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 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
$325K
|
|
|
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
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-8.21K- 48.08% |
$467K - $922K
|
8.87K
$812K
|
|
|
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
$3.11K
|
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
510+ 5.63% |
$29K - $57.3K
|
9.57K
$876K
|
|
|
Aug 05, 2022
Q2 2022
|
Souders Financial Advisors
|
SELL
|
- |
-82- 1.37% |
$4.66K - $9.21K
|
5.92K
$542K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
373+ 39.14% |
$21.2K - $41.9K
|
1.33K
$121K
|
|
|
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
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-102Closed |
$5.79K - $11.5K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-4- 2.8% |
$227 - $449
|
139
$12.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-8.01KClosed |
$455K - $899K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
7+ 233.33% |
$398 - $786
|
10
$916
|
|
|
Aug 04, 2022
Q2 2022
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-2.96KClosed |
$168K - $332K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-1.96KClosed |
$111K - $220K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-2.51KClosed |
$142K - $281K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-633- 4.08% |
$36K - $71.1K
|
14.9K
$1.36M
|
|
|
Aug 04, 2022
Q2 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-1.95KClosed |
$111K - $219K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-19.4KClosed |
$1.1M - $2.18M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Carson Advisory Inc.
|
SELL
|
- |
-2.28KClosed |
$130K - $256K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Ddd Partners, LLC
|
BUY
|
- |
44KNew |
$2.5M - $4.94M
|
44K
$4.03M
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-37.9KClosed |
$2.15M - $4.26M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-1.87KClosed |
$106K - $210K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.87KClosed |
$106K - $210K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
225New |
$12.8K - $25.3K
|
225
$20.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
27.2KNew |
$1.55M - $3.06M
|
27.2K
$2.49M
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
71+ 1.77% |
$4.03K - $7.97K
|
4.09K
$374K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-34.3KClosed |
$1.95M - $3.85M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-2.85KClosed |
$162K - $320K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.75KClosed |
$156K - $309K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Asset Management Corp
|
SELL
|
- |
-4.44KClosed |
$252K - $498K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Awm Capital, LLC
|
SELL
|
- |
-2KClosed |
$114K - $225K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
80+ 36.36% |
$4.54K - $8.98K
|
300
$27.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-5.43K- 49.08% |
$308K - $609K
|
5.63K
$516K
|
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-18.3KClosed |
$1.04M - $2.06M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.64KClosed |
$150K - $296K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Hudson Value Partners, LLC
|
SELL
|
- |
-4.26KClosed |
$242K - $478K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
50New |
$2.84K - $5.61K
|
50
$4.58K
|