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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
7.21K+ 102.26% |
$358K - $489K
|
14.3K
$1.31M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.84KNew |
$340K - $464K
|
6.84K
$627K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
5.08KNew |
$253K - $345K
|
5.08K
$467K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
4.81KNew |
$239K - $326K
|
4.81K
$441K
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
4.39KNew |
$218K - $298K
|
4.39K
$403K
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
4.3KNew |
$214K - $292K
|
4.3K
$394K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
3.86KNew |
$192K - $262K
|
3.86K
$354K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
3.55KNew |
$176K - $241K
|
3.55K
$326K
|
|
|
May 17, 2023
Q1 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
1.4K+ 50.0% |
$69.6K - $95K
|
4.2K
$385K
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
1.25K+ 28.67% |
$62K - $84.7K
|
5.6K
$514K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
1KNew |
$49.7K - $67.8K
|
1K
$91.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
467+ 10.82% |
$23.2K - $31.7K
|
4.78K
$439K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
452+ 1.65% |
$22.5K - $30.7K
|
27.8K
$2.55M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
312+ 31.2% |
$15.5K - $21.2K
|
1.31K
$120K
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
100New |
$4.97K - $6.78K
|
100
$9.18K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
74New |
$3.68K - $5.02K
|
74
$6.79K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
72New |
$3.58K - $4.88K
|
72
$6.61K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
45New |
$2.24K - $3.05K
|
45
$4.13K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
45New |
$2.24K - $3.05K
|
45
$4.13K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
43+ 3.01% |
$2.14K - $2.92K
|
1.47K
$135K
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
35New |
$1.74K - $2.37K
|
35
$3.21K
|
|
|
Apr 20, 2023
Q1 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
35+ 0.98% |
$1.74K - $2.37K
|
3.59K
$330K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
33+ 0.21% |
$1.64K - $2.24K
|
15.9K
$1.46M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
27New |
$1.34K - $1.83K
|
27
$2.48K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
25New |
$1.24K - $1.7K
|
25
$2.29K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
19New |
$944 - $1.29K
|
19
$1.74K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
18New |
$894 - $1.22K
|
18
$1.65K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
17New |
$845 - $1.15K
|
17
$1.56K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
15New |
$745 - $1.02K
|
15
$1.38K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
10New |
$497 - $678
|
10
$918
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
7New |
$348 - $475
|
7
$642
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
5New |
$248 - $339
|
5
$459
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4+ 25.0% |
$199 - $271
|
20
$1.84K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
3New |
$149 - $203
|
3
$275
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 25.0% |
$49.7 - $67.8
|
5
$459
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 33.33% |
$49.7 - $67.8
|
4
$367
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
331K+ 50.39% |
$13.2M - $19.7M
|
988K
$90.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
PUT |
212K+ 769.57% |
$8.45M - $12.6M
|
240K
$22M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
BUY
|
CALL |
147KNew |
$5.83M - $8.72M
|
147K
$13.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Crawford Lake Capital Management, LLC
Lakewood, NJ |
BUY
|
- |
33.5KNew |
$1.33M - $1.99M
|
33.5K
$3.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
27.6KNew |
$1.1M - $1.64M
|
27.6K
$2.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Eos Management, L.P.
|
BUY
|
- |
26.7KNew |
$1.06M - $1.59M
|
26.7K
$2.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
19.6KNew |
$782K - $1.17M
|
19.6K
$1.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
14.1K+ 106.24% |
$561K - $840K
|
27.4K
$2.51M
|
|
|
Jan 30, 2023
Q4 2022
|
Aquila Investment Management LLC
|
BUY
|
- |
14KNew |
$557K - $834K
|
14K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
12.7KNew |
$505K - $756K
|
12.7K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
12.7KNew |
$505K - $756K
|
12.7K
$1.16M
|
|
|
May 21, 2024
Q4 2022
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
10KNew |
$398K - $596K
|
10K
$918K
|
|
|
Feb 14, 2023
Q4 2022
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
CALL |
10KNew |
$398K - $596K
|
10K
$918K
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
9.4KNew |
$374K - $560K
|
9.4K
$862K
|
|