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 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-102Closed |
$5.79K - $11.5K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-4- 2.8% |
$227 - $449
|
139
$12.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-8.01KClosed |
$455K - $899K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
7+ 233.33% |
$398 - $786
|
10
$904
|
|
|
Aug 04, 2022
Q2 2022
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-2.96KClosed |
$168K - $332K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-1.96KClosed |
$111K - $220K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-2.51KClosed |
$142K - $281K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-633- 4.08% |
$36K - $71.1K
|
14.9K
$1.34M
|
|
|
Aug 04, 2022
Q2 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-1.95KClosed |
$111K - $219K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-19.4KClosed |
$1.1M - $2.18M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Carson Advisory Inc.
|
SELL
|
- |
-2.28KClosed |
$130K - $256K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Ddd Partners, LLC
|
BUY
|
- |
44KNew |
$2.5M - $4.94M
|
44K
$3.98M
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-37.9KClosed |
$2.15M - $4.26M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-1.87KClosed |
$106K - $210K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.87KClosed |
$106K - $210K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
225New |
$12.8K - $25.3K
|
225
$20.3K
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
27.2KNew |
$1.55M - $3.06M
|
27.2K
$2.46M
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
71+ 1.77% |
$4.03K - $7.97K
|
4.09K
$369K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-34.3KClosed |
$1.95M - $3.85M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Jennison Associates LLC
|
BUY
|
- |
9.33KNew |
$530K - $1.05M
|
9.33K
$843K
|
|
|
Aug 02, 2022
Q2 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-2.85KClosed |
$162K - $320K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.75KClosed |
$156K - $309K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Asset Management Corp
|
SELL
|
- |
-4.44KClosed |
$252K - $498K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Awm Capital, LLC
|
SELL
|
- |
-2KClosed |
$114K - $225K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
80+ 36.36% |
$4.54K - $8.98K
|
300
$27.1K
|
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-5.43K- 49.08% |
$308K - $609K
|
5.63K
$509K
|
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-18.3KClosed |
$1.04M - $2.06M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.64KClosed |
$150K - $296K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Hudson Value Partners, LLC
|
SELL
|
- |
-4.26KClosed |
$242K - $478K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
50New |
$2.84K - $5.61K
|
50
$4.52K
|
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-2.39KClosed |
$135K - $268K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-80Closed |
$4.54K - $8.98K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-41- 47.67% |
$2.33K - $4.6K
|
45
$4.07K
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
4.8KNew |
$273K - $539K
|
4.8K
$434K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.02KClosed |
$171K - $339K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-123- 3.35% |
$6.99K - $13.8K
|
3.55K
$321K
|
|
|
Jul 27, 2022
Q2 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-22.6K- 52.5% |
$1.28M - $2.54M
|
20.4K
$1.85M
|
|
|
Jul 27, 2022
Q2 2022
|
Tran Capital Management, L.P.
|
SELL
|
- |
-1.41K- 10.54% |
$79.8K - $158K
|
11.9K
$1.08M
|
|
|
Jul 27, 2022
Q2 2022
|
Varenne Capital Partners
|
SELL
|
- |
-176KClosed |
$9.97M - $19.7M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-2.49KClosed |
$141K - $280K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
324+ 7.36% |
$18.4K - $36.4K
|
4.73K
$428K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
129New |
$7.33K - $14.5K
|
129
$11.7K
|
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
SELL
|
- |
-11.5KClosed |
$650K - $1.29M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
SELL
|
- |
-25- 10.0% |
$1.42K - $2.81K
|
225
$20.3K
|
|
|
Jul 25, 2022
Q2 2022
|
Cubic Asset Management, LLC
|
SELL
|
- |
-3KClosed |
$170K - $337K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-1.96KClosed |
$112K - $220K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
37+ 0.77% |
$2.1K - $4.15K
|
4.82K
$436K
|
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-2.63KClosed |
$149K - $295K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Westwood Management Corp
|
SELL
|
- |
-60.2KClosed |
$3.42M - $6.76M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Artemis Investment Management LLP
|
SELL
|
- |
-2.75K- 34.25% |
$156K - $308K
|
5.27K
$477K
|