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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Emerald Advisers, LLC
|
SELL
|
- |
-16- 0.75% |
$827 - $1.21K
|
2.13K
$195K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
169New |
$8.73K - $12.8K
|
169
$15.5K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
300New |
$15.5K - $22.8K
|
300
$27.5K
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.44K- 27.0% |
$74.5K - $109K
|
3.9K
$357K
|
|
|
Oct 24, 2022
Q3 2022
|
Ocean Capital Management, LLC
|
SELL
|
- |
-1.27K- 15.17% |
$65.4K - $96K
|
7.08K
$648K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-3.44K- 48.07% |
$178K - $261K
|
3.72K
$341K
|
|
|
Oct 20, 2022
Q3 2022
|
Mcia Inc
|
BUY
|
- |
9.41KNew |
$486K - $714K
|
9.41K
$862K
|
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.93% |
$5.17K - $7.58K
|
10.8K
$989K
|
|
|
Oct 17, 2022
Q3 2022
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-1.59K- 99.81% |
$82.4K - $121K
|
3
$275
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
9.75KNew |
$504K - $740K
|
9.75K
$893K
|
|
|
Oct 17, 2022
Q3 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
436+ 9.73% |
$22.5K - $33.1K
|
4.92K
$450K
|
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
144+ 3.59% |
$7.44K - $10.9K
|
4.15K
$380K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-762- 11.9% |
$39.4K - $57.8K
|
5.64K
$517K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
280New |
$14.5K - $21.2K
|
280
$25.6K
|
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.31K+ 5.26% |
$119K - $175K
|
46.1K
$4.23M
|
|
|
Oct 13, 2022
Q3 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.07K+ 8.61% |
$55K - $80.8K
|
13.4K
$1.23M
|
|
|
Oct 13, 2022
Q3 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-82- 1.29% |
$4.24K - $6.22K
|
6.3K
$577K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
27New |
$1.4K - $2.05K
|
27
$2.47K
|
|
| 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
$103K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
53New |
$3.01K - $5.95K
|
53
$4.85K
|
|
|
Nov 30, 2023
Q2 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
105New |
$5.97K - $11.8K
|
105
$9.62K
|
|
|
Dec 08, 2022
Q2 2022
|
Kettle Hill Capital Management, LLC
New York, NY |
SELL
|
- |
-228KClosed |
$13M - $25.7M
|
0
$0
|
|
|
Nov 14, 2022
Q2 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.5KClosed |
$142K - $281K
|
0
$0
|
|
|
Nov 10, 2022
Q2 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
29.4KNew |
$1.67M - $3.3M
|
29.4K
$2.69M
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
1.28K+ 29.04% |
$72.4K - $143K
|
5.67K
$519K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1Closed |
$56.8 - $112
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-836Closed |
$47.5K - $93.9K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.73K- 32.46% |
$98.3K - $194K
|
3.6K
$330K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-16Closed |
$909 - $1.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ionic Capital Management LLC
New York, NY |
SELL
|
- |
-415Closed |
$23.6K - $46.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ionic Capital Management LLC
New York, NY |
SELL
|
CALL |
-40KClosed |
$2.27M - $4.49M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-10Closed |
$568 - $1.12K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-50Closed |
$2.84K - $5.61K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tiger Global
Tiger Global Management LLC | New York, Ny
|
SELL
|
- |
-3.39MClosed |
$193M - $381M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-2.04KClosed |
$116K - $229K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-2.73KClosed |
$155K - $307K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-153KClosed |
$8.68M - $17.1M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.49KClosed |
$141K - $279K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-26Closed |
$1.48K - $2.92K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
9.9K+ 235.47% |
$562K - $1.11M
|
14.1K
$1.29M
|
|
|
Aug 15, 2022
Q2 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
3.7KNew |
$210K - $415K
|
3.7K
$339K
|
|
|
Aug 15, 2022
Q2 2022
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.12K+ 7.14% |
$63.6K - $126K
|
16.8K
$1.54M
|
|
|
Aug 15, 2022
Q2 2022
|
Flight Deck Capital, LP
San Francisco, CA |
SELL
|
- |
-60.3KClosed |
$3.43M - $6.77M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
15+ 300.0% |
$852 - $1.68K
|
20
$1.83K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-188Closed |
$10.7K - $21.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-2.3KClosed |
$131K - $258K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Flat Footed LLC
Wilson, WY |
SELL
|
CALL |
-137KClosed |
$7.75M - $15.3M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-143KClosed |
$8.15M - $16.1M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-4.5K- 42.1% |
$256K - $505K
|
6.19K
$567K
|
|