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
Oct 18, 2021 Q3 2021
Moser Wealth Advisors, LLC

BUY
 -
26
New
$6.68K - $8.06K
26 $2.39K
Nov 12, 2021 Q3 2021
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
20
New
$5.14K - $6.2K
20 $1.84K
Nov 09, 2021 Q3 2021
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
20
New
$5.14K - $6.2K
20 $1.84K
Nov 12, 2021 Q3 2021
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
17
New
$4.37K - $5.27K
17 $1.56K
Oct 25, 2021 Q3 2021
West Family Investments, Inc.

Carlsbad, CA
BUY
 -
14
+ 1.55%
$3.6K - $4.34K
919 $84.3K
Nov 07, 2022 Q3 2021
Red Tortoise LLC

Atlanta, GA
BUY
 -
13
New
$3.34K - $4.03K
13 $1.19K
Nov 03, 2021 Q3 2021
Kovack Advisors, Inc.

BUY
 PUT
1
New
$257 - $310
1 $91.8
Q2 2021
Jul 21, 2021 Q2 2021
Abundance Wealth Counselors

BUY
 -
83.6K
+ 27857.0%
$15.1M - $23.8M
83.9K $7.7M
Jul 21, 2021 Q2 2021
Davenport & CO LLC

BUY
 PUT
15.6K
New
$2.81M - $4.44M
15.6K $1.43M
Aug 16, 2021 Q2 2021
Pathstone Family Office, LLC

Englewood, NJ
BUY
 PUT
5.48K
New
$987K - $1.56M
5.48K $503K
Aug 03, 2021 Q2 2021
Avestar Capital, LLC

BUY
 PUT
1K
New
$180K - $284K
1K $91.8K
Jul 26, 2021 Q2 2021
Clean Yield Group

BUY
 -
300
New
$54K - $85.3K
300 $27.5K
May 26, 2023 Q2 2021
Ashburton (Jersey) LTD

St Helier, Y9
BUY
 -
75
+ 56.39%
$13.5K - $21.3K
208 $19.1K
Aug 13, 2021 Q2 2021
Delos Wealth Advisors, LLC

Dallas, TX
BUY
 -
72
New
$13K - $20.5K
72 $6.61K
Aug 03, 2021 Q2 2021
Carmichael Hill & Associates, Inc.

BUY
 -
25
New
$4.5K - $7.11K
25 $2.29K
Dec 28, 2021 Q2 2021
Jordan Park Group LLC

BUY
 -
12
+ 1.17%
$2.16K - $3.41K
1.03K $94.9K
Q1 2021
Apr 19, 2021 Q1 2021
Covenant Asset Management, LLC

BUY
 CALL
2K
New
$386K - $530K
2K $184K
May 10, 2021 Q1 2021
Financial Advocates Investment Management

Olympia, WA
BUY
 CALL
1.68K
+ 12.17%
$323K - $444K
15.5K $1.42M
Apr 20, 2021 Q1 2021
Toth Financial Advisory Corp

BUY
 CALL
100
New
$19.3K - $26.5K
100 $9.18K
Apr 22, 2021 Q1 2021
Time Scale Financial, Inc.

BUY
 -
5
New
$964 - $1.33K
5 $459
Apr 05, 2021 Q1 2021
Advocacy Wealth Management Services, LLC

BUY
 -
5
New
$964 - $1.33K
5 $459
Q4 2020
Nov 12, 2021 Q4 2020
Lido Advisors, LLC

Los Angeles, CA
BUY
 PUT
3K
New
$593K - $755K
3K $275K
Feb 05, 2021 Q4 2020
Tompkins Financial Corp

BUY
 -
2.61K
New
$515K - $655K
2.61K $239K
Feb 16, 2021 Q4 2020
Tortoise Capital Advisors, L.L.C.

