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 15, 2022
Q2 2022
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.12K+ 7.14% |
$63.6K - $126K
|
16.8K
$1.35M
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
860+ 573.33% |
$48.9K - $96.6K
|
1.01K
$81.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
761New |
$43.2K - $85.4K
|
761
$61.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
654New |
$37.2K - $73.4K
|
654
$52.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
510+ 5.63% |
$29K - $57.3K
|
9.57K
$769K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
373+ 39.14% |
$21.2K - $41.9K
|
1.33K
$107K
|
|
|
Aug 09, 2022
Q2 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
325+ 10.07% |
$18.5K - $36.5K
|
3.55K
$285K
|
|
|
Jul 26, 2022
Q2 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
324+ 7.36% |
$18.4K - $36.4K
|
4.73K
$380K
|
|
|
Jul 13, 2022
Q2 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
284+ 2.6% |
$16.1K - $31.9K
|
11.2K
$900K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
225New |
$12.8K - $25.3K
|
225
$18.1K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
187+ 20.04% |
$10.6K - $21K
|
1.12K
$90K
|
|
|
Aug 12, 2022
Q2 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
157+ 74.06% |
$8.92K - $17.6K
|
369
$29.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
134New |
$7.61K - $15K
|
134
$10.8K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
129New |
$7.33K - $14.5K
|
129
$10.4K
|
|
|
Nov 30, 2023
Q2 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
105New |
$5.97K - $11.8K
|
105
$8.44K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
80+ 36.36% |
$4.54K - $8.98K
|
300
$24.1K
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
71+ 1.77% |
$4.03K - $7.97K
|
4.09K
$328K
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
60+ 1.66% |
$3.41K - $6.74K
|
3.68K
$295K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
53New |
$3.01K - $5.95K
|
53
$4.26K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
50New |
$2.84K - $5.61K
|
50
$4.02K
|
|
|
Jul 25, 2022
Q2 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
37+ 0.77% |
$2.1K - $4.15K
|
4.82K
$387K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
31New |
$1.76K - $3.48K
|
31
$2.49K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
18+ 72.0% |
$1.02K - $2.02K
|
43
$3.46K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
15+ 300.0% |
$852 - $1.68K
|
20
$1.61K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
7+ 233.33% |
$398 - $786
|
10
$804
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
5+ 5.0% |
$284 - $561
|
105
$8.44K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4New |
$227 - $449
|
4
$321
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Alkeon Capital Management LLC
New York, NY |
BUY
|
CALL |
2MNew |
$146M - $314M
|
2M
$161M
|
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
75KNew |
$5.49M - $11.8M
|
75K
$6.03M
|
|
|
May 16, 2022
Q1 2022
|
Optimus Prime Fund Management Co., Ltd.
Grand Cayman, E9 |
BUY
|
- |
27.4K+ 6.55% |
$2.01M - $4.3M
|
446K
$35.8M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
21.2KNew |
$1.55M - $3.33M
|
21.2K
$1.7M
|
|
|
May 16, 2022
Q1 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
CALL |
18.4KNew |
$1.35M - $2.89M
|
18.4K
$1.48M
|
|
|
May 06, 2022
Q1 2022
|
American Assets Investment Management, LLC
|
BUY
|
- |
15KNew |
$1.1M - $2.36M
|
15K
$1.21M
|
|
|
May 16, 2022
Q1 2022
|
Kayak Investment Partners LLC
San Francisco, CA |
BUY
|
- |
13K+ 52.0% |
$952K - $2.04M
|
38K
$3.05M
|
|
|
May 06, 2022
Q1 2022
|
Retireful, LLC
|
BUY
|
- |
6.19KNew |
$453K - $972K
|
6.19K
$497K
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
5.52KNew |
$404K - $867K
|
5.52K
$444K
|
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
5.09K+ 33.37% |
$373K - $799K
|
20.3K
$1.64M
|
|
|
May 16, 2022
Q1 2022
|
Man Group PLC
London, X0 |
BUY
|
PUT |
2.6KNew |
$190K - $408K
|
2.6K
$209K
|
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
2.31KNew |
$169K - $363K
|
2.31K
$186K
|
|
|
May 11, 2022
Q1 2022
|
Park Circle CO
|
BUY
|
- |
2KNew |
$146K - $314K
|
2K
$161K
|
|
|
May 12, 2022
Q1 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
1.03K+ 6.38% |
$75.1K - $161K
|
17.1K
$1.37M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
700+ 233.33% |
$51.3K - $110K
|
1K
$80.4K
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
413+ 26.04% |
$30.2K - $64.8K
|
2K
$161K
|
|
|
Apr 27, 2022
Q1 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
200New |
$14.6K - $31.4K
|
200
$16.1K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
171New |
$12.5K - $26.8K
|
171
$13.7K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
163New |
$11.9K - $25.6K
|
163
$13.1K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
55New |
$4.03K - $8.64K
|
55
$4.42K
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
4New |
$293 - $628
|
4
$321
|
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2New |
$146 - $314
|
2
$161
|
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1+ 0.47% |
$73.2 - $157
|
214
$17.2K
|
|