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 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.3K- 17.94% |
$818K - $1.42M
|
60.9K
$4.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
2.4KNew |
$147K - $257K
|
2.4K
$195K
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-12.9K- 5.9% |
$793K - $1.38M
|
206K
$16.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
8.72K+ 98.65% |
$536K - $933K
|
17.6K
$1.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
69.4KNew |
$4.26M - $7.43M
|
69.4K
$5.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
135New |
$8.29K - $14.4K
|
135
$11K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.35K- 12.58% |
$144K - $251K
|
16.3K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
186+ 18.34% |
$11.4K - $19.9K
|
1.2K
$97.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.4K+ 81.09% |
$700K - $1.22M
|
25.5K
$2.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3.17KNew |
$195K - $340K
|
3.17K
$258K
|
|
|
Feb 10, 2025
Q4 2024
|
Performa LTD (Us), LLC
|
SELL
|
- |
-335- 93.06% |
$20.6K - $35.8K
|
25
$2.04K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.27K+ 69.86% |
$508K - $884K
|
20.1K
$1.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-900- 12.84% |
$55.3K - $96.3K
|
6.11K
$497K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
365New |
$22.4K - $39.1K
|
365
$29.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
184+ 0.2% |
$11.3K - $19.7K
|
93.9K
$7.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-26- 3.1% |
$1.6K - $2.78K
|
812
$66.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.31K- 17.26% |
$326K - $568K
|
25.4K
$2.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.33KNew |
$205K - $357K
|
3.33K
$271K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
62+ 23.66% |
$3.81K - $6.63K
|
324
$26.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
61+ 4.59% |
$3.75K - $6.53K
|
1.39K
$113K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
40.8K+ 1.79% |
$2.51M - $4.37M
|
2.32M
$189M
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
23.6KNew |
$1.45M - $2.53M
|
23.6K
$1.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
86.7K+ 17.77% |
$5.32M - $9.27M
|
575K
$46.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-2.74K- 23.0% |
$169K - $294K
|
9.19K
$748K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
14New |
$860 - $1.5K
|
14
$1.14K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
183+ 12.18% |
$11.2K - $19.6K
|
1.69K
$137K
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-782- 6.73% |
$48K - $83.7K
|
10.8K
$883K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
16.2K+ 45.82% |
$998K - $1.74M
|
51.7K
$4.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
53.4K+ 48.08% |
$3.28M - $5.71M
|
164K
$13.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
15.1K+ 307.53% |
$930K - $1.62M
|
20.1K
$1.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2.77K- 52.57% |
$170K - $296K
|
2.5K
$203K
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-29.6K- 19.8% |
$1.82M - $3.16M
|
120K
$9.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-136K- 29.77% |
$8.37M - $14.6M
|
322K
$26.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
190+ 8.2% |
$11.7K - $20.3K
|
2.51K
$204K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.81K- 21.69% |
$111K - $194K
|
6.53K
$532K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
35+ 29.91% |
$2.15K - $3.74K
|
152
$12.4K
|
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-10.1K- 39.02% |
$622K - $1.08M
|
15.8K
$1.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2+ 0.06% |
$123 - $214
|
3.35K
$272K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
1.17M+ 565.8% |
$72M - $125M
|
1.38M
$112M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
59.2K+ 45.09% |
$3.63M - $6.33M
|
190K
$15.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.32K+ 15.71% |
$573K - $997K
|
68.7K
$5.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-2.03K- 98.16% |
$125K - $217K
|
38
$3.09K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15+ 28.85% |
$921 - $1.6K
|
67
$5.45K
|
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-1.8K- 2.14% |
$110K - $192K
|
82K
$6.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.74K+ 24.06% |
$230K - $400K
|
19.3K
$1.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.15K+ 16.94% |
$132K - $230K
|
14.8K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
577+ 12.92% |
$35.4K - $61.7K
|
5.04K
$410K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
133+ 2.27% |
$8.17K - $14.2K
|
5.99K
$488K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.33K- 5.18% |
$81.9K - $143K
|
24.4K
$1.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
4.65KNew |
$285K - $497K
|
4.65K
$378K
|