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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
29.1KNew |
$1.38M - $1.72M
|
29.1K
$2.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Candlestick Capital Management LP
Greenwich, CT |
BUY
|
PUT |
300KNew |
$14.2M - $17.7M
|
300K
$29M
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
5.39KNew |
$256K - $319K
|
5.39K
$520K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
91+ 21.98% |
$4.31K - $5.38K
|
505
$48.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-69- 37.5% |
$3.27K - $4.08K
|
115
$11.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-237K- 83.99% |
$11.2M - $14M
|
45.1K
$4.35M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
2.5K+ 8.13% |
$119K - $148K
|
33.3K
$3.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
2.5KNew |
$119K - $148K
|
2.5K
$241K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
113+ 1.75% |
$5.36K - $6.68K
|
6.57K
$634K
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
518+ 3.46% |
$24.6K - $30.6K
|
15.5K
$1.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-737- 10.2% |
$34.9K - $43.6K
|
6.49K
$626K
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
28.1KNew |
$1.33M - $1.66M
|
28.1K
$2.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Newlands Management Operations LLC
Dallas, TX |
BUY
|
- |
1.73M+ 72.49% |
$82.1M - $102M
|
4.12M
$398M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
183+ 0.53% |
$8.67K - $10.8K
|
34.8K
$3.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
4KNew |
$190K - $237K
|
4K
$386K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
11.9K+ 17.83% |
$565K - $705K
|
78.8K
$7.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-22.9K- 78.28% |
$1.09M - $1.36M
|
6.36K
$614K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-70- 33.33% |
$3.32K - $4.14K
|
140
$13.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-21- 0.36% |
$995 - $1.24K
|
5.8K
$560K
|
|
|
Aug 09, 2023
Q2 2023
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
CALL |
7.5KNew |
$356K - $444K
|
7.5K
$724K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-650- 76.47% |
$30.8K - $38.4K
|
200
$19.3K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
1.09KNew |
$51.8K - $64.6K
|
1.09K
$105K
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-372- 4.03% |
$17.6K - $22K
|
8.85K
$854K
|
|
|
Aug 08, 2023
Q2 2023
|
Mizuho Markets Cayman LP
|
SELL
|
PUT |
-42.7K- 99.01% |
$2.02M - $2.53M
|
425
$41K
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.8KNew |
$85.3K - $106K
|
1.8K
$174K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
100New |
$4.74K - $5.92K
|
100
$9.65K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.01K+ 9.09% |
$95.2K - $119K
|
24.1K
$2.32M
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-153- 2.97% |
$7.25K - $9.05K
|
5K
$483K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
29New |
$1.37K - $1.72K
|
29
$2.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.23K- 5.49% |
$58.1K - $72.5K
|
21.1K
$2.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
17.5KNew |
$830K - $1.04M
|
17.5K
$1.69M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.06KNew |
$287K - $359K
|
6.06K
$585K
|
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
SELL
|
- |
-500- 9.62% |
$23.7K - $29.6K
|
4.7K
$453K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-15- 8.67% |
$711 - $887
|
158
$15.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.38K- 11.34% |
$65.4K - $81.6K
|
10.8K
$1.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-51- 23.29% |
$2.42K - $3.02K
|
168
$16.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-5- 29.41% |
$237 - $296
|
12
$1.16K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-87- 68.5% |
$4.12K - $5.15K
|
40
$3.86K
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
18New |
$853 - $1.06K
|
18
$1.74K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
36.1KNew |
$1.71M - $2.14M
|
36.1K
$3.49M
|
|
|
Jul 27, 2023
Q2 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-464- 4.18% |
$22K - $27.4K
|
10.6K
$1.03M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
151+ 2.05% |
$7.16K - $8.93K
|
7.51K
$724K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-700- 97.9% |
$33.2K - $41.4K
|
15
$1.45K
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
10New |
$474 - $592
|
10
$965
|
|
|
Jul 25, 2023
Q2 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2.27K+ 28.33% |
$108K - $134K
|
10.3K
$993K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-340- 10.21% |
$16.1K - $20.1K
|
2.99K
$289K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-95- 98.96% |
$4.5K - $5.62K
|
1
$96.5
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
947+ 9.88% |
$44.9K - $56K
|
10.5K
$1.02M
|
|
|
Jul 21, 2023
Q2 2023
|
Tb Alternative Assets Ltd.
|
SELL
|
- |
-102K- 50.05% |
$4.83M - $6.03M
|
102K
$9.81M
|
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-240- 5.59% |
$11.4K - $14.2K
|
4.06K
$392K
|