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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
200New |
$12.3K - $21.4K
|
200
$19.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
190+ 2.68% |
$11.7K - $20.3K
|
7.27K
$703K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
173+ 1330.77% |
$10.6K - $18.5K
|
186
$18K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
168+ 1527.27% |
$10.3K - $18K
|
179
$17.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
149+ 1.11% |
$9.15K - $15.9K
|
13.5K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
145+ 36.52% |
$8.91K - $15.5K
|
542
$52.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
115New |
$7.06K - $12.3K
|
115
$11.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
109+ 2.39% |
$6.69K - $11.7K
|
4.67K
$452K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
100New |
$6.14K - $10.7K
|
100
$9.67K
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
100New |
$6.14K - $10.7K
|
100
$9.67K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
100New |
$6.14K - $10.7K
|
100
$9.67K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
94+ 1.41% |
$5.77K - $10.1K
|
6.78K
$655K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
87New |
$5.34K - $9.31K
|
87
$8.42K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
81+ 4.15% |
$4.98K - $8.67K
|
2.04K
$197K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
76+ 0.43% |
$4.67K - $8.13K
|
17.6K
$1.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
65New |
$3.99K - $6.95K
|
65
$6.29K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
62New |
$3.81K - $6.63K
|
62
$6K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
59+ 1.06% |
$3.62K - $6.31K
|
5.61K
$543K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
50New |
$3.07K - $5.35K
|
50
$4.84K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
38+ 0.25% |
$2.33K - $4.07K
|
15K
$1.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
35+ 6.64% |
$2.15K - $3.74K
|
562
$54.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
30+ 0.21% |
$1.84K - $3.21K
|
14.6K
$1.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
28New |
$1.72K - $3K
|
28
$2.71K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
27New |
$1.66K - $2.89K
|
27
$2.61K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
26+ 0.77% |
$1.6K - $2.78K
|
3.42K
$330K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
24+ 38.1% |
$1.47K - $2.57K
|
87
$8.42K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
23New |
$1.41K - $2.46K
|
23
$2.22K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
22New |
$1.35K - $2.35K
|
22
$2.13K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
21+ 1050.0% |
$1.29K - $2.25K
|
23
$2.22K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
20New |
$1.23K - $2.14K
|
20
$1.93K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
15New |
$921 - $1.6K
|
15
$1.45K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
14New |
$860 - $1.5K
|
14
$1.35K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
10+ 13.7% |
$614 - $1.07K
|
83
$8.03K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
10+ 25.0% |
$614 - $1.07K
|
50
$4.84K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
9New |
$553 - $963
|
9
$871
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 160.0% |
$491 - $856
|
13
$1.26K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
8New |
$491 - $856
|
8
$774
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7+ 5.43% |
$430 - $749
|
136
$13.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
5New |
$307 - $535
|
5
$484
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
4New |
$246 - $428
|
4
$387
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 400.0% |
$246 - $428
|
5
$484
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 50.0% |
$246 - $428
|
12
$1.16K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
3New |
$184 - $321
|
3
$290
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
2+ 40.0% |
$123 - $214
|
7
$677
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2New |
$123 - $214
|
2
$193
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.09M+ 44.07% |
$104M - $131M
|
6.84M
$661M
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.24M+ 235.59% |
$61.6M - $77.5M
|
1.77M
$171M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
823K+ 641.44% |
$40.9M - $51.4M
|
951K
$92M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
716KNew |
$35.6M - $44.8M
|
716K
$69.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
676K+ 78.13% |
$33.6M - $42.3M
|
1.54M
$149M
|
|