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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
27.6KNew |
$1.1M - $1.64M
|
27.6K
$2.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
2.51K+ 112.38% |
$100K - $150K
|
4.75K
$430K
|
|
|
Feb 13, 2023
Q4 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-530- 5.48% |
$21.1K - $31.6K
|
9.15K
$827K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
158New |
$6.29K - $9.41K
|
158
$14.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
20+ 100.0% |
$796 - $1.19K
|
40
$3.62K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.53K- 76.71% |
$60.7K - $90.8K
|
463
$41.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Eos Management, L.P.
|
BUY
|
- |
26.7KNew |
$1.06M - $1.59M
|
26.7K
$2.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-3- 0.15% |
$119 - $179
|
2.01K
$182K
|
|
|
Feb 13, 2023
Q4 2022
|
First Growth Investment Manager LP
San Francisco, CA |
SELL
|
- |
-31.8K- 75.15% |
$1.26M - $1.89M
|
10.5K
$949K
|
|
|
Feb 13, 2023
Q4 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
4.36KNew |
$173K - $260K
|
4.36K
$394K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
100+ 100.0% |
$3.98K - $5.96K
|
200
$18.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.95K- 24.56% |
$77.4K - $116K
|
5.98K
$540K
|
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-16.4K- 97.1% |
$652K - $976K
|
490
$44.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
35New |
$1.39K - $2.08K
|
35
$3.16K
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
PUT |
212K+ 769.57% |
$8.45M - $12.6M
|
240K
$21.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-25- 69.44% |
$995 - $1.49K
|
11
$995
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
52New |
$2.07K - $3.1K
|
52
$4.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-45- 23.68% |
$1.79K - $2.68K
|
145
$13.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-217- 5.01% |
$8.64K - $12.9K
|
4.11K
$372K
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
384New |
$15.3K - $22.9K
|
384
$34.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-70Closed |
$2.79K - $4.17K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-4.75K- 16.21% |
$189K - $283K
|
24.5K
$2.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
140+ 16.0% |
$5.57K - $8.34K
|
1.02K
$91.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
115New |
$4.58K - $6.85K
|
115
$10.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Granite Point Capital Management, L.P.
|
BUY
|
- |
9KNew |
$358K - $536K
|
9K
$814K
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.24KNew |
$49.2K - $73.5K
|
1.24K
$112K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-1.62K- 15.98% |
$64.6K - $96.7K
|
8.54K
$772K
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
3.1K+ 6200.0% |
$123K - $185K
|
3.15K
$285K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
36New |
$1.43K - $2.14K
|
36
$3.26K
|
|
|
Feb 06, 2023
Q4 2022
|
Flossbach Von Storch Ag
Cologne, 2M |
SELL
|
- |
-5.81M- 98.92% |
$231M - $346M
|
63.4K
$5.73M
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
100+ 100.0% |
$3.98K - $5.96K
|
200
$18.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.18KNew |
$86.7K - $130K
|
2.18K
$197K
|
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-172K- 96.7% |
$6.84M - $10.2M
|
5.86K
$530K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-5Closed |
$199 - $298
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 200.0% |
$79.6 - $119
|
3
$271
|
|
|
Jan 31, 2023
Q4 2022
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
4.13KNew |
$164K - $246K
|
4.13K
$373K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-102- 82.93% |
$4.06K - $6.07K
|
21
$1.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Aquila Investment Management LLC
|
BUY
|
- |
14KNew |
$557K - $834K
|
14K
$1.27M
|
|
|
Jan 27, 2023
Q4 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-898- 18.72% |
$35.7K - $53.5K
|
3.9K
$352K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-200- 26.04% |
$7.96K - $11.9K
|
568
$51.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
400New |
$15.9K - $23.8K
|
400
$36.2K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-4.06K- 9.33% |
$162K - $242K
|
39.5K
$3.57M
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
56+ 1120.0% |
$2.23K - $3.33K
|
61
$5.52K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
250New |
$9.95K - $14.9K
|
250
$22.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.59K+ 37.78% |
$63.3K - $94.7K
|
5.8K
$524K
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
BUY
|
CALL |
147KNew |
$5.83M - $8.72M
|
147K
$13.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
81New |
$3.22K - $4.82K
|
81
$7.32K
|
|
|
Jan 24, 2023
Q4 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
8.65KNew |
$344K - $515K
|
8.65K
$782K
|
|
|
Jan 20, 2023
Q4 2022
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
296+ 23.64% |
$11.8K - $17.6K
|
1.55K
$140K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-835- 77.75% |
$33.2K - $49.7K
|
239
$21.6K
|