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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-925- 15.49% |
$56.8K - $99K
|
5.05K
$488K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
547KNew |
$33.6M - $58.5M
|
547K
$52.9M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-605- 0.8% |
$37.2K - $64.7K
|
75K
$7.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-717- 7.06% |
$44K - $76.7K
|
9.43K
$912K
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
2.57KNew |
$158K - $274K
|
2.57K
$248K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.68K+ 57.78% |
$165K - $287K
|
7.32K
$708K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.02K+ 13.99% |
$62.6K - $109K
|
8.31K
$804K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.17K- 44.45% |
$440K - $767K
|
8.96K
$867K
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
9.3KNew |
$571K - $995K
|
9.3K
$900K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.14K- 61.57% |
$254K - $443K
|
2.58K
$250K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
329New |
$20.2K - $35.2K
|
329
$31.8K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
139K+ 127.56% |
$8.56M - $14.9M
|
249K
$24M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
87New |
$5.34K - $9.31K
|
87
$8.42K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
3.28K+ 8.47% |
$202K - $351K
|
42.1K
$4.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.2K+ 113.55% |
$73.6K - $128K
|
2.25K
$218K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
2+ 40.0% |
$123 - $214
|
7
$677
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.57K+ 3.51% |
$158K - $274K
|
75.7K
$7.32M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-15- 0.5% |
$921 - $1.6K
|
3K
$291K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
50New |
$3.07K - $5.35K
|
50
$4.84K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.83KNew |
$174K - $303K
|
2.83K
$274K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.57K- 69.18% |
$96.5K - $168K
|
700
$67.7K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
167K+ 894.28% |
$10.3M - $17.9M
|
186K
$18M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
41.8KNew |
$2.57M - $4.47M
|
41.8K
$4.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
330K+ 118.76% |
$20.3M - $35.3M
|
608K
$58.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-711- 98.61% |
$43.7K - $76.1K
|
10
$967
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
5New |
$307 - $535
|
5
$484
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
234+ 31.49% |
$14.4K - $25K
|
977
$94.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.89K+ 52.39% |
$178K - $309K
|
8.41K
$813K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.36K+ 38.36% |
$83.5K - $146K
|
4.91K
$474K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
375+ 4.72% |
$23K - $40.1K
|
8.32K
$805K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
21+ 1050.0% |
$1.29K - $2.25K
|
23
$2.22K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-6- 1.38% |
$369 - $642
|
428
$41.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
59+ 1.06% |
$3.62K - $6.31K
|
5.61K
$543K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
94+ 1.41% |
$5.77K - $10.1K
|
6.78K
$655K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2.86KNew |
$176K - $306K
|
2.86K
$277K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2.45KNew |
$151K - $262K
|
2.45K
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
56.3KNew |
$3.46M - $6.02M
|
56.3K
$5.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
4.04KNew |
$248K - $432K
|
4.04K
$390K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.47KNew |
$213K - $371K
|
3.47K
$336K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-4.89K- 4.63% |
$301K - $524K
|
101K
$9.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
368+ 309.24% |
$22.6K - $39.4K
|
487
$47.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
51.9KNew |
$3.19M - $5.55M
|
51.9K
$5.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
533KNew |
$32.7M - $57M
|
533K
$51.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
31.1KNew |
$1.91M - $3.32M
|
31.1K
$3.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
10+ 13.7% |
$614 - $1.07K
|
83
$8.03K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
2.36KNew |
$145K - $253K
|
2.36K
$228K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-17- 15.74% |
$1.04K - $1.82K
|
91
$8.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-53.3K- 79.04% |
$3.27M - $5.7M
|
14.1K
$1.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.27K+ 3.06% |
$78K - $136K
|
42.7K
$4.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-17.6K- 3.7% |
$1.08M - $1.88M
|
458K
$44.3M
|