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 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-69- 56.56% |
$3.43K - $4.31K
|
53
$4.79K
|
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.99K- 33.25% |
$99K - $124K
|
4K
$361K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
42+ 0.06% |
$2.09K - $2.63K
|
67.4K
$6.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-2.62K- 1.73% |
$130K - $164K
|
148K
$13.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-177- 3.11% |
$8.8K - $11.1K
|
5.52K
$499K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
766+ 5.6% |
$38.1K - $47.9K
|
14.5K
$1.31M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
367+ 27.1% |
$18.3K - $22.9K
|
1.72K
$156K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-121- 92.37% |
$6.02K - $7.57K
|
10
$904
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1New |
$49.7 - $62.5
|
1
$90.4
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.2K+ 400.0% |
$59.7K - $75K
|
1.5K
$136K
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.96K+ 3.72% |
$147K - $185K
|
82.4K
$7.45M
|
|
|
Oct 10, 2024
Q3 2024
|
Bennett Selby Investments LP
|
SELL
|
- |
-821- 11.91% |
$40.8K - $51.3K
|
6.07K
$549K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.71K+ 2689.13% |
$185K - $232K
|
3.85K
$348K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-35- 43.75% |
$1.74K - $2.19K
|
45
$4.07K
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
14.7KNew |
$729K - $917K
|
14.7K
$1.33M
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-19- 4.29% |
$945 - $1.19K
|
424
$38.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-7.03K- 11.55% |
$350K - $440K
|
53.8K
$4.87M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
52+ 0.51% |
$2.59K - $3.25K
|
10.2K
$925K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
815+ 21.39% |
$40.5K - $51K
|
4.63K
$418K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
945+ 3.04% |
$47K - $59.1K
|
32K
$2.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
184+ 4.28% |
$9.15K - $11.5K
|
4.49K
$406K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
107+ 1.59% |
$5.32K - $6.69K
|
6.85K
$619K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
120+ 82.76% |
$5.97K - $7.5K
|
265
$24K
|
|
|
Oct 07, 2024
Q3 2024
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-599- 4.69% |
$29.8K - $37.5K
|
12.2K
$1.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-564- 97.75% |
$28K - $35.3K
|
13
$1.18K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-115K- 68.45% |
$5.74M - $7.22M
|
53.2K
$4.81M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-134- 40.24% |
$6.66K - $8.38K
|
199
$18K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-8.25K- 47.65% |
$410K - $516K
|
9.06K
$819K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.73KNew |
$185K - $233K
|
3.73K
$337K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-499- 97.84% |
$24.8K - $31.2K
|
11
$995
|
|
| Q2 2024 | |||||||
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-448- 2.63% |
$22.8K - $27.4K
|
16.6K
$1.5M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
25New |
$1.27K - $1.53K
|
25
$2.26K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-200- 25.0% |
$10.2K - $12.2K
|
600
$54.3K
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
5.25KNew |
$267K - $321K
|
5.25K
$475K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
9+ 4.17% |
$458 - $550
|
225
$20.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
34KNew |
$1.73M - $2.08M
|
34K
$3.07M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
40K+ 400.0% |
$2.03M - $2.45M
|
50K
$4.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-29.7K- 16.85% |
$1.51M - $1.82M
|
147K
$13.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-51- 31.68% |
$2.59K - $3.12K
|
110
$9.95K
|
|
|
Aug 14, 2024
Q2 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
35KNew |
$1.78M - $2.14M
|
35K
$3.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus Fund Advisers, LLC
Hartford, CT |
BUY
|
- |
45+ 7.0% |
$2.29K - $2.75K
|
688
$62.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
5KNew |
$254K - $306K
|
5K
$452K
|
|
|
Aug 14, 2024
Q2 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
304KNew |
$15.4M - $18.6M
|
304K
$27.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
91.2K+ 66.3% |
$4.64M - $5.57M
|
229K
$20.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
61.2K+ 33.78% |
$3.11M - $3.74M
|
242K
$21.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
23KNew |
$1.17M - $1.41M
|
23K
$2.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
50New |
$2.54K - $3.06K
|
50
$4.52K
|
|
|
Aug 14, 2024
Q2 2024
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
1.53K+ 11.09% |
$77.8K - $93.5K
|
15.3K
$1.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-13.7K- 60.59% |
$694K - $835K
|
8.88K
$803K
|
|
|
Aug 14, 2024
Q2 2024
|
Candlestick Capital Management LP
Greenwich, CT |
BUY
|
- |
827KNew |
$42M - $50.5M
|
827K
$74.8M
|
|