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 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
947+ 9.88% |
$44.9K - $56K
|
10.5K
$713K
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
518+ 3.46% |
$24.6K - $30.6K
|
15.5K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
300+ 2.46% |
$14.2K - $17.7K
|
12.5K
$845K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
204New |
$9.67K - $12.1K
|
204
$13.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
183+ 0.53% |
$8.67K - $10.8K
|
34.8K
$2.36M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
151+ 2.05% |
$7.16K - $8.93K
|
7.51K
$509K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
113+ 1.75% |
$5.36K - $6.68K
|
6.57K
$445K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
100New |
$4.74K - $5.92K
|
100
$6.78K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
91+ 21.98% |
$4.31K - $5.38K
|
505
$34.2K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
87New |
$4.12K - $5.15K
|
87
$5.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
52New |
$2.46K - $3.08K
|
52
$3.52K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
29New |
$1.37K - $1.72K
|
29
$1.97K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
21New |
$995 - $1.24K
|
21
$1.42K
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
18New |
$853 - $1.06K
|
18
$1.22K
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
10New |
$474 - $592
|
10
$678
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1New |
$47.4 - $59.2
|
1
$67.8
|
|
|
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
$72.1M
|
|
|
May 15, 2023
Q1 2023
|
Kcl Capital, L.P.
New York, NY |
BUY
|
- |
225KNew |
$11.2M - $15.3M
|
225K
$15.2M
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
BUY
|
CALL |
50KNew |
$2.48M - $3.39M
|
50K
$3.39M
|
|
|
May 03, 2023
Q1 2023
|
Mizuho Markets Cayman LP
|
BUY
|
- |
43.1KNew |
$2.14M - $2.93M
|
43.1K
$2.92M
|
|
|
May 08, 2023
Q1 2023
|
Xxec, Inc.
|
BUY
|
- |
14.8KNew |
$734K - $1M
|
14.8K
$1M
|
|
|
May 09, 2023
Q1 2023
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
10KNew |
$497K - $678K
|
10K
$678K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.84KNew |
$340K - $464K
|
6.84K
$463K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
4.81KNew |
$239K - $326K
|
4.81K
$326K
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
4.39KNew |
$218K - $298K
|
4.39K
$297K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
3.86KNew |
$192K - $262K
|
3.86K
$261K
|
|
|
May 17, 2023
Q1 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
1.4K+ 50.0% |
$69.6K - $95K
|
4.2K
$285K
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
1.25K+ 28.67% |
$62K - $84.7K
|
5.6K
$380K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
1KNew |
$49.7K - $67.8K
|
1K
$67.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
467+ 10.82% |
$23.2K - $31.7K
|
4.78K
$324K
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
100New |
$4.97K - $6.78K
|
100
$6.78K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
74New |
$3.68K - $5.02K
|
74
$5.01K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
45New |
$2.24K - $3.05K
|
45
$3.05K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
45New |
$2.24K - $3.05K
|
45
$3.05K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
43+ 3.01% |
$2.14K - $2.92K
|
1.47K
$99.6K
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
35New |
$1.74K - $2.37K
|
35
$2.37K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
19New |
$944 - $1.29K
|
19
$1.29K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
18New |
$894 - $1.22K
|
18
$1.22K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
17New |
$845 - $1.15K
|
17
$1.15K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
15New |
$745 - $1.02K
|
15
$1.02K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
10New |
$497 - $678
|
10
$678
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
7New |
$348 - $475
|
7
$474
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
5New |
$248 - $339
|
5
$339
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4+ 25.0% |
$199 - $271
|
20
$1.36K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
3New |
$149 - $203
|
3
$203
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 25.0% |
$49.7 - $67.8
|
5
$339
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 33.33% |
$49.7 - $67.8
|
4
$271
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
331K+ 50.39% |
$13.2M - $19.7M
|
988K
$66.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
PUT |
212K+ 769.57% |
$8.45M - $12.6M
|
240K
$16.3M
|
|