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 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-33.6K- 68.05% |
$1.29M - $2.12M
|
15.8K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
919New |
$35.4K - $58K
|
919
$62.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
743New |
$28.6K - $46.9K
|
743
$50.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
90New |
$3.47K - $5.68K
|
90
$6.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Seven Eight Capital, LP
|
SELL
|
- |
-119K- 53.39% |
$4.58M - $7.51M
|
104K
$7.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-2.28K- 25.76% |
$87.8K - $144K
|
6.57K
$445K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
41.8KNew |
$1.61M - $2.64M
|
41.8K
$2.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Brandywine Managers, LLC
Hockessin, DE |
BUY
|
- |
4.21KNew |
$162K - $266K
|
4.21K
$285K
|
|
|
Feb 13, 2024
Q4 2023
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
25KNew |
$961K - $1.57M
|
25K
$1.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-15- 11.28% |
$578 - $947
|
118
$8K
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
3.9KNew |
$150K - $246K
|
3.9K
$264K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
140New |
$5.39K - $8.84K
|
140
$9.49K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
32+ 59.26% |
$1.23K - $2.02K
|
86
$5.83K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
13+ 11.5% |
$501 - $820
|
126
$8.54K
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-73.1K- 99.99% |
$2.82M - $4.61M
|
7
$474
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
150New |
$5.78K - $9.47K
|
150
$10.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-15- 9.38% |
$578 - $947
|
145
$9.83K
|
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
6KNew |
$231K - $379K
|
6K
$407K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.89K- 34.38% |
$72.7K - $119K
|
3.6K
$244K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-500- 50.0% |
$19.3K - $31.6K
|
500
$33.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
66New |
$2.54K - $4.17K
|
66
$4.47K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
6.66KNew |
$256K - $420K
|
6.66K
$451K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.84KNew |
$70.7K - $116K
|
1.84K
$124K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
50New |
$1.93K - $3.16K
|
50
$3.39K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
150New |
$5.78K - $9.47K
|
150
$10.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-950- 9.13% |
$36.6K - $60K
|
9.46K
$641K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$193 - $316
|
5
$339
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
364+ 60.47% |
$14K - $23K
|
966
$65.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
84New |
$3.24K - $5.3K
|
84
$5.69K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
16.2KNew |
$624K - $1.02M
|
16.2K
$1.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.39KNew |
$53.7K - $88K
|
1.39K
$94.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-13.4K- 5.82% |
$516K - $845K
|
217K
$14.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
42New |
$1.62K - $2.65K
|
42
$2.85K
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
SELL
|
- |
-458- 5.82% |
$17.6K - $28.9K
|
7.42K
$502K
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
4.45KNew |
$171K - $281K
|
4.45K
$302K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-600- 78.95% |
$23.1K - $37.9K
|
160
$10.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
538New |
$20.7K - $34K
|
538
$36.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Shearwater Capital LLC
|
SELL
|
- |
-200- 0.17% |
$7.71K - $12.6K
|
114K
$7.75M
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-3.56KClosed |
$137K - $225K
|
0
$0
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
13New |
$501 - $820
|
13
$881
|
|
| Q3 2023 | |||||||
|
Nov 07, 2025
Q3 2023
|
Abn Amro Investment Solutions
Paris Cedex 008, |
BUY
|
- |
39.7KNew |
$1.63M - $2.15M
|
39.7K
$2.69M
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-350Closed |
$14.4K - $19K
|
0
$0
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
73New |
$3K - $3.96K
|
73
$4.95K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
279New |
$11.5K - $15.1K
|
279
$18.9K
|
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
BUY
|
- |
5.67KNew |
$233K - $307K
|
5.67K
$384K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
68+ 38.86% |
$2.79K - $3.68K
|
243
$16.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-20- 50.0% |
$821 - $1.08K
|
20
$1.36K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
74New |
$3.04K - $4.01K
|
74
$5.01K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-15- 0.17% |
$616 - $813
|
9.05K
$613K
|
|
|
Nov 14, 2023
Q3 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
6.32KNew |
$259K - $343K
|
6.32K
$428K
|
|