Purchases and Sales Made in Q2 2023 in Veeva Systems Inc (VEEV)
This table provides information about the institutional ownership of Veeva Systems Inc (VEEV) during Q2 2023. The information is specifically focused on institutions that hold shares of VEEVA SYSTEMS INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
127+ 30.53% |
$20.7K - $25.7K
|
543
$124K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
125+ 2.45% |
$20.3K - $25.3K
|
5.23K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
125+ 25.15% |
$20.3K - $25.3K
|
622
$142K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
123+ 0.23% |
$20K - $24.9K
|
54.2K
$12.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
118+ 40.97% |
$19.2K - $23.9K
|
406
$92.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
113+ 51.83% |
$18.4K - $22.9K
|
331
$75.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
110+ 1.86% |
$17.9K - $22.3K
|
6.02K
$1.38M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
110+ 7.54% |
$17.9K - $22.3K
|
1.57K
$359K
|
|
|
Aug 03, 2023
Q2 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
104+ 1.09% |
$16.9K - $21.1K
|
9.65K
$2.21M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
103New |
$16.7K - $20.9K
|
103
$23.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
103+ 8.32% |
$16.7K - $20.9K
|
1.34K
$307K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
99+ 0.53% |
$16.1K - $20.1K
|
18.7K
$4.28M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
92+ 4.54% |
$15K - $18.6K
|
2.12K
$484K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
89+ 36.33% |
$14.5K - $18K
|
334
$76.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
85+ 2.22% |
$13.8K - $17.2K
|
3.92K
$897K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
83+ 5.47% |
$13.5K - $16.8K
|
1.6K
$366K
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
81+ 1.32% |
$13.2K - $16.4K
|
6.2K
$1.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
80+ 3.28% |
$13K - $16.2K
|
2.52K
$576K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
80+ 0.75% |
$13K - $16.2K
|
10.8K
$2.46M
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
79New |
$12.8K - $16K
|
79
$18.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
75+ 3.09% |
$12.2K - $15.2K
|
2.5K
$572K
|
|
|
Aug 11, 2023
Q2 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
70+ 5.9% |
$11.4K - $14.2K
|
1.26K
$287K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
66+ 61.11% |
$10.7K - $13.4K
|
174
$39.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
66+ 9.12% |
$10.7K - $13.4K
|
790
$181K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
62New |
$10.1K - $12.6K
|
62
$14.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
58New |
$9.43K - $11.8K
|
58
$13.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
52+ 9.83% |
$8.46K - $10.5K
|
581
$133K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
49+ 2.37% |
$7.97K - $9.93K
|
2.12K
$484K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
48+ 0.48% |
$7.8K - $9.73K
|
10K
$2.29M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
46+ 2.6% |
$7.48K - $9.32K
|
1.82K
$415K
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
44+ 2.95% |
$7.15K - $8.92K
|
1.54K
$352K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
40+ 3.96% |
$6.5K - $8.11K
|
1.05K
$240K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
38+ 90.48% |
$6.18K - $7.7K
|
80
$18.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
37+ 3.03% |
$6.02K - $7.5K
|
1.26K
$288K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
37+ 1.12% |
$6.02K - $7.5K
|
3.34K
$765K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
37+ 1.25% |
$6.02K - $7.5K
|
3.01K
$687K
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
35+ 0.32% |
$5.69K - $7.09K
|
11.1K
$2.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
32+ 8.65% |
$5.2K - $6.49K
|
402
$92K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
32+ 1.63% |
$5.2K - $6.49K
|
2K
$457K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
30+ 30.0% |
$4.88K - $6.08K
|
130
$29.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
29+ 2.36% |
$4.72K - $5.88K
|
1.26K
$288K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
28+ 8.07% |
$4.55K - $5.68K
|
375
$85.8K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
27+ 9.15% |
$4.39K - $5.47K
|
322
$73.7K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
27New |
$4.39K - $5.47K
|
27
$6.18K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
25New |
$4.07K - $5.07K
|
25
$5.72K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
25New |
$4.07K - $5.07K
|
25
$5.72K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
25New |
$4.07K - $5.07K
|
25
$5.72K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24+ 5.84% |
$3.9K - $4.86K
|
435
$99.5K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24+ 5.84% |
$3.9K - $4.86K
|
435
$99.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
24New |
$3.9K - $4.86K
|
24
$5.49K
|