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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1.48K+ 3.09% |
$73.4K - $92.3K
|
49.3K
$4.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
27+ 27.27% |
$1.34K - $1.69K
|
126
$11.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
425+ 2.97% |
$21.1K - $26.6K
|
14.7K
$1.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
227+ 0.79% |
$11.3K - $14.2K
|
28.9K
$2.62M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
31.2KNew |
$1.55M - $1.95M
|
31.2K
$2.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.1K- 12.25% |
$303K - $381K
|
43.7K
$3.95M
|
|
|
Oct 28, 2024
Q3 2024
|
Australian Super Pty LTD
|
SELL
|
- |
-1.67K- 7.33% |
$83.1K - $104K
|
21.1K
$1.91M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
398+ 12.58% |
$19.8K - $24.9K
|
3.56K
$322K
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
CALL |
3.8KNew |
$189K - $238K
|
3.8K
$344K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.37K+ 27.56% |
$68K - $85.5K
|
6.33K
$573K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-154- 4.07% |
$7.66K - $9.63K
|
3.63K
$328K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-23.1K- 17.46% |
$1.15M - $1.44M
|
109K
$9.88M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.85K+ 230.89% |
$191K - $241K
|
5.52K
$499K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
750New |
$37.3K - $46.9K
|
750
$67.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.27K+ 41.69% |
$63.2K - $79.5K
|
4.32K
$391K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.98KNew |
$297K - $374K
|
5.98K
$540K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.26K- 12.85% |
$62.6K - $78.7K
|
8.54K
$772K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
7New |
$348 - $438
|
7
$633
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.25KNew |
$162K - $203K
|
3.25K
$294K
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
11KNew |
$547K - $688K
|
11K
$995K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-4- 7.84% |
$199 - $250
|
47
$4.25K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-29- 93.55% |
$1.44K - $1.81K
|
2
$181
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.56K+ 51.07% |
$127K - $160K
|
7.57K
$684K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-13.1K- 26.94% |
$652K - $820K
|
35.6K
$3.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
3.2K+ 2.5% |
$159K - $200K
|
131K
$11.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
130+ 1.15% |
$6.46K - $8.13K
|
11.5K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3- 0.05% |
$149 - $188
|
5.55K
$502K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-164- 2.4% |
$8.16K - $10.3K
|
6.68K
$604K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.27K- 52.3% |
$212K - $267K
|
3.9K
$352K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-45- 41.67% |
$2.24K - $2.81K
|
63
$5.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 0.9% |
$249 - $313
|
563
$50.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
24.2KNew |
$1.2M - $1.51M
|
24.2K
$2.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9.21KNew |
$458K - $576K
|
9.21K
$833K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
CALL |
4KNew |
$199K - $250K
|
4K
$362K
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
5.89KNew |
$293K - $368K
|
5.89K
$533K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
155+ 1.99% |
$7.71K - $9.69K
|
7.95K
$718K
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
22.7K+ 67.76% |
$1.13M - $1.42M
|
56.2K
$5.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.49KNew |
$174K - $218K
|
3.49K
$316K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-961- 4.17% |
$47.8K - $60.1K
|
22.1K
$1.99M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.28K+ 117.65% |
$63.7K - $80K
|
2.37K
$214K
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-373K- 60.33% |
$18.5M - $23.3M
|
245K
$22.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
413+ 13.53% |
$20.5K - $25.8K
|
3.47K
$313K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.45K- 7.0% |
$72.3K - $90.9K
|
19.3K
$1.75M
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
3KNew |
$149K - $188K
|
3K
$271K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-96- 11.44% |
$4.77K - $6K
|
743
$67.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-7.3K- 5.45% |
$363K - $457K
|
127K
$11.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-740- 9.6% |
$36.8K - $46.3K
|
6.97K
$630K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-30- 23.62% |
$1.49K - $1.88K
|
97
$8.77K
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
40K+ 312.28% |
$1.99M - $2.5M
|
52.9K
$4.78M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.18K- 3.94% |
$58.8K - $74K
|
28.8K
$2.61M
|