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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-397- 2.55% |
$18.8K - $23.5K
|
15.2K
$1.46M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1New |
$47.4 - $59.2
|
1
$96.5
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-146K- 77.04% |
$6.9M - $8.61M
|
43.4K
$4.19M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
52New |
$2.46K - $3.08K
|
52
$5.02K
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
SELL
|
- |
-49.3K- 99.82% |
$2.34M - $2.92M
|
88
$8.49K
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-295- 3.39% |
$14K - $17.4K
|
8.4K
$811K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
12.5K+ 11.18% |
$622K - $849K
|
124K
$12M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-4Closed |
$199 - $271
|
0
$0
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
25New |
$1.24K - $1.7K
|
25
$2.41K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
452+ 1.65% |
$22.5K - $30.7K
|
27.8K
$2.68M
|
|
|
Aug 11, 2023
Q1 2023
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
138KNew |
$6.85M - $9.36M
|
138K
$13.3M
|
|
|
May 17, 2023
Q1 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
1.4K+ 50.0% |
$69.6K - $95K
|
4.2K
$405K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
43+ 3.01% |
$2.14K - $2.92K
|
1.47K
$142K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-20- 40.0% |
$994 - $1.36K
|
30
$2.9K
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
4.39KNew |
$218K - $298K
|
4.39K
$424K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-25- 3.85% |
$1.24K - $1.7K
|
625
$60.3K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-500- 99.8% |
$24.8K - $33.9K
|
1
$96.5
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
4.81KNew |
$239K - $326K
|
4.81K
$464K
|
|
|
May 15, 2023
Q1 2023
|
Sciencast Management LP
|
SELL
|
- |
-13.3K- 72.88% |
$659K - $900K
|
4.94K
$477K
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
35New |
$1.74K - $2.37K
|
35
$3.38K
|
|
|
May 15, 2023
Q1 2023
|
Cat Rock Capital Management LP
Greenwich, CT |
SELL
|
- |
-15K- 6.1% |
$745K - $1.02M
|
231K
$22.3M
|
|
|
May 15, 2023
Q1 2023
|
Cota Capital Management, LLC
San Francisco, CA |
SELL
|
- |
-23.1K- 9.43% |
$1.15M - $1.57M
|
222K
$21.4M
|
|
|
May 15, 2023
Q1 2023
|
Kcl Capital, L.P.
New York, NY |
BUY
|
- |
225KNew |
$11.2M - $15.3M
|
225K
$21.7M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
74New |
$3.68K - $5.02K
|
74
$7.14K
|
|
|
May 15, 2023
Q1 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-11.1K- 99.41% |
$551K - $753K
|
66
$6.37K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
5New |
$248 - $339
|
5
$483
|
|
|
May 12, 2023
Q1 2023
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-385K- 89.94% |
$19.2M - $26.1M
|
43.1K
$4.16M
|
|
|
May 12, 2023
Q1 2023
|
Mizuho Markets Americas LLC
|
SELL
|
PUT |
-42.7K- 99.01% |
$2.12M - $2.9M
|
425
$41K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
15New |
$745 - $1.02K
|
15
$1.45K
|
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
BUY
|
- |
29.1K+ 120.54% |
$1.44M - $1.97M
|
53.2K
$5.13M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-476- 10.07% |
$23.7K - $32.3K
|
4.25K
$410K
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
BUY
|
CALL |
50KNew |
$2.48M - $3.39M
|
50K
$4.83M
|
|
|
May 11, 2023
Q1 2023
|
Scout Investments, Inc.
|
SELL
|
- |
-449K- 57.25% |
$22.3M - $30.5M
|
335K
$32.4M
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
4.3KNew |
$214K - $292K
|
4.3K
$415K
|
|
|
May 11, 2023
Q1 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-15.4K- 99.66% |
$767K - $1.05M
|
53
$5.11K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-4.77K- 50.26% |
$237K - $323K
|
4.72K
$455K
|
|
|
May 10, 2023
Q1 2023
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
PUT |
-16.6K- 82.8% |
$823K - $1.12M
|
3.44K
$332K
|
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
7.21K+ 102.26% |
$358K - $489K
|
14.3K
$1.38M
|
|
|
May 09, 2023
Q1 2023
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
10KNew |
$497K - $678K
|
10K
$965K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
312+ 31.2% |
$15.5K - $21.2K
|
1.31K
$127K
|
|
|
May 09, 2023
Q1 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-1.3K- 11.09% |
$64.6K - $88.2K
|
10.4K
$1.01M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.06MNew |
$52.8M - $72.1M
|
1.06M
$103M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
10New |
$497 - $678
|
10
$965
|
|
|
May 08, 2023
Q1 2023
|
Xxec, Inc.
|
BUY
|
- |
14.8KNew |
$734K - $1M
|
14.8K
$1.43M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
5.08KNew |
$253K - $345K
|
5.08K
$491K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
3New |
$149 - $203
|
3
$290
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-97- 19.21% |
$4.82K - $6.58K
|
408
$39.4K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
72New |
$3.58K - $4.88K
|
72
$6.95K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-64- 9.2% |
$3.18K - $4.34K
|
632
$61K
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
100New |
$4.97K - $6.78K
|
100
$9.65K
|
|