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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-22.9K- 78.28% |
$1.09M - $1.36M
|
6.36K
$511K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12.5K- 75.97% |
$592K - $739K
|
3.95K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-3.98K- 44.45% |
$189K - $236K
|
4.98K
$400K
|
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-1.43K- 18.9% |
$67.6K - $84.3K
|
6.12K
$492K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.38K- 11.34% |
$65.4K - $81.6K
|
10.8K
$866K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.23K- 5.49% |
$58.1K - $72.5K
|
21.1K
$1.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-737- 10.2% |
$34.9K - $43.6K
|
6.49K
$522K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-700- 97.9% |
$33.2K - $41.4K
|
15
$1.21K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-650- 76.47% |
$30.8K - $38.4K
|
200
$16.1K
|
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
SELL
|
- |
-500- 9.62% |
$23.7K - $29.6K
|
4.7K
$378K
|
|
|
Jul 27, 2023
Q2 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-464- 4.18% |
$22K - $27.4K
|
10.6K
$854K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-397- 2.55% |
$18.8K - $23.5K
|
15.2K
$1.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-372- 4.03% |
$17.6K - $22K
|
8.85K
$711K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-340- 10.21% |
$16.1K - $20.1K
|
2.99K
$240K
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-295- 3.39% |
$14K - $17.4K
|
8.4K
$675K
|
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-240- 5.59% |
$11.4K - $14.2K
|
4.06K
$326K
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-200- 66.67% |
$9.48K - $11.8K
|
100
$8.04K
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-153- 2.97% |
$7.25K - $9.05K
|
5K
$402K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-95- 98.96% |
$4.5K - $5.62K
|
1
$80.4
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-87- 68.5% |
$4.12K - $5.15K
|
40
$3.21K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-80- 44.44% |
$3.79K - $4.73K
|
100
$8.04K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-70- 33.33% |
$3.32K - $4.14K
|
140
$11.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-69- 37.5% |
$3.27K - $4.08K
|
115
$9.24K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-51- 23.29% |
$2.42K - $3.02K
|
168
$13.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-49- 43.36% |
$2.32K - $2.9K
|
64
$5.14K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-21- 0.36% |
$995 - $1.24K
|
5.8K
$466K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-15- 8.67% |
$711 - $887
|
158
$12.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-10- 0.1% |
$474 - $592
|
10.1K
$812K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-5- 29.41% |
$237 - $296
|
12
$964
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Scout Investments, Inc.
|
SELL
|
- |
-449K- 57.25% |
$22.3M - $30.5M
|
335K
$27M
|
|
|
May 12, 2023
Q1 2023
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-385K- 89.94% |
$19.2M - $26.1M
|
43.1K
$3.47M
|
|
|
May 12, 2023
Q1 2023
|
Mizuho Markets Americas LLC
|
SELL
|
PUT |
-42.7K- 99.01% |
$2.12M - $2.9M
|
425
$34.2K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-29.8K- 79.59% |
$1.48M - $2.02M
|
7.65K
$615K
|
|
|
May 15, 2023
Q1 2023
|
Cota Capital Management, LLC
San Francisco, CA |
SELL
|
- |
-23.1K- 9.43% |
$1.15M - $1.57M
|
222K
$17.8M
|
|
|
May 10, 2023
Q1 2023
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
PUT |
-16.6K- 82.8% |
$823K - $1.12M
|
3.44K
$276K
|
|
|
May 11, 2023
Q1 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-15.4K- 99.66% |
$767K - $1.05M
|
53
$4.26K
|
|
|
May 15, 2023
Q1 2023
|
Cat Rock Capital Management LP
Greenwich, CT |
SELL
|
- |
-15K- 6.1% |
$745K - $1.02M
|
231K
$18.6M
|
|
|
May 15, 2023
Q1 2023
|
Sciencast Management LP
|
SELL
|
- |
-13.3K- 72.88% |
$659K - $900K
|
4.94K
$397K
|
|
|
May 15, 2023
Q1 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-11.1K- 99.41% |
$551K - $753K
|
66
$5.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-8.3K- 10.09% |
$413K - $563K
|
74K
$5.94M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-4.77K- 50.26% |
$237K - $323K
|
4.72K
$379K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-4.01K- 95.68% |
$199K - $272K
|
181
$14.5K
|
|
|
May 09, 2023
Q1 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-1.3K- 11.09% |
$64.6K - $88.2K
|
10.4K
$838K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-500- 99.8% |
$24.8K - $33.9K
|
1
$80.4
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-476- 10.07% |
$23.7K - $32.3K
|
4.25K
$342K
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
SELL
|
- |
-371- 8.76% |
$18.4K - $25.2K
|
3.86K
$310K
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-106- 2.9% |
$5.27K - $7.19K
|
3.54K
$285K
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-97- 19.21% |
$4.82K - $6.58K
|
408
$32.8K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-97- 23.54% |
$4.82K - $6.58K
|
315
$25.3K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-64- 9.2% |
$3.18K - $4.34K
|
632
$50.8K
|
|