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 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
PUT |
1New |
$257 - $310
|
1
$81.4
|
|
|
Nov 03, 2021
Q3 2021
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-1.49KClosed |
$382K - $461K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.11KClosed |
$284K - $343K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-23.8KClosed |
$6.1M - $7.37M
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Shikiar Asset Management Inc
|
SELL
|
- |
-860Closed |
$221K - $267K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Tandem Capital Management Corp
|
SELL
|
- |
-825Closed |
$212K - $256K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-902Closed |
$232K - $280K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
First American Bank
Dundee, IL |
SELL
|
- |
-750Closed |
$193K - $233K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-787Closed |
$202K - $244K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.01KClosed |
$260K - $313K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Ams Capital Ltda
|
SELL
|
- |
-40KClosed |
$10.3M - $12.4M
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Dorchester Wealth Management CO
|
SELL
|
- |
-980Closed |
$252K - $304K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
BUY
|
CALL |
500New |
$128K - $155K
|
500
$40.7K
|
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
14+ 1.55% |
$3.6K - $4.34K
|
919
$74.8K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
18.1KNew |
$4.65M - $5.61M
|
18.1K
$1.47M
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-15- 3.56% |
$3.85K - $4.65K
|
406
$33K
|
|
|
Oct 20, 2021
Q3 2021
|
Gvo Asset Management LTD
|
SELL
|
- |
-436Closed |
$112K - $135K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-822Closed |
$211K - $255K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-265Closed |
$68.1K - $82.2K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
26New |
$6.68K - $8.06K
|
26
$2.12K
|
|
|
Oct 18, 2021
Q3 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-4.63KClosed |
$1.19M - $1.43M
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-881Closed |
$226K - $273K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-96Closed |
$24.7K - $29.8K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.31KClosed |
$337K - $407K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Asset Management Corp
|
SELL
|
CALL |
-100- 9.09% |
$25.7K - $31K
|
1K
$81.4K
|
|
|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.1KClosed |
$283K - $341K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Mass General Brigham, Inc
|
SELL
|
- |
-4KClosed |
$1.03M - $1.24M
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Professional Advisory Services Inc
|
SELL
|
- |
-750Closed |
$193K - $233K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-100Closed |
$25.7K - $31K
|
0
$0
|
|
|
Oct 04, 2021
Q3 2021
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-762Closed |
$196K - $236K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jun 14, 2024
Q2 2021
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-20KClosed |
$3.6M - $5.68M
|
0
$0
|
|
|
May 26, 2023
Q2 2021
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
75+ 56.39% |
$13.5K - $21.3K
|
208
$16.9K
|
|
|
Dec 28, 2021
Q2 2021
|
Jordan Park Group LLC
|
BUY
|
- |
12+ 1.17% |
$2.16K - $3.41K
|
1.03K
$84.1K
|
|
|
Aug 17, 2021
Q2 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-25Closed |
$4.5K - $7.11K
|
0
$0
|
|
|
Aug 17, 2021
Q2 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
CALL |
-7.1K- 87.65% |
$1.28M - $2.02M
|
1K
$81.4K
|
|
|
Aug 16, 2021
Q2 2021
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-9.26KClosed |
$1.67M - $2.63M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-133Closed |
$24K - $37.8K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
SELL
|
- |
-9KClosed |
$1.62M - $2.56M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-4KClosed |
$721K - $1.14M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
SELL
|
- |
-12.3KClosed |
$2.22M - $3.5M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-6.3KClosed |
$1.13M - $1.79M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-4.39KClosed |
$790K - $1.25M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Teilinger Capital Ltd.
Houston, TX |
BUY
|
- |
2.5KNew |
$450K - $711K
|
2.5K
$203K
|
|
|
Aug 16, 2021
Q2 2021
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
SELL
|
- |
-250KClosed |
$45M - $71.1M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-22Closed |
$3.96K - $6.26K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
5.48KNew |
$987K - $1.56M
|
5.48K
$446K
|
|
|
Aug 13, 2021
Q2 2021
|
Parametrica Management LTD
|
SELL
|
- |
-1.45KClosed |
$261K - $412K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-40.9KClosed |
$7.37M - $11.6M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
72New |
$13K - $20.5K
|
72
$5.86K
|
|
|
Aug 13, 2021
Q2 2021
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-6Closed |
$1.08K - $1.71K
|
0
$0
|
|