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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
200+ 100.5% |
$9.94K - $16.6K
|
399
$23.4K
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
200New |
$9.94K - $16.6K
|
200
$11.7K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
195+ 17.82% |
$9.69K - $16.2K
|
1.29K
$75.5K
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
186+ 0.31% |
$9.25K - $15.5K
|
60.9K
$3.57M
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
184New |
$9.15K - $15.3K
|
184
$10.8K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
177New |
$8.8K - $14.7K
|
177
$10.4K
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
169+ 1300.0% |
$8.4K - $14.1K
|
182
$10.7K
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
165+ 3.98% |
$8.2K - $13.7K
|
4.31K
$252K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
137+ 3.33% |
$6.81K - $11.4K
|
4.26K
$249K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
127+ 20.26% |
$6.31K - $10.6K
|
754
$44.1K
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
112New |
$5.57K - $9.31K
|
112
$6.56K
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
106New |
$5.27K - $8.81K
|
106
$6.21K
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
106New |
$5.27K - $8.81K
|
106
$6.21K
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
102+ 392.31% |
$5.07K - $8.48K
|
128
$7.49K
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
102+ 2.5% |
$5.07K - $8.48K
|
4.18K
$244K
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
101+ 12.58% |
$5.02K - $8.4K
|
904
$52.9K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
101+ 21.72% |
$5.02K - $8.4K
|
566
$33.1K
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
100New |
$4.97K - $8.31K
|
100
$5.85K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
93New |
$4.62K - $7.73K
|
93
$5.44K
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
86+ 8600.0% |
$4.28K - $7.15K
|
87
$5.09K
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
84+ 2.21% |
$4.18K - $6.98K
|
3.88K
$227K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
76+ 5.7% |
$3.78K - $6.32K
|
1.41K
$82.5K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
73+ 9.66% |
$3.63K - $6.07K
|
829
$48.5K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
73+ 0.38% |
$3.63K - $6.07K
|
19.1K
$1.12M
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
72+ 23.08% |
$3.58K - $5.99K
|
384
$22.5K
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
69+ 0.85% |
$3.43K - $5.74K
|
8.14K
$477K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
63+ 1.19% |
$3.13K - $5.24K
|
5.35K
$313K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
59New |
$2.93K - $4.91K
|
59
$3.45K
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
55New |
$2.73K - $4.57K
|
55
$3.22K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
46+ 42.59% |
$2.29K - $3.82K
|
154
$9.02K
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
43+ 86.0% |
$2.14K - $3.58K
|
93
$5.44K
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
40New |
$1.99K - $3.33K
|
40
$2.34K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
36+ 48.0% |
$1.79K - $2.99K
|
111
$6.5K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
35New |
$1.74K - $2.91K
|
35
$2.05K
|
|
May 12, 2025
Q1 2025
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
31+ 0.03% |
$1.54K - $2.58K
|
99.8K
$5.84M
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
29New |
$1.44K - $2.41K
|
29
$1.7K
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
25New |
$1.24K - $2.08K
|
25
$1.46K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
25+ 1.98% |
$1.24K - $2.08K
|
1.29K
$75.5K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
24+ 1.81% |
$1.19K - $2K
|
1.35K
$79.1K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
20+ 43.48% |
$994 - $1.66K
|
66
$3.86K
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
19+ 380.0% |
$944 - $1.58K
|
24
$1.4K
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.32% |
$746 - $1.25K
|
4.73K
$277K
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
11New |
$547 - $915
|
11
$644
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
10+ 4.0% |
$497 - $831
|
260
$15.2K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 53.33% |
$398 - $665
|
23
$1.35K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
8+ 44.44% |
$398 - $665
|
26
$1.52K
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
6New |
$298 - $499
|
6
$351
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
BUY
|
- |
5+ 0.08% |
$249 - $416
|
6.62K
$387K
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5New |
$249 - $416
|
5
$293
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5New |
$249 - $416
|
5
$293
|