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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.49KNew |
$153K - $267K
|
2.49K
$203K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
71.7KNew |
$4.4M - $7.67M
|
71.7K
$5.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
320K+ 219.3% |
$19.7M - $34.3M
|
466K
$38M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-957- 27.61% |
$58.8K - $102K
|
2.51K
$204K
|
|
|
Jan 27, 2025
Q4 2024
|
Wt Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
17KNew |
$1.05M - $1.82M
|
17K
$1.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-500- 2.91% |
$30.7K - $53.5K
|
16.7K
$1.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
791+ 15.26% |
$48.6K - $84.6K
|
5.97K
$486K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-659- 14.92% |
$40.5K - $70.5K
|
3.76K
$306K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
4New |
$246 - $428
|
4
$326
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
19.3K+ 494.22% |
$1.18M - $2.06M
|
23.1K
$1.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
3.02KNew |
$185K - $323K
|
3.02K
$246K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
28New |
$1.72K - $3K
|
28
$2.28K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-569- 6.67% |
$34.9K - $60.9K
|
7.97K
$649K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.13KNew |
$131K - $228K
|
2.13K
$174K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.46KNew |
$151K - $263K
|
2.46K
$200K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
12.9KNew |
$791K - $1.38M
|
12.9K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
190+ 2.68% |
$11.7K - $20.3K
|
7.27K
$592K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.36K+ 11.89% |
$83.7K - $146K
|
12.8K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
26+ 0.77% |
$1.6K - $2.78K
|
3.42K
$278K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
115New |
$7.06K - $12.3K
|
115
$9.36K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
889+ 22.71% |
$54.6K - $95.1K
|
4.8K
$391K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
38+ 0.25% |
$2.33K - $4.07K
|
15K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
24+ 38.1% |
$1.47K - $2.57K
|
87
$7.08K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
22New |
$1.35K - $2.35K
|
22
$1.79K
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-27.6K- 24.88% |
$1.7M - $2.96M
|
83.5K
$6.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
BUY
|
CALL |
200New |
$12.3K - $21.4K
|
200
$16.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-631- 18.1% |
$38.8K - $67.5K
|
2.86K
$232K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
76+ 0.43% |
$4.67K - $8.13K
|
17.6K
$1.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
143KNew |
$8.81M - $15.3M
|
143K
$11.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
2.87KNew |
$176K - $307K
|
2.87K
$234K
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-8.8K- 15.67% |
$541K - $942K
|
47.4K
$3.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
600New |
$36.9K - $64.2K
|
600
$48.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
173+ 1330.77% |
$10.6K - $18.5K
|
186
$15.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
200New |
$12.3K - $21.4K
|
200
$16.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-26.8K- 20.43% |
$1.65M - $2.87M
|
104K
$8.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-16- 5.86% |
$983 - $1.71K
|
257
$20.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
165KNew |
$10.1M - $17.7M
|
165K
$13.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-6.15K- 50.58% |
$378K - $658K
|
6.01K
$489K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-656- 15.75% |
$40.3K - $70.2K
|
3.51K
$286K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
109+ 2.39% |
$6.69K - $11.7K
|
4.67K
$380K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
23New |
$1.41K - $2.46K
|
23
$1.87K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-37- 0.49% |
$2.27K - $3.96K
|
7.47K
$608K
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
100New |
$6.14K - $10.7K
|
100
$8.14K
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
32.2K+ 25.44% |
$1.98M - $3.45M
|
159K
$12.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
7.77K+ 70.64% |
$477K - $831K
|
18.8K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
74.7KNew |
$4.59M - $7.99M
|
74.7K
$6.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2.46KNew |
$151K - $263K
|
2.46K
$200K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
844+ 16.4% |
$51.8K - $90.3K
|
5.99K
$488K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
14New |
$860 - $1.5K
|
14
$1.14K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
15New |
$921 - $1.6K
|
15
$1.22K
|