HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing VEEV Share Count | ||||
| Investment Research & Advisory Group Inc. | 5,347 | 11,583 | +6,236 | +116.63% |
| CWM LLC | 1,990 | 2,966 | +976 | +49.05% |
| CVA Family Office LLC | 5 | 7 | +2 | +40.00% |
| Patten Group Inc. | 4,100 | 5,591 | +1,491 | +36.37% |
| DNB Asset Management AS | 27,650 | 34,397 | +6,747 | +24.40% |
| Garrett Investment Advisors LLC | 6,441 | 7,736 | +1,295 | +20.11% |
| Strategic Planning Group LLC | 11,156 | 12,967 | +1,811 | +16.23% |
| Gateway Investment Advisers LLC | 37,610 | 43,045 | +5,435 | +14.45% |
| JJJ Advisors Inc. | 56 | 64 | +8 | +14.29% |
| GAMMA Investing LLC | 762 | 844 | +82 | +10.76% |
| Rockland Trust Co. | 82,909 | 90,901 | +7,992 | +9.64% |
| Cardinal Capital Management | 13,705 | 15,022 | +1,317 | +9.61% |
| Slow Capital Inc. | 11,013 | 12,026 | +1,013 | +9.20% |
| Allen Capital Group LLC | 7,188 | 7,731 | +543 | +7.55% |
| Exchange Traded Concepts LLC | 18,565 | 19,927 | +1,362 | +7.34% |
| Banque Cantonale Vaudoise | 2,939 | 3,126 | +187 | +6.36% |
| Thomasville National Bank | 72,911 | 75,810 | +2,899 | +3.98% |
| Wedmont Private Capital | 1,909 | 1,981 | +72 | +3.77% |
| Investment Partners Asset Management Inc. | 1,238 | 1,282 | +44 | +3.55% |
| Wealth Enhancement Advisory Services LLC | 9,186 | 9,479 | +293 | +3.19% |
| Griffin Asset Management Inc. | 1,620 | 1,670 | +50 | +3.09% |
| Capital Asset Advisory Services LLC | 1,247 | 1,279 | +32 | +2.57% |
| OLD National Bancorp IN | 47,070 | 48,248 | +1,178 | +2.50% |
| Liberty Capital Management Inc. | 4,832 | 4,950 | +118 | +2.44% |
| NorthCrest Asset Manangement LLC | 42,765 | 43,725 | +960 | +2.24% |
| Triangle Securities Wealth Management | 5,530 | 5,635 | +105 | +1.90% |
| Gulf International Bank UK Ltd | 11,978 | 12,083 | +105 | +0.88% |
| Revolve Wealth Partners LLC | 1,047 | 1,056 | +9 | +0.86% |
| KRS Capital Management LLC | 1,420 | 1,430 | +10 | +0.70% |
| Apella Capital LLC | 14,773 | 14,774 | +1 | +0.01% |
| 13F Filers Reporting New Positions In VEEV | ||||
| First Financialcorp IN | 0 | 152 | +152 | +100% |
| NBC Securities Inc. | 0 | 1,225 | +1,225 | +100% |
| Toth Financial Advisory Corp | 0 | 6 | +6 | +100% |
| Merrion Investment Management Co LLC | 0 | 1,000 | +1,000 | +100% |
| David R. Rahn & Associates Inc. | 0 | 1,141 | +1,141 | +100% |
| Mather Group LLC. | 0 | 95 | +95 | +100% |
| Riverview Trust Co | 0 | 74 | +74 | +100% |
| Brookstone Capital Management | 0 | 1,009 | +1,009 | +100% |
| Trust Co | 0 | 175 | +175 | +100% |
| Symmetry Partners LLC | 0 | 1,111 | +1,111 | +100% |
| Trilogy Capital Inc. | 0 | 1,768 | +1,768 | +100% |
| Sound Income Strategies LLC | 0 | 20 | +20 | +100% |
| GoalVest Advisory LLC | 0 | 11 | +11 | +100% |
| Opal Wealth Advisors LLC | 0 | 6 | +6 | +100% |
