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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-804- 2.51% |
$24.6K - $29.5K
|
31.3K
$2.12M
|
|
|
Jul 07, 2023
Q2 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-203- 2.18% |
$6.21K - $7.46K
|
9.1K
$618K
|
|
|
Jul 06, 2023
Q2 2023
|
Spence Asset Management
|
BUY
|
- |
891+ 0.45% |
$27.3K - $32.7K
|
200K
$13.6M
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
9.38KNew |
$273K - $372K
|
9.38K
$637K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-134- 2.3% |
$3.9K - $5.31K
|
5.69K
$386K
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.15K+ 17.19% |
$33.4K - $45.6K
|
7.84K
$532K
|
|
|
May 15, 2023
Q1 2023
|
Sciencast Management LP
|
BUY
|
- |
9KNew |
$262K - $357K
|
9K
$611K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
137New |
$3.98K - $5.43K
|
137
$9.3K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.88K- 17.25% |
$54.6K - $74.5K
|
9.01K
$612K
|
|
|
May 12, 2023
Q1 2023
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
- |
263K+ 152.82% |
$7.65M - $10.4M
|
435K
$29.6M
|
|
|
May 12, 2023
Q1 2023
|
Bain Capital Public Equity, LP
Boston, MA |
BUY
|
- |
38.8K+ 118.7% |
$1.13M - $1.54M
|
71.5K
$4.86M
|
|
|
May 10, 2023
Q1 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
6.26KNew |
$182K - $248K
|
6.26K
$425K
|
|
|
May 10, 2023
Q1 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
3.07K+ 4.54% |
$89.2K - $122K
|
70.7K
$4.8M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-50- 0.28% |
$1.45K - $1.98K
|
18.1K
$1.23M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
522KNew |
$15.2M - $20.7M
|
522K
$35.4M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
20+ 47.62% |
$582 - $793
|
62
$4.21K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
25New |
$727 - $991
|
25
$1.7K
|
|
| Q4 2022 | |||||||
|
Sep 02, 2025
Q4 2022
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
BUY
|
- |
17KNew |
$405K - $624K
|
17K
$1.15M
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
250New |
$5.96K - $9.18K
|
250
$17K
|
|
|
Feb 14, 2023
Q4 2022
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
102KNew |
$2.43M - $3.75M
|
102K
$6.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Health Invest Partners Ab
|
BUY
|
- |
462New |
$11K - $17K
|
462
$31.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.67KNew |
$39.9K - $61.4K
|
1.67K
$114K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-5.57K- 14.17% |
$133K - $204K
|
33.7K
$2.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-1.5K- 11.19% |
$35.7K - $55.1K
|
11.9K
$808K
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
10.8KNew |
$258K - $398K
|
10.8K
$736K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
45.5KNew |
$1.08M - $1.67M
|
45.5K
$3.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-4.62K- 14.04% |
$110K - $170K
|
28.3K
$1.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
200New |
$4.76K - $7.34K
|
200
$13.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
CALL |
8.7KNew |
$207K - $319K
|
8.7K
$591K
|
|
|
Feb 14, 2023
Q4 2022
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-502K- 94.61% |
$12M - $18.4M
|
28.6K
$1.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
6.96KNew |
$166K - $256K
|
6.96K
$473K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
16.9KNew |
$401K - $619K
|
16.9K
$1.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
12New |
$286 - $441
|
12
$815
|
|
|
Feb 13, 2023
Q4 2022
|
Integral Health Asset Management, LLC
|
BUY
|
- |
131KNew |
$3.12M - $4.81M
|
131K
$8.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
141New |
$3.36K - $5.18K
|
141
$9.58K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
250+ 100.0% |
$5.96K - $9.18K
|
500
$34K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
7.35KNew |
$175K - $270K
|
7.35K
$499K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
500New |
$11.9K - $18.4K
|
500
$34K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-400- 0.8% |
$9.53K - $14.7K
|
49.8K
$3.38M
|
|
|
Feb 10, 2023
Q4 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
57New |
$1.36K - $2.09K
|
57
$3.87K
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3New |
$71.5 - $110
|
3
$204
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
69New |
$1.64K - $2.53K
|
69
$4.69K
|
|
|
Feb 09, 2023
Q4 2022
|
Premier Fund Managers LTD
|
SELL
|
- |
-969K- 98.02% |
$23.1M - $35.6M
|
19.5K
$1.33M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
20K+ 100.0% |
$476K - $734K
|
40K
$2.72M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
489+ 5.99% |
$11.6K - $18K
|
8.65K
$587K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
20New |
$476 - $734
|
20
$1.36K
|
|
|
Feb 08, 2023
Q4 2022
|
Bp PLC
|
SELL
|
- |
-26.3K- 28.39% |
$625K - $964K
|
66.2K
$4.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-50- 28.57% |
$1.19K - $1.84K
|
125
$8.49K
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.18KNew |
$51.8K - $79.9K
|
2.18K
$148K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
41+ 102.5% |
$977 - $1.51K
|
81
$5.5K
|
|