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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
44+ 0.52% |
$2.24K - $2.69K
|
8.49K
$767K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-32K- 84.29% |
$1.63M - $1.96M
|
5.96K
$539K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.22K- 91.39% |
$62K - $74.6K
|
115
$10.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-36.3K- 90.33% |
$1.85M - $2.22M
|
3.89K
$352K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
30New |
$1.53K - $1.83K
|
30
$2.71K
|
|
|
Jul 31, 2024
Q2 2024
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-7.04K- 67.33% |
$358K - $430K
|
3.42K
$309K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-131- 54.81% |
$6.66K - $8.01K
|
108
$9.77K
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
900New |
$45.8K - $55K
|
900
$81.4K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
22+ 0.22% |
$1.12K - $1.34K
|
10.1K
$914K
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-375- 4.69% |
$19.1K - $22.9K
|
7.62K
$689K
|
|
|
Jul 30, 2024
Q2 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.05K+ 3.02% |
$53.6K - $64.4K
|
35.9K
$3.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
27+ 3.94% |
$1.37K - $1.65K
|
712
$64.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
14.6KNew |
$744K - $894K
|
14.6K
$1.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
100New |
$5.08K - $6.11K
|
100
$9.04K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
337New |
$17.1K - $20.6K
|
337
$30.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-2K- 2.43% |
$102K - $122K
|
80.4K
$7.27M
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.23K- 6.28% |
$62.3K - $74.9K
|
18.3K
$1.65M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
557New |
$28.3K - $34K
|
557
$50.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
10+ 1.41% |
$508 - $611
|
721
$65.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
171New |
$8.69K - $10.5K
|
171
$15.5K
|
|
|
Jul 24, 2024
Q2 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
223+ 1.21% |
$11.3K - $13.6K
|
18.7K
$1.69M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-188- 44.76% |
$9.56K - $11.5K
|
232
$21K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
300+ 139.53% |
$15.3K - $18.3K
|
515
$46.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
25+ 0.73% |
$1.27K - $1.53K
|
3.47K
$314K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
1New |
$50.8 - $61.1
|
1
$90.4
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
174+ 4.72% |
$8.85K - $10.6K
|
3.86K
$349K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
126New |
$6.41K - $7.7K
|
126
$11.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2+ 0.2% |
$102 - $122
|
1.01K
$91.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Fcf Advisors LLC
|
BUY
|
- |
11.3K+ 39.9% |
$574K - $690K
|
39.6K
$3.58M
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
400+ 14.29% |
$20.3K - $24.5K
|
3.2K
$289K
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
BUY
|
CALL |
100+ 9.09% |
$5.08K - $6.11K
|
1.2K
$109K
|
|
|
Jul 18, 2024
Q2 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-2.62K- 11.28% |
$133K - $160K
|
20.6K
$1.86M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-12- 23.08% |
$610 - $734
|
40
$3.62K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
28+ 19.86% |
$1.42K - $1.71K
|
169
$15.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-8.1KClosed |
$412K - $495K
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
4New |
$203 - $245
|
4
$362
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
141New |
$7.17K - $8.62K
|
141
$12.7K
|
|
|
Jul 11, 2024
Q2 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
4.75KNew |
$242K - $290K
|
4.75K
$430K
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-95- 89.62% |
$4.83K - $5.81K
|
11
$995
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-108- 2.34% |
$5.49K - $6.6K
|
4.51K
$408K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 10.01% |
$5.08K - $6.11K
|
899
$81.3K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-7- 2.05% |
$356 - $428
|
334
$30.2K
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-75.7K- 36.28% |
$3.78M - $4.81M
|
133K
$12M
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-100- 33.33% |
$5K - $6.36K
|
200
$18.1K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
5.16KNew |
$258K - $328K
|
5.16K
$467K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-135- 6.56% |
$6.75K - $8.58K
|
1.92K
$174K
|
|
|
Jul 01, 2024
Q1 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-38- 10.92% |
$1.9K - $2.41K
|
310
$28K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
15+ 0.18% |
$750 - $953
|
8.39K
$758K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
275New |
$13.7K - $17.5K
|
275
$24.9K
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-552- 11.92% |
$27.6K - $35.1K
|
4.08K
$369K
|
|