Latest Institutional Transactions on Docusign, Inc. (DOCU)
This table provides information on the latest institutional transactions involving Docusign, Inc. (DOCU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-750- 11.4% |
$56K - $73.3K
|
5.83K
$474K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-950- 12.8% |
$71K - $92.8K
|
6.47K
$527K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-227- 7.05% |
$17K - $22.2K
|
2.99K
$244K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-4- 0.44% |
$299 - $391
|
895
$72.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-1- 2.33% |
$74.7 - $97.7
|
42
$3.42K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1+ 11.11% |
$74.7 - $97.7
|
10
$814
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-7- 5.15% |
$523 - $684
|
129
$10.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-135- 1.11% |
$10.1K - $13.2K
|
12K
$980K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
350+ 22.29% |
$26.1K - $34.2K
|
1.92K
$156K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
3.9K+ 4.85% |
$292K - $381K
|
84.3K
$6.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
SELL
|
- |
-2.71K- 16.73% |
$203K - $265K
|
13.5K
$1.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-542- 7.03% |
$40.5K - $53K
|
7.17K
$584K
|
|
|
Apr 09, 2025
Q1 2025
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-94- 0.89% |
$7.02K - $9.18K
|
10.5K
$855K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
66New |
$4.93K - $6.45K
|
66
$5.37K
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-238- 1.14% |
$17.8K - $23.3K
|
20.7K
$1.69M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-184- 0.99% |
$13.7K - $18K
|
18.3K
$1.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.37KNew |
$251K - $329K
|
3.37K
$274K
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
4.34KNew |
$324K - $424K
|
4.34K
$353K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
21+ 0.36% |
$1.57K - $2.05K
|
5.8K
$472K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-6.21K- 1.02% |
$464K - $607K
|
602K
$49M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8- 66.67% |
$598 - $782
|
4
$326
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
286K+ 35572.1% |
$21.3M - $27.9M
|
286K
$23.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.99K+ 71.8% |
$149K - $195K
|
4.76K
$388K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
44+ 2200.0% |
$3.29K - $4.3K
|
46
$3.74K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-30- 15.08% |
$2.24K - $2.93K
|
169
$13.8K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.57K+ 126.34% |
$192K - $251K
|
4.61K
$375K
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
416+ 13.04% |
$31.1K - $40.6K
|
3.61K
$294K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
274+ 153.07% |
$20.5K - $26.8K
|
453
$36.9K
|
|
| Q4 2024 | |||||||
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
7.22KNew |
$444K - $773K
|
7.22K
$588K
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-7.89K- 67.67% |
$485K - $845K
|
3.77K
$307K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
56New |
$3.44K - $5.99K
|
56
$4.56K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.72KNew |
$105K - $184K
|
1.72K
$140K
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
19.1KNew |
$1.17M - $2.05M
|
19.1K
$1.56M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.58K+ 17.65% |
$159K - $276K
|
17.2K
$1.4M
|
|
|
Mar 12, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
69+ 1.31% |
$4.24K - $7.38K
|
5.32K
$433K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-108- 1.99% |
$6.63K - $11.6K
|
5.33K
$434K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
422New |
$25.9K - $45.1K
|
422
$34.4K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.71K- 17.0% |
$105K - $183K
|
8.36K
$680K
|
|
|
Mar 04, 2025
Q4 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
21.7K+ 382.58% |
$1.34M - $2.33M
|
27.4K
$2.23M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
161KNew |
$9.88M - $17.2M
|
161K
$13.1M
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
3.47KNew |
$213K - $371K
|
3.47K
$283K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
215New |
$13.2K - $23K
|
215
$17.5K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-752- 21.5% |
$46.2K - $80.5K
|
2.75K
$223K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-361- 9.4% |
$22.2K - $38.6K
|
3.48K
$283K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-250- 2.98% |
$15.4K - $26.7K
|
8.14K
$662K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
722New |
$44.3K - $77.2K
|
722
$58.8K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.55K- 23.42% |
$95.3K - $166K
|
5.08K
$413K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
91New |
$5.59K - $9.74K
|
91
$7.41K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.46KNew |
$151K - $263K
|
2.46K
$200K
|
|