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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-38- 0.71% |
$2.84K - $3.71K
|
5.34K
$414K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
12+ 0.12% |
$896 - $1.17K
|
10.1K
$785K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
798+ 23.94% |
$59.6K - $78K
|
4.13K
$321K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
403+ 11.58% |
$30.1K - $39.4K
|
3.88K
$301K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
10+ 1000.0% |
$747 - $977
|
11
$854
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.77KNew |
$207K - $271K
|
2.77K
$215K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
428+ 61.14% |
$32K - $41.8K
|
1.13K
$87.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-911- 0.2% |
$68.1K - $89K
|
466K
$36.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
3.42KNew |
$255K - $334K
|
3.42K
$265K
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-213- 29.5% |
$15.9K - $20.8K
|
509
$39.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-741- 92.97% |
$55.4K - $72.4K
|
56
$4.35K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-392- 18.05% |
$29.3K - $38.3K
|
1.78K
$138K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-150- 1.98% |
$11.2K - $14.7K
|
7.44K
$577K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-15- 1.53% |
$1.12K - $1.47K
|
966
$75K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
51+ 2.06% |
$3.81K - $4.98K
|
2.53K
$196K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
219+ 7.63% |
$16.4K - $21.4K
|
3.09K
$240K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-780- 9.33% |
$58.3K - $76.2K
|
7.58K
$588K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-29.9K- 80.32% |
$2.23M - $2.92M
|
7.32K
$568K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3New |
$224 - $293
|
3
$233
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
212+ 7.02% |
$15.8K - $20.7K
|
3.23K
$251K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
6.09K+ 10.12% |
$455K - $595K
|
66.2K
$5.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-244K- 95.69% |
$18.2M - $23.8M
|
11K
$852K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-52- 1.42% |
$3.88K - $5.08K
|
3.6K
$280K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-2- 0.89% |
$149 - $195
|
223
$17.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.45K+ 58.5% |
$108K - $142K
|
3.93K
$305K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-81.1K- 92.63% |
$6.06M - $7.92M
|
6.45K
$501K
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
BUY
|
PUT |
1.5KNew |
$112K - $147K
|
1.5K
$116K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 10.0% |
$149 - $195
|
22
$1.71K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
26+ 15.38% |
$1.94K - $2.54K
|
195
$15.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
9.64KNew |
$720K - $941K
|
9.64K
$748K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
165+ 5.77% |
$12.3K - $16.1K
|
3.03K
$235K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.52K+ 34.95% |
$188K - $246K
|
9.72K
$754K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.43K+ 13.53% |
$107K - $140K
|
12K
$930K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
145+ 93.55% |
$10.8K - $14.2K
|
300
$23.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.81K- 2.52% |
$135K - $176K
|
69.9K
$5.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
19.8KNew |
$1.48M - $1.93M
|
19.8K
$1.54M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-750- 11.4% |
$56K - $73.3K
|
5.83K
$452K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-950- 12.8% |
$71K - $92.8K
|
6.47K
$503K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-227- 7.05% |
$17K - $22.2K
|
2.99K
$232K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-4- 0.44% |
$299 - $391
|
895
$69.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-1- 2.33% |
$74.7 - $97.7
|
42
$3.26K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1+ 11.11% |
$74.7 - $97.7
|
10
$776
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-542- 7.03% |
$40.5K - $53K
|
7.17K
$556K
|
|
|
Apr 09, 2025
Q1 2025
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-94- 0.89% |
$7.02K - $9.18K
|
10.5K
$815K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-184- 0.99% |
$13.7K - $18K
|
18.3K
$1.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.37KNew |
$251K - $329K
|
3.37K
$261K
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
4.34KNew |
$324K - $424K
|
4.34K
$336K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
21+ 0.36% |
$1.57K - $2.05K
|
5.8K
$450K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
44+ 2200.0% |
$3.29K - $4.3K
|
46
$3.57K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-30- 15.08% |
$2.24K - $2.93K
|
169
$13.1K
|