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 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
104New |
$4.29K - $6.37K
|
104
$8.02K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
102+ 56.35% |
$4.21K - $6.25K
|
283
$21.8K
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
97+ 4.67% |
$4K - $5.94K
|
2.17K
$168K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
90+ 40.54% |
$3.71K - $5.51K
|
312
$24K
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
76New |
$3.14K - $4.66K
|
76
$5.86K
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
52New |
$2.15K - $3.19K
|
52
$4.01K
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
50+ 0.76% |
$2.06K - $3.06K
|
6.61K
$510K
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
50+ 33.56% |
$2.06K - $3.06K
|
199
$15.3K
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
49New |
$2.02K - $3K
|
49
$3.78K
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
42+ 0.06% |
$1.73K - $2.57K
|
67.7K
$5.22M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
38New |
$1.57K - $2.33K
|
38
$2.93K
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
26New |
$1.07K - $1.59K
|
26
$2K
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
25New |
$1.03K - $1.53K
|
25
$1.93K
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
23+ 0.11% |
$949 - $1.41K
|
20K
$1.54M
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
20+ 6.67% |
$825 - $1.23K
|
320
$24.7K
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
17+ 0.21% |
$701 - $1.04K
|
8.07K
$622K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15+ 2.45% |
$619 - $919
|
627
$48.3K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15New |
$619 - $919
|
15
$1.16K
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
13New |
$536 - $796
|
13
$1K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
9New |
$371 - $551
|
9
$694
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 23.08% |
$371 - $551
|
48
$3.7K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8+ 8.33% |
$330 - $490
|
104
$8.02K
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6New |
$248 - $368
|
6
$462
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
5+ 71.43% |
$206 - $306
|
12
$925
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5New |
$206 - $306
|
5
$385
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$41.3 - $61.3
|
1
$77.1
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$41.3 - $61.3
|
1
$77.1
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
567KNew |
$14.5M - $24.7M
|
567K
$43.7M
|
|
Nov 14, 2024
Q3 2024
|
Comprehensive Financial Management LLC
Los Gatos, CA |
BUY
|
- |
177KNew |
$4.51M - $7.7M
|
177K
$13.6M
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
37.5K+ 11.56% |
$956K - $1.63M
|
362K
$27.9M
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
25.9K+ 47.35% |
$660K - $1.13M
|
80.6K
$6.21M
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
20KNew |
$510K - $871K
|
20K
$1.54M
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
PUT |
20KNew |
$510K - $871K
|
20K
$1.54M
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
18.1KNew |
$462K - $790K
|
18.1K
$1.4M
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
CALL |
15KNew |
$383K - $654K
|
15K
$1.16M
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
14KNew |
$357K - $610K
|
14K
$1.08M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.3K+ 67.71% |
$314K - $536K
|
30.5K
$2.35M
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
10.1KNew |
$258K - $441K
|
10.1K
$781K
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
10.1K+ 11.05% |
$258K - $441K
|
102K
$7.84M
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
BUY
|
- |
10K+ 3.85% |
$255K - $436K
|
270K
$20.8M
|
|
Oct 25, 2024
Q3 2024
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
7.2KNew |
$184K - $314K
|
7.2K
$555K
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
5.66KNew |
$144K - $247K
|
5.66K
$436K
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
5.2K+ 67.53% |
$133K - $227K
|
12.9K
$994K
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
4.83KNew |
$123K - $210K
|
4.83K
$372K
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
4.65KNew |
$118K - $202K
|
4.65K
$358K
|
|
Nov 13, 2024
Q3 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
4KNew |
$102K - $174K
|
4K
$308K
|