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 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
15+ 0.19% |
$2.8K - $3.37K
|
8.04K
$1.84M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 34.21% |
$2.42K - $2.92K
|
51
$11.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
12+ 0.23% |
$2.24K - $2.7K
|
5.2K
$1.19M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
11+ 1.28% |
$2.05K - $2.47K
|
868
$199K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
10+ 0.05% |
$1.86K - $2.25K
|
19.8K
$4.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Ns Partners LTD
|
BUY
|
- |
9+ 0.01% |
$1.68K - $2.02K
|
67.7K
$15.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 40.0% |
$1.49K - $1.8K
|
28
$6.4K
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
8+ 0.48% |
$1.49K - $1.8K
|
1.66K
$380K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
8New |
$1.49K - $1.8K
|
8
$1.83K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7+ 8.75% |
$1.3K - $1.57K
|
87
$19.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7New |
$1.3K - $1.57K
|
7
$1.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 0.5% |
$932 - $1.12K
|
999
$229K
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4+ 0.04% |
$746 - $900
|
8.91K
$2.04M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
4+ 33.33% |
$746 - $900
|
16
$3.66K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
4+ 33.33% |
$746 - $900
|
16
$3.66K
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4+ 0.04% |
$746 - $900
|
8.91K
$2.04M
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 33.33% |
$559 - $675
|
12
$2.74K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.9% |
$559 - $675
|
337
$77.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
3+ 0.1% |
$559 - $675
|
3.12K
$713K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
2New |
$373 - $450
|
2
$457
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.54% |
$373 - $450
|
374
$85.5K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2+ 33.33% |
$373 - $450
|
8
$1.83K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.1% |
$186 - $225
|
1.03K
$235K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1+ 0.04% |
$186 - $225
|
2.3K
$526K
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1+ 0.09% |
$186 - $225
|
1.15K
$262K
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
1+ 0.07% |
$186 - $225
|
1.47K
$337K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 50.0% |
$186 - $225
|
3
$686
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1New |
$186 - $225
|
1
$229
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1- 0.06% |
$186 - $225
|
1.66K
$380K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2- 0.28% |
$373 - $450
|
719
$164K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2- 0.72% |
$373 - $450
|
274
$62.7K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3- 11.54% |
$559 - $675
|
23
$5.26K
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
SELL
|
- |
-3- 0.31% |
$559 - $675
|
967
$221K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4- 0.37% |
$746 - $900
|
1.08K
$246K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-4- 3.31% |
$746 - $900
|
117
$26.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5- 8.62% |
$932 - $1.12K
|
53
$12.1K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-5- 0.61% |
$932 - $1.12K
|
813
$186K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-6- 42.86% |
$1.12K - $1.35K
|
8
$1.83K
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-6- 0.56% |
$1.12K - $1.35K
|
1.06K
$242K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-7- 0.71% |
$1.3K - $1.57K
|
978
$224K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-7- 0.71% |
$1.3K - $1.57K
|
978
$224K
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-10- 12.66% |
$1.86K - $2.25K
|
69
$15.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.14% |
$1.86K - $2.25K
|
7.15K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-11- 0.77% |
$2.05K - $2.47K
|
1.41K
$323K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-11- 68.75% |
$2.05K - $2.47K
|
5
$1.14K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13- 0.25% |
$2.42K - $2.92K
|
5.28K
$1.21M
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-14- 0.49% |
$2.61K - $3.15K
|
2.84K
$650K
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-15- 1.41% |
$2.8K - $3.37K
|
1.05K
$240K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-16- 15.53% |
$2.98K - $3.6K
|
87
$19.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Sara Bay Financial
|
SELL
|
- |
-17- 1.05% |
$3.17K - $3.82K
|
1.6K
$365K
|