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 14, 2021
Q1 2021
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-8.8KClosed |
$1.7M - $2.33M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-2.1K- 59.15% |
$405K - $557K
|
1.45K
$131K
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.4KClosed |
$1.04M - $1.43M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Advisor Os, LLC
|
SELL
|
- |
-1.01KClosed |
$195K - $268K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.31KClosed |
$253K - $348K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Times Square Capital Management, LLC
|
SELL
|
- |
-1.18KClosed |
$227K - $312K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-2.84KClosed |
$547K - $753K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-50Closed |
$9.64K - $13.3K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
CALL |
-100Closed |
$19.3K - $26.5K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-300Closed |
$57.9K - $79.5K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Beck Bode, LLC
|
SELL
|
- |
-214Closed |
$41.3K - $56.7K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Accel Wealth Management
|
SELL
|
- |
-100Closed |
$19.3K - $26.5K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-3.23KClosed |
$624K - $858K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
CALL |
1.68K+ 12.17% |
$323K - $444K
|
15.5K
$1.4M
|
|
|
May 07, 2021
Q1 2021
|
Iron Financial, LLC
|
SELL
|
- |
-4.38KClosed |
$844K - $1.16M
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-100Closed |
$19.3K - $26.5K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Trivest Advisors LTD
Hong Kong, K3 |
SELL
|
- |
-1KClosed |
$193K - $265K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-506Closed |
$97.6K - $134K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-25Closed |
$4.82K - $6.63K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-130Closed |
$25.1K - $34.5K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-42Closed |
$8.1K - $11.1K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Minot Wealth Management LLC
|
SELL
|
- |
-3.88KClosed |
$747K - $1.03M
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-63Closed |
$12.1K - $16.7K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-2.78KClosed |
$536K - $737K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-400Closed |
$77.1K - $106K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Leverage Partners Absolute Return Fund Spc
|
SELL
|
- |
-3KClosed |
$579K - $795K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-8.29KClosed |
$1.6M - $2.2M
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.15KClosed |
$222K - $305K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-1.35KClosed |
$260K - $357K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.05KClosed |
$203K - $279K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
5New |
$964 - $1.33K
|
5
$452
|
|
|
Apr 22, 2021
Q1 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-345Closed |
$66.5K - $91.5K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-904Closed |
$174K - $240K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Toth Financial Advisory Corp
|
BUY
|
CALL |
100New |
$19.3K - $26.5K
|
100
$9.04K
|
|
|
Apr 20, 2021
Q1 2021
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1.21KClosed |
$233K - $320K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Covenant Asset Management, LLC
|
BUY
|
CALL |
2KNew |
$386K - $530K
|
2K
$181K
|
|
|
Apr 19, 2021
Q1 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-3.06KClosed |
$591K - $812K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1KClosed |
$193K - $265K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Motco
|
SELL
|
- |
-95Closed |
$18.3K - $25.2K
|
0
$0
|
|
|
Apr 06, 2021
Q1 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.22KClosed |
$234K - $322K
|
0
$0
|
|
|
Apr 05, 2021
Q1 2021
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
5New |
$964 - $1.33K
|
5
$452
|
|
| Q4 2020 | |||||||
|
Nov 09, 2023
Q4 2020
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-220Closed |
$43.5K - $55.4K
|
0
$0
|
|
|
Sep 13, 2023
Q4 2020
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.08KNew |
$213K - $272K
|
1.08K
$97.7K
|
|
|
Nov 12, 2021
Q4 2020
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
3KNew |
$593K - $755K
|
3K
$271K
|
|
|
Mar 03, 2021
Q4 2020
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
CALL |
1KNew |
$198K - $252K
|
1K
$90.4K
|
|
|
Feb 16, 2021
Q4 2020
|
First National Bank Of South Miami
|
SELL
|
- |
-20Closed |
$3.95K - $5.03K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-227Closed |
$44.9K - $57.1K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Light Street Capital Management, LLC
Palo Alto, CA |
SELL
|
- |
-207KClosed |
$40.8M - $52M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Js Capital Management LLC
New York, NY |
SELL
|
- |
-1.8KClosed |
$356K - $453K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.28KClosed |
$254K - $323K
|
0
$0
|
|