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 14, 2022
Q3 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
200+ 1.39% |
$10.3K - $15.2K
|
14.6K
$1.33M
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
5.71KNew |
$295K - $433K
|
5.71K
$523K
|
|
Nov 14, 2022
Q3 2022
|
Optimus Prime Fund Management Co., Ltd.
Grand Cayman, E9 |
SELL
|
CALL |
-60K- 50.0% |
$3.1M - $4.55M
|
60K
$5.5M
|
|
Nov 14, 2022
Q3 2022
|
Tortoise Index Solutions, LLC
Overland Park, KS |
BUY
|
- |
1.04K+ 23.39% |
$53.6K - $78.7K
|
5.48K
$502K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
167+ 2.34% |
$8.63K - $12.7K
|
7.29K
$668K
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
8New |
$413 - $607
|
8
$733
|
|
Nov 14, 2022
Q3 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
78.3KNew |
$4.05M - $5.94M
|
78.3K
$7.17M
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
24+ 2.59% |
$1.24K - $1.82K
|
951
$87.1K
|
|
Nov 14, 2022
Q3 2022
|
Resolute Advisors LLC
|
BUY
|
- |
1.09K+ 10.18% |
$56.4K - $82.8K
|
11.8K
$1.08M
|
|
Nov 14, 2022
Q3 2022
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-230K- 97.54% |
$11.9M - $17.5M
|
5.81K
$532K
|
|
Nov 14, 2022
Q3 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-1.48K- 16.77% |
$76.2K - $112K
|
7.32K
$671K
|
|
Nov 14, 2022
Q3 2022
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
CALL |
80KNew |
$4.13M - $6.07M
|
80K
$7.33M
|
|
Nov 14, 2022
Q3 2022
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
2.52MNew |
$130M - $191M
|
2.52M
$231M
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
53New |
$2.74K - $4.02K
|
53
$4.85K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-32.6K- 2.38% |
$1.68M - $2.47M
|
1.33M
$122M
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
43New |
$2.22K - $3.26K
|
43
$3.94K
|
|
Nov 14, 2022
Q3 2022
|
First Growth Investment Manager LP
San Francisco, CA |
BUY
|
CALL |
2.5KNew |
$129K - $190K
|
2.5K
$229K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-874- 4.74% |
$45.2K - $66.3K
|
17.6K
$1.61M
|
|
Nov 14, 2022
Q3 2022
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
350New |
$18.1K - $26.5K
|
350
$32.1K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-91- 0.76% |
$4.7K - $6.9K
|
11.9K
$1.09M
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
73New |
$3.77K - $5.54K
|
73
$6.69K
|
|
Nov 14, 2022
Q3 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
4.5KNew |
$233K - $342K
|
4.5K
$413K
|
|
Nov 10, 2022
Q3 2022
|
Harvest Volatility Management LLC
|
SELL
|
- |
-286- 2.67% |
$14.8K - $21.7K
|
10.4K
$956K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
555+ 5.11% |
$28.7K - $42.1K
|
11.4K
$1.05M
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-2.07K- 81.53% |
$107K - $157K
|
469
$43K
|
|
Nov 10, 2022
Q3 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
10KNew |
$517K - $759K
|
10K
$916K
|
|
Nov 09, 2022
Q3 2022
|
Aigen Investment Management, LP
|
BUY
|
- |
35.5KNew |
$1.83M - $2.69M
|
35.5K
$3.25M
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
SELL
|
- |
-367- 76.94% |
$19K - $27.8K
|
110
$10.1K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
348New |
$18K - $26.4K
|
348
$31.9K
|
|
Nov 08, 2022
Q3 2022
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
986+ 15.42% |
$50.9K - $74.8K
|
7.38K
$676K
|
|
Nov 08, 2022
Q3 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-3.01K- 79.12% |
$155K - $228K
|
794
$72.7K
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
34New |
$1.76K - $2.58K
|
34
$3.11K
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
150+ 17.05% |
$7.75K - $11.4K
|
1.03K
$94.3K
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
228+ 2.11% |
$11.8K - $17.3K
|
11K
$1.01M
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-310- 15.21% |
$16K - $23.5K
|
1.73K
$158K
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1K- 76.92% |
$51.7K - $75.9K
|
300
$27.5K
|
|
Nov 04, 2022
Q3 2022
|
Ardevora Asset Management LLP
|
BUY
|
- |
421KNew |
$21.8M - $31.9M
|
421K
$38.6M
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-453- 89.7% |
$23.4K - $34.4K
|
52
$4.76K
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
50New |
$2.58K - $3.79K
|
50
$4.58K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
507+ 676.0% |
$26.2K - $38.5K
|
582
$53.3K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
804+ 18.25% |
$41.5K - $61K
|
5.21K
$477K
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
165New |
$8.53K - $12.5K
|
165
$15.1K
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2New |
$103 - $152
|
2
$183
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
6.04KNew |
$312K - $458K
|
6.04K
$554K
|
|
Oct 28, 2022
Q3 2022
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
138+ 23.15% |
$7.13K - $10.5K
|
734
$67.2K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
6+ 2.79% |
$310 - $455
|
221
$20.2K
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-225- 30.0% |
$11.6K - $17.1K
|
525
$48.1K
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1- 3.57% |
$51.7 - $75.9
|
27
$2.47K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.61KNew |
$83K - $122K
|
1.61K
$147K
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-1.25K- 24.76% |
$64.4K - $94.5K
|
3.79K
$347K
|