Overland Park, KS
BUY
 -
1.71K
New
$338K - $431K
1.71K $157K
Sep 13, 2023 Q4 2020
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
1.08K
New
$213K - $272K
1.08K $99.1K
Mar 03, 2021 Q4 2020
Draper Asset Management, LLC

Smithtown, NY
BUY
 CALL
1K
New
$198K - $252K
1K $91.8K
Feb 16, 2021 Q4 2020
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 CALL
100
New
$19.8K - $25.2K
100 $9.18K
Feb 12, 2021 Q4 2020
Adirondack Trust CO

BUY
 -
75
+ 46.88%
$14.8K - $18.9K
235 $21.6K
Q3 2020
Nov 16, 2020 Q3 2020
Steven Cohen Point72 Asset Management, L.P. | Stamford, Ct
BUY
 CALL
40K
New
$7.16M - $10.8M
40K $3.67M
Nov 09, 2020 Q3 2020
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 CALL
6K
New
$1.07M - $1.61M
6K $551K
Nov 13, 2020 Q3 2020
Wolverine Asset Management LLC

BUY
 PUT
3.1K
+ 3100.0%
$555K - $833K
3.2K $294K
Oct 23, 2020 Q3 2020
Cypress Wealth Services, LLC

BUY
 PUT
1.34K
New
$240K - $360K
1.34K $123K
Nov 17, 2020 Q3 2020
Jackson Square Capital, LLC

BUY
 PUT
800
New
$143K - $215K
800 $73.4K
Oct 26, 2020 Q3 2020
Foster Victor Wealth Advisors, LLC

BUY
 CALL
500
New
$89.5K - $134K
500 $45.9K
Nov 13, 2020 Q3 2020
Dimension Capital Management LLC

Coral Gables, FL
BUY
 -
51
New
$9.13K - $13.7K
51 $4.68K
Q2 2020
Aug 13, 2020 Q2 2020
Wells Fargo & Company

San Francisco, CA
BUY
 PUT
13.5K
New
$1.07M - $2.4M
13.5K $1.24M
Jul 20, 2020 Q2 2020
Valeo Financial Advisors, LLC

BUY
 CALL
1.3K
New
$103K - $231K
1.3K $119K
Aug 26, 2020 Q2 2020
Advisor Net Financial, Inc

BUY
 CALL
200
New
$15.8K - $35.5K
200 $18.4K
Sep 15, 2021 Q2 2020
Cwm, LLC

BUY
 CALL
100
New
$7.9K - $17.8K
100 $9.18K
Q4 2019
Feb 07, 2020 Q4 2019
Earnest Partners LLC

Atlanta, GA
BUY
 -
95
New
$5.77K - $7.18K
95 $8.72K
Q2 2019
Aug 14, 2019 Q2 2019
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 CALL
1.2K
New
$57.5K - $69.2K
1.2K $110K
Jan 08, 2024 Q2 2019
Snowden Capital Advisors LLC

New York, NY
BUY
 PUT
200
New
$9.58K - $11.5K
200 $18.4K
Q1 2019
May 15, 2019 Q1 2019
Summit Partners Public Asset Management, LLC

Boston, MA
BUY
 PUT
160K
New
$6.21M - $9.42M
160K $14.7M
May 19, 2023 Q1 2019
Vanderbilt University

Nashville, TN
BUY
 -
14.3K
New
$557K - $844K
14.3K $1.32M
Q3 2018
Nov 13, 2018 Q3 2018
Sculptor Capital LP

New York, NY
BUY
 PUT
124K
New
$6.4M - $8.4M
124K $11.4M
Oct 18, 2018 Q3 2018
Mizuho Securities Usa LLC

BUY
 PUT
25.2K
New
$1.3M - $1.71M
25.2K $2.31M
Nov 14, 2018 Q3 2018
Janney Capital Management LLC

BUY
 -
19.2K
New
$995K - $1.31M
19.2K $1.77M
Nov 13, 2018 Q3 2018
Sculptor Capital LP

New York, NY
BUY
 -
8.3K
+ 5.19%
$429K - $563K
168K $15.4M
Jul 13, 2023 Q3 2018
Metropolitan Life Insurance CO

New York, NY
BUY
 -
2.56K
New
$132K - $174K
2.56K $235K

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