
$40.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Yarbrough Capital, LLC
|
SELL
|
- |
-7.4K- 38.04% |
$1.56M - $1.83M
|
12K
$3.53M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
14+ 1.4% |
$2.95K - $3.46K
|
1.01K
$297K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
6New |
$1.26K - $1.48K
|
6
$1.76K
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
SELL
|
- |
-160- 13.45% |
$33.7K - $39.5K
|
1.03K
$302K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
598+ 15.75% |
$126K - $148K
|
4.39K
$1.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
30+ 1.69% |
$6.32K - $7.4K
|
1.81K
$531K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-3- 3.9% |
$632 - $740
|
74
$21.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
49+ 28.0% |
$10.3K - $12.1K
|
224
$65.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8+ 18.18% |
$1.68K - $1.97K
|
52
$15.3K
|
|
| Q4 2024 | |||||||
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
4New |
$807 - $1K
|
4
$1.17K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
10New |
$2.02K - $2.5K
|
10
$2.93K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
25New |
$5.05K - $6.26K
|
25
$7.33K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1New |
$202 - $250
|
1
$293
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
9New |
$1.82K - $2.25K
|
9
$2.64K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
27New |
$5.45K - $6.76K
|
27
$7.92K
|
|
|
Feb 14, 2025
Q4 2024
|
Orbis Allan Gray LTD
Hamilton, D0 |
BUY
|
- |
103KNew |
$20.7M - $25.7M
|
103K
$30.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-85.9K- 4.88% |
$17.3M - $21.5M
|
1.67M
$491M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5- 5.21% |
$1.01K - $1.25K
|
91
$26.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-326- 4.48% |
$65.8K - $81.6K
|
6.95K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
40New |
$8.07K - $10K
|
40
$11.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
CALL |
-9.5K- 69.85% |
$1.92M - $2.38M
|
4.1K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
80.6KNew |
$16.3M - $20.2M
|
80.6K
$23.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ten Core Partners, LP
New York, NY |
BUY
|
- |
1KNew |
$202K - $250K
|
1K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
50New |
$10.1K - $12.5K
|
50
$14.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
12New |
$2.42K - $3.01K
|
12
$3.52K
|
|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
9.46KNew |
$1.91M - $2.37M
|
9.46K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Meridiem Capital Partners LP
Dallas, TX |
BUY
|
- |
14.5KNew |
$2.94M - $3.64M
|
14.5K
$4.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Sphera Management Technology Funds LTD
Tel Aviv, L3 |
BUY
|
- |
3KNew |
$605K - $751K
|
3K
$880K
|
|
|
Feb 14, 2025
Q4 2024
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-38.6K- 42.89% |
$7.78M - $9.66M
|
51.4K
$15.1M
|
|