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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-1.62K- 15.98% |
$64.6K - $96.7K
|
8.54K
$663K
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
3.1K+ 6200.0% |
$123K - $185K
|
3.15K
$245K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
36New |
$1.43K - $2.14K
|
36
$2.79K
|
|
|
Feb 06, 2023
Q4 2022
|
Flossbach Von Storch Ag
Cologne, 2M |
SELL
|
- |
-5.81M- 98.92% |
$231M - $346M
|
63.4K
$4.92M
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
100+ 100.0% |
$3.98K - $5.96K
|
200
$15.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-5Closed |
$199 - $298
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 200.0% |
$79.6 - $119
|
3
$233
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-102- 82.93% |
$4.06K - $6.07K
|
21
$1.63K
|
|
|
Jan 30, 2023
Q4 2022
|
Aquila Investment Management LLC
|
BUY
|
- |
14KNew |
$557K - $834K
|
14K
$1.09M
|
|
|
Jan 27, 2023
Q4 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-898- 18.72% |
$35.7K - $53.5K
|
3.9K
$303K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-200- 26.04% |
$7.96K - $11.9K
|
568
$44.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
400New |
$15.9K - $23.8K
|
400
$31K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-4.06K- 9.33% |
$162K - $242K
|
39.5K
$3.07M
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
56+ 1120.0% |
$2.23K - $3.33K
|
61
$4.73K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
250New |
$9.95K - $14.9K
|
250
$19.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.59K+ 37.78% |
$63.3K - $94.7K
|
5.8K
$450K
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
BUY
|
CALL |
147KNew |
$5.83M - $8.72M
|
147K
$11.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
81New |
$3.22K - $4.82K
|
81
$6.29K
|
|
|
Jan 24, 2023
Q4 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
8.65KNew |
$344K - $515K
|
8.65K
$671K
|
|
|
Jan 20, 2023
Q4 2022
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
296+ 23.64% |
$11.8K - $17.6K
|
1.55K
$120K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-835- 77.75% |
$33.2K - $49.7K
|
239
$18.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
4.32KNew |
$172K - $257K
|
4.32K
$335K
|
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
10New |
$398 - $596
|
10
$776
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
40New |
$1.59K - $2.38K
|
40
$3.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
25New |
$995 - $1.49K
|
25
$1.94K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
500New |
$19.9K - $29.8K
|
500
$38.8K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
14.1K+ 106.24% |
$561K - $840K
|
27.4K
$2.13M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.57KNew |
$102K - $153K
|
2.57K
$199K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
150New |
$5.97K - $8.93K
|
150
$11.6K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
48New |
$1.91K - $2.86K
|
48
$3.73K
|
|
| Q3 2022 | |||||||
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
369+ 9.38% |
$19.1K - $28K
|
4.3K
$334K
|
|
|
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
$810K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
145+ 216.42% |
$7.49K - $11K
|
212
$16.5K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-13.8K- 43.6% |
$710K - $1.04M
|
17.8K
$1.38M
|
|
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
471+ 3.93% |
$24.3K - $35.7K
|
12.5K
$967K
|
|
|
Nov 15, 2022
Q3 2022
|
Bradley Mark J.
|
BUY
|
- |
825+ 7.13% |
$42.6K - $62.6K
|
12.4K
$962K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-100- 66.67% |
$5.17K - $7.58K
|
50
$3.88K
|
|
|
Nov 14, 2022
Q3 2022
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-172K- 91.4% |
$8.9M - $13.1M
|
16.2K
$1.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
311K+ 195.48% |
$16.1M - $23.6M
|
470K
$36.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3.15K+ 28.64% |
$163K - $239K
|
14.2K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
200+ 1.39% |
$10.3K - $15.2K
|
14.6K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
5.71KNew |
$295K - $433K
|
5.71K
$443K
|
|
|
Nov 14, 2022
Q3 2022
|
Optimus Prime Fund Management Co., Ltd.
Grand Cayman, E9 |
SELL
|
CALL |
-60K- 50.0% |
$3.1M - $4.55M
|
60K
$4.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Tortoise Index Solutions, LLC
Overland Park, KS |
BUY
|
- |
1.04K+ 23.39% |
$53.6K - $78.7K
|
5.48K
$425K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
8New |
$413 - $607
|
8
$621
|
|
|
Nov 14, 2022
Q3 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
78.3KNew |
$4.05M - $5.94M
|
78.3K
$6.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
24+ 2.59% |
$1.24K - $1.82K
|
951
$73.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Advisors LLC
|
BUY
|
- |
1.09K+ 10.18% |
$56.4K - $82.8K
|
11.8K
$918K
|
|
|
Nov 14, 2022
Q3 2022
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-230K- 97.54% |
$11.9M - $17.5M
|
5.81K
$451K
|
|