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 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
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-100Closed |
$13.5K - $28.4K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
SELL
|
- |
-505- 88.13% |
$68.2K - $143K
|
68
$5.28K
|
|
|
Feb 02, 2022
Q4 2021
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-1.07KClosed |
$145K - $304K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.22KClosed |
$165K - $347K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-9Closed |
$1.22K - $2.56K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.01KClosed |
$136K - $286K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
6New |
$811 - $1.7K
|
6
$466
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-13Closed |
$1.76K - $3.69K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
SELL
|
- |
-1.18KClosed |
$159K - $334K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-2.05KClosed |
$277K - $584K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Geneva Partners, LLC
|
SELL
|
- |
-8.48KClosed |
$1.15M - $2.41M
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-792Closed |
$107K - $225K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
SELL
|
- |
-790- 81.53% |
$107K - $224K
|
179
$13.9K
|
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2.73KClosed |
$368K - $774K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
50New |
$6.75K - $14.2K
|
50
$3.88K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-10Closed |
$1.35K - $2.84K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.12KClosed |
$151K - $317K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-47Closed |
$6.35K - $13.4K
|
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
$233
|
|
|
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
$12M
|
|
|
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
$5.74K
|
|
|
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
$543
|
|
|
Jan 19, 2022
Q4 2021
|
Lattice Capital Management, LLC
|
BUY
|
- |
7.76KNew |
$1.05M - $2.2M
|
7.76K
$602K
|
|
|
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
|