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 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-822Closed |
$148K - $234K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-2.22KClosed |
$400K - $632K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Avestar Capital, LLC
|
BUY
|
PUT |
1KNew |
$180K - $284K
|
1K
$90.4K
|
|
Aug 03, 2021
Q2 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
25New |
$4.5K - $7.11K
|
25
$2.26K
|
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
CALL |
-500- 10.0% |
$90.1K - $142K
|
4.5K
$407K
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-2.15KClosed |
$387K - $612K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-500Closed |
$90.1K - $142K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Hanseatic Management Services Inc
|
SELL
|
- |
-1.71KClosed |
$309K - $487K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Chase Investment Counsel Corp
|
SELL
|
- |
-11.2KClosed |
$2.02M - $3.19M
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-27.3KClosed |
$4.92M - $7.77M
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Bt Wealth Management LLC
|
SELL
|
- |
-1KClosed |
$180K - $284K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Clean Yield Group
|
BUY
|
- |
300New |
$54K - $85.3K
|
300
$27.1K
|
|
Jul 23, 2021
Q2 2021
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-50.5KClosed |
$9.1M - $14.4M
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Capital Cs Group, LLC
|
SELL
|
- |
-2.63KClosed |
$475K - $749K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
G&S Capital LLC
|
SELL
|
- |
-2.6KClosed |
$468K - $739K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-6Closed |
$1.08K - $1.71K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
15.6KNew |
$2.81M - $4.44M
|
15.6K
$1.41M
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-1.28KClosed |
$231K - $365K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
83.6K+ 27857.0% |
$15.1M - $23.8M
|
83.9K
$7.58M
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-100Closed |
$18K - $28.4K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-473- 93.11% |
$85.2K - $135K
|
35
$3.16K
|
|
Jul 16, 2021
Q2 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-8.49KClosed |
$1.53M - $2.41M
|
0
$0
|
|
Jul 16, 2021
Q2 2021
|
Western Financial Corporation
|
SELL
|
- |
-4.3KClosed |
$774K - $1.22M
|
0
$0
|
|
Jul 07, 2021
Q2 2021
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-1Closed |
$180 - $284
|
0
$0
|
|
Jul 06, 2021
Q2 2021
|
Private Asset Management Inc
|
SELL
|
- |
-1.15KClosed |
$207K - $327K
|
0
$0
|
|
Q1 2021 | |||||||
Sep 08, 2021
Q1 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-2.95KClosed |
$569K - $782K
|
0
$0
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-100Closed |
$19.3K - $26.5K
|
0
$0
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-103Closed |
$19.9K - $27.3K
|
0
$0
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-5Closed |
$964 - $1.33K
|
0
$0
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-100Closed |
$19.3K - $26.5K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Stephen Mandel
Lone Pine Capital LLC | Greenwich, Ct
|
SELL
|
- |
-4.06MClosed |
$782M - $1.08B
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Cooper Financial Group
|
SELL
|
- |
-3.34KClosed |
$644K - $885K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.66KClosed |
$320K - $440K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Matrix Capital Management Company, LP
Waltham, MA |
SELL
|
- |
-1.35MClosed |
$259M - $357M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-1.22KClosed |
$236K - $325K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
York Capital Management Global Advisors, LLC
New York, NY |
SELL
|
- |
-69.7KClosed |
$13.4M - $18.5M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-166KClosed |
$32M - $44M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.36KClosed |
$262K - $360K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-230Closed |
$44.4K - $61K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-4.74KClosed |
$914K - $1.26M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-1.97KClosed |
$379K - $521K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Sycomore Asset Management
|
SELL
|
- |
-26KClosed |
$5.02M - $6.9M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Central Asset Investments & Management Holdings (Hk) LTD
|
SELL
|
- |
-1.13KClosed |
$218K - $300K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-65Closed |
$12.5K - $17.2K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Oribel Capital Management, LP
New York, NY |
SELL
|
- |
-6.6KClosed |
$1.27M - $1.75M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.88KClosed |
$362K - $498K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.16KClosed |
$224K - $309K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-3Closed |
$579 - $795
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.93K- 93.79% |
$373K - $513K
|
128
$11.6K
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-113Closed |
$21.8K - $30K
|
0
$0
|