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 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-5- 3.16% |
$205 - $271
|
153
$14.8K
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-7- 18.92% |
$287 - $379
|
30
$2.9K
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
40.2KNew |
$1.65M - $2.18M
|
40.2K
$3.87M
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
22New |
$903 - $1.19K
|
22
$2.12K
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
5New |
$205 - $271
|
5
$483
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
7+ 3.35% |
$287 - $379
|
216
$20.8K
|
|
Nov 01, 2023
Q3 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
4.16KNew |
$171K - $226K
|
4.16K
$402K
|
|
Nov 01, 2023
Q3 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
17KNew |
$698K - $921K
|
17K
$1.64M
|
|
Oct 31, 2023
Q3 2023
|
Granite Shares Advisors LLC
|
BUY
|
- |
8.95KNew |
$367K - $485K
|
8.95K
$864K
|
|
Oct 31, 2023
Q3 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-235- 3.26% |
$9.64K - $12.7K
|
6.97K
$673K
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
CALL |
-200- 50.0% |
$8.21K - $10.8K
|
200
$19.3K
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
762New |
$31.3K - $41.3K
|
762
$73.5K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-75- 33.33% |
$3.08K - $4.06K
|
150
$14.5K
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.31K+ 73.05% |
$136K - $179K
|
7.83K
$755K
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
97New |
$3.98K - $5.26K
|
97
$9.36K
|
|
Oct 24, 2023
Q3 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-39- 0.45% |
$1.6K - $2.11K
|
8.72K
$842K
|
|
Oct 24, 2023
Q3 2023
|
Trellus Management Company, LLC
|
BUY
|
- |
5K+ 100.0% |
$205K - $271K
|
10K
$965K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
6New |
$246 - $325
|
6
$579
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-274- 4.49% |
$11.2K - $14.8K
|
5.83K
$562K
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
22+ 100.0% |
$903 - $1.19K
|
44
$4.25K
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
859+ 15.84% |
$35.3K - $46.5K
|
6.28K
$606K
|
|
Oct 17, 2023
Q3 2023
|
Rheos Capital Works Inc.
|
SELL
|
- |
-5K- 9.77% |
$205K - $271K
|
46.2K
$4.46M
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-37- 78.72% |
$1.52K - $2K
|
10
$965
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-14- 27.45% |
$575 - $759
|
37
$3.57K
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
20.8KNew |
$853K - $1.13M
|
20.8K
$2.01M
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-9- 0.18% |
$369 - $488
|
4.86K
$469K
|
|
Q2 2023 | |||||||
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-1.43K- 18.9% |
$67.6K - $84.3K
|
6.12K
$590K
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-48.8KClosed |
$2.31M - $2.89M
|
0
$0
|
|
Jun 03, 2024
Q2 2023
|
Hamilton Lane Advisors LLC
|
BUY
|
- |
14.6KNew |
$690K - $862K
|
14.6K
$1.41M
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
52New |
$2.46K - $3.08K
|
52
$5.02K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.2K+ 1.59% |
$57K - $71.2K
|
77.1K
$7.44M
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-200- 66.67% |
$9.48K - $11.8K
|
100
$9.65K
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
21New |
$995 - $1.24K
|
21
$2.03K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2New |
$94.8 - $118
|
2
$193
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.42M- 97.88% |
$67.2M - $83.9M
|
30.7K
$2.97M
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
87New |
$4.12K - $5.15K
|
87
$8.4K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-49- 43.36% |
$2.32K - $2.9K
|
64
$6.18K
|
|
Aug 14, 2023
Q2 2023
|
Hood River Capital Management LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.19K+ 6.49% |
$56.2K - $70.2K
|
19.5K
$1.88M
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
5.57KNew |
$264K - $329K
|
5.57K
$538K
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
300+ 2.46% |
$14.2K - $17.7K
|
12.5K
$1.2M
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-10- 0.1% |
$474 - $592
|
10.1K
$975K
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-3.98K- 44.45% |
$189K - $236K
|
4.98K
$480K
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
PUT |
2.9KNew |
$137K - $172K
|
2.9K
$280K
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
204New |
$9.67K - $12.1K
|
204
$19.7K
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
14.4K+ 179.61% |
$683K - $852K
|
22.4K
$2.16M
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
11K+ 122.22% |
$521K - $651K
|
20K
$1.93M
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
20KNew |
$948K - $1.18M
|
20K
$1.93M
|
|
Aug 14, 2023
Q2 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.5KNew |
$71.1K - $88.7K
|
1.5K
$145K
|
|
Aug 14, 2023
Q2 2023
|
Alta Park Capital, LP
San Francisco, CA |
SELL
|
- |
-25.7K- 26.86% |
$1.22M - $1.52M
|
70K
$6.75M
|