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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
250New |
$7.5K - $11.5K
|
250
$12.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
218New |
$6.54K - $10.1K
|
218
$10.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
200New |
$6K - $9.23K
|
200
$9.64K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
145+ 329.55% |
$4.35K - $6.69K
|
189
$9.11K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
91+ 1137.5% |
$2.73K - $4.2K
|
99
$4.77K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
75New |
$2.25K - $3.46K
|
75
$3.62K
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
35New |
$1.05K - $1.62K
|
35
$1.69K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
30New |
$900 - $1.39K
|
30
$1.45K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
8New |
$240 - $369
|
8
$386
|
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 0.76% |
$30 - $46.2
|
133
$6.41K
|
|
| Q2 2022 | |||||||
|
Jul 13, 2022
Q2 2022
|
Belmont Capital, LLC
|
BUY
|
- |
90KNew |
$2.56M - $4.86M
|
90K
$4.34M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
27.1KNew |
$770K - $1.46M
|
27.1K
$1.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
250New |
$7.12K - $13.5K
|
250
$12.1K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
90New |
$2.56K - $4.86K
|
90
$4.34K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
41New |
$1.17K - $2.21K
|
41
$1.98K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
38New |
$1.08K - $2.05K
|
38
$1.83K
|
|
|
Aug 10, 2022
Q2 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
31New |
$882 - $1.67K
|
31
$1.49K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
10New |
$285 - $540
|
10
$482
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Winslow Capital Management, LLC
Minneapolis, MN |
BUY
|
- |
216KNew |
$8.78M - $13.4M
|
216K
$10.4M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
52.1KNew |
$2.11M - $3.22M
|
52.1K
$2.51M
|
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
PUT |
31.4KNew |
$1.27M - $1.94M
|
31.4K
$1.51M
|
|
|
May 16, 2022
Q1 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
9.4K+ 119.8% |
$381K - $581K
|
17.3K
$831K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
138New |
$5.6K - $8.53K
|
138
$6.65K
|
|
| Q4 2021 | |||||||
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
154KNew |
$7.45M - $13.3M
|
154K
$7.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Cinctive Capital Management LP
New York, NY |
BUY
|
CALL |
70KNew |
$3.39M - $6.03M
|
70K
$3.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Harbourvest Partners LLC
Boston, MA |
BUY
|
- |
49.8KNew |
$2.41M - $4.29M
|
49.8K
$2.4M
|
|
|
Feb 11, 2022
Q4 2021
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
6.61KNew |
$320K - $569K
|
6.61K
$318K
|
|
|
Feb 14, 2022
Q4 2021
|
Man Group PLC
London, X0 |
BUY
|
PUT |
3.3KNew |
$160K - $284K
|
3.3K
$159K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
100New |
$4.84K - $8.62K
|
100
$4.82K
|
|
| Q3 2021 | |||||||
|
Feb 08, 2022
Q3 2021
|
Emergence Gp Partners, LLC
|
BUY
|
- |
775KNew |
$36.3M - $79.1M
|
775K
$37.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25.7KNew |
$1.2M - $2.62M
|
25.7K
$1.24M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
250New |
$11.7K - $25.5K
|
250
$12.1K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
250New |
$11.7K - $25.5K
|
250
$12.1K
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
150New |
$7.02K - $15.3K
|
150
$7.23K
|
|
|
Nov 10, 2021
Q3 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
100New |
$4.68K - $10.2K
|
100
$4.82K
|
|
|
Nov 12, 2021
Q3 2021
|
Berkshire Capital Holdings Inc
San Jose, CA |
BUY
|
- |
10New |
$468 - $1.02K
|
10
$482
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
50.5KNew |
$2.68M - $2.95M
|
50.5K
$2.43M
|
|
|
Aug 13, 2021
Q2 2021
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
- |
30KNew |
$1.59M - $1.75M
|
30K
$1.45M
|
|