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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
64New |
$4.78K - $6.25K
|
64
$5.21K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
61+ 1.79% |
$4.56K - $5.96K
|
3.48K
$283K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
55+ 687.5% |
$4.11K - $5.37K
|
63
$5.13K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
52+ 1.55% |
$3.88K - $5.08K
|
3.4K
$277K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
51+ 2.06% |
$3.81K - $4.98K
|
2.53K
$205K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
50+ 1.94% |
$3.74K - $4.89K
|
2.63K
$214K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50New |
$3.74K - $4.89K
|
50
$4.07K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
44+ 2200.0% |
$3.29K - $4.3K
|
46
$3.74K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
42+ 18.34% |
$3.14K - $4.1K
|
271
$22.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
42New |
$3.14K - $4.1K
|
42
$3.42K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
38+ 41.76% |
$2.84K - $3.71K
|
129
$10.5K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
34+ 1.15% |
$2.54K - $3.32K
|
3K
$244K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
30New |
$2.24K - $2.93K
|
30
$2.44K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
27+ 1.55% |
$2.02K - $2.64K
|
1.77K
$144K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
26+ 15.38% |
$1.94K - $2.54K
|
195
$15.9K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
23+ 0.8% |
$1.72K - $2.25K
|
2.89K
$235K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
22New |
$1.64K - $2.15K
|
22
$1.79K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
21+ 8.68% |
$1.57K - $2.05K
|
263
$21.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
21+ 0.36% |
$1.57K - $2.05K
|
5.8K
$472K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
20+ 333.33% |
$1.49K - $1.95K
|
26
$2.12K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
17New |
$1.27K - $1.66K
|
17
$1.38K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
15+ 46.88% |
$1.12K - $1.47K
|
47
$3.82K
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
15+ 3.01% |
$1.12K - $1.47K
|
513
$41.7K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
15New |
$1.12K - $1.47K
|
15
$1.22K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
13+ 0.17% |
$971 - $1.27K
|
7.48K
$609K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
13New |
$971 - $1.27K
|
13
$1.06K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12+ 1.45% |
$896 - $1.17K
|
837
$68.1K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
12New |
$896 - $1.17K
|
12
$977
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
12+ 0.12% |
$896 - $1.17K
|
10.1K
$823K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
10New |
$747 - $977
|
10
$814
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
10+ 1000.0% |
$747 - $977
|
11
$895
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
8+ 0.09% |
$598 - $782
|
9.19K
$748K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7+ 0.08% |
$523 - $684
|
8.61K
$700K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
6New |
$448 - $586
|
6
$488
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
5+ 8.93% |
$374 - $489
|
61
$4.96K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
3+ 0.03% |
$224 - $293
|
11.1K
$904K
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
BUY
|
- |
3+ 0.08% |
$224 - $293
|
3.87K
$315K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3New |
$224 - $293
|
3
$244
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2New |
$149 - $195
|
2
$163
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 10.0% |
$149 - $195
|
22
$1.79K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1+ 0.21% |
$74.7 - $97.7
|
485
$39.5K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
1+ 100.0% |
$74.7 - $97.7
|
2
$163
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1New |
$74.7 - $97.7
|
1
$81.4
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 100.0% |
$74.7 - $97.7
|
2
$163
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 4.35% |
$74.7 - $97.7
|
24
$1.95K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1+ 11.11% |
$74.7 - $97.7
|
10
$814
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jericho Capital Asset Management L.P.
New York, NY |
BUY
|
- |
1.21M+ 33.96% |
$74M - $129M
|
4.75M
$387M
|
|
|
Feb 14, 2025
Q4 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
1.06MNew |
$65.3M - $114M
|
1.06M
$86.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
439KNew |
$26.9M - $46.9M
|
439K
$35.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Palestra Capital Management LLC
New York, NY |
BUY
|
- |
431KNew |
$26.5M - $46.1M
|
431K
$35.1M
|
|