| Financial Synergies Wealth Advisors Inc. | 0 | 2 | +2 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| City Holding Co. | 8 | 8 | UNCH | 0.00% |
| Barrett & Company Inc. | 155 | 155 | UNCH | 0.00% |
| American National Bank | 187 | 187 | UNCH | 0.00% |
| Legato Capital Management LLC | 5,700 | 5,700 | UNCH | 0.00% |
| Bright Rock Capital Management LLC | 27,000 | 27,000 | UNCH | 0.00% |
| CHICAGO TRUST Co NA | 1,752 | 1,752 | UNCH | 0.00% |
| MCF Advisors LLC | 21 | 21 | UNCH | 0.00% |
| Roble Belko & Company Inc | 201 | 201 | UNCH | 0.00% |
| Global Trust Asset Management LLC | 683 | 683 | UNCH | 0.00% |
| Yarbrough Capital LLC | 22,986 | 22,986 | UNCH | 0.00% |
| Atticus Wealth Management LLC | 150 | 150 | UNCH | 0.00% |
| Lion Street Advisors LLC | 2,169 | 2,169 | UNCH | 0.00% |
| Sara Bay Financial | 1,595 | 1,595 | UNCH | 0.00% |
| Rise Advisors LLC | 131 | 131 | UNCH | 0.00% |
| Annapolis Financial Services LLC | 53 | 53 | UNCH | 0.00% |
| City State Bank | 25 | 25 | UNCH | 0.00% |
| 13F Filers Decreasing VEEV Share Count | ||||
| International Assets Investment Management LLC | 187,322 | 1,048 | -186,274 | -99.44% |
| Sunbelt Securities Inc. | 4,307 | 1,165 | -3,142 | -72.95% |
| Artemis Investment Management LLP | 4,873 | 2,466 | -2,407 | -49.39% |
| Los Angeles Capital Management & Equity Research Inc. | 209,159 | 145,359 | -63,800 | -30.50% |
| AdvisorNet Financial Inc | 24 | 18 | -6 | -25.00% |
| Salem Investment Counselors Inc. | 65 | 50 | -15 | -23.08% |
| Flagship Harbor Advisors LLC | 3,211 | 2,547 | -664 | -20.68% |
| Pinnacle Bank | 143 | 118 | -25 | -17.48% |
| Massmutual Trust Co. FSB ADV | 89 | 80 | -9 | -10.11% |
| Moseley Investment Management Inc. | 2,768 | 2,556 | -212 | -7.66% |
| Selective Wealth Management Inc. | 28,334 | 26,527 | -1,807 | -6.38% |
| First Bank & Trust | 4,705 | 4,453 | -252 | -5.36% |
| Harbor Investment Advisory LLC | 72 | 69 | -3 | -4.17% |
| Congress Asset Management Co. MA | 38,201 | 36,754 | -1,447 | -3.79% |
| Radnor Capital Management LLC | 1,846 | 1,780 | -66 | -3.58% |
| Hengehold Capital Management LLC | 1,923 | 1,885 | -38 | -1.98% |
| 17 Capital Partners LLC | 1,598 | 1,573 | -25 | -1.56% |
| Park Avenue Securities LLC | 17,992 | 17,836 | -156 | -0.87% |
| Bath Savings Trust Co | 2,135 | 2,125 | -10 | -0.47% |
| Chicago Capital LLC | 246,506 | 246,019 | -487 | -0.20% |
| 13F Filers Exiting VEEV | ||||
| Bruce G. Allen Investments LLC | 4 | 0 | -4 | -100.00% |
| Spence Asset Management | 44 | 0 | -44 | -100.00% |
| New England Research & Management Inc. | 2,600 | 0 | -2,600 | -100.00% |
| Carlson Capital Management | 1,243 | 0 | -1,243 | -100.00% |
See Summary: Institutional Holders of VEEV
See Details: Top 10 Hedge Funds Holding VEEV
Also See: VEEV Insider Buying
