Latest Institutional Purchases of Docusign, Inc. (DOCU)

DOCU Quotes by TradingView

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
Nov 13, 2024 Q3 2024
Lgt Group Foundation

BUY
 -
3.54K
New
$176K - $221K
3.54K $240K
Oct 24, 2024 Q3 2024
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
3.49K
New
$174K - $218K
3.49K $237K
Nov 14, 2024 Q3 2024
Knollwood Investment Advisory, LLC

Hunt Valley, MD
BUY
 -
3.3K
New
$164K - $206K
3.3K $224K
Oct 25, 2024 Q3 2024
Tyche Wealth Partners LLC

Plano, TX
BUY
 -
3.25K
New
$162K - $203K
3.25K $220K
Nov 01, 2024 Q3 2024
Capital Performance Advisors LLP

BUY
 -
1.91K
New
$95.1K - $120K
1.91K $130K
Nov 12, 2024 Q3 2024
Hillsdale Investment Management Inc.

Toronto, A6
BUY
 -
1.9K
+ 18.03%
$94.5K - $119K
12.4K $843K
Nov 08, 2024 Q3 2024
Reuter James Wealth Management, LLC

Oklahoma City, OK
BUY
 -
1.89K
New
$94K - $118K
1.89K $128K
Oct 28, 2024 Q3 2024
Reston Wealth Management LLC

BUY
 -
750
New
$37.3K - $46.9K
750 $50.8K
Oct 31, 2024 Q3 2024
Summit Global Investments

Bountiful, UT
BUY
 -
575
+ 5.36%
$28.6K - $36K
11.3K $766K
Nov 13, 2024 Q3 2024
West Tower Group, LLC

Richmond, VA
BUY
 -
500
+ 50.0%
$24.9K - $31.3K
1.5K $102K
Nov 08, 2024 Q3 2024
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
125
New
$6.22K - $7.82K
125 $8.47K
Oct 07, 2024 Q3 2024
Axiom Advisory, LLC

San Diego, CA
BUY
 -
107
+ 1.59%
$5.32K - $6.69K
6.85K $464K
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
68
New
$3.38K - $4.25K
68 $4.61K
Nov 13, 2024 Q3 2024
Brown Brothers Harriman & CO

New York, NY
BUY
 -
67
New
$3.33K - $4.19K
67 $4.54K
Nov 06, 2024 Q3 2024
Planning Capital Management Corp

Paoli, PA
BUY
 -
50
+ 33.33%
$2.49K - $3.13K
200 $13.6K
Oct 29, 2024 Q3 2024
Private Wealth Management Group, LLC

Princeton, NJ
BUY
 -
27
+ 27.27%
$1.34K - $1.69K
126 $8.54K
Nov 12, 2024 Q3 2024
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
20
New
$995 - $1.25K
20 $1.36K
Oct 29, 2024 Q3 2024
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
18
New
$895 - $1.13K
18 $1.22K
Oct 18, 2024 Q3 2024
Fny Investment Advisers, LLC

BUY
 CALL
16
New
$796 - $1K
16 $1.08K
Oct 16, 2024 Q3 2024
Trust CO Of Vermont

BUY
 -
15
New
$746 - $938
15 $1.02K
Nov 04, 2024 Q3 2024
Abound Wealth Management

Franklin, TN
BUY
 -
10
New
$497 - $625
10 $678
Oct 17, 2024 Q3 2024
Riverview Trust CO

BUY
 -
9
New
$448 - $563
9 $610
Oct 25, 2024 Q3 2024
Voisard Asset Management Group, Inc.

