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 |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
1.09KNew |
$51.8K - $64.6K
|
1.09K
$68.3K
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
947+ 9.88% |
$44.9K - $56K
|
10.5K
$658K
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
518+ 3.46% |
$24.6K - $30.6K
|
15.5K
$968K
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
300+ 2.46% |
$14.2K - $17.7K
|
12.5K
$780K
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
285+ 7.05% |
$13.5K - $16.9K
|
4.33K
$270K
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
204New |
$9.67K - $12.1K
|
204
$12.8K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
183+ 0.53% |
$8.67K - $10.8K
|
34.8K
$2.17M
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
151+ 2.05% |
$7.16K - $8.93K
|
7.51K
$469K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
113+ 1.75% |
$5.36K - $6.68K
|
6.57K
$411K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
100New |
$4.74K - $5.92K
|
100
$6.25K
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
91+ 21.98% |
$4.31K - $5.38K
|
505
$31.6K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
87New |
$4.12K - $5.15K
|
87
$5.44K
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
52New |
$2.46K - $3.08K
|
52
$3.25K
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
52New |
$2.46K - $3.08K
|
52
$3.25K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
29New |
$1.37K - $1.72K
|
29
$1.81K
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
21New |
$995 - $1.24K
|
21
$1.31K
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
18New |
$853 - $1.06K
|
18
$1.13K
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
10New |
$474 - $592
|
10
$625
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6+ 0.01% |
$284 - $355
|
48.3K
$3.02M
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2New |
$94.8 - $118
|
2
$125
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1New |
$47.4 - $59.2
|
1
$62.5
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.06MNew |
$52.8M - $72.1M
|
1.06M
$66.5M
|
|
May 15, 2023
Q1 2023
|
Kcl Capital, L.P.
New York, NY |
BUY
|
- |
225KNew |
$11.2M - $15.3M
|
225K
$14.1M
|
|
Aug 11, 2023
Q1 2023
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
138KNew |
$6.85M - $9.36M
|
138K
$8.63M
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
BUY
|
CALL |
50KNew |
$2.48M - $3.39M
|
50K
$3.13M
|
|
May 03, 2023
Q1 2023
|
Mizuho Markets Cayman LP
|
BUY
|
- |
43.1KNew |
$2.14M - $2.93M
|
43.1K
$2.7M
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
BUY
|
- |
29.1K+ 120.54% |
$1.44M - $1.97M
|
53.2K
$3.33M
|
|
May 08, 2023
Q1 2023
|
Xxec, Inc.
|
BUY
|
- |
14.8KNew |
$734K - $1M
|
14.8K
$924K
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
BUY
|
- |
12KNew |
$598K - $816K
|
12K
$752K
|
|
May 09, 2023
Q1 2023
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
10KNew |
$497K - $678K
|
10K
$625K
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
7.21K+ 102.26% |
$358K - $489K
|
14.3K
$891K
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.84KNew |
$340K - $464K
|
6.84K
$428K
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
5.08KNew |
$253K - $345K
|
5.08K
$318K
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
4.81KNew |
$239K - $326K
|
4.81K
$300K
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
4.39KNew |
$218K - $298K
|
4.39K
$275K
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
4.3KNew |
$214K - $292K
|
4.3K
$269K
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
3.86KNew |
$192K - $262K
|
3.86K
$241K
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.65KNew |
$181K - $248K
|
3.65K
$228K
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
3.55KNew |
$176K - $241K
|
3.55K
$222K
|
|
May 17, 2023
Q1 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
1.4K+ 50.0% |
$69.6K - $95K
|
4.2K
$263K
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
1.25K+ 28.67% |
$62K - $84.7K
|
5.6K
$350K
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
1KNew |
$49.7K - $67.8K
|
1K
$62.5K
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
824+ 5.57% |
$40.9K - $55.9K
|
15.6K
$977K
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
467+ 10.82% |
$23.2K - $31.7K
|
4.78K
$299K
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
452+ 1.65% |
$22.5K - $30.7K
|
27.8K
$1.74M
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
312+ 31.2% |
$15.5K - $21.2K
|
1.31K
$82K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
129New |
$6.41K - $8.75K
|
129
$8.07K
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
100New |
$4.97K - $6.78K
|
100
$6.25K
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
100+ 222.22% |
$4.97K - $6.78K
|
145
$9.07K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
74New |
$3.68K - $5.02K
|
74
$4.63K
|