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 15, 2025
Q1 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
60.3KNew |
$3M - $5.01M
|
60.3K
$3.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
22KNew |
$1.09M - $1.83M
|
22K
$1.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
15.8KNew |
$785K - $1.31M
|
15.8K
$976K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
200New |
$9.94K - $16.6K
|
200
$12.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5New |
$249 - $416
|
5
$309
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 500.0% |
$249 - $416
|
6
$371
|
|
| Q4 2024 | |||||||
|
Aug 13, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
10.3KNew |
$423K - $628K
|
10.3K
$634K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.29KNew |
$218K - $324K
|
5.29K
$327K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-9Closed |
$371 - $551
|
0
$0
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.67KNew |
$151K - $224K
|
3.67K
$227K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.11KNew |
$252K - $374K
|
6.11K
$377K
|
|
|
Feb 19, 2025
Q4 2024
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.62K+ 48.8% |
$191K - $283K
|
14.1K
$871K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
1.88K+ 33.22% |
$77.6K - $115K
|
7.54K
$466K
|
|
|
Feb 14, 2025
Q4 2024
|
Massar Capital Management, LP
Stamford, CT |
BUY
|
- |
33.5KNew |
$1.38M - $2.05M
|
33.5K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-41- 6.81% |
$1.69K - $2.51K
|
561
$34.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
76New |
$3.14K - $4.66K
|
76
$4.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
151K+ 48.02% |
$6.22M - $9.23M
|
465K
$28.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Durable Capital Partners LP
Bethesda, MD |
SELL
|
- |
-4.93M- 63.06% |
$204M - $302M
|
2.89M
$179M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
16.2K+ 128.41% |
$666K - $989K
|
28.7K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
84.2KNew |
$3.47M - $5.16M
|
84.2K
$5.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
7.25KNew |
$299K - $444K
|
7.25K
$448K
|
|
|
Feb 14, 2025
Q4 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
24.8KNew |
$1.02M - $1.52M
|
24.8K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
17KNew |
$701K - $1.04M
|
17K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
104New |
$4.29K - $6.37K
|
104
$6.43K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
100New |
$4.13K - $6.13K
|
100
$6.18K
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
944New |
$38.9K - $57.8K
|
944
$58.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
3.17KNew |
$131K - $194K
|
3.17K
$196K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-15K- 26.37% |
$619K - $919K
|
41.9K
$2.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
9.41KNew |
$388K - $576K
|
9.41K
$582K
|
|
|
Feb 13, 2025
Q4 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-753- 15.14% |
$31.1K - $46.1K
|
4.22K
$261K
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
58.9KNew |
$2.43M - $3.61M
|
58.9K
$3.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
39.7KNew |
$1.64M - $2.43M
|
39.7K
$2.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Qsv Equity Investors LLC
Naperville, IL |
BUY
|
- |
186+ 0.31% |
$7.67K - $11.4K
|
60.8K
$3.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-960- 20.01% |
$39.6K - $58.8K
|
3.84K
$237K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
34.9KNew |
$1.44M - $2.14M
|
34.9K
$2.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
PUT |
2KNew |
$82.5K - $123K
|
2K
$124K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
25New |
$1.03K - $1.53K
|
25
$1.55K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
215+ 107.5% |
$8.87K - $13.2K
|
415
$25.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
9New |
$371 - $551
|
9
$556
|
|
|
Feb 10, 2025
Q4 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
34.1KNew |
$1.41M - $2.09M
|
34.1K
$2.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.66KNew |
$151K - $224K
|
3.66K
$226K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
939+ 6.32% |
$38.7K - $57.5K
|
15.8K
$976K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-5- 41.67% |
$206 - $306
|
7
$433
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-149Closed |
$6.15K - $9.13K
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
268New |
$11.1K - $16.4K
|
268
$16.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-794- 4.79% |
$32.8K - $48.6K
|
15.8K
$975K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
PUT |
20KNew |
$825K - $1.23M
|
20K
$1.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.72K+ 20421.43% |
$236K - $350K
|
5.75K
$355K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
672+ 10.21% |
$27.7K - $41.2K
|
7.25K
$448K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.88KNew |
$243K - $360K
|
5.88K
$364K
|
|