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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
85+ 5.52% |
$15.8K - $19.1K
|
1.62K
$371K
|
|
|
Nov 07, 2023
Q3 2023
|
Nkcfo LLC
|
BUY
|
- |
82+ 54.67% |
$15.3K - $18.4K
|
232
$53.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
82+ 0.83% |
$15.3K - $18.4K
|
9.94K
$2.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
80+ 1.45% |
$14.9K - $18K
|
5.59K
$1.28M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
78New |
$14.5K - $17.5K
|
78
$17.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
77+ 81.91% |
$14.4K - $17.3K
|
171
$39.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
75+ 0.78% |
$14K - $16.9K
|
9.72K
$2.22M
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
74+ 3.27% |
$13.8K - $16.6K
|
2.34K
$534K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
70+ 2.05% |
$13K - $15.7K
|
3.48K
$796K
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
69+ 1.41% |
$12.9K - $15.5K
|
4.97K
$1.14M
|
|
|
Nov 01, 2023
Q3 2023
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
68+ 0.29% |
$12.7K - $15.3K
|
23.4K
$5.35M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
65+ 28.63% |
$12.1K - $14.6K
|
292
$66.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
64+ 3.02% |
$11.9K - $14.4K
|
2.18K
$499K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
63+ 3.36% |
$11.7K - $14.2K
|
1.94K
$444K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
61+ 1.81% |
$11.4K - $13.7K
|
3.42K
$783K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
61+ 5.92% |
$11.4K - $13.7K
|
1.09K
$250K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
60+ 0.6% |
$11.2K - $13.5K
|
10.1K
$2.3M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
57+ 32.76% |
$10.6K - $12.8K
|
231
$52.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
55+ 42.31% |
$10.3K - $12.4K
|
185
$42.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
55+ 1.93% |
$10.3K - $12.4K
|
2.91K
$664K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
54+ 87.1% |
$10.1K - $12.1K
|
116
$26.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
51+ 2.49% |
$9.51K - $11.5K
|
2.1K
$481K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
51+ 1.42% |
$9.51K - $11.5K
|
3.66K
$836K
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
50+ 3.46% |
$9.32K - $11.2K
|
1.49K
$342K
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
50+ 3.18% |
$9.32K - $11.2K
|
1.62K
$371K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
48+ 8.84% |
$8.95K - $10.8K
|
591
$135K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
47+ 391.67% |
$8.76K - $10.6K
|
59
$13.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
46+ 10.57% |
$8.57K - $10.3K
|
481
$110K
|
|
|
Oct 13, 2023
Q3 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
46+ 0.39% |
$8.57K - $10.3K
|
11.8K
$2.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
46+ 3.07% |
$8.57K - $10.3K
|
1.55K
$354K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
BUY
|
- |
45+ 1.41% |
$8.39K - $10.1K
|
3.25K
$743K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
43+ 3.57% |
$8.01K - $9.67K
|
1.25K
$286K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
40+ 5.52% |
$7.46K - $9K
|
764
$175K
|
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
40+ 1.53% |
$7.46K - $9K
|
2.65K
$607K
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
39+ 6.5% |
$7.27K - $8.77K
|
639
$146K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
38+ 3.17% |
$7.08K - $8.55K
|
1.24K
$283K
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
35New |
$6.52K - $7.87K
|
35
$8.01K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
32+ 3.51% |
$5.96K - $7.2K
|
943
$216K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
30+ 1.15% |
$5.59K - $6.75K
|
2.64K
$605K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
28+ 1.3% |
$5.22K - $6.3K
|
2.19K
$500K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
27+ 28.42% |
$5.03K - $6.07K
|
122
$27.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
26+ 1.59% |
$4.85K - $5.85K
|
1.67K
$381K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
23New |
$4.29K - $5.17K
|
23
$5.26K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
21New |
$3.91K - $4.72K
|
21
$4.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
21+ 2.0% |
$3.91K - $4.72K
|
1.07K
$245K
|
|
|
Oct 25, 2023
Q3 2023
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
20+ 0.1% |
$3.73K - $4.5K
|
19.8K
$4.54M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
20New |
$3.73K - $4.5K
|
20
$4.57K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
20+ 0.29% |
$3.73K - $4.5K
|
6.88K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
18New |
$3.36K - $4.05K
|
18
$4.12K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
17+ 3.3% |
$3.17K - $3.82K
|
532
$122K
|