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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.51KClosed |
$203K - $428K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Centric Wealth Management
|
SELL
|
- |
-941Closed |
$127K - $267K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
3New |
$405 - $852
|
3
$271
|
|
|
Jan 27, 2022
Q4 2021
|
Close Asset Management LTD
|
SELL
|
- |
-70Closed |
$9.46K - $19.9K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.87KClosed |
$388K - $816K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-3.81KClosed |
$515K - $1.08M
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.21KClosed |
$298K - $627K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Apeiron Capital LTD
|
BUY
|
- |
78.5K+ 103.29% |
$10.6M - $22.3M
|
155K
$14M
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-1.26KClosed |
$170K - $358K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.56KClosed |
$210K - $442K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
SELL
|
- |
-1.14KClosed |
$153K - $322K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-1.73KClosed |
$233K - $491K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
SELL
|
- |
-100Closed |
$13.5K - $28.4K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.22KClosed |
$165K - $346K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.05KClosed |
$142K - $298K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
74New |
$10K - $21K
|
74
$6.69K
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.47KClosed |
$198K - $417K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-934Closed |
$126K - $265K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Orser Capital Management, LLC
|
SELL
|
- |
-10.1KClosed |
$1.37M - $2.88M
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-993Closed |
$134K - $282K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.06KClosed |
$143K - $300K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.16KClosed |
$157K - $329K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-895Closed |
$121K - $254K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
7New |
$946 - $1.99K
|
7
$633
|
|
|
Jan 19, 2022
Q4 2021
|
Lattice Capital Management, LLC
|
BUY
|
- |
7.76KNew |
$1.05M - $2.2M
|
7.76K
$702K
|
|
|
Jan 19, 2022
Q4 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1.68KClosed |
$227K - $476K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
David J Yvars Group
|
SELL
|
- |
-3.66KClosed |
$495K - $1.04M
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Sitrin Capital Management LLC
|
SELL
|
- |
-26.2KClosed |
$3.53M - $7.43M
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-812Closed |
$110K - $231K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
SELL
|
- |
-10Closed |
$1.35K - $2.84K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4Closed |
$540 - $1.14K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-934Closed |
$126K - $265K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-2.65KClosed |
$358K - $753K
|
0
$0
|
|
|
Jan 07, 2022
Q4 2021
|
Cullinan Associates Inc
|
SELL
|
- |
-1.5KClosed |
$203K - $426K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.14KNew |
$807K - $974K
|
3.14K
$284K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-3- 0.43% |
$771 - $930
|
695
$62.8K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
13New |
$3.34K - $4.03K
|
13
$1.18K
|
|
|
Dec 10, 2021
Q3 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-5KClosed |
$1.28M - $1.55M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-899Closed |
$231K - $279K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.16KClosed |
$556K - $671K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Sante Capital Fund, LP
|
SELL
|
- |
-4.28KClosed |
$1.1M - $1.33M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
600New |
$154K - $186K
|
600
$54.3K
|
|
|
Nov 15, 2021
Q3 2021
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-7.74KClosed |
$1.99M - $2.4M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Precept Management LLC
Dallas, TX |
SELL
|
- |
-1KClosed |
$257K - $310K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
38.2KNew |
$9.83M - $11.9M
|
38.2K
$3.46M
|
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-59Closed |
$15.2K - $18.3K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-1.18KClosed |
$302K - $365K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-391Closed |
$100K - $121K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Skye Global Management LP
West Palm Beach, FL |
SELL
|
- |
-15.4KClosed |
$3.96M - $4.77M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-28.6KClosed |
$7.34M - $8.86M
|
0
$0
|
|