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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
12New |
$896 - $1.17K
|
12
$813
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-11- 0.27% |
$822 - $1.07K
|
4.11K
$278K
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
790New |
$59K - $77.2K
|
790
$53.5K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
81New |
$6.05K - $7.91K
|
81
$5.49K
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.46K+ 6.36% |
$109K - $142K
|
24.4K
$1.65M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.35K- 12.45% |
$101K - $132K
|
9.5K
$643K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
50+ 1.94% |
$3.74K - $4.89K
|
2.63K
$178K
|
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
300+ 4.84% |
$22.4K - $29.3K
|
6.5K
$440K
|
|
|
May 07, 2025
Q1 2025
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
BUY
|
- |
46.1KNew |
$3.44M - $4.51M
|
46.1K
$3.12M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.94KNew |
$220K - $287K
|
2.94K
$199K
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.4KNew |
$105K - $137K
|
1.4K
$94.9K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
6.95KNew |
$519K - $679K
|
6.95K
$471K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
781+ 28.06% |
$58.3K - $76.3K
|
3.56K
$241K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-38- 88.37% |
$2.84K - $3.71K
|
5
$339
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
15New |
$1.12K - $1.47K
|
15
$1.02K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-16.1K- 80.29% |
$1.2M - $1.57M
|
3.96K
$268K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-184- 6.44% |
$13.7K - $18K
|
2.67K
$181K
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
BUY
|
- |
125New |
$9.34K - $12.2K
|
125
$8.47K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
61+ 1.79% |
$4.56K - $5.96K
|
3.48K
$236K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
857+ 33.18% |
$64K - $83.7K
|
3.44K
$233K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-4- 18.18% |
$299 - $391
|
18
$1.22K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
BUY
|
- |
125+ 1.49% |
$9.34K - $12.2K
|
8.49K
$575K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-50- 0.96% |
$3.74K - $4.89K
|
5.13K
$348K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-869- 24.77% |
$64.9K - $84.9K
|
2.64K
$179K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
18.7K+ 351.32% |
$1.4M - $1.83M
|
24K
$1.63M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
807+ 148.35% |
$60.3K - $78.8K
|
1.35K
$91.5K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
330+ 0.51% |
$24.7K - $32.2K
|
65.3K
$4.43M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
141+ 5.61% |
$10.5K - $13.8K
|
2.66K
$180K
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
2.86KNew |
$214K - $279K
|
2.86K
$194K
|
|
|
May 01, 2025
Q1 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-4.2K- 23.89% |
$313K - $410K
|
13.4K
$906K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-5.23K- 24.58% |
$391K - $511K
|
16.1K
$1.09M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.12K- 23.24% |
$83.7K - $109K
|
3.7K
$251K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.59K- 37.09% |
$193K - $253K
|
4.39K
$297K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-22.3K- 67.55% |
$1.66M - $2.18M
|
10.7K
$725K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.14K- 13.12% |
$84.8K - $111K
|
7.51K
$509K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
42New |
$3.14K - $4.1K
|
42
$2.85K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
3.51KNew |
$262K - $343K
|
3.51K
$238K
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
17.5KNew |
$1.31M - $1.71M
|
17.5K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
106New |
$7.92K - $10.4K
|
106
$7.18K
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
3.52KNew |
$263K - $344K
|
3.52K
$239K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
85New |
$6.35K - $8.3K
|
85
$5.76K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.59KNew |
$194K - $253K
|
2.59K
$176K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
516New |
$38.5K - $50.4K
|
516
$35K
|
|
|
Apr 25, 2025
Q1 2025
|
Prakash Investment Advisors LLC
Andover, MA |
SELL
|
- |
-4K- 44.44% |
$299K - $391K
|
5K
$339K
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-819- 8.7% |
$61.2K - $80K
|
8.59K
$582K
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
2.96KNew |
$221K - $290K
|
2.96K
$201K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
120New |
$8.96K - $11.7K
|
120
$8.13K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
298New |
$22.3K - $29.1K
|
298
$20.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.5KNew |
$187K - $244K
|
2.5K
$169K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-2.21K- 27.59% |
$165K - $216K
|
5.8K
$393K
|
|