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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
125New |
$6.22K - $7.82K
|
125
$9.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-1.74K- 21.38% |
$86.3K - $108K
|
6.38K
$495K
|
|
|
Nov 07, 2024
Q3 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
7.92KNew |
$394K - $495K
|
7.92K
$615K
|
|
|
Nov 06, 2024
Q3 2024
|
Ing Groep Nv
|
BUY
|
- |
17.7KNew |
$880K - $1.11M
|
17.7K
$1.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
50+ 33.33% |
$2.49K - $3.13K
|
200
$15.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-1.34K- 4.74% |
$66.6K - $83.8K
|
26.9K
$2.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-5.6K- 16.23% |
$278K - $350K
|
28.9K
$2.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10New |
$497 - $625
|
10
$776
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
68New |
$3.38K - $4.25K
|
68
$5.28K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.91KNew |
$95.1K - $120K
|
1.91K
$148K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
16.6KNew |
$825K - $1.04M
|
16.6K
$1.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
575+ 5.36% |
$28.6K - $36K
|
11.3K
$877K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
18New |
$895 - $1.13K
|
18
$1.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-976- 20.01% |
$48.5K - $61K
|
3.9K
$303K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
27+ 27.27% |
$1.34K - $1.69K
|
126
$9.78K
|
|
|
Oct 29, 2024
Q3 2024
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
425+ 2.97% |
$21.1K - $26.6K
|
14.7K
$1.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Australian Super Pty LTD
|
SELL
|
- |
-1.67K- 7.33% |
$83.1K - $104K
|
21.1K
$1.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
750New |
$37.3K - $46.9K
|
750
$58.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
7New |
$348 - $438
|
7
$543
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.25KNew |
$162K - $203K
|
3.25K
$252K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-4- 7.84% |
$199 - $250
|
47
$3.65K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 0.9% |
$249 - $313
|
563
$43.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.49KNew |
$174K - $218K
|
3.49K
$271K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.45K- 7.0% |
$72.3K - $90.9K
|
19.3K
$1.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-30- 23.62% |
$1.49K - $1.88K
|
97
$7.53K
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
40K+ 312.28% |
$1.99M - $2.5M
|
52.9K
$4.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1- 50.0% |
$49.7 - $62.5
|
1
$77.6
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-67- 0.73% |
$3.33K - $4.19K
|
9.11K
$707K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23.3K+ 16.26% |
$1.16M - $1.46M
|
166K
$12.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-24.2K- 17.71% |
$1.21M - $1.52M
|
113K
$8.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
350New |
$17.4K - $21.9K
|
350
$27.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
16New |
$796 - $1K
|
16
$1.24K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1New |
$49.7 - $62.5
|
1
$77.6
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-225- 91.46% |
$11.2K - $14.1K
|
21
$1.63K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
9New |
$448 - $563
|
9
$699
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
15New |
$746 - $938
|
15
$1.16K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5K- 6.13% |
$249K - $313K
|
76.5K
$5.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.99K- 33.25% |
$99K - $124K
|
4K
$310K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-177- 3.11% |
$8.8K - $11.1K
|
5.52K
$428K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.2K+ 400.0% |
$59.7K - $75K
|
1.5K
$116K
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-19- 4.29% |
$945 - $1.19K
|
424
$32.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
107+ 1.59% |
$5.32K - $6.69K
|
6.85K
$532K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
120+ 82.76% |
$5.97K - $7.5K
|
265
$20.6K
|
|
| Q2 2024 | |||||||
|
Jun 10, 2025
Q2 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-25Closed |
$1.27K - $1.53K
|
0
$0
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
25New |
$1.27K - $1.53K
|
25
$1.94K
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
5.25KNew |
$267K - $321K
|
5.25K
$408K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
40K+ 400.0% |
$2.03M - $2.45M
|
50K
$3.88M
|
|
|
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
$11.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-51- 31.68% |
$2.59K - $3.12K
|
110
$8.54K
|
|
|
Aug 14, 2024
Q2 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
35KNew |
$1.78M - $2.14M
|
35K
$2.72M
|
|