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 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
158New |
$6.29K - $9.41K
|
158
$12.5K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
150New |
$5.97K - $8.93K
|
150
$11.9K
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
140+ 16.0% |
$5.57K - $8.34K
|
1.02K
$80.3K
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
115New |
$4.58K - $6.85K
|
115
$9.1K
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
100+ 100.0% |
$3.98K - $5.96K
|
200
$15.8K
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
100+ 100.0% |
$3.98K - $5.96K
|
200
$15.8K
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
81New |
$3.22K - $4.82K
|
81
$6.41K
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
56+ 1120.0% |
$2.23K - $3.33K
|
61
$4.83K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
52New |
$2.07K - $3.1K
|
52
$4.11K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
48New |
$1.91K - $2.86K
|
48
$3.8K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
40New |
$1.59K - $2.38K
|
40
$3.16K
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
40New |
$1.59K - $2.38K
|
40
$3.16K
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
37+ 3.92% |
$1.47K - $2.2K
|
981
$77.6K
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
36New |
$1.43K - $2.14K
|
36
$2.85K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
35+ 49.3% |
$1.39K - $2.08K
|
106
$8.39K
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
35New |
$1.39K - $2.08K
|
35
$2.77K
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
30New |
$1.19K - $1.79K
|
30
$2.37K
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
25New |
$995 - $1.49K
|
25
$1.98K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
20New |
$796 - $1.19K
|
20
$1.58K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
20+ 100.0% |
$796 - $1.19K
|
40
$3.16K
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
10New |
$398 - $596
|
10
$791
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3+ 15.79% |
$119 - $179
|
22
$1.74K
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2New |
$79.6 - $119
|
2
$158
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 200.0% |
$79.6 - $119
|
3
$237
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
2.52MNew |
$130M - $191M
|
2.52M
$199M
|
|
Nov 04, 2022
Q3 2022
|
Ardevora Asset Management LLP
|
BUY
|
- |
421KNew |
$21.8M - $31.9M
|
421K
$33.3M
|
|
Nov 14, 2022
Q3 2022
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
311K+ 195.48% |
$16.1M - $23.6M
|
470K
$37.2M
|
|
Nov 14, 2022
Q3 2022
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
CALL |
80KNew |
$4.13M - $6.07M
|
80K
$6.33M
|
|
Nov 14, 2022
Q3 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
78.3KNew |
$4.05M - $5.94M
|
78.3K
$6.19M
|
|
Nov 14, 2022
Q3 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
46KNew |
$2.38M - $3.49M
|
46K
$3.64M
|
|
Nov 09, 2022
Q3 2022
|
Aigen Investment Management, LP
|
BUY
|
- |
35.5KNew |
$1.83M - $2.69M
|
35.5K
$2.8M
|
|
Nov 10, 2022
Q3 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
10KNew |
$517K - $759K
|
10K
$791K
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
9.75KNew |
$504K - $740K
|
9.75K
$772K
|
|
Oct 20, 2022
Q3 2022
|
Mcia Inc
|
BUY
|
- |
9.41KNew |
$486K - $714K
|
9.41K
$745K
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
6.04KNew |
$312K - $458K
|
6.04K
$478K
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
5.71KNew |
$295K - $433K
|
5.71K
$451K
|
|
Nov 14, 2022
Q3 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
4.5KNew |
$233K - $342K
|
4.5K
$356K
|
|
Nov 15, 2022
Q3 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
4.18KNew |
$216K - $317K
|
4.18K
$330K
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3.15K+ 28.64% |
$163K - $239K
|
14.2K
$1.12M
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.13KNew |
$162K - $238K
|
3.13K
$248K
|
|
Nov 14, 2022
Q3 2022
|
First Growth Investment Manager LP
San Francisco, CA |
BUY
|
CALL |
2.5KNew |
$129K - $190K
|
2.5K
$198K
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.31K+ 5.26% |
$119K - $175K
|
46.1K
$3.65M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.61KNew |
$83K - $122K
|
1.61K
$127K
|
|
Nov 14, 2022
Q3 2022
|
Resolute Advisors LLC
|
BUY
|
- |
1.09K+ 10.18% |
$56.4K - $82.8K
|
11.8K
$935K
|
|
Oct 13, 2022
Q3 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.07K+ 8.61% |
$55K - $80.8K
|
13.4K
$1.06M
|
|
Nov 14, 2022
Q3 2022
|
Tortoise Index Solutions, LLC
Overland Park, KS |
BUY
|
- |
1.04K+ 23.39% |
$53.6K - $78.7K
|
5.48K
$433K
|
|
Nov 08, 2022
Q3 2022
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
986+ 15.42% |
$50.9K - $74.8K
|
7.38K
$584K
|
|
Nov 15, 2022
Q3 2022
|
Bradley Mark J.
|
BUY
|
- |
825+ 7.13% |
$42.6K - $62.6K
|
12.4K
$980K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
804+ 18.25% |
$41.5K - $61K
|
5.21K
$412K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
555+ 5.11% |
$28.7K - $42.1K
|
11.4K
$903K
|