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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
100New |
$5.08K - $6.11K
|
100
$9.65K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
337New |
$17.1K - $20.6K
|
337
$32.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-2K- 2.43% |
$102K - $122K
|
80.4K
$7.76M
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.23K- 6.28% |
$62.3K - $74.9K
|
18.3K
$1.76M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
557New |
$28.3K - $34K
|
557
$53.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
171New |
$8.69K - $10.5K
|
171
$16.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
300+ 139.53% |
$15.3K - $18.3K
|
515
$49.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
1New |
$50.8 - $61.1
|
1
$96.5
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
174+ 4.72% |
$8.85K - $10.6K
|
3.86K
$373K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
126New |
$6.41K - $7.7K
|
126
$12.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2+ 0.2% |
$102 - $122
|
1.01K
$97.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Fcf Advisors LLC
|
BUY
|
- |
11.3K+ 39.9% |
$574K - $690K
|
39.6K
$3.82M
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
400+ 14.29% |
$20.3K - $24.5K
|
3.2K
$309K
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
BUY
|
CALL |
100+ 9.09% |
$5.08K - $6.11K
|
1.2K
$116K
|
|
|
Jul 18, 2024
Q2 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-2.62K- 11.28% |
$133K - $160K
|
20.6K
$1.99M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
28+ 19.86% |
$1.42K - $1.71K
|
169
$16.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-8.1KClosed |
$412K - $495K
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
4New |
$203 - $245
|
4
$386
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
141New |
$7.17K - $8.62K
|
141
$13.6K
|
|
|
Jul 11, 2024
Q2 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
4.75KNew |
$242K - $290K
|
4.75K
$458K
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-95- 89.62% |
$4.83K - $5.81K
|
11
$1.06K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 10.01% |
$5.08K - $6.11K
|
899
$86.8K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-7- 2.05% |
$356 - $428
|
334
$32.2K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
15+ 375.0% |
$750 - $953
|
19
$1.83K
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-75.7K- 36.28% |
$3.78M - $4.81M
|
133K
$12.8M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
5.16KNew |
$258K - $328K
|
5.16K
$498K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-135- 6.56% |
$6.75K - $8.58K
|
1.92K
$185K
|
|
|
Jul 01, 2024
Q1 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-38- 10.92% |
$1.9K - $2.41K
|
310
$29.9K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
15+ 0.18% |
$750 - $953
|
8.39K
$809K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
275New |
$13.7K - $17.5K
|
275
$26.5K
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-552- 11.92% |
$27.6K - $35.1K
|
4.08K
$394K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-339- 8.89% |
$16.9K - $21.5K
|
3.47K
$335K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-48- 97.96% |
$2.4K - $3.05K
|
1
$96.5
|
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
31.8KNew |
$1.59M - $2.02M
|
31.8K
$3.07M
|
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
65KNew |
$3.25M - $4.13M
|
65K
$6.27M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
14+ 0.42% |
$700 - $890
|
3.39K
$327K
|
|
|
May 15, 2024
Q1 2024
|
Ctc LLC
|
BUY
|
- |
7.77K+ 20.39% |
$388K - $494K
|
45.9K
$4.43M
|
|
|
May 15, 2024
Q1 2024
|
Melqart Asset Management (Uk) LTD
London, X0 |
SELL
|
- |
-263K- 68.48% |
$13.2M - $16.7M
|
121K
$11.7M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
45.6K+ 45.42% |
$2.28M - $2.9M
|
146K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
849KNew |
$42.4M - $53.9M
|
849K
$81.9M
|
|
|
May 15, 2024
Q1 2024
|
Potrero Capital Research LLC
San Francisco, CA |
BUY
|
- |
101K+ 202.3% |
$5.06M - $6.43M
|
151K
$14.6M
|
|
|
May 15, 2024
Q1 2024
|
Thorn Tree Capital Partners LP
Boston, MA |
BUY
|
- |
394K+ 143.89% |
$19.7M - $25M
|
668K
$64.4M
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
PUT |
-40.5K- 71.43% |
$2.02M - $2.57M
|
16.2K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
50New |
$2.5K - $3.18K
|
50
$4.83K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-100- 0.1% |
$5K - $6.36K
|
99.9K
$9.64M
|
|
|
May 14, 2024
Q1 2024
|
1623 Capital LLC
Alexandria, VA |
BUY
|
CALL |
68KNew |
$3.4M - $4.32M
|
68K
$6.56M
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-33- 0.71% |
$1.65K - $2.1K
|
4.62K
$446K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-728- 96.04% |
$36.4K - $46.3K
|
30
$2.9K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.7KNew |
$235K - $299K
|
4.7K
$454K
|
|
|
May 14, 2024
Q1 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
SELL
|
- |
-15.4K- 67.65% |
$768K - $976K
|
7.34K
$709K
|
|