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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4New |
$227 - $449
|
4
$367
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Alkeon Capital Management LLC
New York, NY |
BUY
|
CALL |
2MNew |
$146M - $314M
|
2M
$184M
|
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
75KNew |
$5.49M - $11.8M
|
75K
$6.88M
|
|
|
May 16, 2022
Q1 2022
|
Optimus Prime Fund Management Co., Ltd.
Grand Cayman, E9 |
BUY
|
- |
27.4K+ 6.55% |
$2.01M - $4.3M
|
446K
$40.9M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
21.2KNew |
$1.55M - $3.33M
|
21.2K
$1.95M
|
|
|
May 16, 2022
Q1 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
CALL |
18.4KNew |
$1.35M - $2.89M
|
18.4K
$1.69M
|
|
|
May 06, 2022
Q1 2022
|
American Assets Investment Management, LLC
|
BUY
|
- |
15KNew |
$1.1M - $2.36M
|
15K
$1.38M
|
|
|
May 16, 2022
Q1 2022
|
Kayak Investment Partners LLC
San Francisco, CA |
BUY
|
- |
13K+ 52.0% |
$952K - $2.04M
|
38K
$3.49M
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
5.52KNew |
$404K - $867K
|
5.52K
$506K
|
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
5.09K+ 33.37% |
$373K - $799K
|
20.3K
$1.87M
|
|
|
May 16, 2022
Q1 2022
|
Man Group PLC
London, X0 |
BUY
|
PUT |
2.6KNew |
$190K - $408K
|
2.6K
$239K
|
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
2.31KNew |
$169K - $363K
|
2.31K
$212K
|
|
|
May 11, 2022
Q1 2022
|
Park Circle CO
|
BUY
|
- |
2KNew |
$146K - $314K
|
2K
$184K
|
|
|
May 12, 2022
Q1 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
1.03K+ 6.38% |
$75.1K - $161K
|
17.1K
$1.57M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
700+ 233.33% |
$51.3K - $110K
|
1K
$91.8K
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
413+ 26.04% |
$30.2K - $64.8K
|
2K
$183K
|
|
|
Apr 27, 2022
Q1 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
200New |
$14.6K - $31.4K
|
200
$18.4K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
171New |
$12.5K - $26.8K
|
171
$15.7K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
163New |
$11.9K - $25.6K
|
163
$15K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
55New |
$4.03K - $8.64K
|
55
$5.05K
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
4New |
$293 - $628
|
4
$367
|
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2New |
$146 - $314
|
2
$184
|
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1+ 0.47% |
$73.2 - $157
|
214
$19.6K
|
|
| Q4 2021 | |||||||
|
Jan 26, 2022
Q4 2021
|
Apeiron Capital LTD
|
BUY
|
- |
78.5K+ 103.29% |
$10.6M - $22.3M
|
155K
$14.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
23.5K+ 43.52% |
$3.17M - $6.68M
|
77.5K
$7.11M
|
|
|
Nov 23, 2022
Q4 2021
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
16.7K+ 45.99% |
$2.26M - $4.74M
|
53K
$4.86M
|
|
|
Jan 19, 2022
Q4 2021
|
Lattice Capital Management, LLC
|
BUY
|
- |
7.76KNew |
$1.05M - $2.2M
|
7.76K
$712K
|
|
|
Feb 11, 2022
Q4 2021
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
4.24KNew |
$573K - $1.2M
|
4.24K
$389K
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
2.2K+ 1.18% |
$297K - $625K
|
189K
$17.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
481+ 13.1% |
$65K - $137K
|
4.15K
$381K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
361New |
$48.8K - $103K
|
361
$33.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
CALL |
300New |
$40.5K - $85.2K
|
300
$27.5K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
74New |
$10K - $21K
|
74
$6.79K
|
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
BUY
|
- |
57+ 80.28% |
$7.7K - $16.2K
|
128
$11.7K
|
|
|
Jan 28, 2022
Q4 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
50New |
$6.75K - $14.2K
|
50
$4.59K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
34New |
$4.59K - $9.66K
|
34
$3.12K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
27New |
$3.65K - $7.67K
|
27
$2.48K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
7New |
$946 - $1.99K
|
7
$642
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
6New |
$811 - $1.7K
|
6
$551
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
3New |
$405 - $852
|
3
$275
|
|
|
Feb 14, 2022
Q4 2021
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1New |
$135 - $284
|
1
$91.8
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1New |
$135 - $284
|
1
$91.8
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1+ 11.11% |
$135 - $284
|
10
$918
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Imc Chicago, LLC
|
BUY
|
PUT |
280KNew |
$71.8M - $86.7M
|
280K
$25.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
38.2KNew |
$9.83M - $11.9M
|
38.2K
$3.51M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
18.1KNew |
$4.65M - $5.61M
|
18.1K
$1.66M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.14KNew |
$807K - $974K
|
3.14K
$288K
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
600New |
$154K - $186K
|
600
$55.1K
|
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
BUY
|
CALL |
500New |
$128K - $155K
|
500
$45.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
58New |
$14.9K - $18K
|
58
$5.32K
|
|