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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
61+ 1.79% |
$4.56K - $5.96K
|
3.48K
$270K
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
SELL
|
- |
-5.09K- 47.94% |
$380K - $497K
|
5.52K
$429K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
857+ 33.18% |
$64K - $83.7K
|
3.44K
$267K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-4- 18.18% |
$299 - $391
|
18
$1.4K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-58.4K- 29.09% |
$4.36M - $5.7M
|
142K
$11M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-1.46K- 10.47% |
$109K - $143K
|
12.5K
$968K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-10- 0.31% |
$747 - $977
|
3.25K
$252K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.08K+ 6.46% |
$80.5K - $105K
|
17.8K
$1.38M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
13+ 0.17% |
$971 - $1.27K
|
7.48K
$581K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.23K- 4.43% |
$167K - $218K
|
48.1K
$3.73M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.04M+ 809.61% |
$77.6M - $102M
|
1.17M
$90.6M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
302+ 6.29% |
$22.6K - $29.5K
|
5.11K
$396K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-830- 9.39% |
$62K - $81.1K
|
8.01K
$621K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
10.6K+ 2.55% |
$795K - $1.04M
|
427K
$33.2M
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
5.9KNew |
$441K - $576K
|
5.9K
$458K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-3.55K- 41.65% |
$265K - $347K
|
4.97K
$386K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-1.83K- 1.55% |
$137K - $179K
|
117K
$9.06M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1.25KNew |
$93.4K - $122K
|
1.25K
$97K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-886- 2.97% |
$66.2K - $86.6K
|
28.9K
$2.25M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-209- 4.26% |
$15.6K - $20.4K
|
4.7K
$365K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
BUY
|
- |
125+ 1.49% |
$9.34K - $12.2K
|
8.49K
$659K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-62- 0.27% |
$4.63K - $6.06K
|
23.3K
$1.81M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
342+ 7.44% |
$25.5K - $33.4K
|
4.94K
$383K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.85K+ 242.05% |
$661K - $864K
|
12.5K
$970K
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
16.4KNew |
$1.23M - $1.6M
|
16.4K
$1.27M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-50- 0.96% |
$3.74K - $4.89K
|
5.13K
$398K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
69+ 2.65% |
$5.15K - $6.74K
|
2.67K
$208K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-869- 24.77% |
$64.9K - $84.9K
|
2.64K
$205K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
539+ 6.48% |
$40.3K - $52.7K
|
8.86K
$688K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
18.7K+ 351.32% |
$1.4M - $1.83M
|
24K
$1.86M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-62- 2.22% |
$4.63K - $6.06K
|
2.74K
$212K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-16- 8.0% |
$1.2K - $1.56K
|
184
$14.3K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
807+ 148.35% |
$60.3K - $78.8K
|
1.35K
$105K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-223- 0.1% |
$16.7K - $21.8K
|
215K
$16.7M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
330+ 0.51% |
$24.7K - $32.2K
|
65.3K
$5.07M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 100.0% |
$74.7 - $97.7
|
2
$155
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
47K+ 113.92% |
$3.51M - $4.59M
|
88.2K
$6.84M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
353K+ 148.8% |
$26.4M - $34.5M
|
591K
$45.9M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
215+ 23.07% |
$16.1K - $21K
|
1.15K
$89K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-86- 2.28% |
$6.42K - $8.4K
|
3.69K
$286K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-665- 7.15% |
$49.7K - $65K
|
8.64K
$670K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
25K+ 16459.21% |
$1.87M - $2.44M
|
25.2K
$1.95M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
811+ 485.63% |
$60.6K - $79.2K
|
978
$75.9K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
525K+ 250.98% |
$39.2M - $51.3M
|
735K
$57M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
141+ 5.61% |
$10.5K - $13.8K
|
2.66K
$206K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7+ 0.08% |
$523 - $684
|
8.61K
$668K
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
519K+ 362.23% |
$38.8M - $50.7M
|
663K
$51.4M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-764- 0.31% |
$57.1K - $74.6K
|
248K
$19.2M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.24K- 3.02% |
$242K - $317K
|
104K
$8.07M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-578- 0.98% |
$43.2K - $56.5K
|
58.4K
$4.53M
|