Latest Institutional Sells of Docusign, Inc. (DOCU)
This list provides information on the latest institutional transactions involving Docusign, Inc. (DOCU) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Rheos Capital Works Inc.
|
SELL
|
- |
-5K- 9.77% |
$205K - $271K
|
46.2K
$3.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Eisler Capital (Us) LLC
New York, NY |
SELL
|
CALL |
-4.5K- 45.45% |
$185K - $244K
|
5.4K
$366K
|
|
|
Nov 14, 2023
Q3 2023
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-2.1K- 12.65% |
$86.2K - $114K
|
14.5K
$983K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-350Closed |
$14.4K - $19K
|
0
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-235- 3.26% |
$9.64K - $12.7K
|
6.97K
$473K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
CALL |
-200- 50.0% |
$8.21K - $10.8K
|
200
$13.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-102- 2.05% |
$4.19K - $5.53K
|
4.88K
$330K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-75- 33.33% |
$3.08K - $4.06K
|
150
$10.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-39- 0.45% |
$1.6K - $2.11K
|
8.72K
$591K
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-37- 78.72% |
$1.52K - $2K
|
10
$678
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-22Closed |
$903 - $1.19K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-20- 50.0% |
$821 - $1.08K
|
20
$1.36K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-15- 0.17% |
$616 - $813
|
9.05K
$613K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-14- 27.45% |
$575 - $759
|
37
$2.51K
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-9- 0.18% |
$369 - $488
|
4.86K
$330K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-7- 18.92% |
$287 - $379
|
30
$2.03K
|
|
| Q2 2023 | |||||||
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.42M- 97.88% |
$67.2M - $83.9M
|
30.7K
$2.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-237K- 83.99% |
$11.2M - $14M
|
45.1K
$3.06M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-146K- 77.04% |
$6.9M - $8.61M
|
43.4K
$2.94M
|
|
|
Jul 21, 2023
Q2 2023
|
Tb Alternative Assets Ltd.
|
SELL
|
- |
-102K- 50.05% |
$4.83M - $6.03M
|
102K
$6.89M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-48.8KClosed |
$2.31M - $2.89M
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Mizuho Markets Cayman LP
|
SELL
|
PUT |
-42.7K- 99.01% |
$2.02M - $2.53M
|
425
$28.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Alta Park Capital, LP
San Francisco, CA |
SELL
|
- |
-25.7K- 26.86% |
$1.22M - $1.52M
|
70K
$4.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-22.9K- 78.28% |
$1.09M - $1.36M
|
6.36K
$431K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.38K- 11.34% |
$65.4K - $81.6K
|
10.8K
$730K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.23K- 5.49% |
$58.1K - $72.5K
|
21.1K
$1.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-737- 10.2% |
$34.9K - $43.6K
|
6.49K
$440K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-700- 97.9% |
$33.2K - $41.4K
|
15
$1.02K
|
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
SELL
|
- |
-500- 9.62% |
$23.7K - $29.6K
|
4.7K
$318K
|
|
|
Jul 27, 2023
Q2 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-464- 4.18% |
$22K - $27.4K
|
10.6K
$720K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-397- 2.55% |
$18.8K - $23.5K
|
15.2K
$1.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-372- 4.03% |
$17.6K - $22K
|
8.85K
$600K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-340- 10.21% |
$16.1K - $20.1K
|
2.99K
$203K
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-295- 3.39% |
$14K - $17.4K
|
8.4K
$569K
|
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-240- 5.59% |
$11.4K - $14.2K
|
4.06K
$275K
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-200- 66.67% |
$9.48K - $11.8K
|
100
$6.78K
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-153- 2.97% |
$7.25K - $9.05K
|
5K
$339K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-95- 98.96% |
$4.5K - $5.62K
|
1
$67.8
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-87- 68.5% |
$4.12K - $5.15K
|
40
$2.71K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-70- 33.33% |
$3.32K - $4.14K
|
140
$9.49K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-69- 37.5% |
$3.27K - $4.08K
|
115
$7.79K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-51- 23.29% |
$2.42K - $3.02K
|
168
$11.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-49- 43.36% |
$2.32K - $2.9K
|
64
$4.34K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-21- 0.36% |
$995 - $1.24K
|
5.8K
$393K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-15- 8.67% |
$711 - $887
|
158
$10.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-10- 0.1% |
$474 - $592
|
10.1K
$685K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-5- 29.41% |
$237 - $296
|
12
$813
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Scout Investments, Inc.
|
SELL
|
- |
-449K- 57.25% |
$22.3M - $30.5M
|
335K
$22.7M
|
|
|
May 12, 2023
Q1 2023
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-385K- 89.94% |
$19.2M - $26.1M
|
43.1K
$2.92M
|
|
|
May 12, 2023
Q1 2023
|
Mizuho Markets Americas LLC
|
SELL
|
PUT |
-42.7K- 99.01% |
$2.12M - $2.9M
|
425
$28.8K
|
|