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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-5.25K- 58.92% |
$298K - $589K
|
3.66K
$284K
|
|
|
Jul 21, 2022
Q2 2022
|
Am Investment Strategies LLC
|
SELL
|
- |
-2.01KClosed |
$114K - $225K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Gam Holding Ag
|
SELL
|
- |
-10.1KClosed |
$575K - $1.14M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.7KClosed |
$153K - $303K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-12.3KClosed |
$700K - $1.38M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
F
|
BUY
|
- |
10.4KNew |
$592K - $1.17M
|
10.4K
$809K
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-3.07KClosed |
$174K - $344K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-29.3KClosed |
$1.66M - $3.29M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-8.59KClosed |
$488K - $964K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-17Closed |
$966 - $1.91K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-10Closed |
$568 - $1.12K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tributary Capital Management, LLC
|
SELL
|
- |
-15.5KClosed |
$881K - $1.74M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
SELL
|
- |
-2.27KClosed |
$129K - $255K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-190Closed |
$10.8K - $21.3K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-200Closed |
$11.4K - $22.5K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Life Pro Asset Management
|
SELL
|
- |
-1.9KClosed |
$108K - $213K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-3.98KClosed |
$226K - $447K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-5Closed |
$284 - $561
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Wealth Management Partners, LLC
|
SELL
|
- |
-2KClosed |
$114K - $225K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-400Closed |
$22.7K - $44.9K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.51K+ 32.3% |
$85.8K - $170K
|
6.19K
$480K
|
|
|
Jul 14, 2022
Q2 2022
|
Xr Securities LLC
|
SELL
|
- |
-2.11KClosed |
$120K - $237K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
654New |
$37.2K - $73.4K
|
654
$50.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
18+ 72.0% |
$1.02K - $2.02K
|
43
$3.34K
|
|
|
Jul 13, 2022
Q2 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
284+ 2.6% |
$16.1K - $31.9K
|
11.2K
$869K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
860+ 573.33% |
$48.9K - $96.6K
|
1.01K
$78.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.94K+ 246.46% |
$281K - $555K
|
6.95K
$539K
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.14K+ 35.11% |
$64.5K - $128K
|
4.37K
$339K
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-2.03KClosed |
$115K - $228K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-386- 91.47% |
$21.9K - $43.3K
|
36
$2.79K
|
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
SELL
|
- |
-341Closed |
$19.4K - $38.3K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4New |
$227 - $449
|
4
$310
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.85KClosed |
$162K - $320K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.67KClosed |
$94.6K - $187K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Avondale Wealth Management
|
SELL
|
- |
-39Closed |
$2.22K - $4.38K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-25- 0.59% |
$1.42K - $2.81K
|
4.18K
$324K
|
|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-3.34KClosed |
$190K - $375K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Marshall & Sullivan Inc
|
SELL
|
- |
-4.83KClosed |
$274K - $542K
|
0
$0
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-5Closed |
$284 - $561
|
0
$0
|
|
| Q1 2022 | |||||||
|
Feb 12, 2025
Q1 2022
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
33+ 20.75% |
$2.42K - $5.18K
|
192
$14.9K
|
|
|
Dec 02, 2024
Q1 2022
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-2.54KClosed |
$186K - $399K
|
0
$0
|
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
75KNew |
$5.49M - $11.8M
|
75K
$5.82M
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
413+ 26.04% |
$30.2K - $64.8K
|
2K
$155K
|
|
|
May 27, 2022
Q1 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-1.35KClosed |
$98.7K - $211K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-527Closed |
$38.6K - $82.7K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.47KClosed |
$107K - $230K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Sylebra Capital LTD
Hong Kong, K3 |
SELL
|
- |
-112KClosed |
$8.2M - $17.6M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-3.09KClosed |
$226K - $485K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
PUT |
-64.2KClosed |
$4.7M - $10.1M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-660Closed |
$48.3K - $104K
|
0
$0
|
|