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 |
|---|---|---|---|---|---|---|---|
|
May 21, 2024
Q4 2022
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
10KNew |
$398K - $596K
|
10K
$754K
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.91K+ 54.47% |
$116K - $173K
|
8.25K
$622K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
37+ 3.92% |
$1.47K - $2.2K
|
981
$74K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3+ 15.79% |
$119 - $179
|
22
$1.66K
|
|
|
Mar 29, 2023
Q4 2022
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
4.29KNew |
$171K - $255K
|
4.29K
$323K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 6.25% |
$39.8 - $59.6
|
15
$1.13K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
30New |
$1.19K - $1.79K
|
30
$2.26K
|
|
|
Feb 21, 2023
Q4 2022
|
Equitable Trust CO
|
SELL
|
- |
-19.9K- 81.7% |
$790K - $1.18M
|
4.45K
$335K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
20New |
$796 - $1.19K
|
20
$1.51K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-90- 1.23% |
$3.58K - $5.36K
|
7.21K
$544K
|
|
|
Feb 14, 2023
Q4 2022
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
1.09K+ 1.95% |
$43.5K - $65K
|
57.2K
$4.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Unio Capital LLC
|
BUY
|
- |
5.21KNew |
$207K - $310K
|
5.21K
$393K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
35+ 49.3% |
$1.39K - $2.08K
|
106
$7.99K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
174+ 2175.0% |
$6.93K - $10.4K
|
182
$13.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Dc Investments Management, LLC
Mclean, VA |
BUY
|
- |
7.28KNew |
$290K - $433K
|
7.28K
$549K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Markets Trading Uk LLP
London, X0 |
SELL
|
- |
-9.81K- 56.39% |
$391K - $584K
|
7.59K
$572K
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
9.4KNew |
$374K - $560K
|
9.4K
$709K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
640New |
$25.5K - $38.1K
|
640
$48.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
3.75KNew |
$149K - $223K
|
3.75K
$283K
|
|
|
Feb 14, 2023
Q4 2022
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
331K+ 50.39% |
$13.2M - $19.7M
|
988K
$74.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
CALL |
1.11KNew |
$44.3K - $66.2K
|
1.11K
$83.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Crawford Lake Capital Management, LLC
Lakewood, NJ |
BUY
|
- |
33.5KNew |
$1.33M - $1.99M
|
33.5K
$2.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-1.61K- 7.87% |
$64.1K - $95.9K
|
18.9K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
434New |
$17.3K - $25.8K
|
434
$32.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
CALL |
10KNew |
$398K - $596K
|
10K
$754K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2New |
$79.6 - $119
|
2
$151
|
|
|
Feb 14, 2023
Q4 2022
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
19.6KNew |
$782K - $1.17M
|
19.6K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
12.7KNew |
$505K - $756K
|
12.7K
$957K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
27.6KNew |
$1.1M - $1.64M
|
27.6K
$2.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
2.51K+ 112.38% |
$100K - $150K
|
4.75K
$358K
|
|
|
Feb 13, 2023
Q4 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-530- 5.48% |
$21.1K - $31.6K
|
9.15K
$690K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
158New |
$6.29K - $9.41K
|
158
$11.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
20+ 100.0% |
$796 - $1.19K
|
40
$3.02K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.53K- 76.71% |
$60.7K - $90.8K
|
463
$34.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Eos Management, L.P.
|
BUY
|
- |
26.7KNew |
$1.06M - $1.59M
|
26.7K
$2.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-3- 0.15% |
$119 - $179
|
2.01K
$152K
|
|
|
Feb 13, 2023
Q4 2022
|
First Growth Investment Manager LP
San Francisco, CA |
SELL
|
- |
-31.8K- 75.15% |
$1.26M - $1.89M
|
10.5K
$792K
|
|
|
Feb 13, 2023
Q4 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
4.36KNew |
$173K - $260K
|
4.36K
$329K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
100+ 100.0% |
$3.98K - $5.96K
|
200
$15.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.95K- 24.56% |
$77.4K - $116K
|
5.98K
$451K
|
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-16.4K- 97.1% |
$652K - $976K
|
490
$37K
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
35New |
$1.39K - $2.08K
|
35
$2.64K
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
PUT |
212K+ 769.57% |
$8.45M - $12.6M
|
240K
$18.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-25- 69.44% |
$995 - $1.49K
|
11
$830
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
52New |
$2.07K - $3.1K
|
52
$3.92K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-45- 23.68% |
$1.79K - $2.68K
|
145
$10.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
384New |
$15.3K - $22.9K
|
384
$29K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-70Closed |
$2.79K - $4.17K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-4.75K- 16.21% |
$189K - $283K
|
24.5K
$1.85M
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
140+ 16.0% |
$5.57K - $8.34K
|
1.02K
$76.6K
|