Grand Rapids, MI
BUY
 -
7
New
$348 - $438
7 $474
Oct 24, 2024 Q3 2024
Capital Advisors, Ltd. LLC

BUY
 -
5
+ 0.9%
$249 - $313
563 $38.1K
Nov 14, 2024 Q3 2024
Nbt Bank N A

BUY
 -
1
New
$49.7 - $62.5
1 $67.8
Oct 18, 2024 Q3 2024
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
1
New
$49.7 - $62.5
1 $67.8
Q2 2024
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
1.43M
+ 10.87%
$72.7M - $87.4M
14.6M $989M
Aug 14, 2024 Q2 2024
Healthcare Of Ontario Pension Plan Trust Fund

Toronto, A6
BUY
 -
304K
New
$15.4M - $18.6M
304K $20.6M
Aug 14, 2024 Q2 2024
Carlson Capital L P

Dallas, TX
BUY
 -
61.2K
+ 33.78%
$3.11M - $3.74M
242K $16.4M
Aug 02, 2024 Q2 2024
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)

Stockholm, V7
BUY
 -
51.8K
New
$2.63M - $3.17M
51.8K $3.51M
Aug 15, 2024 Q2 2024
Texas Capital Bank Wealth Management Services Inc

BUY
 -
40K
+ 400.0%
$2.03M - $2.45M
50K $3.39M
Aug 14, 2024 Q2 2024
Ubs Oconnor LLC

Chicago, IL
BUY
 -
35K
New
$1.78M - $2.14M
35K $2.37M
Aug 14, 2024 Q2 2024
Clearline Capital LP

New York, NY
BUY
 -
28.1K
New
$1.43M - $1.72M
28.1K $1.9M
Jul 30, 2024 Q2 2024
Smith Group Asset Management, LLC

Dallas, TX
BUY
 -
14.6K
New
$744K - $894K
14.6K $991K
Aug 14, 2024 Q2 2024
Mbb Public Markets I LLC

Chicago, IL
BUY
 -
14.6K
New
$742K - $892K
14.6K $989K
Aug 14, 2024 Q2 2024
Point72 (Difc) LTD

Dubai, C0
BUY
 -
14.1K
New
$719K - $864K
14.1K $958K
Jul 18, 2024 Q2 2024
Fcf Advisors LLC

BUY
 -
11.3K
+ 39.9%
$574K - $690K
39.6K $2.68M
Aug 07, 2024 Q2 2024
Doheny Asset Management /Ca

Los Angeles, CA
BUY
 -
7.66K
New
$389K - $468K
7.66K $519K
Aug 13, 2025 Q2 2024
Stone X Group Inc.

BUY
 -
6.75K
New
$343K - $413K
6.75K $457K
Sep 11, 2024 Q2 2024
American Trust

Lexington, KY
BUY
 -
5.25K
New
$267K - $321K
5.25K $356K
Aug 05, 2024 Q2 2024
Capula Management LTD

Grand Cayman, E9
BUY
 -
2.08K
+ 42.33%
$106K - $127K
7K $474K
Aug 13, 2024 Q2 2024
Loomis Sayles & CO L P

BUY
 -
1.69K
+ 43.63%
$86K - $103K
5.57K $377K
Aug 14, 2024 Q2 2024
Parkwood LLC

Cleveland, OH
BUY
 -
1.53K
+ 11.09%
$77.8K - $93.5K
15.3K $1.04M
Aug 13, 2024 Q2 2024
Delap Wealth Advisory, LLC

Lake Oswego, OR
BUY
 -
1.09K
+ 10.47%
$55.4K - $66.6K
11.5K $778K
Jul 31, 2024 Q2 2024
N Verses Capital, LLC

Wellington, FL
BUY
 -
900
New
$45.8K - $55K
900 $61K
Jul 25, 2024 Q2 2024
Zynergy Retirement Planning Llc

Red Bank, NJ
BUY
 -
557
New
$28.3K - $34K
557 $37.7K
Aug 09, 2024 Q2 2024
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
500
New
$25.4K - $30.6K
500 $33.9K
Jul 18, 2024 Q2 2024
Royal Fund Management, LLC

BUY
 -
400
+ 14.29%
$20.3K - $24.5K
3.2K $217K
Aug 12, 2024 Q2 2024
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
385
New
$19.6K - $23.5K
385 $26.1K

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