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 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
467+ 10.82% |
$23.2K - $31.7K
|
4.78K
$433K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.84KNew |
$340K - $464K
|
6.84K
$618K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
27New |
$1.34K - $1.83K
|
27
$2.44K
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-106- 2.9% |
$5.27K - $7.19K
|
3.54K
$320K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
18New |
$894 - $1.22K
|
18
$1.63K
|
|
|
Apr 20, 2023
Q1 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
35+ 0.98% |
$1.74K - $2.37K
|
3.59K
$325K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
1KNew |
$49.7K - $67.8K
|
1K
$90.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
7New |
$348 - $475
|
7
$633
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
45New |
$2.24K - $3.05K
|
45
$4.07K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 33.33% |
$49.7 - $67.8
|
4
$362
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
45New |
$2.24K - $3.05K
|
45
$4.07K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
19New |
$944 - $1.29K
|
19
$1.72K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
33+ 0.21% |
$1.64K - $2.24K
|
15.9K
$1.44M
|
|
|
Apr 17, 2023
Q1 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-8.3K- 10.09% |
$413K - $563K
|
74K
$6.69M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
1.25K+ 28.67% |
$62K - $84.7K
|
5.6K
$506K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
17New |
$845 - $1.15K
|
17
$1.54K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
129New |
$6.41K - $8.75K
|
129
$11.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4+ 25.0% |
$199 - $271
|
20
$1.81K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-4.01K- 95.68% |
$199K - $272K
|
181
$16.4K
|
|
| Q4 2022 | |||||||
|
May 21, 2024
Q4 2022
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
10KNew |
$398K - $596K
|
10K
$904K
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.91K+ 54.47% |
$116K - $173K
|
8.25K
$746K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2.32KClosed |
$92.3K - $138K
|
0
$0
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
37+ 3.92% |
$1.47K - $2.2K
|
981
$88.7K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3+ 15.79% |
$119 - $179
|
22
$1.99K
|
|
|
Mar 29, 2023
Q4 2022
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
4.29KNew |
$171K - $255K
|
4.29K
$388K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 6.25% |
$39.8 - $59.6
|
15
$1.36K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
30New |
$1.19K - $1.79K
|
30
$2.71K
|
|
|
Feb 21, 2023
Q4 2022
|
Equitable Trust CO
|
SELL
|
- |
-19.9K- 81.7% |
$790K - $1.18M
|
4.45K
$402K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
20New |
$796 - $1.19K
|
20
$1.81K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-90- 1.23% |
$3.58K - $5.36K
|
7.21K
$652K
|
|
|
Feb 14, 2023
Q4 2022
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
1.09K+ 1.95% |
$43.5K - $65K
|
57.2K
$5.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Unio Capital LLC
|
BUY
|
- |
5.21KNew |
$207K - $310K
|
5.21K
$471K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
35+ 49.3% |
$1.39K - $2.08K
|
106
$9.58K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
174+ 2175.0% |
$6.93K - $10.4K
|
182
$16.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Dc Investments Management, LLC
Mclean, VA |
BUY
|
- |
7.28KNew |
$290K - $433K
|
7.28K
$658K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Markets Trading Uk LLP
London, X0 |
SELL
|
- |
-9.81K- 56.39% |
$391K - $584K
|
7.59K
$686K
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
9.4KNew |
$374K - $560K
|
9.4K
$850K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
12.7KNew |
$505K - $756K
|
12.7K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
640New |
$25.5K - $38.1K
|
640
$57.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
3.75KNew |
$149K - $223K
|
3.75K
$339K
|
|
|
Feb 14, 2023
Q4 2022
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
331K+ 50.39% |
$13.2M - $19.7M
|
988K
$89.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
CALL |
1.11KNew |
$44.3K - $66.2K
|
1.11K
$101K
|
|
|
Feb 14, 2023
Q4 2022
|
Crawford Lake Capital Management, LLC
Lakewood, NJ |
BUY
|
- |
33.5KNew |
$1.33M - $1.99M
|
33.5K
$3.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-1.61K- 7.87% |
$64.1K - $95.9K
|
18.9K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
434New |
$17.3K - $25.8K
|
434
$39.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
CALL |
10KNew |
$398K - $596K
|
10K
$904K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2New |
$79.6 - $119
|
2
$181
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-5.24K- 24.02% |
$209K - $312K
|
16.6K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
19.6KNew |
$782K - $1.17M
|
19.6K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
12.7KNew |
$505K - $756K
|
12.7K
$1.15M
|
|