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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
PUT |
-31K- 50.82% |
$1.76M - $3.48M
|
30K
$2.71M
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-9K- 96.77% |
$511K - $1.01M
|
300
$27.1K
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.17KClosed |
$237K - $469K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
8.12K+ 41.57% |
$461K - $912K
|
27.7K
$2.5M
|
|
Aug 12, 2022
Q2 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-3.92KClosed |
$223K - $440K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Cqs (Us), LLC
New York, NY |
SELL
|
- |
-2.8KClosed |
$159K - $314K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3.78KNew |
$214K - $424K
|
3.78K
$341K
|
|
Aug 11, 2022
Q2 2022
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-17.7KClosed |
$1.01M - $1.99M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-2.53KClosed |
$143K - $284K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-29.2KClosed |
$1.66M - $3.28M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-2.92KClosed |
$166K - $328K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
PUT |
-490K- 75.0% |
$27.8M - $55M
|
163K
$14.8M
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-4.22KClosed |
$240K - $474K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.99KClosed |
$113K - $223K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Emg Holdings, L.P.
Old Greenwich, CT |
SELL
|
PUT |
-9.4KClosed |
$534K - $1.06M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
SELL
|
- |
-22.4KClosed |
$1.27M - $2.51M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-62Closed |
$3.52K - $6.96K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-4.18KClosed |
$237K - $469K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Berkshire Capital Holdings Inc
San Jose, CA |
SELL
|
- |
-10Closed |
$568 - $1.12K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
761New |
$43.2K - $85.4K
|
761
$68.8K
|
|
Aug 11, 2022
Q2 2022
|
Q Pula Trading Management LP
New York, NY |
BUY
|
- |
3.64KNew |
$207K - $409K
|
3.64K
$329K
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.58KClosed |
$146K - $289K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-20Closed |
$1.14K - $2.25K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-14.3KClosed |
$812K - $1.61M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
5+ 5.0% |
$284 - $561
|
105
$9.49K
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
CALL |
25KNew |
$1.42M - $2.81M
|
25K
$2.26M
|
|
Aug 10, 2022
Q2 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-751KClosed |
$42.6M - $84.3M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Jeneq Management LP
New York, NY |
SELL
|
- |
-4.2KClosed |
$239K - $472K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.66KClosed |
$151K - $299K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-2.05KClosed |
$116K - $230K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-63Closed |
$3.58K - $7.07K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Fortis Capital Management LLC
|
SELL
|
- |
-2.37KClosed |
$135K - $267K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.11KClosed |
$177K - $350K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.22KClosed |
$126K - $249K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
325+ 10.07% |
$18.5K - $36.5K
|
3.55K
$321K
|
|
Aug 09, 2022
Q2 2022
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-3.05KClosed |
$173K - $342K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-3.07KClosed |
$175K - $345K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-2.56KClosed |
$145K - $287K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-8.21K- 48.08% |
$467K - $922K
|
8.87K
$802K
|
|
Aug 08, 2022
Q2 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.1KClosed |
$62.5K - $124K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-13.3KClosed |
$753K - $1.49M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-5- 12.82% |
$284 - $561
|
34
$3.07K
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
510+ 5.63% |
$29K - $57.3K
|
9.57K
$865K
|
|
Aug 05, 2022
Q2 2022
|
Souders Financial Advisors
|
SELL
|
- |
-82- 1.37% |
$4.66K - $9.21K
|
5.92K
$535K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
373+ 39.14% |
$21.2K - $41.9K
|
1.33K
$120K
|
|
Aug 05, 2022
Q2 2022
|
Northeast Investment Management
|
SELL
|
- |
-11.5KClosed |
$656K - $1.3M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
360 Financial, Inc.
|
SELL
|
- |
-2.67KClosed |
$152K - $300K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.94KClosed |
$167K - $330K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-2.08KClosed |
$118K - $234K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Asio Capital, LLC
|
SELL
|
- |
-29.3KClosed |
$1.66M - $3.29M
|
0
$0
|