Purchases and Sales Made in Q3 2023 in Veeva Systems Inc (VEEV)
This table provides information about the institutional ownership of Veeva Systems Inc (VEEV) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
752+ 1.45% |
$140K - $169K
|
52.6K
$12M
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
749+ 1170.31% |
$140K - $168K
|
813
$186K
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
727+ 180.85% |
$136K - $164K
|
1.13K
$258K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
723+ 7.29% |
$135K - $163K
|
10.6K
$2.43M
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
BUY
|
- |
721+ 1.17% |
$134K - $162K
|
62.4K
$14.3M
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
717+ 5.61% |
$134K - $161K
|
13.5K
$3.09M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
707+ 69.38% |
$132K - $159K
|
1.73K
$395K
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
691+ 0.94% |
$129K - $155K
|
74.5K
$17.1M
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
658+ 1.61% |
$123K - $148K
|
41.6K
$9.52M
|
|
Oct 13, 2023
Q3 2023
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
637+ 1.1% |
$119K - $143K
|
58.4K
$13.3M
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
620+ 24.26% |
$116K - $139K
|
3.18K
$726K
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
608+ 16.13% |
$113K - $137K
|
4.38K
$1M
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
607+ 13.97% |
$113K - $137K
|
4.95K
$1.13M
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
604+ 3.65% |
$113K - $136K
|
17.1K
$3.92M
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
600New |
$112K - $135K
|
600
$137K
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
593New |
$111K - $133K
|
593
$136K
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
566+ 9.14% |
$105K - $127K
|
6.76K
$1.55M
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
526+ 12.06% |
$98K - $118K
|
4.89K
$1.12M
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
518New |
$96.6K - $116K
|
518
$118K
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
508+ 5.11% |
$94.7K - $114K
|
10.4K
$2.39M
|
|
Oct 25, 2023
Q3 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
500+ 1.75% |
$93.2K - $112K
|
29.1K
$6.66M
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
480+ 11.96% |
$89.5K - $108K
|
4.49K
$1.03M
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
479+ 54.87% |
$89.3K - $108K
|
1.35K
$309K
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
477+ 27.09% |
$88.9K - $107K
|
2.24K
$512K
|
|
Nov 13, 2023
Q3 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
474+ 0.06% |
$88.3K - $107K
|
764K
$175M
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
462+ 52.44% |
$86.1K - $104K
|
1.34K
$307K
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
460+ 5.45% |
$85.7K - $103K
|
8.91K
$2.04M
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
433+ 2.12% |
$80.7K - $97.4K
|
20.8K
$4.76M
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
429+ 21.48% |
$80K - $96.5K
|
2.43K
$555K
|
|
Oct 27, 2023
Q3 2023
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
422+ 14.37% |
$78.7K - $94.9K
|
3.36K
$768K
|
|
Nov 13, 2023
Q3 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
412+ 6.61% |
$76.8K - $92.7K
|
6.65K
$1.52M
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
390+ 33.19% |
$72.7K - $87.7K
|
1.57K
$358K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
384+ 3.22% |
$71.6K - $86.4K
|
12.3K
$2.82M
|
|
Oct 25, 2023
Q3 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
373+ 3.89% |
$69.5K - $83.9K
|
9.96K
$2.28M
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
372+ 21.83% |
$69.3K - $83.7K
|
2.08K
$475K
|
|
Nov 02, 2023
Q3 2023
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
370+ 11.78% |
$69K - $83.2K
|
3.51K
$803K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
353+ 5.76% |
$65.8K - $79.4K
|
6.48K
$1.48M
|
|
Nov 13, 2023
Q3 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
350+ 27.87% |
$65.2K - $78.7K
|
1.61K
$367K
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
341+ 10.1% |
$63.6K - $76.7K
|
3.72K
$850K
|
|
Oct 19, 2023
Q3 2023
|
Harrington Investments, Inc
|
BUY
|
- |
335+ 5.35% |
$62.4K - $75.3K
|
6.6K
$1.51M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
324+ 1.79% |
$60.4K - $72.9K
|
18.4K
$4.22M
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
BUY
|
- |
314+ 5.74% |
$58.5K - $70.6K
|
5.79K
$1.32M
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
314+ 10.68% |
$58.5K - $70.6K
|
3.25K
$744K
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
297+ 12.59% |
$55.4K - $66.8K
|
2.66K
$608K
|
|
Oct 16, 2023
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
283+ 2.14% |
$52.7K - $63.6K
|
13.5K
$3.1M
|
|
Jul 12, 2024
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
283+ 2.14% |
$52.7K - $63.6K
|
13.5K
$3.1M
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
278+ 76.58% |
$51.8K - $62.5K
|
641
$147K
|
|
Nov 13, 2023
Q3 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
268+ 4.61% |
$50K - $60.3K
|
6.08K
$1.39M
|
|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
256+ 0.58% |
$47.7K - $57.6K
|
44.6K
$10.2M
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
248+ 15.07% |
$46.2K - $55.8K
|
1.89K
$433K
|