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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2020
Q3 2020
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
CALL |
6KNew |
$1.07M - $1.61M
|
6K
$543K
|
|
|
Nov 04, 2020
Q3 2020
|
Nkcfo LLC
|
SELL
|
- |
-2.9KClosed |
$519K - $780K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Radnor Capital Management, LLC
|
SELL
|
- |
-3.18KClosed |
$569K - $855K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-157Closed |
$28.1K - $42.2K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-60Closed |
$10.7K - $16.1K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
CALL |
500New |
$89.5K - $134K
|
500
$45.2K
|
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-25Closed |
$4.47K - $6.72K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
1.34KNew |
$240K - $360K
|
1.34K
$121K
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-44Closed |
$7.87K - $11.8K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-109KClosed |
$19.4M - $29.2M
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-42.7KClosed |
$7.65M - $11.5M
|
0
$0
|
|
|
Oct 15, 2020
Q3 2020
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-24.9KClosed |
$4.45M - $6.68M
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-35Closed |
$6.26K - $9.41K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Parkside Advisors LLC
|
SELL
|
- |
-1.93KClosed |
$345K - $518K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-11.1K- 53.98% |
$873K - $1.96M
|
9.42K
$852K
|
|
|
Sep 15, 2021
Q2 2020
|
Cwm, LLC
|
BUY
|
CALL |
100New |
$7.9K - $17.8K
|
100
$9.04K
|
|
|
Aug 26, 2020
Q2 2020
|
Advisor Net Financial, Inc
|
BUY
|
CALL |
200New |
$15.8K - $35.5K
|
200
$18.1K
|
|
|
Aug 20, 2020
Q2 2020
|
Diker Management LLC
New York, NY |
SELL
|
- |
-131KClosed |
$10.4M - $23.3M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-50Closed |
$3.95K - $8.88K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-225KClosed |
$17.8M - $40M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Qvt Financial LP
New York, NY |
SELL
|
CALL |
-80KClosed |
$6.32M - $14.2M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
- |
-205KClosed |
$16.2M - $36.4M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Graticule Asia Macro Advisors LLC
New York, NY |
SELL
|
- |
-85.2KClosed |
$6.73M - $15.1M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Brandywine Trust CO
Hockessin, DE |
SELL
|
- |
-6.82KClosed |
$538K - $1.21M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-100Closed |
$7.9K - $17.8K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
13.5KNew |
$1.07M - $2.4M
|
13.5K
$1.22M
|
|
|
Aug 13, 2020
Q2 2020
|
George Kaiser Family Foundation
|
SELL
|
- |
-12.3KClosed |
$968K - $2.18M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
K2 Principal Fund, L.P.
Toronto, A6 |
SELL
|
PUT |
-5KClosed |
$395K - $888K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-50Closed |
$3.95K - $8.88K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-208Closed |
$16.4K - $36.9K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Lisanti Capital Growth, LLC
|
SELL
|
- |
-16.9KClosed |
$1.34M - $3.01M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-335Closed |
$26.5K - $59.5K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-54KClosed |
$4.26M - $9.58M
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
1.3KNew |
$103K - $231K
|
1.3K
$118K
|
|
|
Jul 09, 2020
Q2 2020
|
Clarus Wealth Advisors
|
SELL
|
- |
-6.3KClosed |
$498K - $1.12M
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-15Closed |
$1.19K - $2.66K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-93Closed |
$7.35K - $16.5K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 18, 2020
Q1 2020
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
PUT |
-22KClosed |
$1.51M - $2.03M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Maplelane Capital, LLC
New York, NY |
SELL
|
PUT |
-210KClosed |
$14.4M - $19.4M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-13.2KClosed |
$906K - $1.22M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-59.3KClosed |
$4.07M - $5.48M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Kingfisher Capital LLC
|
SELL
|
- |
-15.4KClosed |
$1.06M - $1.42M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-979Closed |
$67.2K - $90.5K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Alp Invest Partners B.V.
Amsterdam, P7 |
SELL
|
- |
-171KClosed |
$11.7M - $15.8M
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Calamos Wealth Management LLC
|
SELL
|
- |
-55.3KClosed |
$3.8M - $5.11M
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-5.3KClosed |
$364K - $490K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-14.4KClosed |
$991K - $1.33M
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Brown University
|
SELL
|
- |
-100KClosed |
$6.87M - $9.24M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Holocene Advisors, LP
New York, NY |
SELL
|
PUT |
-410KClosed |
$24.9M - $31M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ogborne Capital Management, LLC
San Francisco, CA |
SELL
|
- |
-8.9KClosed |
$541K - $672K
|
0
$0
|
|