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 10, 2022
Q3 2022
|
Harvest Volatility Management LLC
|
SELL
|
- |
-286- 2.67% |
$14.8K - $21.7K
|
10.4K
$943K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
555+ 5.11% |
$28.7K - $42.1K
|
11.4K
$1.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-2.07K- 81.53% |
$107K - $157K
|
469
$42.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
10KNew |
$517K - $759K
|
10K
$904K
|
|
|
Nov 09, 2022
Q3 2022
|
Aigen Investment Management, LP
|
BUY
|
- |
35.5KNew |
$1.83M - $2.69M
|
35.5K
$3.21M
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
SELL
|
- |
-367- 76.94% |
$19K - $27.8K
|
110
$9.95K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
348New |
$18K - $26.4K
|
348
$31.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
986+ 15.42% |
$50.9K - $74.8K
|
7.38K
$667K
|
|
|
Nov 08, 2022
Q3 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-3.01K- 79.12% |
$155K - $228K
|
794
$71.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
34New |
$1.76K - $2.58K
|
34
$3.07K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
150+ 17.05% |
$7.75K - $11.4K
|
1.03K
$93.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
228+ 2.11% |
$11.8K - $17.3K
|
11K
$996K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-310- 15.21% |
$16K - $23.5K
|
1.73K
$156K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1K- 76.92% |
$51.7K - $75.9K
|
300
$27.1K
|
|
|
Nov 04, 2022
Q3 2022
|
Ardevora Asset Management LLP
|
BUY
|
- |
421KNew |
$21.8M - $31.9M
|
421K
$38.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-453- 89.7% |
$23.4K - $34.4K
|
52
$4.7K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
50New |
$2.58K - $3.79K
|
50
$4.52K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
507+ 676.0% |
$26.2K - $38.5K
|
582
$52.6K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
804+ 18.25% |
$41.5K - $61K
|
5.21K
$471K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
165New |
$8.53K - $12.5K
|
165
$14.9K
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2New |
$103 - $152
|
2
$181
|
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
6.04KNew |
$312K - $458K
|
6.04K
$546K
|
|
|
Oct 28, 2022
Q3 2022
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
138+ 23.15% |
$7.13K - $10.5K
|
734
$66.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
6+ 2.79% |
$310 - $455
|
221
$20K
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-225- 30.0% |
$11.6K - $17.1K
|
525
$47.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1- 3.57% |
$51.7 - $75.9
|
27
$2.44K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.61KNew |
$83K - $122K
|
1.61K
$145K
|
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-1.25K- 24.76% |
$64.4K - $94.5K
|
3.79K
$342K
|
|
|
Oct 25, 2022
Q3 2022
|
Emerald Advisers, LLC
|
SELL
|
- |
-16- 0.75% |
$827 - $1.21K
|
2.13K
$192K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
169New |
$8.73K - $12.8K
|
169
$15.3K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
300New |
$15.5K - $22.8K
|
300
$27.1K
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.44K- 27.0% |
$74.5K - $109K
|
3.9K
$352K
|
|
|
Oct 24, 2022
Q3 2022
|
Ocean Capital Management, LLC
|
SELL
|
- |
-1.27K- 15.17% |
$65.4K - $96K
|
7.08K
$640K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-3.44K- 48.07% |
$178K - $261K
|
3.72K
$336K
|
|
|
Oct 20, 2022
Q3 2022
|
Mcia Inc
|
BUY
|
- |
9.41KNew |
$486K - $714K
|
9.41K
$851K
|
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.93% |
$5.17K - $7.58K
|
10.8K
$977K
|
|
|
Oct 17, 2022
Q3 2022
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-1.59K- 99.81% |
$82.4K - $121K
|
3
$271
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
9.75KNew |
$504K - $740K
|
9.75K
$882K
|
|
|
Oct 17, 2022
Q3 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
436+ 9.73% |
$22.5K - $33.1K
|
4.92K
$444K
|
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
144+ 3.59% |
$7.44K - $10.9K
|
4.15K
$376K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-762- 11.9% |
$39.4K - $57.8K
|
5.64K
$510K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
280New |
$14.5K - $21.2K
|
280
$25.3K
|
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.31K+ 5.26% |
$119K - $175K
|
46.1K
$4.17M
|
|
|
Oct 13, 2022
Q3 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.07K+ 8.61% |
$55K - $80.8K
|
13.4K
$1.22M
|
|
|
Oct 13, 2022
Q3 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-82- 1.29% |
$4.24K - $6.22K
|
6.3K
$570K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
27New |
$1.4K - $2.05K
|
27
$2.44K
|
|
| Q2 2022 | |||||||
|
Dec 19, 2024
Q2 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.65KClosed |
$151K - $298K
|
0
$0
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
187+ 20.04% |
$10.6K - $21K
|
1.12K
$101K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
53New |
$3.01K - $5.95K
|
53
$4.79K
|
|
|
Nov 30, 2023
Q2 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
105New |
$5.97K - $11.8K
|
105
$9.49K
|
|