Purchases and Sales Made in Q4 2023 in Doximity, Inc. (DOCS)
This table provides information about the institutional ownership of Doximity, Inc. (DOCS) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.56KNew |
$31.7K - $44.2K
|
1.56K
$83.4K
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.47KNew |
$29.9K - $41.8K
|
1.47K
$78.8K
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.37K+ 2.81% |
$27.9K - $39K
|
50.2K
$2.69M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
953New |
$19.4K - $27.1K
|
953
$51K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
824New |
$16.8K - $23.4K
|
824
$44.1K
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
801+ 2.57% |
$16.3K - $22.8K
|
32K
$1.71M
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
793+ 1.98% |
$16.1K - $22.5K
|
40.8K
$2.18M
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
656+ 2.58% |
$13.3K - $18.6K
|
26.1K
$1.4M
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
592New |
$12K - $16.8K
|
592
$31.7K
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
563New |
$11.4K - $16K
|
563
$30.1K
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
547+ 1.86% |
$11.1K - $15.5K
|
30K
$1.61M
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
547+ 258.02% |
$11.1K - $15.5K
|
759
$40.6K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
524+ 111.25% |
$10.7K - $14.9K
|
995
$53.3K
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
520+ 0.99% |
$10.6K - $14.8K
|
53.1K
$2.84M
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
473+ 16.73% |
$9.62K - $13.4K
|
3.3K
$177K
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
425New |
$8.64K - $12.1K
|
425
$22.8K
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
414+ 0.21% |
$8.42K - $11.8K
|
194K
$10.4M
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
358+ 7.19% |
$7.28K - $10.2K
|
5.34K
$286K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
322New |
$6.55K - $9.15K
|
322
$17.2K
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
282+ 3.8% |
$5.73K - $8.01K
|
7.7K
$412K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
267New |
$5.43K - $7.59K
|
267
$14.3K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
260New |
$5.29K - $7.39K
|
260
$13.9K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
250New |
$5.08K - $7.11K
|
250
$13.4K
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
239+ 0.24% |
$4.86K - $6.79K
|
99.8K
$5.34M
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
205New |
$4.17K - $5.83K
|
205
$11K
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
200+ 33.33% |
$4.07K - $5.68K
|
800
$42.8K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
191New |
$3.88K - $5.43K
|
191
$10.2K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
183+ 457.5% |
$3.72K - $5.2K
|
223
$11.9K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
166+ 38.97% |
$3.37K - $4.72K
|
592
$31.7K
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
160+ 271.19% |
$3.25K - $4.55K
|
219
$11.7K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
155New |
$3.15K - $4.41K
|
155
$8.3K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
146New |
$2.97K - $4.15K
|
146
$7.82K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
123+ 64.06% |
$2.5K - $3.5K
|
315
$16.9K
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
108New |
$2.2K - $3.07K
|
108
$5.78K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
105+ 147.89% |
$2.13K - $2.98K
|
176
$9.42K
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
105+ 0.54% |
$2.13K - $2.98K
|
19.6K
$1.05M
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
105+ 38.46% |
$2.13K - $2.98K
|
378
$20.2K
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
100New |
$2.03K - $2.84K
|
100
$5.35K
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.1% |
$2.03K - $2.84K
|
100K
$5.36M
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
83+ 13.95% |
$1.69K - $2.36K
|
678
$36.3K
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
79+ 171.74% |
$1.61K - $2.25K
|
125
$6.69K
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
58+ 0.06% |
$1.18K - $1.65K
|
89.9K
$4.81M
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
58New |
$1.18K - $1.65K
|
58
$3.11K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
51New |
$1.04K - $1.45K
|
51
$2.73K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
51+ 170.0% |
$1.04K - $1.45K
|
81
$4.34K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
41New |
$834 - $1.17K
|
41
$2.2K
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
25New |
$508 - $711
|
25
$1.34K
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
22New |
$447 - $625
|
22
$1.18K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
22+ 33.85% |
$447 - $625
|
87
$4.66K
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
20+ 80.0% |
$407 - $568
|
45
$2.41K
|