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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2021
Q2 2021
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-3.28KClosed |
$590K - $932K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-1.24KClosed |
$224K - $353K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-1.6KClosed |
$289K - $456K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.4KClosed |
$432K - $683K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-994Closed |
$179K - $283K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-95KClosed |
$17.1M - $27M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-2.94KClosed |
$530K - $837K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Cavalier Investments, LLC
|
SELL
|
- |
-6.06KClosed |
$1.09M - $1.72M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Scott & Selber, Inc.
|
SELL
|
- |
-13.5KClosed |
$2.43M - $3.83M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-3Closed |
$540 - $853
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-2KClosed |
$360K - $569K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
- |
-1.47KClosed |
$265K - $419K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-1.46KClosed |
$264K - $416K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-2.08KClosed |
$375K - $593K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.04KClosed |
$367K - $579K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.68KClosed |
$302K - $477K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-822Closed |
$148K - $234K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-2.22KClosed |
$400K - $632K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Avestar Capital, LLC
|
BUY
|
PUT |
1KNew |
$180K - $284K
|
1K
$77.6K
|
|
|
Aug 03, 2021
Q2 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
25New |
$4.5K - $7.11K
|
25
$1.94K
|
|
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
CALL |
-500- 10.0% |
$90.1K - $142K
|
4.5K
$349K
|
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-2.15KClosed |
$387K - $612K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-500Closed |
$90.1K - $142K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Chase Investment Counsel Corp
|
SELL
|
- |
-11.2KClosed |
$2.02M - $3.19M
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-27.3KClosed |
$4.92M - $7.77M
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Bt Wealth Management LLC
|
SELL
|
- |
-1KClosed |
$180K - $284K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Clean Yield Group
|
BUY
|
- |
300New |
$54K - $85.3K
|
300
$23.3K
|
|
|
Jul 22, 2021
Q2 2021
|
Capital Cs Group, LLC
|
SELL
|
- |
-2.63KClosed |
$475K - $749K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
G&S Capital LLC
|
SELL
|
- |
-2.6KClosed |
$468K - $739K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-6Closed |
$1.08K - $1.71K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
15.6KNew |
$2.81M - $4.44M
|
15.6K
$1.21M
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-1.28KClosed |
$231K - $365K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
83.6K+ 27857.0% |
$15.1M - $23.8M
|
83.9K
$6.51M
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-100Closed |
$18K - $28.4K
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-8.49KClosed |
$1.53M - $2.41M
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Western Financial Corporation
|
SELL
|
- |
-4.3KClosed |
$774K - $1.22M
|
0
$0
|
|
|
Jul 07, 2021
Q2 2021
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-1Closed |
$180 - $284
|
0
$0
|
|
|
Jul 06, 2021
Q2 2021
|
Private Asset Management Inc
|
SELL
|
- |
-1.15KClosed |
$207K - $327K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Sep 08, 2021
Q1 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-2.95KClosed |
$569K - $782K
|
0
$0
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-100Closed |
$19.3K - $26.5K
|
0
$0
|
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-103Closed |
$19.9K - $27.3K
|
0
$0
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-5Closed |
$964 - $1.33K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-100Closed |
$19.3K - $26.5K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Stephen Mandel
Lone Pine Capital LLC | Greenwich, Ct
|
SELL
|
- |
-4.06MClosed |
$782M - $1.08B
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cooper Financial Group
|
SELL
|
- |
-3.34KClosed |
$644K - $885K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.66KClosed |
$320K - $440K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Matrix Capital Management Company, LP
Waltham, MA |
SELL
|
- |
-1.35MClosed |
$259M - $357M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-1.22KClosed |
$236K - $325K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
York Capital Management Global Advisors, LLC
New York, NY |
SELL
|
- |
-69.7KClosed |
$13.4M - $18.5M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-166KClosed |
$32M - $44M
|
0
$0
|
|