Purchases and Sales Made in Q1 2025 in Doximity, Inc. (DOCS)
This table provides information about the institutional ownership of Doximity, Inc. (DOCS) during Q1 2025. 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 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 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
106New |
$5.27K - $8.81K
|
106
$6.21K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
106New |
$5.27K - $8.81K
|
106
$6.21K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
102+ 2.5% |
$5.07K - $8.48K
|
4.18K
$244K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
102+ 392.31% |
$5.07K - $8.48K
|
128
$7.49K
|
|
|
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
|
|
|
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 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
73+ 9.66% |
$3.63K - $6.07K
|
829
$48.5K
|
|
|
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 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 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
25+ 1.98% |
$1.24K - $2.08K
|
1.29K
$75.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
25New |
$1.24K - $2.08K
|
25
$1.46K
|
|
|
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 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
8+ 44.44% |
$398 - $665
|
26
$1.52K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 53.33% |
$398 - $665
|
23
$1.35K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
6New |
$298 - $499
|
6
$351
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 500.0% |
$249 - $416
|
6
$351
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5New |
$249 - $416
|
5
$293
|
|
|
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
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2New |
$99.4 - $166
|
2
$117
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
1New |
$49.7 - $83.1
|
1
$58.5
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$49.7 - $83.1
|
1
$58.5
|