Purchases and Sales Made in Q3 2023 in Doximity, Inc. (DOCS)
This table provides information about the institutional ownership of Doximity, Inc. (DOCS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
200+ 50.0% |
$3.97K - $7.17K
|
600
$34.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
142New |
$2.82K - $5.09K
|
142
$8.11K
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
131+ 122.43% |
$2.6K - $4.69K
|
238
$13.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
109+ 34.38% |
$2.16K - $3.91K
|
426
$24.3K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
109+ 34.38% |
$2.16K - $3.91K
|
426
$24.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
92+ 0.05% |
$1.83K - $3.3K
|
190K
$10.8M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
82New |
$1.63K - $2.94K
|
82
$4.68K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
60+ 2.17% |
$1.19K - $2.15K
|
2.83K
$162K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
59New |
$1.17K - $2.11K
|
59
$3.37K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
42+ 15.56% |
$834 - $1.5K
|
312
$17.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
34+ 0.26% |
$675 - $1.22K
|
12.9K
$736K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
34+ 109.68% |
$675 - $1.22K
|
65
$3.71K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
32+ 0.2% |
$636 - $1.15K
|
16.2K
$927K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
30+ 19.74% |
$596 - $1.07K
|
182
$10.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
26+ 0.32% |
$516 - $932
|
8.25K
$471K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
25+ 54.35% |
$497 - $896
|
71
$4.06K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
25New |
$497 - $896
|
25
$1.43K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
16New |
$318 - $573
|
16
$914
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
15+ 83.33% |
$298 - $537
|
33
$1.89K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
14+ 5.41% |
$278 - $502
|
273
$15.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
12New |
$238 - $430
|
12
$686
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
6New |
$119 - $215
|
6
$343
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1- 0.12% |
$19.9 - $35.8
|
820
$46.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 1.27% |
$79.4 - $143
|
311
$17.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-7- 0.02% |
$139 - $251
|
34.3K
$1.96M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-8- 8.0% |
$159 - $287
|
92
$5.26K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-25- 0.19% |
$497 - $896
|
13.3K
$761K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-29- 42.03% |
$576 - $1.04K
|
40
$2.29K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-30- 1.56% |
$596 - $1.07K
|
1.89K
$108K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-43- 58.9% |
$854 - $1.54K
|
30
$1.71K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-43- 37.39% |
$854 - $1.54K
|
72
$4.11K
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-62- 3.15% |
$1.23K - $2.22K
|
1.91K
$109K
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-70- 0.12% |
$1.39K - $2.51K
|
59K
$3.37M
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-90- 50.0% |
$1.79K - $3.22K
|
90
$5.14K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-99- 97.06% |
$1.97K - $3.55K
|
3
$171
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-99- 8.98% |
$1.97K - $3.55K
|
1K
$57.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-100- 28.57% |
$1.99K - $3.58K
|
250
$14.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-109- 0.61% |
$2.16K - $3.91K
|
17.7K
$1.01M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-116- 1.08% |
$2.3K - $4.16K
|
10.6K
$607K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-119Closed |
$2.36K - $4.26K
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-123- 71.1% |
$2.44K - $4.41K
|
50
$2.86K
|
|
|
Nov 14, 2023
Q3 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-175- 1.53% |
$3.48K - $6.27K
|
11.3K
$644K
|
|
|
Dec 19, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-426- 0.87% |
$8.46K - $15.3K
|
48.8K
$2.79M
|
|
|
Nov 15, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-426- 0.87% |
$8.46K - $15.3K
|
48.8K
$2.79M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-589- 81.92% |
$11.7K - $21.1K
|
130
$7.43K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-684- 2.96% |
$13.6K - $24.5K
|
22.4K
$1.28M
|