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 |
---|---|---|---|---|---|---|---|
Oct 18, 2021
Q3 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-4.63KClosed |
$1.19M - $1.43M
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-881Closed |
$226K - $273K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-96Closed |
$24.7K - $29.8K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.31KClosed |
$337K - $407K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Asset Management Corp
|
SELL
|
CALL |
-100- 9.09% |
$25.7K - $31K
|
1K
$90.4K
|
|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.1KClosed |
$283K - $341K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Mass General Brigham, Inc
|
SELL
|
- |
-4KClosed |
$1.03M - $1.24M
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Professional Advisory Services Inc
|
SELL
|
- |
-750Closed |
$193K - $233K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-100Closed |
$25.7K - $31K
|
0
$0
|
|
Oct 04, 2021
Q3 2021
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-762Closed |
$196K - $236K
|
0
$0
|
|
Q2 2021 | |||||||
Jun 14, 2024
Q2 2021
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-20KClosed |
$3.6M - $5.68M
|
0
$0
|
|
May 26, 2023
Q2 2021
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
75+ 56.39% |
$13.5K - $21.3K
|
208
$18.8K
|
|
Dec 28, 2021
Q2 2021
|
Jordan Park Group LLC
|
BUY
|
- |
12+ 1.17% |
$2.16K - $3.41K
|
1.03K
$93.5K
|
|
Aug 17, 2021
Q2 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-25Closed |
$4.5K - $7.11K
|
0
$0
|
|
Aug 17, 2021
Q2 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
CALL |
-7.1K- 87.65% |
$1.28M - $2.02M
|
1K
$90.4K
|
|
Aug 16, 2021
Q2 2021
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-9.26KClosed |
$1.67M - $2.63M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-133Closed |
$24K - $37.8K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
SELL
|
- |
-9KClosed |
$1.62M - $2.56M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-4KClosed |
$721K - $1.14M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
SELL
|
- |
-12.3KClosed |
$2.22M - $3.5M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-6.3KClosed |
$1.13M - $1.79M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-4.39KClosed |
$790K - $1.25M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Teilinger Capital Ltd.
Houston, TX |
BUY
|
- |
2.5KNew |
$450K - $711K
|
2.5K
$226K
|
|
Aug 16, 2021
Q2 2021
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
SELL
|
- |
-250KClosed |
$45M - $71.1M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-22Closed |
$3.96K - $6.26K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
5.48KNew |
$987K - $1.56M
|
5.48K
$496K
|
|
Aug 13, 2021
Q2 2021
|
Parametrica Management LTD
|
SELL
|
- |
-1.45KClosed |
$261K - $412K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-40.9KClosed |
$7.37M - $11.6M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
72New |
$13K - $20.5K
|
72
$6.51K
|
|
Aug 13, 2021
Q2 2021
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-6Closed |
$1.08K - $1.71K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Laurion Capital Management LP
New York, NY |
SELL
|
PUT |
-100Closed |
$18K - $28.4K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-993Closed |
$179K - $282K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Winslow Capital Management, LLC
Minneapolis, MN |
SELL
|
- |
-1.29MClosed |
$232M - $366M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-3.09KClosed |
$557K - $879K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-3.28KClosed |
$590K - $932K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-1.24KClosed |
$224K - $353K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-1.6KClosed |
$289K - $456K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.4KClosed |
$432K - $683K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-994Closed |
$179K - $283K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-95KClosed |
$17.1M - $27M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-2.94KClosed |
$530K - $837K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Cavalier Investments, LLC
|
SELL
|
- |
-6.06KClosed |
$1.09M - $1.72M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Scott & Selber, Inc.
|
SELL
|
- |
-13.5KClosed |
$2.43M - $3.83M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-3Closed |
$540 - $853
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-2KClosed |
$360K - $569K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
- |
-1.47KClosed |
$265K - $419K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-1.46KClosed |
$264K - $416K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-2.08KClosed |
$375K - $593K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.04KClosed |
$367K - $579K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.68KClosed |
$302K - $477K
|
0
$0
|