Purchases and Sales Made in Q4 2022 in Veeva Systems Inc (VEEV)
This table provides information about the institutional ownership of Veeva Systems Inc (VEEV) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
39+ 2.6% |
$5.89K - $7.47K
|
1.54K
$352K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
39+ 65.0% |
$5.89K - $7.47K
|
99
$22.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
36+ 40.45% |
$5.44K - $6.9K
|
125
$28.6K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
32New |
$4.84K - $6.13K
|
32
$7.32K
|
|
|
Feb 09, 2023
Q4 2022
|
Malaga Cove Capital, LLC
|
BUY
|
- |
30+ 1.86% |
$4.53K - $5.75K
|
1.64K
$375K
|
|
|
Feb 01, 2023
Q4 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
25+ 1.58% |
$3.78K - $4.79K
|
1.61K
$368K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
24+ 1.04% |
$3.63K - $4.6K
|
2.32K
$532K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
21+ 0.21% |
$3.17K - $4.02K
|
9.91K
$2.27M
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
20New |
$3.02K - $3.83K
|
20
$4.57K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
20New |
$3.02K - $3.83K
|
20
$4.57K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
18New |
$2.72K - $3.45K
|
18
$4.12K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
17New |
$2.57K - $3.26K
|
17
$3.89K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15+ 1.24% |
$2.27K - $2.87K
|
1.22K
$279K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
15+ 5.32% |
$2.27K - $2.87K
|
297
$67.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
14+ 0.86% |
$2.12K - $2.68K
|
1.65K
$377K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
12New |
$1.81K - $2.3K
|
12
$2.74K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
11+ 0.43% |
$1.66K - $2.11K
|
2.6K
$594K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
10+ 1000.0% |
$1.51K - $1.92K
|
11
$2.52K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
9New |
$1.36K - $1.72K
|
9
$2.06K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 0.86% |
$1.36K - $1.72K
|
1.06K
$242K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
8New |
$1.21K - $1.53K
|
8
$1.83K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7New |
$1.06K - $1.34K
|
7
$1.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
6+ 120.0% |
$907 - $1.15K
|
11
$2.52K
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
6+ 0.25% |
$907 - $1.15K
|
2.44K
$558K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
6+ 0.07% |
$907 - $1.15K
|
8.34K
$1.91M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
5New |
$756 - $958
|
5
$1.14K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 4.35% |
$604 - $767
|
96
$22K
|
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
4+ 0.21% |
$604 - $767
|
1.95K
$446K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
4+ 0.18% |
$604 - $767
|
2.24K
$511K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
2New |
$302 - $383
|
2
$457
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
2New |
$302 - $383
|
2
$457
|
|
|
Feb 09, 2023
Q4 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
2+ 25.0% |
$302 - $383
|
10
$2.29K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.88% |
$151 - $192
|
114
$26.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1New |
$151 - $192
|
1
$229
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 20.0% |
$151 - $192
|
6
$1.37K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$151 - $192
|
1
$229
|
|
|
Feb 13, 2023
Q4 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1+ 0.03% |
$151 - $192
|
3.11K
$712K
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1- 0.03% |
$151 - $192
|
3.8K
$869K
|
|
|
Feb 14, 2023
Q4 2022
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-2- 0.03% |
$302 - $383
|
6.65K
$1.52M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-4- 2.41% |
$604 - $767
|
162
$37.1K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-5- 50.0% |
$756 - $958
|
5
$1.14K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-6- 0.6% |
$907 - $1.15K
|
994
$227K
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-7- 0.41% |
$1.06K - $1.34K
|
1.69K
$387K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7- 1.28% |
$1.06K - $1.34K
|
542
$124K
|
|
|
Oct 19, 2023
Q4 2022
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-8- 0.03% |
$1.21K - $1.53K
|
27.9K
$6.38M
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-16- 57.14% |
$2.42K - $3.07K
|
12
$2.74K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-16- 59.26% |
$2.42K - $3.07K
|
11
$2.52K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-16- 0.83% |
$2.42K - $3.07K
|
1.91K
$436K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-19- 0.22% |
$2.87K - $3.64K
|
8.43K
$1.93M
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-21- 42.86% |
$3.17K - $4.02K
|
28
$6.4K
|