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 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-2.31KClosed |
$312K - $655K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-14.1KClosed |
$1.9M - $3.99M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-315Closed |
$42.6K - $89.5K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Oribel Capital Management, LP
New York, NY |
SELL
|
CALL |
-24.2KClosed |
$3.27M - $6.88M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-541Closed |
$73.1K - $154K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-516Closed |
$69.7K - $147K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Atika Capital Management LLC
New York, NY |
SELL
|
- |
-113KClosed |
$15.3M - $32.2M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.09KClosed |
$148K - $311K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.09KClosed |
$147K - $310K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.18KClosed |
$160K - $336K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
CALL |
300New |
$40.5K - $85.2K
|
300
$27.5K
|
|
Feb 10, 2022
Q4 2021
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-17.4KClosed |
$2.35M - $4.95M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-7.53KClosed |
$1.02M - $2.14M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
BUY
|
- |
57+ 80.28% |
$7.7K - $16.2K
|
128
$11.7K
|
|
Feb 10, 2022
Q4 2021
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-4.67KClosed |
$630K - $1.33M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.01KClosed |
$137K - $288K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-647Closed |
$87.4K - $184K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-902Closed |
$122K - $256K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-787Closed |
$106K - $224K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Oakmont Corp
|
SELL
|
- |
-1.32KClosed |
$178K - $374K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Peterson Wealth Management
|
SELL
|
- |
-805Closed |
$109K - $229K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-2.5KClosed |
$338K - $710K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.39KClosed |
$188K - $395K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Value Star Asset Management (Hong Kong) LTD
Hong Kong, K3 |
SELL
|
CALL |
-1KClosed |
$135K - $284K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Aubrey Capital Management LTD
Edinburgh, X0 |
SELL
|
- |
-32.4KClosed |
$4.38M - $9.21M
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.71KClosed |
$231K - $485K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-974Closed |
$132K - $277K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.76KClosed |
$238K - $500K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.16KClosed |
$156K - $328K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-35.2KClosed |
$4.76M - $10M
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-885Closed |
$120K - $251K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-22.3KClosed |
$3.01M - $6.33M
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
La Financiere De L'Echiquier
|
SELL
|
- |
-87.5KClosed |
$11.8M - $24.9M
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-870Closed |
$118K - $247K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-790Closed |
$107K - $224K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-881Closed |
$119K - $250K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.53KClosed |
$206K - $434K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-464Closed |
$62.7K - $132K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Twin Capital Management Inc
|
SELL
|
- |
-3.2KClosed |
$432K - $909K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-2.25KClosed |
$303K - $638K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.2KClosed |
$163K - $342K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-9.03KClosed |
$1.22M - $2.57M
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
SELL
|
- |
-12.6KClosed |
$1.7M - $3.59M
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
SELL
|
- |
-2.14KClosed |
$289K - $608K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-1.01KClosed |
$136K - $286K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-652Closed |
$88.1K - $185K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-42Closed |
$5.67K - $11.9K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-4.36KClosed |
$588K - $1.24M
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Riversedge Advisors, LLC
|
SELL
|
- |
-825Closed |
$111K - $234K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-885Closed |
$120K - $251K
|
0
$0
|