Purchases and Sales Made in Q1 2024 in Doximity, Inc. (DOCS)
This table provides information about the institutional ownership of Doximity, Inc. (DOCS) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
185+ 1.42% |
$4.98K - $5.84K
|
13.3K
$639K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
182+ 0.41% |
$4.9K - $5.74K
|
44.9K
$2.16M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
126+ 12.44% |
$3.39K - $3.98K
|
1.14K
$54.9K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
79+ 11.43% |
$2.13K - $2.49K
|
770
$37.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
75+ 0.75% |
$2.02K - $2.37K
|
10K
$484K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
65+ 29.68% |
$1.75K - $2.05K
|
284
$13.7K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
57+ 98.28% |
$1.53K - $1.8K
|
115
$5.54K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
46+ 57.5% |
$1.24K - $1.45K
|
126
$6.07K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
42+ 22.34% |
$1.13K - $1.33K
|
230
$11.1K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
39+ 6.29% |
$1.05K - $1.23K
|
659
$31.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
34New |
$915 - $1.07K
|
34
$1.64K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
25New |
$673 - $789
|
25
$1.21K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
24+ 48.0% |
$646 - $757
|
74
$3.57K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
23+ 11.22% |
$619 - $726
|
228
$11K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
18New |
$484 - $568
|
18
$868
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
17New |
$457 - $537
|
17
$819
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
16New |
$431 - $505
|
16
$771
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
16+ 0.11% |
$431 - $505
|
14.4K
$695K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
12+ 12.5% |
$323 - $379
|
108
$5.21K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10New |
$269 - $316
|
10
$482
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
9New |
$242 - $284
|
9
$434
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8New |
$215 - $252
|
8
$386
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
8+ 0.54% |
$215 - $252
|
1.48K
$71.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
3New |
$80.7 - $94.7
|
3
$145
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
1+ 4.55% |
$26.9 - $31.6
|
23
$1.11K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1+ 1.39% |
$26.9 - $31.6
|
73
$3.52K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.32% |
$26.9 - $31.6
|
309
$14.9K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2- 1.71% |
$53.8 - $63.1
|
115
$5.54K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-11- 6.25% |
$296 - $347
|
165
$7.95K
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-13- 0.89% |
$350 - $410
|
1.45K
$69.7K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-27- 0.8% |
$727 - $852
|
3.36K
$162K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-30- 5.07% |
$807 - $947
|
562
$27.1K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-36- 5.31% |
$969 - $1.14K
|
642
$30.9K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-45- 4.52% |
$1.21K - $1.42K
|
950
$45.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-50- 50.0% |
$1.35K - $1.58K
|
50
$2.41K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-79- 63.2% |
$2.13K - $2.49K
|
46
$2.22K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-80- 5.53% |
$2.15K - $2.52K
|
1.37K
$65.9K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-92- 16.34% |
$2.48K - $2.9K
|
471
$22.7K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-100- 33.33% |
$2.69K - $3.16K
|
200
$9.64K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 12.5% |
$2.69K - $3.16K
|
700
$33.7K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-123- 39.05% |
$3.31K - $3.88K
|
192
$9.25K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-139- 36.77% |
$3.74K - $4.39K
|
239
$11.5K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-167- 28.21% |
$4.49K - $5.27K
|
425
$20.5K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-197- 0.27% |
$5.3K - $6.22K
|
72.8K
$3.51M
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-256- 20.38% |
$6.89K - $8.08K
|
1K
$48.2K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-263- 4.93% |
$7.08K - $8.3K
|
5.08K
$245K
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-300- 1.47% |
$8.07K - $9.47K
|
20.1K
$969K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-398- 35.76% |
$10.7K - $12.6K
|
715
$34.5K
|