Purchases and Sales Made in Q3 2022 in Doximity, Inc. (DOCS)
This table provides information about the institutional ownership of Doximity, Inc. (DOCS) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
158+ 3.58% |
$4.74K - $7.29K
|
4.57K
$245K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
145+ 329.55% |
$4.35K - $6.69K
|
189
$10.1K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
141+ 0.08% |
$4.23K - $6.51K
|
186K
$9.95M
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
139+ 25.23% |
$4.17K - $6.42K
|
690
$36.9K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
110New |
$3.3K - $5.08K
|
110
$5.89K
|
|
Nov 14, 2022
Q3 2022
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
100+ 1.47% |
$3K - $4.62K
|
6.9K
$369K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
91+ 1137.5% |
$2.73K - $4.2K
|
99
$5.3K
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
83+ 7.29% |
$2.49K - $3.83K
|
1.22K
$65.4K
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
80+ 40.0% |
$2.4K - $3.69K
|
280
$15K
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
77+ 44.0% |
$2.31K - $3.56K
|
252
$13.5K
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
75New |
$2.25K - $3.46K
|
75
$4.02K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
70New |
$2.1K - $3.23K
|
70
$3.75K
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
51+ 0.52% |
$1.53K - $2.35K
|
9.81K
$525K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
47+ 4.25% |
$1.41K - $2.17K
|
1.15K
$61.7K
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
35New |
$1.05K - $1.62K
|
35
$1.87K
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
31+ 26.5% |
$930 - $1.43K
|
148
$7.92K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
30New |
$900 - $1.39K
|
30
$1.61K
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
26New |
$780 - $1.2K
|
26
$1.39K
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
19+ 2.34% |
$570 - $877
|
832
$44.5K
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17+ 8.85% |
$510 - $785
|
209
$11.2K
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
12New |
$360 - $554
|
12
$642
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
11+ 4.25% |
$330 - $508
|
270
$14.5K
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
8New |
$240 - $369
|
8
$428
|
|
Nov 14, 2022
Q3 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
8+ 0.02% |
$240 - $369
|
35.1K
$1.88M
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 28.57% |
$180 - $277
|
27
$1.45K
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 0.76% |
$30 - $46.2
|
133
$7.12K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3- 9.38% |
$90 - $139
|
29
$1.55K
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-30- 66.67% |
$900 - $1.39K
|
15
$803
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-56- 0.46% |
$1.68K - $2.59K
|
12.1K
$649K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-75- 1.68% |
$2.25K - $3.46K
|
4.38K
$235K
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-85- 0.16% |
$2.55K - $3.92K
|
52.9K
$2.83M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-90- 0.22% |
$2.7K - $4.16K
|
40.3K
$2.16M
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-97- 41.45% |
$2.91K - $4.48K
|
137
$7.33K
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-98- 3.19% |
$2.94K - $4.52K
|
2.98K
$159K
|
|
Nov 14, 2022
Q3 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-99- 25.98% |
$2.97K - $4.57K
|
282
$15.1K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-165- 80.49% |
$4.95K - $7.62K
|
40
$2.14K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-183- 2.22% |
$5.49K - $8.45K
|
8.07K
$432K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-191- 1.04% |
$5.73K - $8.82K
|
18.1K
$970K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-193- 96.5% |
$5.79K - $8.91K
|
7
$375
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-211- 13.65% |
$6.33K - $9.74K
|
1.34K
$71.5K
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-250Closed |
$7.5K - $11.5K
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-726- 10.13% |
$21.8K - $33.5K
|
6.44K
$345K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-732- 44.85% |
$22K - $33.8K
|
900
$48.2K
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-952- 0.14% |
$28.6K - $44K
|
683K
$36.6M
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.3K- 5.46% |
$38.9K - $59.8K
|
22.4K
$1.2M
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-1.47K- 9.5% |
$44.1K - $67.8K
|
14K
$750K
|
|
Nov 14, 2022
Q3 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-1.97K- 13.6% |
$59K - $90.8K
|
12.5K
$669K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.6K- 13.05% |
$78.1K - $120K
|
17.3K
$928K
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.94K- 24.65% |
$88.1K - $136K
|
8.98K
$481K
|