Latest Institutional Transactions on Docusign, Inc. (DOCU)
This table provides information on the latest institutional transactions involving Docusign, Inc. (DOCU) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Heron Bay Capital Management
|
BUY
|
- |
598+ 3.84% |
$29.7K - $37.4K
|
16.2K
$1.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-26.5K- 12.44% |
$1.32M - $1.66M
|
187K
$18M
|
|
|
Nov 08, 2024
Q3 2024
|
Foundry Partners, LLC
|
BUY
|
- |
8.9KNew |
$443K - $556K
|
8.9K
$858K
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-10.3K- 3.37% |
$512K - $644K
|
295K
$28.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.27K- 17.84% |
$63.3K - $79.5K
|
5.86K
$565K
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-1.74K- 21.38% |
$86.3K - $108K
|
6.38K
$615K
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-154K- 58.04% |
$7.64M - $9.6M
|
111K
$10.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
35.4K+ 7.82% |
$1.76M - $2.21M
|
488K
$47.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-301- 19.48% |
$15K - $18.8K
|
1.24K
$120K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
262New |
$13K - $16.4K
|
262
$25.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
341+ 3.59% |
$17K - $21.3K
|
9.85K
$950K
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
4.69K+ 58.81% |
$233K - $293K
|
12.7K
$1.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
3.93KNew |
$195K - $246K
|
3.93K
$379K
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
676K+ 78.13% |
$33.6M - $42.3M
|
1.54M
$149M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
113K+ 5.22% |
$5.62M - $7.06M
|
2.28M
$220M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-11- 10.28% |
$547 - $688
|
96
$9.26K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-2.39K- 17.88% |
$119K - $149K
|
11K
$1.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-51- 0.22% |
$2.54K - $3.19K
|
23.3K
$2.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
7.92KNew |
$394K - $495K
|
7.92K
$764K
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.33K- 5.28% |
$65.9K - $82.9K
|
23.8K
$2.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
54.7K+ 8.96% |
$2.72M - $3.42M
|
665K
$64.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
CALL |
12.1K+ 20.83% |
$602K - $757K
|
70.2K
$6.77M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-8.49K- 80.42% |
$422K - $531K
|
2.07K
$199K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
17.3KNew |
$859K - $1.08M
|
17.3K
$1.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.52K+ 4.19% |
$274K - $345K
|
137K
$13.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
13.2K+ 10.78% |
$656K - $825K
|
136K
$13.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-172K- 56.73% |
$8.55M - $10.8M
|
131K
$12.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-54- 6.12% |
$2.69K - $3.38K
|
829
$80K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
156+ 1418.18% |
$7.76K - $9.75K
|
167
$16.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Ing Groep Nv
|
BUY
|
- |
17.7KNew |
$880K - $1.11M
|
17.7K
$1.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-795- 9.06% |
$39.5K - $49.7K
|
7.98K
$770K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
50+ 33.33% |
$2.49K - $3.13K
|
200
$19.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
3.61KNew |
$179K - $226K
|
3.61K
$348K
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-950- 3.1% |
$47.2K - $59.4K
|
29.7K
$2.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
456+ 11.62% |
$22.7K - $28.5K
|
4.38K
$423K
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-1.34K- 4.74% |
$66.6K - $83.8K
|
26.9K
$2.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
14.1KNew |
$699K - $879K
|
14.1K
$1.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
38.6K+ 44.17% |
$1.92M - $2.41M
|
126K
$12.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
5.68K+ 7.27% |
$282K - $355K
|
83.8K
$8.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-83- 11.19% |
$4.13K - $5.19K
|
659
$63.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-5.6K- 16.23% |
$278K - $350K
|
28.9K
$2.79M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.5K- 15.74% |
$224K - $282K
|
24.1K
$2.33M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
481+ 9.7% |
$23.9K - $30.1K
|
5.44K
$525K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
10.7KNew |
$534K - $671K
|
10.7K
$1.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
278K+ 211.4% |
$13.8M - $17.4M
|
410K
$39.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10New |
$497 - $625
|
10
$965
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
17+ 566.67% |
$845 - $1.06K
|
20
$1.93K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
4.03K+ 63.76% |
$201K - $252K
|
10.4K
$999K
|
|
|
Nov 04, 2024
Q3 2024
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
212+ 0.82% |
$10.5K - $13.3K
|
25.9K
$2.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-5.2K- 42.6% |
$259K - $325K
|
7.01K
$676K
|