Latest Institutional Purchases of Docusign, Inc. (DOCU)
This list provides information on the latest institutional transactions involving Docusign, Inc. (DOCU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
35+ 29.91% |
$2.15K - $3.74K
|
152
$11.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
35+ 6.64% |
$2.15K - $3.74K
|
562
$42.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
32+ 16.24% |
$1.97K - $3.42K
|
229
$17.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
29+ 0.57% |
$1.78K - $3.1K
|
5.09K
$383K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
28New |
$1.72K - $3K
|
28
$2.11K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
27New |
$1.66K - $2.89K
|
27
$2.03K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
26+ 0.68% |
$1.6K - $2.78K
|
3.87K
$291K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
26+ 0.77% |
$1.6K - $2.78K
|
3.42K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus Fund Advisers, LLC
Hartford, CT |
BUY
|
- |
24+ 3.49% |
$1.47K - $2.57K
|
712
$53.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
24+ 38.1% |
$1.47K - $2.57K
|
87
$6.55K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
23New |
$1.41K - $2.46K
|
23
$1.73K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
22New |
$1.35K - $2.35K
|
22
$1.66K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
22New |
$1.35K - $2.35K
|
22
$1.66K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
21+ 1050.0% |
$1.29K - $2.25K
|
23
$1.73K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
20New |
$1.23K - $2.14K
|
20
$1.51K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
20New |
$1.23K - $2.14K
|
20
$1.51K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15+ 28.85% |
$921 - $1.6K
|
67
$5.04K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
15New |
$921 - $1.6K
|
15
$1.13K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14+ 1.69% |
$860 - $1.5K
|
843
$63.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
14New |
$860 - $1.5K
|
14
$1.05K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
14New |
$860 - $1.5K
|
14
$1.05K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
11+ 2.06% |
$676 - $1.18K
|
544
$40.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 10.42% |
$614 - $1.07K
|
106
$7.98K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
10+ 13.7% |
$614 - $1.07K
|
83
$6.25K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
10+ 25.0% |
$614 - $1.07K
|
50
$3.76K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
9New |
$553 - $963
|
9
$677
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
8New |
$491 - $856
|
8
$602
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
8New |
$491 - $856
|
8
$602
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 160.0% |
$491 - $856
|
13
$978
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
7New |
$430 - $749
|
7
$527
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
6New |
$369 - $642
|
6
$452
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
6New |
$369 - $642
|
6
$452
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
5New |
$307 - $535
|
5
$376
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
4New |
$246 - $428
|
4
$301
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 400.0% |
$246 - $428
|
5
$376
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
3New |
$184 - $321
|
3
$226
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2+ 0.06% |
$123 - $214
|
3.35K
$252K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
2+ 40.0% |
$123 - $214
|
7
$527
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$61.4 - $107
|
1
$75.3
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
557KNew |
$27.7M - $34.8M
|
557K
$41.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
298KNew |
$14.8M - $18.7M
|
298K
$22.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
227KNew |
$11.3M - $14.2M
|
227K
$17.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
166K+ 31.88% |
$8.27M - $10.4M
|
688K
$51.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Frontier Capital Management CO LLC
|
BUY
|
- |
119K+ 99.45% |
$5.91M - $7.44M
|
238K
$17.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ardmore Road Asset Management LP
New York, NY |
BUY
|
- |
100KNew |
$4.97M - $6.25M
|
100K
$7.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
59.8KNew |
$2.97M - $3.74M
|
59.8K
$4.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
48KNew |
$2.38M - $3M
|
48K
$3.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
40.5KNew |
$2.01M - $2.53M
|
40.5K
$3.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
40K+ 312.28% |
$1.99M - $2.5M
|
52.9K
$3.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
34.7K+ 182.66% |
$1.72M - $2.17M
|
53.6K
$4.04M
|
|