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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
50+ 33.33% |
$2.49K - $3.13K
|
200
$16.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
42+ 0.06% |
$2.09K - $2.63K
|
67.4K
$5.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
40+ 0.55% |
$1.99K - $2.5K
|
7.29K
$586K
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
32+ 0.78% |
$1.59K - $2K
|
4.15K
$333K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
27+ 27.27% |
$1.34K - $1.69K
|
126
$10.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
21+ 56.76% |
$1.04K - $1.31K
|
58
$4.66K
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
BUY
|
- |
20+ 0.52% |
$995 - $1.25K
|
3.84K
$309K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
20New |
$995 - $1.25K
|
20
$1.61K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
19+ 19.0% |
$945 - $1.19K
|
119
$9.56K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
18New |
$895 - $1.13K
|
18
$1.45K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
17+ 566.67% |
$845 - $1.06K
|
20
$1.61K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
16New |
$796 - $1K
|
16
$1.29K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
15+ 375.0% |
$746 - $938
|
19
$1.53K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
15New |
$746 - $938
|
15
$1.21K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
15New |
$746 - $938
|
15
$1.21K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
12+ 5.91% |
$597 - $750
|
215
$17.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10New |
$497 - $625
|
10
$804
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
9New |
$448 - $563
|
9
$723
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
8+ 0.07% |
$398 - $500
|
10.8K
$871K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
7New |
$348 - $438
|
7
$563
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 0.9% |
$249 - $313
|
563
$45.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3+ 3.7% |
$149 - $188
|
84
$6.75K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
2+ 0.02% |
$99.5 - $125
|
10.5K
$848K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1New |
$49.7 - $62.5
|
1
$80.4
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 4.76% |
$49.7 - $62.5
|
22
$1.77K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1New |
$49.7 - $62.5
|
1
$80.4
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1New |
$49.7 - $62.5
|
1
$80.4
|
|
|
Nov 14, 2024
Q3 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.43M+ 10.87% |
$72.7M - $87.4M
|
14.6M
$1.17B
|
|
|
Aug 14, 2024
Q2 2024
|
Candlestick Capital Management LP
Greenwich, CT |
BUY
|
- |
827KNew |
$42M - $50.5M
|
827K
$66.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
304KNew |
$15.4M - $18.6M
|
304K
$24.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
126KNew |
$6.42M - $7.72M
|
126K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
91.2K+ 66.3% |
$4.64M - $5.57M
|
229K
$18.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
61.2K+ 33.78% |
$3.11M - $3.74M
|
242K
$19.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
51.8KNew |
$2.63M - $3.17M
|
51.8K
$4.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
44.4KNew |
$2.26M - $2.72M
|
44.4K
$3.57M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
40K+ 400.0% |
$2.03M - $2.45M
|
50K
$4.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
35KNew |
$1.78M - $2.14M
|
35K
$2.81M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
34KNew |
$1.73M - $2.08M
|
34K
$2.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Clearline Capital LP
New York, NY |
BUY
|
- |
28.1KNew |
$1.43M - $1.72M
|
28.1K
$2.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
23KNew |
$1.17M - $1.41M
|
23K
$1.85M
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
17.1K+ 265.38% |
$870K - $1.05M
|
23.6K
$1.89M
|
|
|
Jul 30, 2024
Q2 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
14.6KNew |
$744K - $894K
|
14.6K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
14.6KNew |
$742K - $892K
|
14.6K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
14.1KNew |
$719K - $864K
|
14.1K
$1.14M
|
|
|
Jul 18, 2024
Q2 2024
|
Fcf Advisors LLC
|
BUY
|
- |
11.3K+ 39.9% |
$574K - $690K
|
39.6K
$3.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
10.1KNew |
$514K - $618K
|
10.1K
$813K
|
|
|
Aug 07, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
7.66KNew |
$389K - $468K
|
7.66K
$615K
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
5.25KNew |
$267K - $321K
|
5.25K
$422K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
5KNew |
$254K - $306K
|
5K
$402K
|
|