Latest Institutional Transactions on Docusign, Inc. (DOCU)

DOCU Quotes by TradingView

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 14, 2022 Q3 2022
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
2.31K
+ 5.26%
$119K - $175K
46.1K $3.95M
Oct 13, 2022 Q3 2022
Roberts Wealth Advisors, LLC

BUY
 -
1.07K
+ 8.61%
$55K - $80.8K
13.4K $1.15M
Oct 13, 2022 Q3 2022
Jackson Square Capital, LLC

SELL
 -
-82
- 1.29%
$4.24K - $6.22K
6.3K $539K
Oct 07, 2022 Q3 2022
American Research & Management Co.

BUY
 -
27
New
$1.4K - $2.05K
27 $2.31K
Q2 2022
Dec 19, 2024 Q2 2022
Independent Solutions Wealth Management, LLC

Williamsville, NY
SELL
 -
-2.65K
Closed
$151K - $298K
0 $0
Apr 04, 2024 Q2 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
53
New
$3.01K - $5.95K
53 $4.54K
Nov 30, 2023 Q2 2022
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
105
New
$5.97K - $11.8K
105 $8.99K
Dec 08, 2022 Q2 2022
Kettle Hill Capital Management, LLC

New York, NY
SELL
 -
-228K
Closed
$13M - $25.7M
0 $0
Nov 14, 2022 Q2 2022
Drive Wealth Management, LLC

Lehi, UT
SELL
 -
-2.5K
Closed
$142K - $281K
0 $0
Nov 10, 2022 Q2 2022
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
BUY
 -
29.4K
New
$1.67M - $3.3M
29.4K $2.52M
Aug 17, 2022 Q2 2022
Cordant, Inc.

Portland, OR
SELL
 -
-1
Closed
$56.8 - $112
0 $0
Aug 16, 2022 Q2 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-836
Closed
$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 $308K
Aug 15, 2022 Q2 2022
Wealth Quarterback LLC

Toms River, NJ
SELL
 -
-16
Closed
$909 - $1.8K
0 $0
Aug 15, 2022 Q2 2022
Ionic Capital Management LLC

New York, NY
SELL
 -
-415
Closed
$23.6K - $46.6K
0 $0
Aug 15, 2022 Q2 2022
Ionic Capital Management LLC

New York, NY
SELL
 CALL
-40K
Closed
$2.27M - $4.49M
0 $0
Aug 15, 2022 Q2 2022
Mbm Wealth Consultants, LLC

Chesterfield, MO
SELL
 -
-10
Closed
$568 - $1.12K
0 $0
Aug 15, 2022 Q2 2022
Samalin Investment Counsel, LLC

Chappaqua, NY
SELL
 -
-50
Closed
$2.84K - $5.61K
0 $0
Aug 15, 2022 Q2 2022
Tiger Global Tiger Global Management LLC | New York, Ny
SELL
 -
-3.39M
Closed
$193M - $381M
0 $0
Aug 15, 2022 Q2 2022
Cigna Investments Inc

Bloomfield, CT
SELL
 -
-2.04K
Closed
$116K - $229K
0 $0
Aug 15, 2022 Q2 2022
Doliver Advisors, LP

Houston, TX
SELL
 -
-2.73K
Closed
$155K - $307K
0 $0
Aug 15, 2022 Q2 2022
Nations Financial Group Inc,

Cedar Rapids, IA
SELL
 -
-2.49K
Closed
$141K - $279K
0 $0
Aug 15, 2022 Q2 2022
Estabrook Capital Management

New York, NY
SELL
 -
-26
Closed
$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 $1.21M
Aug 15, 2022 Q2 2022
Annandale Capital, LLC

Dallas, TX
BUY
 -
3.7K
New
$210K - $415K
3.7K $317K
Aug 15, 2022 Q2 2022
Flight Deck Capital, LP

