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 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
83.6K+ 27857.0% |
$15.1M - $23.8M
|
83.9K
$6.33M
|
|
|
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
$2.64K
|
|
|
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
$9.65K
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-113Closed |
$21.8K - $30K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-8.8KClosed |
$1.7M - $2.33M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.4KClosed |
$1.04M - $1.43M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Advisor Os, LLC
|
SELL
|
- |
-1.01KClosed |
$195K - $268K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.31KClosed |
$253K - $348K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Times Square Capital Management, LLC
|
SELL
|
- |
-1.18KClosed |
$227K - $312K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-2.84KClosed |
$547K - $753K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-50Closed |
$9.64K - $13.3K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
CALL |
-100Closed |
$19.3K - $26.5K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-300Closed |
$57.9K - $79.5K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Beck Bode, LLC
|
SELL
|
- |
-214Closed |
$41.3K - $56.7K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Accel Wealth Management
|
SELL
|
- |
-100Closed |
$19.3K - $26.5K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-3.23KClosed |
$624K - $858K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
CALL |
1.68K+ 12.17% |
$323K - $444K
|
15.5K
$1.17M
|
|
|
May 07, 2021
Q1 2021
|
Iron Financial, LLC
|
SELL
|
- |
-4.38KClosed |
$844K - $1.16M
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-100Closed |
$19.3K - $26.5K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Trivest Advisors LTD
Hong Kong, K3 |
SELL
|
- |
-1KClosed |
$193K - $265K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-506Closed |
$97.6K - $134K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-25Closed |
$4.82K - $6.63K
|
0
$0
|
|