Latest Institutional Sells of Docusign, Inc. (DOCU)
This list provides information on the latest institutional transactions involving Docusign, Inc. (DOCU) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.6K- 46.04% |
$98.1K - $171K
|
1.87K
$152K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.57K- 69.18% |
$96.5K - $168K
|
700
$57K
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.55K- 23.42% |
$95.3K - $166K
|
5.08K
$413K
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.51K- 23.68% |
$92.9K - $162K
|
4.87K
$397K
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-1.5K- 27.78% |
$92.1K - $160K
|
3.9K
$317K
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-1.5K- 2.82% |
$92.1K - $160K
|
51.7K
$4.21M
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.5K- 3.74% |
$92K - $160K
|
38.5K
$3.14M
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.33K- 5.18% |
$81.9K - $143K
|
24.4K
$1.99M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.18K- 8.04% |
$72.3K - $126K
|
13.5K
$1.1M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.1K- 23.09% |
$67.4K - $117K
|
3.66K
$298K
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.07K- 18.17% |
$65.7K - $114K
|
4.82K
$392K
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-957- 27.61% |
$58.8K - $102K
|
2.51K
$204K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-926- 28.39% |
$56.9K - $99.1K
|
2.34K
$190K
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-925- 15.49% |
$56.8K - $99K
|
5.05K
$411K
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-900- 12.84% |
$55.3K - $96.3K
|
6.11K
$497K
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-870- 4.76% |
$53.4K - $93.1K
|
17.4K
$1.42M
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-860- 41.33% |
$52.8K - $92K
|
1.22K
$99.4K
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-831- 21.91% |
$51K - $88.9K
|
2.96K
$241K
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-826- 22.89% |
$50.7K - $88.4K
|
2.78K
$227K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-789- 0.78% |
$48.5K - $84.4K
|
101K
$8.21M
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-782- 6.73% |
$48K - $83.7K
|
10.8K
$883K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-752- 21.5% |
$46.2K - $80.5K
|
2.75K
$223K
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-734- 4.97% |
$45.1K - $78.5K
|
14K
$1.14M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-717- 7.06% |
$44K - $76.7K
|
9.43K
$768K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-711- 98.61% |
$43.7K - $76.1K
|
10
$814
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-659- 14.92% |
$40.5K - $70.5K
|
3.76K
$306K
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-656- 15.75% |
$40.3K - $70.2K
|
3.51K
$286K
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-634- 4.72% |
$38.9K - $67.8K
|
12.8K
$1.04M
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-631- 18.1% |
$38.8K - $67.5K
|
2.86K
$232K
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-620- 6.87% |
$38.1K - $66.3K
|
8.4K
$684K
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-620- 9.27% |
$38.1K - $66.3K
|
6.07K
$494K
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-605- 0.8% |
$37.2K - $64.7K
|
75K
$6.11M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-569- 6.67% |
$34.9K - $60.9K
|
7.97K
$649K
|
|
Feb 12, 2025
Q4 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-533- 5.99% |
$32.7K - $57K
|
8.37K
$681K
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-526- 1.77% |
$32.3K - $56.3K
|
29.2K
$2.37M
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-500- 2.91% |
$30.7K - $53.5K
|
16.7K
$1.36M
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-447- 4.24% |
$27.5K - $47.8K
|
10.1K
$822K
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-423- 8.29% |
$26K - $45.3K
|
4.68K
$381K
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-416- 2.56% |
$25.6K - $44.5K
|
15.8K
$1.29M
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-410- 32.8% |
$25.2K - $43.9K
|
840
$68.4K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-376- 13.0% |
$23.1K - $40.2K
|
2.52K
$205K
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-361- 9.4% |
$22.2K - $38.6K
|
3.48K
$283K
|
|
Feb 10, 2025
Q4 2024
|
Performa LTD (Us), LLC
|
SELL
|
- |
-335- 93.06% |
$20.6K - $35.8K
|
25
$2.04K
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-334- 2.34% |
$20.5K - $35.7K
|
13.9K
$1.13M
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
PUT |
-300- 1.85% |
$18.4K - $32.1K
|
15.9K
$1.29M
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-289- 8.62% |
$17.8K - $30.9K
|
3.06K
$249K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-268- 99.63% |
$16.5K - $28.7K
|
1
$81.4
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-250- 2.98% |
$15.4K - $26.7K
|
8.14K
$662K
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-250- 83.33% |
$15.4K - $26.7K
|
50
$4.07K
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-226- 82.48% |
$13.9K - $24.2K
|
48
$3.91K
|