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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-45.6K- 14.37% |
$905K - $1.63M
|
272K
$15.9M
|
|
|
Nov 13, 2023
Q3 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
319KNew |
$6.34M - $11.4M
|
319K
$18.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-168K- 95.85% |
$3.33M - $6.01M
|
7.26K
$425K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-2.19K- 94.92% |
$43.4K - $78.3K
|
117
$6.85K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-81K- 53.82% |
$1.61M - $2.9M
|
69.5K
$4.07M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.02K- 13.4% |
$40.2K - $72.5K
|
13.1K
$765K
|
|
|
Nov 01, 2023
Q3 2023
|
Jacob Asset Management Of New York LLC
Hermosa Beach, CA |
BUY
|
- |
16.2K+ 16.79% |
$321K - $579K
|
112K
$6.57M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-51.6K- 71.63% |
$1.03M - $1.85M
|
20.4K
$1.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Aubrey Capital Management LTD
Edinburgh, X0 |
SELL
|
- |
-80K- 94.46% |
$1.59M - $2.87M
|
4.69K
$274K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-100- 28.57% |
$1.99K - $3.58K
|
250
$14.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.1KNew |
$419K - $756K
|
21.1K
$1.23M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
142New |
$2.82K - $5.09K
|
142
$8.31K
|
|
|
Oct 17, 2023
Q3 2023
|
Lakehouse Capital Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
159KNew |
$3.16M - $5.7M
|
159K
$9.32M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
69.8KNew |
$1.39M - $2.5M
|
69.8K
$4.09M
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-40.4KClosed |
$1.24M - $1.48M
|
0
$0
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-138Closed |
$4.22K - $5.07K
|
0
$0
|
|
|
Aug 29, 2023
Q2 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
484+ 7.29% |
$14.8K - $17.8K
|
7.13K
$417K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
77New |
$2.36K - $2.83K
|
77
$4.51K
|
|
|
Aug 15, 2023
Q2 2023
|
Eventide Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.35M- 25.76% |
$41.4M - $49.6M
|
3.89M
$228M
|
|
|
Aug 14, 2023
Q2 2023
|
Hyperion Asset Management LTD
Royal Exchange, C3 |
BUY
|
- |
750+ 7.47% |
$23K - $27.6K
|
10.8K
$631K
|
|
|
Aug 14, 2023
Q2 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.22K+ 9.37% |
$37.3K - $44.8K
|
14.2K
$833K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
4KNew |
$122K - $147K
|
4K
$234K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
2.65K+ 39.31% |
$81.1K - $97.3K
|
9.39K
$549K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-104- 1.44% |
$3.18K - $3.82K
|
7.14K
$418K
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
21.2K+ 18.5% |
$648K - $778K
|
136K
$7.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Advent Capital Management
New York, NY |
BUY
|
CALL |
50KNew |
$1.53M - $1.84M
|
50K
$2.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9.84K- 0.62% |
$301K - $362K
|
1.58M
$92.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-559- 0.82% |
$17.1K - $20.5K
|
67.8K
$3.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.97K+ 30.36% |
$60.4K - $72.5K
|
8.47K
$496K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-52.1K- 38.07% |
$1.59M - $1.91M
|
84.7K
$4.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2.14K+ 18.72% |
$65.4K - $78.5K
|
13.6K
$793K
|
|
|
Aug 10, 2023
Q2 2023
|
Merlin Capital LLC
|
BUY
|
- |
377+ 4.38% |
$11.5K - $13.9K
|
8.99K
$526K
|
|
|
Aug 10, 2023
Q2 2023
|
Telemark Asset Management, LLC
Boston, MA |
SELL
|
- |
-120K- 44.44% |
$3.67M - $4.41M
|
150K
$8.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Merlin Capital LLC
|
BUY
|
CALL |
13.6KNew |
$416K - $500K
|
13.6K
$796K
|
|
|
Aug 09, 2023
Q2 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-7.1K- 11.55% |
$217K - $261K
|
54.4K
$3.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
219+ 0.09% |
$6.7K - $8.05K
|
257K
$15.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-414- 6.06% |
$12.7K - $15.2K
|
6.42K
$376K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
156+ 0.92% |
$4.78K - $5.73K
|
17.1K
$1M
|
|
|
Aug 02, 2023
Q2 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-1.2K- 4.51% |
$36.8K - $44.2K
|
25.5K
$1.49M
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
7.13KNew |
$218K - $262K
|
7.13K
$417K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
50New |
$1.53K - $1.84K
|
50
$2.93K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6+ 37.5% |
$184 - $221
|
22
$1.29K
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
100New |
$3.06K - $3.68K
|
100
$5.85K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-50- 14.29% |
$1.53K - $1.84K
|
300
$17.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
34.6KNew |
$1.06M - $1.27M
|
34.6K
$2.02M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-3.06K- 31.97% |
$93.7K - $112K
|
6.51K
$381K
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-804- 2.51% |
$24.6K - $29.5K
|
31.3K
$1.83M
|
|
|
Jul 07, 2023
Q2 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-203- 2.18% |
$6.21K - $7.46K
|
9.1K
$532K
|
|
|
Jul 06, 2023
Q2 2023
|
Spence Asset Management
|
BUY
|
- |
891+ 0.45% |
$27.3K - $32.7K
|
200K
$11.7M
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
9.38KNew |
$273K - $372K
|
9.38K
$549K
|
|