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 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
26+ 3.44% |
$1.32K - $1.59K
|
782
$53.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.26K+ 7.82% |
$63.8K - $77.2K
|
17.4K
$1.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
118+ 8.73% |
$5.98K - $7.24K
|
1.47K
$99.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-6.22K- 5.26% |
$316K - $382K
|
112K
$7.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 30.43% |
$355 - $429
|
30
$2.04K
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-92- 2.2% |
$4.67K - $5.64K
|
4.08K
$277K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3.34KNew |
$170K - $205K
|
3.34K
$227K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-118- 9.62% |
$5.98K - $7.24K
|
1.11K
$75.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
24+ 47.06% |
$1.22K - $1.47K
|
75
$5.09K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
72New |
$3.65K - $4.42K
|
72
$4.89K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
60New |
$3.04K - $3.68K
|
60
$4.07K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.92K- 15.76% |
$97.3K - $118K
|
10.3K
$697K
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
21.3K+ 59.07% |
$1.08M - $1.31M
|
57.3K
$3.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2+ 200.0% |
$101 - $123
|
3
$204
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 300.0% |
$152 - $184
|
4
$272
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
39.7KNew |
$2.01M - $2.44M
|
39.7K
$2.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
5+ 83.33% |
$254 - $307
|
11
$747
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
14.2KNew |
$722K - $873K
|
14.2K
$966K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14New |
$710 - $859
|
14
$951
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-634- 14.14% |
$32.2K - $38.9K
|
3.85K
$261K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-47- 11.38% |
$2.38K - $2.88K
|
366
$24.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
14+ 17.5% |
$710 - $859
|
94
$6.38K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-5.5K- 26.81% |
$279K - $337K
|
15K
$1.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-36- 32.43% |
$1.83K - $2.21K
|
75
$5.09K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-435- 2.41% |
$22.1K - $26.7K
|
17.6K
$1.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-14- 6.09% |
$710 - $859
|
216
$14.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.06K- 27.58% |
$53.6K - $64.8K
|
2.78K
$189K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
43New |
$2.18K - $2.64K
|
43
$2.92K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.86K+ 4.81% |
$94.4K - $114K
|
40.5K
$2.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
107+ 8.16% |
$5.43K - $6.56K
|
1.42K
$96.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.57K- 26.29% |
$181K - $219K
|
10K
$679K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.04K+ 57.94% |
$255K - $309K
|
13.7K
$933K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 2.99% |
$456 - $552
|
310
$21.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
100New |
$5.07K - $6.13K
|
100
$6.79K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-186- 73.52% |
$9.43K - $11.4K
|
67
$4.55K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
52+ 4.03% |
$2.64K - $3.19K
|
1.34K
$91.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4.66KNew |
$236K - $286K
|
4.66K
$317K
|
|
| Q1 2025 | |||||||
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-18.9K- 2.34% |
$938K - $1.57M
|
787K
$53.4M
|
|
|
Jun 23, 2025
Q1 2025
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-47.8K- 33.78% |
$2.38M - $3.97M
|
93.7K
$6.36M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
106New |
$5.27K - $8.81K
|
106
$7.2K
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
13.8KNew |
$687K - $1.15M
|
13.8K
$938K
|
|
|
May 15, 2025
Q1 2025
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
21.1KNew |
$1.05M - $1.76M
|
21.1K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
3.56KNew |
$177K - $296K
|
3.56K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
3.35KNew |
$166K - $278K
|
3.35K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
PUT |
45KNew |
$2.24M - $3.74M
|
45K
$3.06M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.06K+ 11.16% |
$103K - $172K
|
20.5K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.87KNew |
$242K - $405K
|
4.87K
$331K
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-282K- 50.77% |
$14M - $23.4M
|
273K
$18.6M
|
|
|
May 15, 2025
Q1 2025
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
11K+ 1.91% |
$545K - $911K
|
584K
$39.7M
|
|
|
May 15, 2025
Q1 2025
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
- |
504KNew |
$25M - $41.9M
|
504K
$34.2M
|
|