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 |
---|---|---|---|---|---|---|---|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.03K- 59.0% |
$250K - $315K
|
3.5K
$330K
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.1KNew |
$505K - $635K
|
10.1K
$958K
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-1.21KClosed |
$59.9K - $75.3K
|
0
$0
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
819New |
$40.7K - $51.2K
|
819
$77.3K
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
161+ 3.78% |
$8.01K - $10.1K
|
4.42K
$417K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-165- 4.84% |
$8.21K - $10.3K
|
3.25K
$307K
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
204New |
$10.1K - $12.8K
|
204
$19.3K
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2.59K- 11.0% |
$129K - $162K
|
21K
$1.98M
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
558+ 5.5% |
$27.7K - $34.9K
|
10.7K
$1.01M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.54K+ 60.54% |
$226K - $284K
|
12K
$1.14M
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
48KNew |
$2.38M - $3M
|
48K
$4.53M
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
13.6K+ 10.07% |
$676K - $850K
|
149K
$14M
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-491- 0.63% |
$24.4K - $30.7K
|
77K
$7.27M
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-4.49K- 1.51% |
$223K - $281K
|
292K
$27.6M
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
12+ 5.91% |
$597 - $750
|
215
$20.3K
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-19- 0.46% |
$945 - $1.19K
|
4.1K
$387K
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-44- 1.34% |
$2.19K - $2.75K
|
3.23K
$305K
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
37.3KNew |
$1.85M - $2.33M
|
37.3K
$3.52M
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
166K+ 31.88% |
$8.27M - $10.4M
|
688K
$65M
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
14K+ 4.67% |
$695K - $873K
|
313K
$29.6M
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-92.6K- 40.35% |
$4.6M - $5.79M
|
137K
$12.9M
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
43.4KNew |
$2.16M - $2.71M
|
43.4K
$4.1M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
209K+ 14.4% |
$10.4M - $13.1M
|
1.66M
$157M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.9K+ 38.11% |
$144K - $181K
|
10.5K
$993K
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
547+ 6.89% |
$27.2K - $34.2K
|
8.49K
$801K
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
56.1K+ 44.0% |
$2.79M - $3.51M
|
184K
$17.3M
|
|
Nov 14, 2024
Q3 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-210K- 95.8% |
$10.5M - $13.1M
|
9.22K
$871K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-67.6K- 6.76% |
$3.36M - $4.23M
|
933K
$88.1M
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
PUT |
-500- 14.71% |
$24.9K - $31.3K
|
2.9K
$274K
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
509+ 1.42% |
$25.3K - $31.8K
|
36.3K
$3.42M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
14.8K+ 45.85% |
$736K - $926K
|
47.1K
$4.45M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-32.8K- 85.93% |
$1.63M - $2.05M
|
5.37K
$507K
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
445KNew |
$22.1M - $27.8M
|
445K
$42M
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-65- 0.4% |
$3.23K - $4.06K
|
16.2K
$1.53M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
249K+ 48.82% |
$12.4M - $15.6M
|
758K
$71.6M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
PUT |
138K+ 182.28% |
$6.85M - $8.62M
|
213K
$20.1M
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-2.09K- 1.84% |
$104K - $130K
|
111K
$10.5M
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
30.2K+ 17.07% |
$1.5M - $1.89M
|
207K
$19.6M
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-166K- 23.56% |
$8.26M - $10.4M
|
539K
$50.8M
|
|
Nov 14, 2024
Q3 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
14.4K+ 45.32% |
$717K - $902K
|
46.3K
$4.37M
|
|
Nov 14, 2024
Q3 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
3.47K+ 4.5% |
$172K - $217K
|
80.5K
$7.6M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.43K- 0.52% |
$121K - $152K
|
464K
$43.8M
|
|
Nov 14, 2024
Q3 2024
|
Ardmore Road Asset Management LP
New York, NY |
BUY
|
- |
100KNew |
$4.97M - $6.25M
|
100K
$9.44M
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.44K- 1.39% |
$370K - $465K
|
529K
$49.9M
|
|
Nov 14, 2024
Q3 2024
|
Tairen Capital LTD
Grand Cayman, E9 |
BUY
|
- |
3.7KNew |
$184K - $231K
|
3.7K
$349K
|
|
Nov 14, 2024
Q3 2024
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
120KNew |
$5.97M - $7.5M
|
120K
$11.3M
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
121K+ 2.3% |
$6M - $7.55M
|
5.37M
$507M
|
|
Nov 14, 2024
Q3 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-19.9K- 17.78% |
$991K - $1.25M
|
92.2K
$8.71M
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
14.3KNew |
$709K - $892K
|
14.3K
$1.35M
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
189K+ 15.12% |
$9.39M - $11.8M
|
1.44M
$136M
|