Latest Institutional Purchases of Doximity, Inc. (DOCS)
This list provides information on the latest institutional transactions involving Doximity, Inc. (DOCS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
400New |
$9.53K - $14.7K
|
400
$27.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
251New |
$5.98K - $9.22K
|
251
$17.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
250New |
$5.96K - $9.18K
|
250
$17.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
250+ 100.0% |
$5.96K - $9.18K
|
500
$34.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
200New |
$4.76K - $7.34K
|
200
$13.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
141New |
$3.36K - $5.18K
|
141
$9.66K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
100New |
$2.38K - $3.67K
|
100
$6.85K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
69New |
$1.64K - $2.53K
|
69
$4.73K
|
|
|
Feb 10, 2023
Q4 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
57New |
$1.36K - $2.09K
|
57
$3.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
49New |
$1.17K - $1.8K
|
49
$3.36K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
41+ 102.5% |
$977 - $1.51K
|
81
$5.55K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
20New |
$476 - $734
|
20
$1.37K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
12New |
$286 - $441
|
12
$822
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3New |
$71.5 - $110
|
3
$206
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Lexington Partners L.P.
New York, NY |
BUY
|
- |
133KNew |
$3.98M - $6.13M
|
133K
$9.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
118K+ 630.25% |
$3.56M - $5.47M
|
137K
$9.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Blackstone Inc
New York, NY |
BUY
|
- |
118KNew |
$3.53M - $5.43M
|
118K
$8.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
113KNew |
$3.38M - $5.19M
|
113K
$7.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
34.6KNew |
$1.04M - $1.6M
|
34.6K
$2.37M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
22.5KNew |
$675K - $1.04M
|
22.5K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
14.9KNew |
$446K - $686K
|
14.9K
$1.02M
|
|
|
Oct 11, 2022
Q3 2022
|
Industry Ventures, L.L.C.
|
BUY
|
- |
11.5KNew |
$346K - $533K
|
11.5K
$790K
|
|
|
Nov 14, 2022
Q3 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
10.7KNew |
$321K - $494K
|
10.7K
$733K
|
|
|
Nov 10, 2022
Q3 2022
|
Jupiter Asset Management LTD
|
BUY
|
- |
9.02K+ 92.76% |
$271K - $416K
|
18.7K
$1.28M
|
|
|
Nov 01, 2022
Q3 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
1.27KNew |
$38.2K - $58.8K
|
1.27K
$87.2K
|
|
|
Oct 19, 2022
Q3 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
550+ 4.43% |
$16.5K - $25.4K
|
13K
$888K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
384+ 43.44% |
$11.5K - $17.7K
|
1.27K
$86.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
335+ 4.88% |
$10.1K - $15.5K
|
7.2K
$493K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
254New |
$7.62K - $11.7K
|
254
$17.4K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
250New |
$7.5K - $11.5K
|
250
$17.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
218New |
$6.54K - $10.1K
|
218
$14.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
200New |
$6K - $9.23K
|
200
$13.7K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
145+ 329.55% |
$4.35K - $6.69K
|
189
$12.9K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
75New |
$2.25K - $3.46K
|
75
$5.14K
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
35New |
$1.05K - $1.62K
|
35
$2.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
30New |
$900 - $1.39K
|
30
$2.06K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
8New |
$240 - $369
|
8
$548
|
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 0.76% |
$30 - $46.2
|
133
$9.11K
|
|
| Q2 2022 | |||||||
|
Jul 13, 2022
Q2 2022
|
Belmont Capital, LLC
|
BUY
|
- |
90KNew |
$2.56M - $4.86M
|
90K
$6.17M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
27.1KNew |
$770K - $1.46M
|
27.1K
$1.85M
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
250New |
$7.12K - $13.5K
|
250
$17.1K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
90New |
$2.56K - $4.86K
|
90
$6.17K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
41New |
$1.17K - $2.21K
|
41
$2.81K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
38New |
$1.08K - $2.05K
|
38
$2.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
31New |
$882 - $1.67K
|
31
$2.12K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
10New |
$285 - $540
|
10
$685
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Winslow Capital Management, LLC
Minneapolis, MN |
BUY
|
- |
216KNew |
$8.78M - $13.4M
|
216K
$14.8M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
52.1KNew |
$2.11M - $3.22M
|
52.1K
$3.57M
|
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
PUT |
31.4KNew |
$1.27M - $1.94M
|
31.4K
$2.15M
|
|
|
May 16, 2022
Q1 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
9.4K+ 119.8% |
$381K - $581K
|
17.3K
$1.18M
|
|