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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
4.32KNew |
$172K - $257K
|
4.32K
$391K
|
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
10New |
$398 - $596
|
10
$904
|
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-295- 7.29% |
$11.7K - $17.6K
|
3.75K
$339K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
40New |
$1.59K - $2.38K
|
40
$3.62K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
25New |
$995 - $1.49K
|
25
$2.26K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
500New |
$19.9K - $29.8K
|
500
$45.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
14.1K+ 106.24% |
$561K - $840K
|
27.4K
$2.48M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
40New |
$1.59K - $2.38K
|
40
$3.62K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.57KNew |
$102K - $153K
|
2.57K
$232K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
150New |
$5.97K - $8.93K
|
150
$13.6K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
48New |
$1.91K - $2.86K
|
48
$4.34K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-250- 55.56% |
$9.95K - $14.9K
|
200
$18.1K
|
|
| Q3 2022 | |||||||
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
16+ 200.0% |
$827 - $1.21K
|
24
$2.17K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
369+ 9.38% |
$19.1K - $28K
|
4.3K
$389K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-10Closed |
$517 - $759
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-26K- 71.38% |
$1.35M - $1.97M
|
10.4K
$944K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
145+ 216.42% |
$7.49K - $11K
|
212
$19.2K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-13.8K- 43.6% |
$710K - $1.04M
|
17.8K
$1.61M
|
|
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
471+ 3.93% |
$24.3K - $35.7K
|
12.5K
$1.13M
|
|
|
Nov 15, 2022
Q3 2022
|
Bradley Mark J.
|
BUY
|
- |
825+ 7.13% |
$42.6K - $62.6K
|
12.4K
$1.12M
|
|
|
Nov 15, 2022
Q3 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
4.18KNew |
$216K - $317K
|
4.18K
$378K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-100- 66.67% |
$5.17K - $7.58K
|
50
$4.52K
|
|
|
Nov 14, 2022
Q3 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
46KNew |
$2.38M - $3.49M
|
46K
$4.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-172K- 91.4% |
$8.9M - $13.1M
|
16.2K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
100+ 2.33% |
$5.17K - $7.58K
|
4.4K
$398K
|
|
|
Nov 14, 2022
Q3 2022
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
311K+ 195.48% |
$16.1M - $23.6M
|
470K
$42.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3.15K+ 28.64% |
$163K - $239K
|
14.2K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.13KNew |
$162K - $238K
|
3.13K
$283K
|
|
|
Nov 14, 2022
Q3 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
200+ 1.39% |
$10.3K - $15.2K
|
14.6K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
5.71KNew |
$295K - $433K
|
5.71K
$516K
|
|
|
Nov 14, 2022
Q3 2022
|
Optimus Prime Fund Management Co., Ltd.
Grand Cayman, E9 |
SELL
|
CALL |
-60K- 50.0% |
$3.1M - $4.55M
|
60K
$5.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Tortoise Index Solutions, LLC
Overland Park, KS |
BUY
|
- |
1.04K+ 23.39% |
$53.6K - $78.7K
|
5.48K
$495K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
167+ 2.34% |
$8.63K - $12.7K
|
7.29K
$659K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
8New |
$413 - $607
|
8
$723
|
|
|
Nov 14, 2022
Q3 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
78.3KNew |
$4.05M - $5.94M
|
78.3K
$7.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
24+ 2.59% |
$1.24K - $1.82K
|
951
$86K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Advisors LLC
|
BUY
|
- |
1.09K+ 10.18% |
$56.4K - $82.8K
|
11.8K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-230K- 97.54% |
$11.9M - $17.5M
|
5.81K
$525K
|
|
|
Nov 14, 2022
Q3 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-1.48K- 16.77% |
$76.2K - $112K
|
7.32K
$662K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
CALL |
80KNew |
$4.13M - $6.07M
|
80K
$7.23M
|
|
|
Nov 14, 2022
Q3 2022
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
2.52MNew |
$130M - $191M
|
2.52M
$228M
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
53New |
$2.74K - $4.02K
|
53
$4.79K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-32.6K- 2.38% |
$1.68M - $2.47M
|
1.33M
$121M
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
43New |
$2.22K - $3.26K
|
43
$3.89K
|
|
|
Nov 14, 2022
Q3 2022
|
First Growth Investment Manager LP
San Francisco, CA |
BUY
|
CALL |
2.5KNew |
$129K - $190K
|
2.5K
$226K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-874- 4.74% |
$45.2K - $66.3K
|
17.6K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
350New |
$18.1K - $26.5K
|
350
$31.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-91- 0.76% |
$4.7K - $6.9K
|
11.9K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
73New |
$3.77K - $5.54K
|
73
$6.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
4.5KNew |
$233K - $342K
|
4.5K
$407K
|
|