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 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
97New |
$3.98K - $5.26K
|
97
$8.77K
|
|
|
Oct 24, 2023
Q3 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-39- 0.45% |
$1.6K - $2.11K
|
8.72K
$789K
|
|
|
Oct 24, 2023
Q3 2023
|
Trellus Management Company, LLC
|
BUY
|
- |
5K+ 100.0% |
$205K - $271K
|
10K
$904K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
6New |
$246 - $325
|
6
$543
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-274- 4.49% |
$11.2K - $14.8K
|
5.83K
$527K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
22+ 100.0% |
$903 - $1.19K
|
44
$3.98K
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
859+ 15.84% |
$35.3K - $46.5K
|
6.28K
$568K
|
|
|
Oct 17, 2023
Q3 2023
|
Rheos Capital Works Inc.
|
SELL
|
- |
-5K- 9.77% |
$205K - $271K
|
46.2K
$4.18M
|
|
|
Oct 13, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
92.4KNew |
$3.79M - $5.01M
|
92.4K
$8.36M
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-37- 78.72% |
$1.52K - $2K
|
10
$904
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-14- 27.45% |
$575 - $759
|
37
$3.35K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
269New |
$11K - $14.6K
|
269
$24.3K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
20.8KNew |
$853K - $1.13M
|
20.8K
$1.88M
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-9- 0.18% |
$369 - $488
|
4.86K
$440K
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-1.43K- 18.9% |
$67.6K - $84.3K
|
6.12K
$553K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-48.8KClosed |
$2.31M - $2.89M
|
0
$0
|
|
|
Jun 03, 2024
Q2 2023
|
Hamilton Lane Advisors LLC
|
BUY
|
- |
14.6KNew |
$690K - $862K
|
14.6K
$1.32M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
52New |
$2.46K - $3.08K
|
52
$4.7K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.2K+ 1.59% |
$57K - $71.2K
|
77.1K
$6.97M
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-200- 66.67% |
$9.48K - $11.8K
|
100
$9.04K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
21New |
$995 - $1.24K
|
21
$1.9K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2New |
$94.8 - $118
|
2
$181
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.42M- 97.88% |
$67.2M - $83.9M
|
30.7K
$2.78M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
87New |
$4.12K - $5.15K
|
87
$7.87K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-49- 43.36% |
$2.32K - $2.9K
|
64
$5.79K
|
|
|
Aug 14, 2023
Q2 2023
|
Hood River Capital Management LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.19K+ 6.49% |
$56.2K - $70.2K
|
19.5K
$1.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
5.57KNew |
$264K - $329K
|
5.57K
$504K
|
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
300+ 2.46% |
$14.2K - $17.7K
|
12.5K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-10- 0.1% |
$474 - $592
|
10.1K
$914K
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-3.98K- 44.45% |
$189K - $236K
|
4.98K
$450K
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
PUT |
2.9KNew |
$137K - $172K
|
2.9K
$262K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
204New |
$9.67K - $12.1K
|
204
$18.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
14.4K+ 179.61% |
$683K - $852K
|
22.4K
$2.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
11K+ 122.22% |
$521K - $651K
|
20K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
20KNew |
$948K - $1.18M
|
20K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.5KNew |
$71.1K - $88.7K
|
1.5K
$136K
|
|
|
Aug 14, 2023
Q2 2023
|
Alta Park Capital, LP
San Francisco, CA |
SELL
|
- |
-25.7K- 26.86% |
$1.22M - $1.52M
|
70K
$6.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
29.1KNew |
$1.38M - $1.72M
|
29.1K
$2.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Candlestick Capital Management LP
Greenwich, CT |
BUY
|
PUT |
300KNew |
$14.2M - $17.7M
|
300K
$27.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
5.39KNew |
$256K - $319K
|
5.39K
$487K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
91+ 21.98% |
$4.31K - $5.38K
|
505
$45.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-69- 37.5% |
$3.27K - $4.08K
|
115
$10.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-237K- 83.99% |
$11.2M - $14M
|
45.1K
$4.08M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
2.5K+ 8.13% |
$119K - $148K
|
33.3K
$3.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
2.5KNew |
$119K - $148K
|
2.5K
$226K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
113+ 1.75% |
$5.36K - $6.68K
|
6.57K
$594K
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
518+ 3.46% |
$24.6K - $30.6K
|
15.5K
$1.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-737- 10.2% |
$34.9K - $43.6K
|
6.49K
$587K
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
28.1KNew |
$1.33M - $1.66M
|
28.1K
$2.54M
|
|