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
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
20
+ 100.0%
$796 - $1.19K
40 $2.71K
May 07, 2025 Q4 2022
Mb, Levis & Associates, LLC

Center Valley, PA
BUY
 -
10
New
$398 - $596
10 $678
Jan 18, 2023 Q4 2022
Hbc Financial Services, Pllc

BUY
 -
10
New
$398 - $596
10 $678
Nov 07, 2023 Q4 2022
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
3
+ 15.79%
$119 - $179
22 $1.49K
Feb 01, 2023 Q4 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
2
+ 200.0%
$79.6 - $119
3 $203
Q3 2022
Nov 14, 2022 Q3 2022
T. Rowe Price Investment Management, Inc.

Baltimore, MD
BUY
 -
2.52M
New
$130M - $191M
2.52M $171M
Nov 04, 2022 Q3 2022
Ardevora Asset Management LLP

BUY
 -
421K
New
$21.8M - $31.9M
421K $28.5M
Nov 14, 2022 Q3 2022
Varma Mutual Pension Insurance CO

Varma, H9
BUY
 -
311K
+ 195.48%
$16.1M - $23.6M
470K $31.8M
Nov 14, 2022 Q3 2022
Kingdon Capital Management, L.L.C.

New York, NY
BUY
 CALL
80K
New
$4.13M - $6.07M
80K $5.42M
Nov 14, 2022 Q3 2022
Nuveen Asset Management, LLC

Chicago, IL
BUY
 PUT
78.3K
New
$4.05M - $5.94M
78.3K $5.31M
Oct 17, 2022 Q3 2022
Highland Private Wealth Management

BUY
 -
9.75K
New
$504K - $740K
9.75K $661K
Oct 20, 2022 Q3 2022
Mcia Inc

BUY
 -
9.41K
New
$486K - $714K
9.41K $638K
Oct 28, 2022 Q3 2022
Tiedemann Advisors, LLC

BUY
 -
6.04K
New
$312K - $458K
6.04K $409K
Nov 14, 2022 Q3 2022
Corient Capital Partners, LLC

Newport Beach, CA
BUY
 -
5.71K
New
$295K - $433K
5.71K $387K
Nov 14, 2022 Q3 2022
Enlightenment Research, LLC

Saddle Brook, NJ
BUY
 -
4.5K
New
$233K - $342K
4.5K $305K
Nov 14, 2022 Q3 2022
Surevest, LLC

Los Angeles, CA
BUY
 -
3.15K
+ 28.64%
$163K - $239K
14.2K $960K
Nov 14, 2022 Q3 2022
First Growth Investment Manager LP

San Francisco, CA
BUY
 CALL
2.5K
New
$129K - $190K
2.5K $169K
Oct 14, 2022 Q3 2022
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
2.31K
+ 5.26%
$119K - $175K
46.1K $3.13M
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
1.61K
New
$83K - $122K
1.61K $109K
Nov 14, 2022 Q3 2022
Resolute Advisors LLC

BUY
 -
1.09K
+ 10.18%
$56.4K - $82.8K
11.8K $801K
Oct 13, 2022 Q3 2022
Roberts Wealth Advisors, LLC

BUY
 -
1.07K
+ 8.61%
$55K - $80.8K
13.4K $911K
Nov 14, 2022 Q3 2022
Tortoise Index Solutions, LLC

Overland Park, KS
BUY
 -
1.04K
+ 23.39%
$53.6K - $78.7K
5.48K $371K
Nov 08, 2022 Q3 2022
Klk Capital Management LLC

Los Angeles, CA
BUY
 -
986
+ 15.42%
$50.9K - $74.8K
7.38K $500K
Nov 15, 2022 Q3 2022
Bradley Mark J.

BUY
 -
825
+ 7.13%
$42.6K - $62.6K
12.4K $840K
Oct 31, 2022 Q3 2022
Raymond James Trust N.A.

BUY
 -
804
+ 18.25%
$41.5K - $61K
5.21K $353K
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
555
+ 5.11%
$28.7K - $42.1K
11.4K $773K
Nov 01, 2022 Q3 2022
Strategic Asset Management, LLC

BUY
 -
507
+ 676.0%
$26.2K - $38.5K
582 $39.4K
Nov 18, 2022 Q3 2022
Industrial Alliance Investment Management Inc.

Quebec, A8
BUY
 -
471
+ 3.93%
$24.3K - $35.7K
12.5K $844K
Jul 24, 2024 Q3 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
369
+ 9.38%
$19.1K - $28K
4.3K $292K
Nov 14, 2022 Q3 2022
Vienna Asset Management LLC

Cupertino, CA
BUY
 -
350
New
$18.1K - $26.5K
350 $23.7K
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
348
New
$18K - $26.4K
348 $23.6K
Oct 24, 2022 Q3 2022
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
300
New
$15.5K - $22.8K
300 $20.3K
Oct 14, 2022 Q3 2022
Edge Rock Capital LLC

BUY
 -
280
New
$14.5K - $21.2K
280 $19K
Nov 07, 2022 Q3 2022
Neirg Wealth Management, LLC

BUY
 -
228
+ 2.11%
$11.8K - $17.3K
11K $746K
Nov 14, 2022 Q3 2022
Caas Capital Management LP

New York, NY
BUY
 -
200
+ 1.39%
$10.3K - $15.2K
14.6K $987K
Oct 25, 2022 Q3 2022
Vigilant Capital Management, LLC

BUY
 -
169
New
$8.73K - $12.8K
169 $11.5K
Oct 31, 2022 Q3 2022
Pinnacle Financial Partners Inc

BUY
 -
165
New
$8.53K - $12.5K
165 $11.2K
Nov 07, 2022 Q3 2022
Castle Wealth Management LLC

BUY
 -
150
+ 17.05%
$7.75K - $11.4K
1.03K $69.8K
Dec 01, 2022 Q3 2022
Mufg Americas Holdings Corp

BUY
 -
145
+ 216.42%
$7.49K - $11K
212 $14.4K
Oct 17, 2022 Q3 2022
Octavia Wealth Advisors, LLC

BUY
 -
144
+ 3.59%
$7.44K - $10.9K
4.15K $281K
Oct 28, 2022 Q3 2022
Icici Prudential Asset Management CO LTD

BUY
 -
138
+ 23.15%
$7.13K - $10.5K
734 $49.7K
Nov 14, 2022 Q3 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
73
New
$3.77K - $5.54K
73 $4.95K
Nov 14, 2022 Q3 2022
Standard Family Office LLC

Sioux Falls, SD
BUY
 -
53
New
$2.74K - $4.02K
53 $3.59K
Nov 04, 2022 Q3 2022
Cowa, LLC

Tulsa, OK
BUY
 -
50
New
$2.58K - $3.79K
50 $3.39K
Nov 08, 2022 Q3 2022
Old North State Trust, LLC

Greensboro, NC
BUY
 -
34
New
$1.76K - $2.58K
34 $2.3K
Oct 07, 2022 Q3 2022
American Research & Management Co.

BUY
 -
27
New
$1.4K - $2.05K
27 $1.83K
Nov 14, 2022 Q3 2022
Bellwether Advisors, LLC

BUY
 -
8
New
$413 - $607
8 $542
Oct 27, 2022 Q3 2022
Money Concepts Capital Corp

BUY
 -
6
+ 2.79%
$310 - $455
221 $15K
Q2 2022
Aug 15, 2022 Q2 2022
Maven Securities LTD

St Helier, Y9
BUY
 PUT
395K
New
$22.4M - $44.3M
395K $26.8M

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