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 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
6.66KNew |
$256K - $420K
|
6.66K
$542K
|
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
6KNew |
$231K - $379K
|
6K
$488K
|
|
|
Feb 15, 2024
Q4 2023
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
4.72KNew |
$182K - $298K
|
4.72K
$384K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
4.6KNew |
$177K - $290K
|
4.6K
$374K
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
4.45KNew |
$171K - $281K
|
4.45K
$362K
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Fund Management, LLC
Boston, MA |
BUY
|
CALL |
4.4KNew |
$170K - $278K
|
4.4K
$358K
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
BUY
|
- |
4.33KNew |
$167K - $273K
|
4.33K
$352K
|
|
|
Feb 13, 2024
Q4 2023
|
Brandywine Managers, LLC
Hockessin, DE |
BUY
|
- |
4.21KNew |
$162K - $266K
|
4.21K
$343K
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
CALL |
4KNew |
$154K - $252K
|
4K
$326K
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
3.9KNew |
$150K - $246K
|
3.9K
$317K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
3.03KNew |
$117K - $191K
|
3.03K
$246K
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
BUY
|
- |
3K+ 7.0% |
$115K - $189K
|
45.8K
$3.72M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.84KNew |
$70.7K - $116K
|
1.84K
$149K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.39KNew |
$53.7K - $88K
|
1.39K
$113K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
919New |
$35.4K - $58K
|
919
$74.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
743New |
$28.6K - $46.9K
|
743
$60.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
538New |
$20.7K - $34K
|
538
$43.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
364+ 60.47% |
$14K - $23K
|
966
$78.6K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
337New |
$13K - $21.3K
|
337
$27.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
185New |
$7.13K - $11.7K
|
185
$15.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
150New |
$5.78K - $9.47K
|
150
$12.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
150New |
$5.78K - $9.47K
|
150
$12.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
140New |
$5.39K - $8.84K
|
140
$11.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
113New |
$4.35K - $7.13K
|
113
$9.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
90New |
$3.47K - $5.68K
|
90
$7.32K
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
84New |
$3.24K - $5.3K
|
84
$6.84K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
66New |
$2.54K - $4.17K
|
66
$5.37K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
50New |
$1.93K - $3.16K
|
50
$4.07K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
42New |
$1.62K - $2.65K
|
42
$3.42K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
40New |
$1.54K - $2.52K
|
40
$3.26K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
32+ 59.26% |
$1.23K - $2.02K
|
86
$7K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
19New |
$732 - $1.2K
|
19
$1.55K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
13+ 11.5% |
$501 - $820
|
126
$10.3K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
13New |
$501 - $820
|
13
$1.06K
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
10New |
$385 - $631
|
10
$814
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
5New |
$193 - $316
|
5
$407
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$193 - $316
|
5
$407
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4New |
$154 - $252
|
4
$326
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1New |
$38.5 - $63.1
|
1
$81.4
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
84.6KNew |
$3.47M - $4.59M
|
84.6K
$6.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
53.6KNew |
$2.2M - $2.9M
|
53.6K
$4.36M
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
40.2KNew |
$1.65M - $2.18M
|
40.2K
$3.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
28.2KNew |
$1.16M - $1.53M
|
28.2K
$2.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
25K+ 55.15% |
$1.03M - $1.35M
|
70.4K
$5.73M
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
20.8KNew |
$853K - $1.13M
|
20.8K
$1.69M
|
|
|
Nov 01, 2023
Q3 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
17KNew |
$698K - $921K
|
17K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
12.7K+ 37.98% |
$523K - $691K
|
46.3K
$3.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Berylson Capital Partners, LLC
Boston, MA |
BUY
|
- |
12.4K+ 179.71% |
$509K - $672K
|
19.3K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$445K - $587K
|
10.8K
$882K
|
|
|
Nov 14, 2023
Q3 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
8.75KNew |
$359K - $474K
|
8.75K
$712K
|
|