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 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-10.8K- 3.83% |
$535K - $672K
|
270K
$24.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-22- 0.5% |
$1.09K - $1.38K
|
4.37K
$395K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-134- 0.89% |
$6.66K - $8.38K
|
14.9K
$1.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-3.19K- 24.04% |
$159K - $199K
|
10.1K
$911K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1- 50.0% |
$49.7 - $62.5
|
1
$90.4
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.18K- 3.03% |
$58.4K - $73.5K
|
37.5K
$3.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.36K+ 4530.0% |
$67.6K - $85K
|
1.39K
$126K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-67- 0.73% |
$3.33K - $4.19K
|
9.11K
$824K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-500- 35.89% |
$24.9K - $31.3K
|
893
$80.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-116- 7.16% |
$5.77K - $7.25K
|
1.5K
$136K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.91K- 51.24% |
$244K - $307K
|
4.67K
$423K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.85K- 4.93% |
$191K - $241K
|
74.2K
$6.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23.3K+ 16.26% |
$1.16M - $1.46M
|
166K
$15M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
19+ 19.0% |
$945 - $1.19K
|
119
$10.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-14.1K- 6.78% |
$699K - $879K
|
193K
$17.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-24.2K- 17.71% |
$1.21M - $1.52M
|
113K
$10.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
350New |
$17.4K - $21.9K
|
350
$31.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
16New |
$796 - $1K
|
16
$1.45K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-28- 17.95% |
$1.39K - $1.75K
|
128
$11.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1New |
$49.7 - $62.5
|
1
$90.4
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
101K+ 2194.57% |
$5.03M - $6.32M
|
106K
$9.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-385- 5.44% |
$19.1K - $24.1K
|
6.69K
$605K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.74K- 29.51% |
$86.7K - $109K
|
4.16K
$377K
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
201+ 4.61% |
$10K - $12.6K
|
4.56K
$412K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
157+ 0.9% |
$7.81K - $9.82K
|
17.5K
$1.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-225- 91.46% |
$11.2K - $14.1K
|
21
$1.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.34K+ 3.34% |
$66.7K - $83.9K
|
41.4K
$3.75M
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
101+ 0.76% |
$5.02K - $6.32K
|
13.4K
$1.21M
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
15.6K+ 16.36% |
$777K - $977K
|
111K
$10M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
15New |
$746 - $938
|
15
$1.36K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.66K+ 21.31% |
$132K - $167K
|
15.2K
$1.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.38K+ 1355.88% |
$68.8K - $86.5K
|
1.49K
$134K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
2+ 0.02% |
$99.5 - $125
|
10.5K
$954K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
8.34K+ 47.88% |
$414K - $521K
|
25.7K
$2.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.33KNew |
$216K - $271K
|
4.33K
$392K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
172+ 6.04% |
$8.55K - $10.8K
|
3.02K
$273K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
9New |
$448 - $563
|
9
$814
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-406- 3.78% |
$20.2K - $25.4K
|
10.3K
$934K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7- 58.33% |
$348 - $438
|
5
$452
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
74+ 13.45% |
$3.68K - $4.63K
|
624
$56.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
75+ 50.0% |
$3.73K - $4.69K
|
225
$20.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
15New |
$746 - $938
|
15
$1.36K
|
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-9.93K- 99.32% |
$494K - $621K
|
68
$6.15K
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.02K+ 5.19% |
$50.5K - $63.5K
|
20.6K
$1.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
366+ 53.12% |
$18.2K - $22.9K
|
1.06K
$95.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-7- 87.5% |
$348 - $438
|
1
$90.4
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.4K+ 4.92% |
$120K - $150K
|
51.2K
$4.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5K- 6.13% |
$249K - $313K
|
76.5K
$6.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-20- 71.43% |
$995 - $1.25K
|
8
$723
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-1- 2.27% |
$49.7 - $62.5
|
43
$3.89K
|