San Francisco, CA
SELL
 -
-60.3K
Closed
$3.43M - $6.77M
0 $0
Aug 15, 2022 Q2 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
15
+ 300.0%
$852 - $1.68K
20 $1.71K
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
SELL
 -
-188
Closed
$10.7K - $21.1K
0 $0
Aug 15, 2022 Q2 2022
Prelude Capital Management, LLC

New York, NY
SELL
 PUT
-2.3K
Closed
$131K - $258K
0 $0
Aug 15, 2022 Q2 2022
Flat Footed LLC

Wilson, WY
SELL
 CALL
-137K
Closed
$7.75M - $15.3M
0 $0
Aug 15, 2022 Q2 2022
Sompo Asset Management Co., Ltd.

Tokyo, M0
SELL
 -
-4.5K
- 42.1%
$256K - $505K
6.19K $530K
Aug 15, 2022 Q2 2022
Jt Stratford LLC

Gainesville, GA
SELL
 -
-21.8K
- 82.06%
$1.24M - $2.45M
4.76K $408K
Aug 15, 2022 Q2 2022
Cito Capital Group, LLC

Miami, FL
SELL
 -
-3K
Closed
$170K - $337K
0 $0
Aug 15, 2022 Q2 2022
Wintrust Investments LLC

Chicago, IL
BUY
 -
60
+ 1.66%
$3.41K - $6.74K
3.68K $315K
Aug 15, 2022 Q2 2022
Dravo Bay LLC

Wilmington, DE
SELL
 -
-519
Closed
$29.5K - $58.3K
0 $0
Aug 15, 2022 Q2 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-60
Closed
$3.41K - $6.74K
0 $0
Aug 15, 2022 Q2 2022
Veritable, L.P.

Newtown Square, PA
SELL
 -
-2.06K
Closed
$117K - $231K
0 $0
Aug 15, 2022 Q2 2022
Cmt Capital Markets Trading Gmb H

Chicago, IL
BUY
 -
3.7K
+ 37.69%
$210K - $416K
13.5K $1.16M
Aug 15, 2022 Q2 2022
Delphia (Usa) Inc.

Toronto, A6
SELL
 -
-6.26K
Closed
$356K - $703K
0 $0
Aug 15, 2022 Q2 2022
Maven Securities LTD

St Helier, Y9
BUY
 PUT
395K
New
$22.4M - $44.3M
395K $33.8M
Aug 15, 2022 Q2 2022
Mass Ave Global Inc.

New York, NY
SELL
 -
-49.9K
Closed
$2.84M - $5.61M
0 $0
Aug 12, 2022 Q2 2022
Visionary Wealth Advisors

O'fallon, IL
SELL
 -
-3.38K
Closed
$192K - $380K
0 $0
Aug 12, 2022 Q2 2022
Peapack Gladstone Financial Corp

Bedminster, NJ
SELL
 -
-2.79K
Closed
$159K - $313K
0 $0
Aug 12, 2022 Q2 2022
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
157
+ 74.06%
$8.92K - $17.6K
369 $31.6K
Aug 12, 2022 Q2 2022
Mogy Joel R Investment Counsel Inc

Beverly Hills, CA
SELL
 -
-2.1K
Closed
$119K - $236K
0 $0
Aug 12, 2022 Q2 2022
Marathon Trading Investment Management LLC

Radnor, PA
SELL
 -
-1.7K
- 24.64%
$96.6K - $191K
5.2K $445K
Aug 12, 2022 Q2 2022
O'Rourke & Company, Inc

Boston, MA
SELL
 -
-2.83K
Closed
$161K - $318K
0 $0
Aug 12, 2022 Q2 2022
Westover Capital Advisors, LLC

Wilmington, DE
SELL
 -
-2.2K
Closed
$125K - $247K
0 $0
Aug 12, 2022 Q2 2022
Winch Advisory Services, LLC

Appleton, WI
SELL
 -
-100
Closed
$5.68K - $11.2K
0 $0

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