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 |
---|---|---|---|---|---|---|---|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
369+ 9.38% |
$19.1K - $28K
|
4.3K
$389K
|
|
Nov 14, 2022
Q3 2022
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
350New |
$18.1K - $26.5K
|
350
$31.6K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
348New |
$18K - $26.4K
|
348
$31.4K
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
300New |
$15.5K - $22.8K
|
300
$27.1K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
280New |
$14.5K - $21.2K
|
280
$25.3K
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
228+ 2.11% |
$11.8K - $17.3K
|
11K
$995K
|
|
Nov 14, 2022
Q3 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
200+ 1.39% |
$10.3K - $15.2K
|
14.6K
$1.32M
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
169New |
$8.73K - $12.8K
|
169
$15.3K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
167+ 2.34% |
$8.63K - $12.7K
|
7.29K
$659K
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
165New |
$8.53K - $12.5K
|
165
$14.9K
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
150+ 17.05% |
$7.75K - $11.4K
|
1.03K
$93.1K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
145+ 216.42% |
$7.49K - $11K
|
212
$19.2K
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
144+ 3.59% |
$7.44K - $10.9K
|
4.15K
$375K
|
|
Oct 28, 2022
Q3 2022
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
138+ 23.15% |
$7.13K - $10.5K
|
734
$66.3K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
100+ 2.33% |
$5.17K - $7.58K
|
4.4K
$397K
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.93% |
$5.17K - $7.58K
|
10.8K
$976K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
73New |
$3.77K - $5.54K
|
73
$6.6K
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
53New |
$2.74K - $4.02K
|
53
$4.79K
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
50New |
$2.58K - $3.79K
|
50
$4.52K
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
43New |
$2.22K - $3.26K
|
43
$3.89K
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
34New |
$1.76K - $2.58K
|
34
$3.07K
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
27New |
$1.4K - $2.05K
|
27
$2.44K
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
24+ 2.59% |
$1.24K - $1.82K
|
951
$85.9K
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
16+ 200.0% |
$827 - $1.21K
|
24
$2.17K
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
8New |
$413 - $607
|
8
$723
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
6+ 2.79% |
$310 - $455
|
221
$20K
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2New |
$103 - $152
|
2
$181
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
395KNew |
$22.4M - $44.3M
|
395K
$35.7M
|
|
Aug 03, 2022
Q2 2022
|
Ddd Partners, LLC
|
BUY
|
- |
44KNew |
$2.5M - $4.94M
|
44K
$3.97M
|
|
Nov 10, 2022
Q2 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
29.4KNew |
$1.67M - $3.3M
|
29.4K
$2.65M
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
27.2KNew |
$1.55M - $3.06M
|
27.2K
$2.46M
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
CALL |
25KNew |
$1.42M - $2.81M
|
25K
$2.26M
|
|
Jul 11, 2022
Q2 2022
|
Paradiem, LLC
|
BUY
|
- |
15K+ 72.54% |
$853K - $1.69M
|
35.7K
$3.23M
|
|
Jul 20, 2022
Q2 2022
|
F
|
BUY
|
- |
10.4KNew |
$592K - $1.17M
|
10.4K
$942K
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
9.9K+ 235.47% |
$562K - $1.11M
|
14.1K
$1.27M
|
|
Aug 02, 2022
Q2 2022
|
Jennison Associates LLC
|
BUY
|
- |
9.33KNew |
$530K - $1.05M
|
9.33K
$843K
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
8.12K+ 41.57% |
$461K - $912K
|
27.7K
$2.5M
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.94K+ 246.46% |
$281K - $555K
|
6.95K
$628K
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
4.8KNew |
$273K - $539K
|
4.8K
$433K
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3.78KNew |
$214K - $424K
|
3.78K
$341K
|
|
Aug 15, 2022
Q2 2022
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
3.7K+ 37.69% |
$210K - $416K
|
13.5K
$1.22M
|
|
Aug 15, 2022
Q2 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
3.7KNew |
$210K - $415K
|
3.7K
$334K
|
|
Aug 11, 2022
Q2 2022
|
Q Pula Trading Management LP
New York, NY |
BUY
|
- |
3.64KNew |
$207K - $409K
|
3.64K
$329K
|
|
Aug 15, 2022
Q2 2022
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
2.01KNew |
$114K - $226K
|
2.01K
$182K
|
|
Jul 14, 2022
Q2 2022
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.51K+ 32.3% |
$85.8K - $170K
|
6.19K
$559K
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
1.28K+ 29.04% |
$72.4K - $143K
|
5.67K
$512K
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.14K+ 35.11% |
$64.5K - $128K
|
4.37K
$395K
|
|
Aug 15, 2022
Q2 2022
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.12K+ 7.14% |
$63.6K - $126K
|
16.8K
$1.52M
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
860+ 573.33% |
$48.9K - $96.6K
|
1.01K
$91.3K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
761New |
$43.2K - $85.4K
|
761
$68.8K
|