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 11, 2024
Q2 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
4.75KNew |
$242K - $290K
|
4.75K
$449K
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
2.08K+ 42.33% |
$106K - $127K
|
7K
$661K
|
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.93K+ 8.83% |
$98.1K - $118K
|
23.8K
$2.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.69K+ 43.63% |
$86K - $103K
|
5.57K
$526K
|
|
|
Aug 14, 2024
Q2 2024
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
1.53K+ 11.09% |
$77.8K - $93.5K
|
15.3K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.09K+ 10.47% |
$55.4K - $66.6K
|
11.5K
$1.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.05K+ 3.02% |
$53.6K - $64.4K
|
35.9K
$3.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1K+ 19.14% |
$50.8K - $61.1K
|
6.23K
$588K
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
900New |
$45.8K - $55K
|
900
$85K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
557New |
$28.3K - $34K
|
557
$52.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
500New |
$25.4K - $30.6K
|
500
$47.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
400+ 14.29% |
$20.3K - $24.5K
|
3.2K
$302K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
385New |
$19.6K - $23.5K
|
385
$36.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
337New |
$17.1K - $20.6K
|
337
$31.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
300New |
$15.3K - $18.3K
|
300
$28.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
300+ 139.53% |
$15.3K - $18.3K
|
515
$48.6K
|
|
|
Jul 24, 2024
Q2 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
223+ 1.21% |
$11.3K - $13.6K
|
18.7K
$1.76M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
174+ 4.72% |
$8.85K - $10.6K
|
3.86K
$365K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
171New |
$8.69K - $10.5K
|
171
$16.1K
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
147+ 3.01% |
$7.47K - $8.99K
|
5.03K
$474K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
141New |
$7.17K - $8.62K
|
141
$13.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
126New |
$6.41K - $7.7K
|
126
$11.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
100New |
$5.08K - $6.11K
|
100
$9.44K
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
BUY
|
CALL |
100+ 9.09% |
$5.08K - $6.11K
|
1.2K
$113K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
91+ 1.56% |
$4.63K - $5.56K
|
5.94K
$561K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
60New |
$3.05K - $3.67K
|
60
$5.66K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
50New |
$2.54K - $3.06K
|
50
$4.72K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
46New |
$2.34K - $2.81K
|
46
$4.34K
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus Fund Advisers, LLC
Hartford, CT |
BUY
|
- |
45+ 7.0% |
$2.29K - $2.75K
|
688
$65K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
44+ 0.52% |
$2.24K - $2.69K
|
8.49K
$801K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
30New |
$1.53K - $1.83K
|
30
$2.83K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
28+ 19.86% |
$1.42K - $1.71K
|
169
$16K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
27+ 3.94% |
$1.37K - $1.65K
|
712
$67.2K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
25New |
$1.27K - $1.53K
|
25
$2.36K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
25+ 0.73% |
$1.27K - $1.53K
|
3.47K
$328K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
23+ 10.85% |
$1.17K - $1.41K
|
235
$22.2K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
22+ 0.22% |
$1.12K - $1.34K
|
10.1K
$954K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
20+ 83.33% |
$1.02K - $1.22K
|
44
$4.15K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
19+ 33.93% |
$966 - $1.16K
|
75
$7.08K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
PUT |
10New |
$508 - $611
|
10
$944
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
10+ 1.41% |
$508 - $611
|
721
$68.1K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
9+ 4.17% |
$458 - $550
|
225
$21.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
8New |
$407 - $489
|
8
$755
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
4New |
$203 - $245
|
4
$378
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2+ 0.2% |
$102 - $122
|
1.01K
$95.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
1New |
$50.8 - $61.1
|
1
$94.4
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
849KNew |
$42.4M - $53.9M
|
849K
$80.1M
|
|
|
May 14, 2024
Q1 2024
|
Maplelane Capital, LLC
New York, NY |
BUY
|
- |
555KNew |
$27.7M - $35.3M
|
555K
$52.4M
|
|
|
May 15, 2024
Q1 2024
|
Thorn Tree Capital Partners LP
Boston, MA |
BUY
|
- |
394K+ 143.89% |
$19.7M - $25M
|
668K
$63M
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
218KNew |
$10.9M - $13.8M
|
218K
$20.6M
|
|