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 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
$398K
|
|
|
Jul 22, 2022
Q2 2022
|
Congress Park Capital LLC
|
SELL
|
- |
-4.13KClosed |
$235K - $464K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.04KClosed |
$116K - $229K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
134New |
$7.61K - $15K
|
134
$10.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2KClosed |
$114K - $225K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-3.71KClosed |
$211K - $416K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
31New |
$1.76K - $3.48K
|
31
$2.34K
|
|
|
Jul 22, 2022
Q2 2022
|
Schroders Is LTD
|
SELL
|
- |
-557- 36.38% |
$31.6K - $62.5K
|
974
$73.5K
|
|
|
Jul 22, 2022
Q2 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-5.25K- 58.92% |
$298K - $589K
|
3.66K
$276K
|
|
|
Jul 21, 2022
Q2 2022
|
Am Investment Strategies LLC
|
SELL
|
- |
-2.01KClosed |
$114K - $225K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Gam Holding Ag
|
SELL
|
- |
-10.1KClosed |
$575K - $1.14M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.7KClosed |
$153K - $303K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-12.3KClosed |
$700K - $1.38M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
F
|
BUY
|
- |
10.4KNew |
$592K - $1.17M
|
10.4K
$787K
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-3.07KClosed |
$174K - $344K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-29.3KClosed |
$1.66M - $3.29M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-8.59KClosed |
$488K - $964K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-17Closed |
$966 - $1.91K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-10Closed |
$568 - $1.12K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tributary Capital Management, LLC
|
SELL
|
- |
-15.5KClosed |
$881K - $1.74M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
SELL
|
- |
-2.27KClosed |
$129K - $255K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-190Closed |
$10.8K - $21.3K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-200Closed |
$11.4K - $22.5K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Life Pro Asset Management
|
SELL
|
- |
-1.9KClosed |
$108K - $213K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-3.98KClosed |
$226K - $447K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-5Closed |
$284 - $561
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Wealth Management Partners, LLC
|
SELL
|
- |
-2KClosed |
$114K - $225K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-400Closed |
$22.7K - $44.9K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.51K+ 32.3% |
$85.8K - $170K
|
6.19K
$466K
|
|
|
Jul 14, 2022
Q2 2022
|
Xr Securities LLC
|
SELL
|
- |
-2.11KClosed |
$120K - $237K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
654New |
$37.2K - $73.4K
|
654
$49.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
18+ 72.0% |
$1.02K - $2.02K
|
43
$3.24K
|
|
|
Jul 13, 2022
Q2 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
284+ 2.6% |
$16.1K - $31.9K
|
11.2K
$845K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
860+ 573.33% |
$48.9K - $96.6K
|
1.01K
$76.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.94K+ 246.46% |
$281K - $555K
|
6.95K
$524K
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.14K+ 35.11% |
$64.5K - $128K
|
4.37K
$330K
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-2.03KClosed |
$115K - $228K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-386- 91.47% |
$21.9K - $43.3K
|
36
$2.72K
|
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
SELL
|
- |
-341Closed |
$19.4K - $38.3K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4New |
$227 - $449
|
4
$302
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.85KClosed |
$162K - $320K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.67KClosed |
$94.6K - $187K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Avondale Wealth Management
|
SELL
|
- |
-39Closed |
$2.22K - $4.38K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-25- 0.59% |
$1.42K - $2.81K
|
4.18K
$315K
|
|
|
Jul 11, 2022
Q2 2022
|
Paradiem, LLC
|
BUY
|
- |
15K+ 72.54% |
$853K - $1.69M
|
35.7K
$2.69M
|
|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-3.34KClosed |
$190K - $375K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Marshall & Sullivan Inc
|
SELL
|
- |
-4.83KClosed |
$274K - $542K
|
0
$0
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-5Closed |
$284 - $561
|
0
$0
|