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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
20KNew |
$948K - $1.18M
|
20K
$1.84M
|
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
17.5KNew |
$830K - $1.04M
|
17.5K
$1.61M
|
|
|
Jun 03, 2024
Q2 2023
|
Hamilton Lane Advisors LLC
|
BUY
|
- |
14.6KNew |
$690K - $862K
|
14.6K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
14.4K+ 179.61% |
$683K - $852K
|
22.4K
$2.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
11.9K+ 17.83% |
$565K - $705K
|
78.8K
$7.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
11K+ 122.22% |
$521K - $651K
|
20K
$1.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
CALL |
7.5KNew |
$356K - $444K
|
7.5K
$688K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.06KNew |
$287K - $359K
|
6.06K
$556K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
5.57KNew |
$264K - $329K
|
5.57K
$511K
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
5.39KNew |
$256K - $319K
|
5.39K
$495K
|
|
|
Aug 11, 2023
Q2 2023
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
4KNew |
$190K - $237K
|
4K
$367K
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
PUT |
2.9KNew |
$137K - $172K
|
2.9K
$266K
|
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
2.5KNew |
$119K - $148K
|
2.5K
$229K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
2.5K+ 8.13% |
$119K - $148K
|
33.3K
$3.05M
|
|
|
Jul 25, 2023
Q2 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2.27K+ 28.33% |
$108K - $134K
|
10.3K
$944K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.01K+ 9.09% |
$95.2K - $119K
|
24.1K
$2.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.8KNew |
$85.3K - $106K
|
1.8K
$165K
|
|
|
Aug 14, 2023
Q2 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.5KNew |
$71.1K - $88.7K
|
1.5K
$138K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.2K+ 1.59% |
$57K - $71.2K
|
77.1K
$7.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Hood River Capital Management LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.19K+ 6.49% |
$56.2K - $70.2K
|
19.5K
$1.79M
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
1.09KNew |
$51.8K - $64.6K
|
1.09K
$100K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
947+ 9.88% |
$44.9K - $56K
|
10.5K
$966K
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
518+ 3.46% |
$24.6K - $30.6K
|
15.5K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
300+ 2.46% |
$14.2K - $17.7K
|
12.5K
$1.14M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
285+ 7.05% |
$13.5K - $16.9K
|
4.33K
$397K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
204New |
$9.67K - $12.1K
|
204
$18.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
183+ 0.53% |
$8.67K - $10.8K
|
34.8K
$3.19M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
151+ 2.05% |
$7.16K - $8.93K
|
7.51K
$689K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
113+ 1.75% |
$5.36K - $6.68K
|
6.57K
$603K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
100New |
$4.74K - $5.92K
|
100
$9.18K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
91+ 21.98% |
$4.31K - $5.38K
|
505
$46.3K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
87New |
$4.12K - $5.15K
|
87
$7.98K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
52New |
$2.46K - $3.08K
|
52
$4.77K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
52New |
$2.46K - $3.08K
|
52
$4.77K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
29New |
$1.37K - $1.72K
|
29
$2.66K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
21New |
$995 - $1.24K
|
21
$1.93K
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
18New |
$853 - $1.06K
|
18
$1.65K
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
10New |
$474 - $592
|
10
$918
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2New |
$94.8 - $118
|
2
$184
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1New |
$47.4 - $59.2
|
1
$91.8
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.06MNew |
$52.8M - $72.1M
|
1.06M
$97.6M
|
|
|
May 15, 2023
Q1 2023
|
Kcl Capital, L.P.
New York, NY |
BUY
|
- |
225KNew |
$11.2M - $15.3M
|
225K
$20.6M
|
|
|
Aug 11, 2023
Q1 2023
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
138KNew |
$6.85M - $9.36M
|
138K
$12.7M
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
BUY
|
CALL |
50KNew |
$2.48M - $3.39M
|
50K
$4.59M
|
|
|
May 03, 2023
Q1 2023
|
Mizuho Markets Cayman LP
|
BUY
|
- |
43.1KNew |
$2.14M - $2.93M
|
43.1K
$3.96M
|
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
BUY
|
- |
29.1K+ 120.54% |
$1.44M - $1.97M
|
53.2K
$4.88M
|
|
|
May 08, 2023
Q1 2023
|
Xxec, Inc.
|
BUY
|
- |
14.8KNew |
$734K - $1M
|
14.8K
$1.36M
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
12.5K+ 11.18% |
$622K - $849K
|
124K
$11.4M
|
|
|
May 09, 2023
Q1 2023
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
10KNew |
$497K - $678K
|
10K
$918K
|
|