Purchases and Sales Made in Q1 2023 in Doximity, Inc. (DOCS)
This table provides information about the institutional ownership of Doximity, Inc. (DOCS) during Q1 2023. The information is specifically focused on institutions that hold shares of Doximity, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
96+ 685.71% |
$2.79K - $3.81K
|
110
$6.46K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
65+ 120.37% |
$1.89K - $2.58K
|
119
$6.99K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
50+ 14.29% |
$1.45K - $1.98K
|
400
$23.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
48+ 19.05% |
$1.4K - $1.9K
|
300
$17.6K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
35+ 0.22% |
$1.02K - $1.39K
|
16.2K
$955K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
27New |
$785 - $1.07K
|
27
$1.59K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
25New |
$727 - $991
|
25
$1.47K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
25New |
$727 - $991
|
25
$1.47K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
20+ 47.62% |
$582 - $793
|
62
$3.64K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
16+ 1.12% |
$465 - $635
|
1.45K
$85.1K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
16+ 18.6% |
$465 - $635
|
102
$5.99K
|
|
|
May 15, 2023
Q1 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
14+ 0.04% |
$407 - $555
|
35.1K
$2.06M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12+ 1.11% |
$349 - $476
|
1.09K
$64.1K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
11+ 0.25% |
$320 - $436
|
4.39K
$258K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
9New |
$262 - $357
|
9
$529
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7+ 0.85% |
$204 - $278
|
832
$48.9K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.32% |
$29.1 - $39.7
|
317
$18.6K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-2- 0.4% |
$58.2 - $79.3
|
500
$29.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4- -0.0% |
$116 - $159
|
186K
$10.9M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-6- 25.0% |
$174 - $238
|
18
$1.06K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-7- 0.36% |
$204 - $278
|
1.93K
$113K
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-14- 10.53% |
$407 - $555
|
119
$6.99K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-19- 26.76% |
$553 - $754
|
52
$3.06K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-25- 11.21% |
$727 - $991
|
198
$11.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-30- 33.33% |
$872 - $1.19K
|
60
$3.53K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-36- 2.55% |
$1.05K - $1.43K
|
1.38K
$80.8K
|
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-39- 0.6% |
$1.13K - $1.55K
|
6.48K
$381K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-50- 0.28% |
$1.45K - $1.98K
|
18.1K
$1.06M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-58- 0.11% |
$1.69K - $2.3K
|
52.8K
$3.1M
|
|
|
May 15, 2023
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-63- 0.39% |
$1.83K - $2.5K
|
16.2K
$951K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-70- 2.97% |
$2.04K - $2.78K
|
2.29K
$134K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-134- 2.3% |
$3.9K - $5.31K
|
5.69K
$334K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-139- 7.72% |
$4.04K - $5.51K
|
1.66K
$97.6K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-165- 1.67% |
$4.8K - $6.54K
|
9.72K
$571K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-182- 6.05% |
$5.29K - $7.22K
|
2.83K
$166K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-200- 0.03% |
$5.82K - $7.93K
|
587K
$34.5M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-250- 96.15% |
$7.27K - $9.92K
|
10
$588
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-302- 0.34% |
$8.78K - $12K
|
87.9K
$5.16M
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-319- 65.91% |
$9.28K - $12.7K
|
165
$9.69K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-332- 0.34% |
$9.65K - $13.2K
|
98K
$5.76M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-341- 28.39% |
$9.92K - $13.5K
|
860
$50.5K
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-455- 0.19% |
$13.2K - $18K
|
236K
$13.8M
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-496- 10.0% |
$14.4K - $19.7K
|
4.46K
$262K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-730Closed |
$21.2K - $29K
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-811- 7.14% |
$23.6K - $32.2K
|
10.5K
$620K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-925- 33.54% |
$26.9K - $36.7K
|
1.83K
$108K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-940- 11.13% |
$27.3K - $37.3K
|
7.5K
$441K
|
|
|
May 11, 2023
Q1 2023
|
Jacob Asset Management Of New York LLC
Hermosa Beach, CA |
SELL
|
- |
-1.1K- 1.14% |
$32K - $43.6K
|
95K
$5.58M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.38K- 0.96% |
$40K - $54.5K
|
141K
$8.31M
|