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 13, 2025
Q4 2024
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
6.39KNew |
$392K - $684K
|
6.39K
$433K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-3.4K- 9.02% |
$209K - $364K
|
34.3K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
11.7KNew |
$718K - $1.25M
|
11.7K
$793K
|
|
|
Feb 13, 2025
Q4 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
37.5KNew |
$2.3M - $4.01M
|
37.5K
$2.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
2.24KNew |
$138K - $240K
|
2.24K
$152K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
6New |
$369 - $642
|
6
$407
|
|
|
Feb 12, 2025
Q4 2024
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
9.84KNew |
$604K - $1.05M
|
9.84K
$667K
|
|
|
Feb 12, 2025
Q4 2024
|
Caz Investments LP
Houston, TX |
SELL
|
- |
-2.5K- 83.33% |
$154K - $267K
|
500
$33.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
1.54K+ 8.91% |
$94.5K - $165K
|
18.8K
$1.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
19.9KNew |
$1.22M - $2.13M
|
19.9K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Proem Advisors LLC
|
BUY
|
PUT |
160KNew |
$9.83M - $17.1M
|
160K
$10.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
18.2KNew |
$1.12M - $1.95M
|
18.2K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
439KNew |
$26.9M - $46.9M
|
439K
$29.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
2.81KNew |
$173K - $301K
|
2.81K
$191K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
7New |
$430 - $749
|
7
$474
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
13.3KNew |
$815K - $1.42M
|
13.3K
$899K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.33KNew |
$143K - $250K
|
2.33K
$158K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
8New |
$491 - $856
|
8
$542
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
100New |
$6.14K - $10.7K
|
100
$6.78K
|
|
|
Feb 10, 2025
Q4 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
2.4KNew |
$147K - $257K
|
2.4K
$163K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
135New |
$8.29K - $14.4K
|
135
$9.15K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3.17KNew |
$195K - $340K
|
3.17K
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
Performa LTD (Us), LLC
|
SELL
|
- |
-335- 93.06% |
$20.6K - $35.8K
|
25
$1.69K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
365New |
$22.4K - $39.1K
|
365
$24.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
14New |
$860 - $1.5K
|
14
$949
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2.77K- 52.57% |
$170K - $296K
|
2.5K
$169K
|
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-10.1K- 39.02% |
$622K - $1.08M
|
15.8K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
4.65KNew |
$285K - $497K
|
4.65K
$315K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
400New |
$24.6K - $42.8K
|
400
$27.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
2.6KNew |
$160K - $279K
|
2.6K
$176K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
52.5KNew |
$3.23M - $5.62M
|
52.5K
$3.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.24KNew |
$137K - $239K
|
2.24K
$152K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-208- 75.91% |
$12.8K - $22.3K
|
66
$4.47K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-376- 13.0% |
$23.1K - $40.2K
|
2.52K
$170K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-16.7K- 86.98% |
$1.03M - $1.79M
|
2.5K
$169K
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-250- 83.33% |
$15.4K - $26.7K
|
50
$3.39K
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
3KNew |
$184K - $321K
|
3K
$203K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.3KNew |
$141K - $246K
|
2.3K
$156K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.47KNew |
$152K - $264K
|
2.47K
$167K
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
3.41KNew |
$209K - $365K
|
3.41K
$231K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
50+ 22.22% |
$3.07K - $5.35K
|
275
$18.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
2.57KNew |
$158K - $274K
|
2.57K
$174K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
87New |
$5.34K - $9.31K
|
87
$5.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
3.28K+ 8.47% |
$202K - $351K
|
42.1K
$2.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
50New |
$3.07K - $5.35K
|
50
$3.39K
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
41.8KNew |
$2.57M - $4.47M
|
41.8K
$2.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
5New |
$307 - $535
|
5
$339
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2.45KNew |
$151K - $262K
|
2.45K
$166K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
2.36KNew |
$145K - $253K
|
2.36K
$160K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-926- 28.39% |
$56.9K - $99.1K
|
2.34K
$158K
|
|