Latest Institutional Purchases of Docusign, Inc. (DOCU)
This list provides information on the latest institutional transactions involving Docusign, Inc. (DOCU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
200New |
$12.3K - $21.4K
|
200
$16.3K
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
200New |
$12.3K - $21.4K
|
200
$16.3K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
186+ 18.34% |
$11.4K - $19.9K
|
1.2K
$97.7K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
173+ 1330.77% |
$10.6K - $18.5K
|
186
$15.1K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
145+ 36.52% |
$8.91K - $15.5K
|
542
$44.1K
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
135New |
$8.29K - $14.4K
|
135
$11K
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
100New |
$6.14K - $10.7K
|
100
$8.14K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
100New |
$6.14K - $10.7K
|
100
$8.14K
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
100New |
$6.14K - $10.7K
|
100
$8.14K
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
100New |
$6.14K - $10.7K
|
100
$8.14K
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
91New |
$5.59K - $9.74K
|
91
$7.41K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
87New |
$5.34K - $9.31K
|
87
$7.08K
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
52New |
$3.19K - $5.56K
|
52
$4.23K
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
50+ 22.22% |
$3.07K - $5.35K
|
275
$22.4K
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
50New |
$3.07K - $5.35K
|
50
$4.07K
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
28New |
$1.72K - $3K
|
28
$2.28K
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
27New |
$1.66K - $2.89K
|
27
$2.2K
|
|
Feb 14, 2025
Q4 2024
|
Virtus Fund Advisers, LLC
Hartford, CT |
BUY
|
- |
24+ 3.49% |
$1.47K - $2.57K
|
712
$57.9K
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
24+ 38.1% |
$1.47K - $2.57K
|
87
$7.08K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
23New |
$1.41K - $2.46K
|
23
$1.87K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
22New |
$1.35K - $2.35K
|
22
$1.79K
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
20New |
$1.23K - $2.14K
|
20
$1.63K
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
20New |
$1.23K - $2.14K
|
20
$1.63K
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15+ 28.85% |
$921 - $1.6K
|
67
$5.45K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
15New |
$921 - $1.6K
|
15
$1.22K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
14New |
$860 - $1.5K
|
14
$1.14K
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
14New |
$860 - $1.5K
|
14
$1.14K
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
10+ 25.0% |
$614 - $1.07K
|
50
$4.07K
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
9New |
$553 - $963
|
9
$732
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
8New |
$491 - $856
|
8
$651
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
8New |
$491 - $856
|
8
$651
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
7New |
$430 - $749
|
7
$570
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
6New |
$369 - $642
|
6
$488
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
5New |
$307 - $535
|
5
$407
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
4New |
$246 - $428
|
4
$326
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
3New |
$184 - $321
|
3
$244
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
2+ 40.0% |
$123 - $214
|
7
$570
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
298KNew |
$14.8M - $18.7M
|
298K
$24.3M
|
|
Nov 14, 2024
Q3 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
227KNew |
$11.3M - $14.2M
|
227K
$18.5M
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
166K+ 31.88% |
$8.27M - $10.4M
|
688K
$56M
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
59.8KNew |
$2.97M - $3.74M
|
59.8K
$4.86M
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
48KNew |
$2.38M - $3M
|
48K
$3.9M
|
|
Nov 14, 2024
Q3 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
40.5KNew |
$2.01M - $2.53M
|
40.5K
$3.29M
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
40K+ 312.28% |
$1.99M - $2.5M
|
52.9K
$4.3M
|
|
Nov 14, 2024
Q3 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
34.6K+ 480.04% |
$1.72M - $2.16M
|
41.8K
$3.4M
|
|
Nov 14, 2024
Q3 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
25KNew |
$1.24M - $1.56M
|
25K
$2.03M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23.3K+ 16.26% |
$1.16M - $1.46M
|
166K
$13.5M
|
|
Nov 14, 2024
Q3 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
21K+ 8.9% |
$1.05M - $1.31M
|
257K
$20.9M
|
|
Nov 06, 2024
Q3 2024
|
Ing Groep Nv
|
BUY
|
- |
17.7KNew |
$880K - $1.11M
|
17.7K
$1.44M
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
16.6KNew |
$825K - $1.04M
|
16.6K
$1.35M
|