Latest Institutional Transactions on Doximity, Inc. (DOCS)
This table provides information on the latest institutional transactions involving Doximity, Inc. (DOCS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
46+ 42.59% |
$2.29K - $3.82K
|
154
$8.72K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
365+ 1.72% |
$18.1K - $30.3K
|
21.6K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1K+ 3.83% |
$49.7K - $83.1K
|
27.1K
$1.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-55.2K- 48.86% |
$2.75M - $4.59M
|
57.8K
$3.27M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-152- 7.41% |
$7.56K - $12.6K
|
1.9K
$108K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-528- 1.15% |
$26.2K - $43.9K
|
45.4K
$2.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
13.1K+ 4.46% |
$652K - $1.09M
|
307K
$17.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-2.14K- 15.9% |
$106K - $178K
|
11.3K
$641K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-68.3K- 92.83% |
$3.39M - $5.67M
|
5.27K
$299K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
11.1K+ 10.85% |
$551K - $921K
|
113K
$6.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-3.1K- 11.86% |
$154K - $258K
|
23K
$1.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
186+ 0.31% |
$9.25K - $15.5K
|
60.9K
$3.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
413New |
$20.5K - $34.3K
|
413
$23.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-999- 5.45% |
$49.7K - $83.1K
|
17.3K
$982K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-384- 96.97% |
$19.1K - $31.9K
|
12
$680
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1K- 20.0% |
$49.7K - $83.1K
|
4K
$227K
|
|
|
Apr 24, 2025
Q1 2025
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
32.7KNew |
$1.63M - $2.72M
|
32.7K
$1.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
22.3KNew |
$1.11M - $1.86M
|
22.3K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
BUY
|
- |
3.1K+ 29.63% |
$154K - $258K
|
13.6K
$769K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-738- 1.19% |
$36.7K - $61.4K
|
61.2K
$3.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
3.57K+ 9.16% |
$177K - $296K
|
42.5K
$2.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
260+ 73.24% |
$12.9K - $21.6K
|
615
$34.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
953+ 214.16% |
$47.4K - $79.2K
|
1.4K
$79.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.04K- 22.49% |
$101K - $170K
|
7.03K
$398K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.45K- 40.5% |
$72.1K - $121K
|
2.13K
$121K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
63+ 1.19% |
$3.13K - $5.24K
|
5.35K
$303K
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
104KNew |
$5.16M - $8.62M
|
104K
$5.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 53.33% |
$398 - $665
|
23
$1.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
25New |
$1.24K - $2.08K
|
25
$1.42K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.39K- 24.54% |
$367K - $614K
|
22.7K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-37- 19.07% |
$1.84K - $3.08K
|
157
$8.89K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
73+ 0.38% |
$3.63K - $6.07K
|
19.1K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.03K+ 7.05% |
$51.2K - $85.6K
|
15.6K
$886K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.22K+ 25.89% |
$210K - $351K
|
20.5K
$1.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
36+ 48.0% |
$1.79K - $2.99K
|
111
$6.29K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
1.06K+ 7.69% |
$52.7K - $88.2K
|
14.9K
$842K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
76+ 5.7% |
$3.78K - $6.32K
|
1.41K
$79.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
93New |
$4.62K - $7.73K
|
93
$5.27K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-104K- 8.81% |
$5.19M - $8.68M
|
1.08M
$61.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-77.7K- 16.5% |
$3.86M - $6.46M
|
393K
$22.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
100New |
$4.97K - $8.31K
|
100
$5.67K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.82K- 34.24% |
$90.5K - $151K
|
3.5K
$198K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-11.7K- 63.5% |
$581K - $971K
|
6.71K
$380K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
14.4K+ 10804.51% |
$714K - $1.19M
|
14.5K
$822K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-2- 16.67% |
$99.4 - $166
|
10
$567
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-5.02K- 26.94% |
$249K - $417K
|
13.6K
$771K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-8.72K- 57.18% |
$434K - $725K
|
6.53K
$370K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-465- 2.51% |
$23.1K - $38.7K
|
18.1K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
55New |
$2.73K - $4.57K
|
55
$3.12K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
8+ 44.44% |
$398 - $665
|
26
$1.47K
|