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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
3.07K+ 4.54% |
$89.2K - $122K
|
70.7K
$4.37M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
522KNew |
$15.2M - $20.7M
|
522K
$32.3M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
20+ 47.62% |
$582 - $793
|
62
$3.83K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
25New |
$727 - $991
|
25
$1.55K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
250New |
$5.96K - $9.18K
|
250
$15.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.67KNew |
$39.9K - $61.4K
|
1.67K
$103K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
45.5KNew |
$1.08M - $1.67M
|
45.5K
$2.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
10.8KNew |
$258K - $398K
|
10.8K
$670K
|
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-1.5K- 11.19% |
$35.7K - $55.1K
|
11.9K
$736K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-5.57K- 14.17% |
$133K - $204K
|
33.7K
$2.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
102KNew |
$2.43M - $3.75M
|
102K
$6.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Health Invest Partners Ab
|
BUY
|
- |
462New |
$11K - $17K
|
462
$28.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-4.62K- 14.04% |
$110K - $170K
|
28.3K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
200New |
$4.76K - $7.34K
|
200
$12.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
CALL |
8.7KNew |
$207K - $319K
|
8.7K
$538K
|
|
|
Feb 14, 2023
Q4 2022
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-502K- 94.61% |
$12M - $18.4M
|
28.6K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
6.96KNew |
$166K - $256K
|
6.96K
$430K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
16.9KNew |
$401K - $619K
|
16.9K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
250+ 100.0% |
$5.96K - $9.18K
|
500
$30.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
141New |
$3.36K - $5.18K
|
141
$8.72K
|
|
|
Feb 13, 2023
Q4 2022
|
Integral Health Asset Management, LLC
|
BUY
|
- |
131KNew |
$3.12M - $4.81M
|
131K
$8.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
12New |
$286 - $441
|
12
$742
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
7.35KNew |
$175K - $270K
|
7.35K
$455K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
500New |
$11.9K - $18.4K
|
500
$30.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-400- 0.8% |
$9.53K - $14.7K
|
49.8K
$3.08M
|
|
|
Feb 10, 2023
Q4 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
57New |
$1.36K - $2.09K
|
57
$3.52K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
69New |
$1.64K - $2.53K
|
69
$4.27K
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3New |
$71.5 - $110
|
3
$185
|
|
|
Feb 09, 2023
Q4 2022
|
Premier Fund Managers LTD
|
SELL
|
- |
-969K- 98.02% |
$23.1M - $35.6M
|
19.5K
$1.21M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
20K+ 100.0% |
$476K - $734K
|
40K
$2.47M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
489+ 5.99% |
$11.6K - $18K
|
8.65K
$535K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
20New |
$476 - $734
|
20
$1.24K
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.18KNew |
$51.8K - $79.9K
|
2.18K
$135K
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-50- 28.57% |
$1.19K - $1.84K
|
125
$7.73K
|
|
|
Feb 08, 2023
Q4 2022
|
Bp PLC
|
SELL
|
- |
-26.3K- 28.39% |
$625K - $964K
|
66.2K
$4.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
41+ 102.5% |
$977 - $1.51K
|
81
$5.01K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
400New |
$9.53K - $14.7K
|
400
$24.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Rheos Capital Works Inc.
|
BUY
|
- |
25.9K+ 17.63% |
$617K - $951K
|
173K
$10.7M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
783New |
$18.7K - $28.8K
|
783
$48.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-394- 39.28% |
$9.39K - $14.5K
|
609
$37.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
49New |
$1.17K - $1.8K
|
49
$3.03K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
100New |
$2.38K - $3.67K
|
100
$6.18K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2.34K- 25.91% |
$55.7K - $85.9K
|
6.69K
$413K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
251New |
$5.98K - $9.22K
|
251
$15.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2KNew |
$47.6K - $73.4K
|
2K
$124K
|
|
| Q3 2022 | |||||||
|
Feb 12, 2025
Q3 2022
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
CALL |
-1.5KClosed |
$45K - $69.3K
|
0
$0
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
145+ 329.55% |
$4.35K - $6.69K
|
189
$11.7K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
250New |
$7.5K - $11.5K
|
250
$15.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
35New |
$1.05K - $1.62K
|
35
$2.16K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-90- 0.22% |
$2.7K - $4.16K
|
40.3K
$2.49M
|
|