Purchases and Sales Made in Q4 2021 in Veeva Systems Inc (VEEV)
This table provides information about the institutional ownership of Veeva Systems Inc (VEEV) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
21+ 2.19% |
$5.24K - $6.83K
|
979
$224K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
21New |
$5.24K - $6.83K
|
21
$4.8K
|
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
20+ 0.51% |
$4.99K - $6.51K
|
3.92K
$896K
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
19+ 12.03% |
$4.74K - $6.18K
|
177
$40.5K
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
18+ 0.08% |
$4.49K - $5.85K
|
22.8K
$5.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
17+ 1.24% |
$4.24K - $5.53K
|
1.38K
$316K
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
17New |
$4.24K - $5.53K
|
17
$3.89K
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
16New |
$3.99K - $5.2K
|
16
$3.66K
|
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
16+ 1.01% |
$3.99K - $5.2K
|
1.6K
$366K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
16+ 320.0% |
$3.99K - $5.2K
|
21
$4.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
16New |
$3.99K - $5.2K
|
16
$3.66K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
15New |
$3.74K - $4.88K
|
15
$3.43K
|
|
|
Jan 20, 2022
Q4 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
14+ 0.47% |
$3.49K - $4.55K
|
2.98K
$681K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
13New |
$3.24K - $4.23K
|
13
$2.97K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
12New |
$2.99K - $3.9K
|
12
$2.74K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
12New |
$2.99K - $3.9K
|
12
$2.74K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
11+ 1.12% |
$2.74K - $3.58K
|
996
$228K
|
|
|
Jan 21, 2022
Q4 2021
|
Vantage Investment Partners, LLC
|
BUY
|
- |
10+ 0.03% |
$2.49K - $3.25K
|
28.7K
$6.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
8+ 36.36% |
$2K - $2.6K
|
30
$6.86K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
8New |
$2K - $2.6K
|
8
$1.83K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
7+ 7.14% |
$1.75K - $2.28K
|
105
$24K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
6+ 600.0% |
$1.5K - $1.95K
|
7
$1.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 19.35% |
$1.5K - $1.95K
|
37
$8.46K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6+ 0.3% |
$1.5K - $1.95K
|
1.99K
$455K
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
6New |
$1.5K - $1.95K
|
6
$1.37K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
5New |
$1.25K - $1.63K
|
5
$1.14K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
5New |
$1.25K - $1.63K
|
5
$1.14K
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5+ 0.46% |
$1.25K - $1.63K
|
1.09K
$248K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
5New |
$1.25K - $1.63K
|
5
$1.14K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
5+ 1.77% |
$1.25K - $1.63K
|
288
$65.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Pachira Investments Inc.
|
BUY
|
- |
4+ 0.47% |
$998 - $1.3K
|
860
$197K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4New |
$998 - $1.3K
|
4
$915
|
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
4+ 1.52% |
$998 - $1.3K
|
268
$61.3K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
3New |
$748 - $976
|
3
$686
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3New |
$748 - $976
|
3
$686
|
|
|
Feb 14, 2022
Q4 2021
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1+ 0.03% |
$249 - $325
|
3.3K
$755K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1- 3.85% |
$249 - $325
|
25
$5.72K
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 11.11% |
$249 - $325
|
8
$1.83K
|
|
|
Feb 14, 2022
Q4 2021
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-2- 0.06% |
$499 - $651
|
3.63K
$830K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3Closed |
$748 - $976
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3- 75.0% |
$748 - $976
|
1
$229
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-4- 14.81% |
$998 - $1.3K
|
23
$5.26K
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-4- 0.25% |
$998 - $1.3K
|
1.61K
$367K
|
|
|
Jan 28, 2022
Q4 2021
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-5- 0.05% |
$1.25K - $1.63K
|
10.6K
$2.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-5Closed |
$1.25K - $1.63K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-5- 33.33% |
$1.25K - $1.63K
|
10
$2.29K
|
|
|
Feb 11, 2022
Q4 2021
|
Nicholas Company, Inc.
|
SELL
|
- |
-5- 0.01% |
$1.25K - $1.63K
|
34.3K
$7.85M
|
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-6- 0.13% |
$1.5K - $1.95K
|
4.56K
$1.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-6- 0.07% |
$1.5K - $1.95K
|
8.02K
$1.83M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6- 25.0% |
$1.5K - $1.95K
|
18
$4.12K
|