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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Westerly Capital Management, LLC
San Francisco, CA |
BUY
|
- |
140K+ 93.33% |
$5.39M - $8.84M
|
290K
$28M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-33.6K- 68.05% |
$1.29M - $2.12M
|
15.8K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
919New |
$35.4K - $58K
|
919
$88.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
743New |
$28.6K - $46.9K
|
743
$71.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
90New |
$3.47K - $5.68K
|
90
$8.69K
|
|
|
Feb 13, 2024
Q4 2023
|
Seven Eight Capital, LP
|
SELL
|
- |
-119K- 53.39% |
$4.58M - $7.51M
|
104K
$10M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
12New |
$462 - $757
|
12
$1.16K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-2.28K- 25.76% |
$87.8K - $144K
|
6.57K
$634K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
41.8KNew |
$1.61M - $2.64M
|
41.8K
$4.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
995+ 197.03% |
$38.3K - $62.8K
|
1.5K
$145K
|
|
|
Feb 13, 2024
Q4 2023
|
Brandywine Managers, LLC
Hockessin, DE |
BUY
|
- |
4.21KNew |
$162K - $266K
|
4.21K
$406K
|
|
|
Feb 13, 2024
Q4 2023
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
25KNew |
$961K - $1.57M
|
25K
$2.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-15- 11.28% |
$578 - $947
|
118
$11.4K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
700New |
$27K - $44.2K
|
700
$67.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
19New |
$732 - $1.2K
|
19
$1.83K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
4.6KNew |
$177K - $290K
|
4.6K
$444K
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
3.9KNew |
$150K - $246K
|
3.9K
$376K
|
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-3.22K- 25.84% |
$124K - $203K
|
9.25K
$893K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-650- 68.42% |
$25K - $41K
|
300
$29K
|
|
|
Feb 09, 2024
Q4 2023
|
Imc Chicago, LLC
|
BUY
|
- |
38.7KNew |
$1.49M - $2.44M
|
38.7K
$3.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-67- 45.27% |
$2.58K - $4.23K
|
81
$7.82K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
140New |
$5.39K - $8.84K
|
140
$13.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
32+ 59.26% |
$1.23K - $2.02K
|
86
$8.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
13+ 11.5% |
$501 - $820
|
126
$12.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-3.71K- 48.89% |
$143K - $234K
|
3.87K
$374K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.4KNew |
$477K - $780K
|
12.4K
$1.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-104- 96.3% |
$4.01K - $6.56K
|
4
$386
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-73.1K- 99.99% |
$2.82M - $4.61M
|
7
$676
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
8.06K+ 122.03% |
$311K - $509K
|
14.7K
$1.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
150New |
$5.78K - $9.47K
|
150
$14.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-15- 9.38% |
$578 - $947
|
145
$14K
|
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
6KNew |
$231K - $379K
|
6K
$579K
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
CALL |
4KNew |
$154K - $252K
|
4K
$386K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.89K- 34.38% |
$72.7K - $119K
|
3.6K
$348K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-500- 50.0% |
$19.3K - $31.6K
|
500
$48.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-2.92K- 26.38% |
$112K - $184K
|
8.13K
$785K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
66New |
$2.54K - $4.17K
|
66
$6.37K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
6.66KNew |
$256K - $420K
|
6.66K
$642K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.84KNew |
$70.7K - $116K
|
1.84K
$177K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
50New |
$1.93K - $3.16K
|
50
$4.83K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
150New |
$5.78K - $9.47K
|
150
$14.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-950- 9.13% |
$36.6K - $60K
|
9.46K
$912K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$193 - $316
|
5
$483
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
364+ 60.47% |
$14K - $23K
|
966
$93.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
84New |
$3.24K - $5.3K
|
84
$8.11K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
16.2KNew |
$624K - $1.02M
|
16.2K
$1.56M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.39KNew |
$53.7K - $88K
|
1.39K
$135K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-13.4K- 5.82% |
$516K - $845K
|
217K
$20.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
42New |
$1.62K - $2.65K
|
42
$4.05K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-157- 96.91% |
$6.05K - $9.91K
|
5
$483
|