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 |
---|---|---|---|---|---|---|---|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.29KClosed |
$94.7K - $203K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-113Closed |
$8.28K - $17.7K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-12.9KClosed |
$945K - $2.03M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-39Closed |
$2.86K - $6.12K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Chapman Investment Management, LLC
|
SELL
|
- |
-3.07KClosed |
$225K - $482K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-30Closed |
$2.2K - $4.71K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-4.28KClosed |
$313K - $672K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.89KClosed |
$139K - $297K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-1.53KClosed |
$112K - $240K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retireful, LLC
|
BUY
|
- |
6.19KNew |
$453K - $972K
|
6.19K
$560K
|
|
May 06, 2022
Q1 2022
|
American Assets Investment Management, LLC
|
BUY
|
- |
15KNew |
$1.1M - $2.36M
|
15K
$1.36M
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-199Closed |
$14.6K - $31.2K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.17KClosed |
$86K - $184K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-64Closed |
$4.69K - $10K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
171New |
$12.5K - $26.8K
|
171
$15.5K
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
2.31KNew |
$169K - $363K
|
2.31K
$209K
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-51Closed |
$3.74K - $8.01K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-24KClosed |
$1.76M - $3.77M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-100Closed |
$7.32K - $15.7K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-13.9KClosed |
$1.02M - $2.19M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.82KClosed |
$133K - $285K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
5.09K+ 33.37% |
$373K - $799K
|
20.3K
$1.84M
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
4New |
$293 - $628
|
4
$362
|
|
May 03, 2022
Q1 2022
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-3.51KClosed |
$257K - $552K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-75Closed |
$5.49K - $11.8K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Manteio Capital LLC
|
SELL
|
- |
-2.37KClosed |
$174K - $373K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-4.94KClosed |
$362K - $776K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-1.75KClosed |
$128K - $275K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-1.71KClosed |
$125K - $269K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Covenant Asset Management, LLC
|
SELL
|
- |
-6.85KClosed |
$501K - $1.08M
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Paragon Advisors, LLC
|
SELL
|
- |
-3.09KClosed |
$226K - $485K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-1.45KClosed |
$106K - $228K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-14.1KClosed |
$1.04M - $2.22M
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.96KClosed |
$143K - $308K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Peregrine Capital Management LLC
|
SELL
|
- |
-256KClosed |
$18.7M - $40.1M
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Ami Asset Management Corp
|
SELL
|
- |
-79.8KClosed |
$5.84M - $12.5M
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-3.23KClosed |
$237K - $507K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
200New |
$14.6K - $31.4K
|
200
$18.1K
|
|
Apr 27, 2022
Q1 2022
|
Patron Partners, LLC
|
SELL
|
- |
-1.58KClosed |
$116K - $248K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Northstar Asset Management LLC
|
SELL
|
- |
-1.5KClosed |
$110K - $236K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.7KClosed |
$124K - $267K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-59Closed |
$4.32K - $9.26K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-136Closed |
$9.96K - $21.4K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-9.78KClosed |
$716K - $1.54M
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Glynn Capital Management LLC
|
SELL
|
- |
-312KClosed |
$22.9M - $49M
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
5.52KNew |
$404K - $867K
|
5.52K
$499K
|
|
Apr 22, 2022
Q1 2022
|
Oak Ridge Investments LLC
|
SELL
|
- |
-3.75KClosed |
$275K - $589K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Harvey Capital Management Inc
|
SELL
|
- |
-1.6KClosed |
$117K - $251K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.83KClosed |
$134K - $287K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
SELL
|
- |
-5.05KClosed |
$370K - $793K
|
0
$0
|