Latest Institutional Transactions on Doximity, Inc. (DOCS)
This table provides information on the latest institutional transactions involving Doximity, Inc. (DOCS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
400New |
$9.53K - $14.7K
|
400
$31.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Rheos Capital Works Inc.
|
BUY
|
- |
25.9K+ 17.63% |
$617K - $951K
|
173K
$13.7M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
783New |
$18.7K - $28.8K
|
783
$62K
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-394- 39.28% |
$9.39K - $14.5K
|
609
$48.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
100New |
$2.38K - $3.67K
|
100
$7.92K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
49New |
$1.17K - $1.8K
|
49
$3.88K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2.34K- 25.91% |
$55.7K - $85.9K
|
6.69K
$530K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
251New |
$5.98K - $9.22K
|
251
$19.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2KNew |
$47.6K - $73.4K
|
2K
$158K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
145+ 329.55% |
$4.35K - $6.69K
|
189
$15K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
250New |
$7.5K - $11.5K
|
250
$19.8K
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
35New |
$1.05K - $1.62K
|
35
$2.77K
|
|
|
Nov 14, 2022
Q3 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-99- 25.98% |
$2.97K - $4.57K
|
282
$22.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
118K+ 630.25% |
$3.56M - $5.47M
|
137K
$10.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
9.23KNew |
$277K - $426K
|
9.23K
$731K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-90- 0.22% |
$2.7K - $4.16K
|
40.3K
$3.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
10.7KNew |
$321K - $494K
|
10.7K
$848K
|
|
|
Nov 14, 2022
Q3 2022
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-10K- 10.0% |
$300K - $462K
|
90K
$7.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
200New |
$6K - $9.23K
|
200
$15.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Lexington Partners L.P.
New York, NY |
BUY
|
- |
133KNew |
$3.98M - $6.13M
|
133K
$10.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-29.9K- 81.01% |
$899K - $1.38M
|
7.02K
$556K
|
|
|
Nov 14, 2022
Q3 2022
|
Blackstone Inc
New York, NY |
BUY
|
- |
118KNew |
$3.53M - $5.43M
|
118K
$9.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
91+ 1137.5% |
$2.73K - $4.2K
|
99
$7.84K
|
|
|
Nov 14, 2022
Q3 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
113KNew |
$3.38M - $5.19M
|
113K
$8.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
34.6KNew |
$1.04M - $1.6M
|
34.6K
$2.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
30New |
$900 - $1.39K
|
30
$2.38K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
14.9KNew |
$446K - $686K
|
14.9K
$1.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Jupiter Asset Management LTD
|
BUY
|
- |
9.02K+ 92.76% |
$271K - $416K
|
18.7K
$1.48M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
22.5KNew |
$675K - $1.04M
|
22.5K
$1.78M
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
335+ 4.88% |
$10.1K - $15.5K
|
7.2K
$570K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
254New |
$7.62K - $11.7K
|
254
$20.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-12.5KClosed |
$376K - $578K
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
384+ 43.44% |
$11.5K - $17.7K
|
1.27K
$100K
|
|
|
Nov 01, 2022
Q3 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
1.27KNew |
$38.2K - $58.8K
|
1.27K
$101K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
8New |
$240 - $369
|
8
$634
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
75New |
$2.25K - $3.46K
|
75
$5.94K
|
|
|
Oct 27, 2022
Q3 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-11.5K- 34.36% |
$344K - $529K
|
21.9K
$1.73M
|
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 0.76% |
$30 - $46.2
|
133
$10.5K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
218New |
$6.54K - $10.1K
|
218
$17.3K
|
|
|
Oct 19, 2022
Q3 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
550+ 4.43% |
$16.5K - $25.4K
|
13K
$1.03M
|
|
|
Oct 11, 2022
Q3 2022
|
Industry Ventures, L.L.C.
|
BUY
|
- |
11.5KNew |
$346K - $533K
|
11.5K
$914K
|
|
| Q2 2022 | |||||||
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-8.03K- 47.09% |
$228K - $434K
|
9.02K
$715K
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-812- 77.41% |
$23.1K - $43.8K
|
237
$18.8K
|
|
|
Aug 16, 2022
Q2 2022
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-224KClosed |
$6.38M - $12.1M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-4.24KClosed |
$121K - $229K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-92.3KClosed |
$2.63M - $4.98M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
PUT |
-85KClosed |
$2.42M - $4.59M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
- |
-104KClosed |
$2.97M - $5.63M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-71.5KClosed |
$2.04M - $3.86M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Light Street Capital Management, LLC
Palo Alto, CA |
SELL
|
- |
-248K- 27.37% |
$7.05M - $13.4M
|
658K
$52.1M
|
|