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 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
3.08K+ 213.21% |
$127K - $189K
|
4.53K
$285K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-779- 3.69% |
$32.1K - $47.7K
|
20.3K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
7.35K+ 31.24% |
$303K - $450K
|
30.9K
$1.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-173K- 93.69% |
$7.14M - $10.6M
|
11.7K
$734K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
250+ 49.41% |
$10.3K - $15.3K
|
756
$47.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
631+ 6.54% |
$26K - $38.6K
|
10.3K
$647K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
939+ 6.32% |
$38.7K - $57.5K
|
15.8K
$995K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 23.08% |
$371 - $551
|
48
$3.02K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
61.9KNew |
$2.55M - $3.79M
|
61.9K
$3.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$41.3 - $61.3
|
1
$63
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-635- 80.48% |
$26.2K - $38.9K
|
154
$9.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
90+ 40.54% |
$3.71K - $5.51K
|
312
$19.7K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.63K+ 14.49% |
$150K - $222K
|
28.7K
$1.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.29KNew |
$218K - $324K
|
5.29K
$333K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.66KNew |
$151K - $224K
|
3.66K
$231K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-3.94K- 42.54% |
$162K - $241K
|
5.32K
$335K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
543+ 6.74% |
$22.4K - $33.3K
|
8.6K
$542K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
332+ 17.14% |
$13.7K - $20.3K
|
2.27K
$143K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
25.5K+ 3.39% |
$1.05M - $1.56M
|
779K
$49M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
600+ 2.02% |
$24.8K - $36.8K
|
30.3K
$1.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
1.02K+ 3.03% |
$41.9K - $62.2K
|
34.5K
$2.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
10.5K+ 31906.06% |
$434K - $645K
|
10.6K
$665K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
539+ 6.39% |
$22.2K - $33K
|
8.98K
$565K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
816+ 2.56% |
$33.7K - $50K
|
32.7K
$2.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-4.68K- 24.01% |
$193K - $286K
|
14.8K
$932K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-149Closed |
$6.15K - $9.13K
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
174KNew |
$7.18M - $10.7M
|
174K
$11M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-5- 41.67% |
$206 - $306
|
7
$441
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-7- 1.78% |
$289 - $429
|
386
$24.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
235+ 4.47% |
$9.69K - $14.4K
|
5.49K
$346K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
42+ 0.06% |
$1.73K - $2.57K
|
67.7K
$4.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
818+ 7.82% |
$33.7K - $50.1K
|
11.3K
$711K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
5.74KNew |
$237K - $352K
|
5.74K
$362K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
102+ 56.35% |
$4.21K - $6.25K
|
283
$17.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-42- 9.09% |
$1.73K - $2.57K
|
420
$26.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.87KNew |
$160K - $237K
|
3.87K
$244K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
78.8KNew |
$3.25M - $4.83M
|
78.8K
$4.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.03K+ 344.15% |
$42.4K - $63K
|
1.33K
$83.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.06K+ 28.13% |
$43.9K - $65.2K
|
4.85K
$305K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
268New |
$11.1K - $16.4K
|
268
$16.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
219K+ 33.72% |
$9.05M - $13.4M
|
870K
$54.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.34K+ 2.26% |
$55.4K - $82.3K
|
60.7K
$3.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-794- 4.79% |
$32.8K - $48.6K
|
15.8K
$993K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
PUT |
20KNew |
$825K - $1.23M
|
20K
$1.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
600+ 2.35% |
$24.8K - $36.8K
|
26.1K
$1.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.53K- 15.51% |
$228K - $339K
|
30.1K
$1.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.21K+ 13.12% |
$91.2K - $135K
|
19.1K
$1.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
23+ 0.11% |
$949 - $1.41K
|
20K
$1.26M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-43- 2.05% |
$1.77K - $2.63K
|
2.05K
$129K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.15KNew |
$171K - $254K
|
4.15K
$261K
|