Purchases and Sales Made in Q2 2023 in Doximity, Inc. (DOCS)
This table provides information about the institutional ownership of Doximity, Inc. (DOCS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 06, 2023
Q2 2023
|
Spence Asset Management
|
BUY
|
- |
891+ 0.45% |
$27.3K - $32.7K
|
200K
$10.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
800New |
$24.5K - $29.4K
|
800
$42.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Hyperion Asset Management LTD
Royal Exchange, C3 |
BUY
|
- |
750+ 7.47% |
$23K - $27.6K
|
10.8K
$577K
|
|
|
Aug 14, 2023
Q2 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
596+ 6.58% |
$18.2K - $21.9K
|
9.66K
$517K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
519+ 7.95% |
$15.9K - $19.1K
|
7.05K
$378K
|
|
|
Aug 29, 2023
Q2 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
484+ 7.29% |
$14.8K - $17.8K
|
7.13K
$381K
|
|
|
Aug 10, 2023
Q2 2023
|
Merlin Capital LLC
|
BUY
|
- |
377+ 4.38% |
$11.5K - $13.9K
|
8.99K
$481K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
357+ 34.53% |
$10.9K - $13.1K
|
1.39K
$74.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
BUY
|
- |
332+ 5.74% |
$10.2K - $12.2K
|
6.12K
$328K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
330+ 3.01% |
$10.1K - $12.1K
|
11.3K
$604K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
263+ 4.1% |
$8.05K - $9.67K
|
6.68K
$358K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
244+ 0.46% |
$7.47K - $8.97K
|
53K
$2.84M
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
238+ 10.41% |
$7.29K - $8.75K
|
2.52K
$135K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
220+ 3.4% |
$6.73K - $8.09K
|
6.69K
$358K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
219+ 0.09% |
$6.7K - $8.05K
|
257K
$13.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
204+ 6.88% |
$6.24K - $7.5K
|
3.17K
$170K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
187+ 1.77% |
$5.72K - $6.87K
|
10.7K
$575K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
156+ 0.92% |
$4.78K - $5.73K
|
17.1K
$917K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
147+ 2940.0% |
$4.5K - $5.4K
|
152
$8.14K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
131+ 0.22% |
$4.01K - $4.81K
|
58.7K
$3.14M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
100New |
$3.06K - $3.68K
|
100
$5.35K
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
100New |
$3.06K - $3.68K
|
100
$5.35K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
96New |
$2.94K - $3.53K
|
96
$5.14K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
84+ 525.0% |
$2.57K - $3.09K
|
100
$5.35K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
77New |
$2.36K - $2.83K
|
77
$4.12K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
50New |
$1.53K - $1.84K
|
50
$2.68K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38+ 0.28% |
$1.16K - $1.4K
|
13.4K
$720K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
25+ 119.05% |
$765 - $919
|
46
$2.46K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24+ 0.18% |
$735 - $882
|
13.4K
$715K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24New |
$735 - $882
|
24
$1.28K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
21+ 40.38% |
$643 - $772
|
73
$3.91K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
13+ 5.14% |
$398 - $478
|
266
$14.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
12+ 11.65% |
$367 - $441
|
115
$6.16K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11+ 1.01% |
$337 - $404
|
1.1K
$59K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 15.0% |
$275 - $331
|
69
$3.69K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
8+ 1.36% |
$245 - $294
|
595
$31.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
6+ 6.0% |
$184 - $221
|
106
$5.68K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6+ 37.5% |
$184 - $221
|
22
$1.18K
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 0.63% |
$61.2 - $73.5
|
315
$16.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6- 3.03% |
$184 - $221
|
192
$10.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-12- 0.62% |
$367 - $441
|
1.92K
$103K
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-12- 10.08% |
$367 - $441
|
107
$5.73K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-50- 14.29% |
$1.53K - $1.84K
|
300
$16.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-50- 50.0% |
$1.53K - $1.84K
|
50
$2.68K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-59- 0.36% |
$1.81K - $2.17K
|
16.2K
$867K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-60- 2.12% |
$1.84K - $2.21K
|
2.77K
$148K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-100- 0.69% |
$3.06K - $3.68K
|
14.4K
$771K
|