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 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.53% |
$22.4K - $29.3K
|
56.6K
$4.39M
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
2.86KNew |
$214K - $279K
|
2.86K
$222K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-140- 3.87% |
$10.5K - $13.7K
|
3.48K
$270K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
5+ 8.93% |
$374 - $489
|
61
$4.73K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-770- 3.1% |
$57.5K - $75.2K
|
24K
$1.87M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
22New |
$1.64K - $2.15K
|
22
$1.71K
|
|
|
May 01, 2025
Q1 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-4.2K- 23.89% |
$313K - $410K
|
13.4K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
38+ 41.76% |
$2.84K - $3.71K
|
129
$10K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-5.23K- 24.58% |
$391K - $511K
|
16.1K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.12K- 23.24% |
$83.7K - $109K
|
3.7K
$287K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.59K- 37.09% |
$193K - $253K
|
4.39K
$341K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-22.3K- 67.55% |
$1.66M - $2.18M
|
10.7K
$831K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-585- 5.97% |
$43.7K - $57.2K
|
9.22K
$715K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-964- 8.89% |
$72K - $94.2K
|
9.88K
$767K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-4.87K- 13.69% |
$364K - $476K
|
30.7K
$2.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
314+ 11.1% |
$23.5K - $30.7K
|
3.14K
$244K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
115+ 19.17% |
$8.59K - $11.2K
|
715
$55.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
398+ 2.94% |
$29.7K - $38.9K
|
13.9K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-9.13K- 32.44% |
$682K - $892K
|
19K
$1.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.89KNew |
$216K - $282K
|
2.89K
$224K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-402- 93.93% |
$30K - $39.3K
|
26
$2.02K
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
161+ 0.35% |
$12K - $15.7K
|
46K
$3.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.14K- 13.12% |
$84.8K - $111K
|
7.51K
$583K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-128- 13.1% |
$9.56K - $12.5K
|
849
$65.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
4.31KNew |
$322K - $421K
|
4.31K
$335K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.7K+ 10.61% |
$799K - $1.04M
|
112K
$8.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
327+ 7.0% |
$24.4K - $31.9K
|
5K
$388K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
300+ 0.57% |
$22.4K - $29.3K
|
53.2K
$4.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
538+ 1.04% |
$40.2K - $52.6K
|
52.2K
$4.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
12New |
$896 - $1.17K
|
12
$931
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-53- 24.65% |
$3.96K - $5.18K
|
162
$12.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
90.3K+ 66884.44% |
$6.74M - $8.82M
|
90.4K
$7.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
69+ 0.49% |
$5.15K - $6.74K
|
14.1K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.6KNew |
$567K - $742K
|
7.6K
$590K
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-3.34K- 4.07% |
$249K - $326K
|
78.7K
$6.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.85K+ 70.45% |
$138K - $181K
|
4.48K
$348K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
42New |
$3.14K - $4.1K
|
42
$3.26K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.82K- 1.57% |
$211K - $276K
|
177K
$13.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
514+ 4.67% |
$38.4K - $50.2K
|
11.5K
$893K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
3.51KNew |
$262K - $343K
|
3.51K
$272K
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
17.5KNew |
$1.31M - $1.71M
|
17.5K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
106New |
$7.92K - $10.4K
|
106
$8.23K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
15+ 0.12% |
$1.12K - $1.47K
|
12.8K
$997K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.08KNew |
$156K - $204K
|
2.08K
$162K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
21+ 8.68% |
$1.57K - $2.05K
|
263
$20.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
3.52KNew |
$263K - $344K
|
3.52K
$273K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.14K- 14.27% |
$84.9K - $111K
|
6.83K
$530K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
85New |
$6.35K - $8.3K
|
85
$6.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
162+ 31.46% |
$12.1K - $15.8K
|
677
$52.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
13New |
$971 - $1.27K
|
13
$1.01K
|