Advisors Asset Management, Inc. Docusign, Inc. Transaction History

Advisors Asset Management, Inc.

$4.99 Billion
Q2 2024

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	SELL	$39.8 - $59.55 $42,028 - $62,884	-1,056 Reduced 53.69%	911 $50,000
Q3 2022 Nov 08, 2022	SELL	$51.67 - $75.85 $30,898 - $45,358	-598 Reduced 23.31%	1,967 $105,000
Q2 2022 Aug 08, 2022	SELL	$56.81 - $112.28 $95,043 - $187,844	-1,673 Reduced 39.48%	2,565 $147,000
Q1 2022 May 17, 2022	SELL	$73.24 - $157.01 $239,201 - $512,794	-3,266 Reduced 43.52%	4,238 $454,000
Q4 2021 Feb 15, 2022	SELL	$135.09 - $284.11 $623,710 - $1.31 Million	-4,617 Reduced 38.09%	7,504 $1.14 Million
Q3 2021 Nov 12, 2021	SELL	$256.89 - $310.05 $107,123 - $129,290	-417 Reduced 3.33%	12,121 $3.12 Million
Q2 2021 Jul 30, 2021	BUY	$180.16 - $284.48 $10,088 - $15,930	56 Added 0.45%	12,538 $3.51 Million
Q1 2021 May 07, 2021	BUY	$192.84 - $265.16 $317,414 - $436,453	1,646 Added 15.19%	12,482 $2.53 Million
Q4 2020 Feb 12, 2021	BUY	$197.6 - $251.6 $414,367 - $527,605	2,097 Added 24.0%	10,836 $2.41 Million
Q3 2020 Nov 16, 2020	SELL	$178.96 - $268.8 $12,527 - $18,816	-70 Reduced 0.79%	8,739 $1.88 Million
Q2 2020 Aug 12, 2020	BUY	$79.0 - $177.58 $74,497 - $167,457	943 Added 11.99%	8,809 $1.52 Million
Q1 2020 May 15, 2020	BUY	$68.68 - $92.4 $75,548 - $101,640	1,100 Added 16.26%	7,866 $727,000
Q4 2019 Feb 14, 2020	SELL	$60.76 - $75.57 $5,589 - $6,952	-92 Reduced 1.34%	6,766 $501,000
Q3 2019 Nov 14, 2019	BUY	$43.91 - $64.8 $11,197 - $16,524	255 Added 3.86%	6,858 $425,000
Q2 2019 Aug 14, 2019	BUY	$47.9 - $57.66 $5,412 - $6,515	113 Added 1.74%	6,603 $328,000
Q1 2019 May 15, 2019	BUY	$38.83 - $58.85 $252,006 - $381,936	6,490 New	6,490 $336,000

Others Institutions Holding DOCU

# of Institutions

757

Shares Held

160M

Call Options Held

3.62M

Put Options Held

4.42M

Vanguard Group Inc Valley Forge, PA

21.6M
Shares

$1.33 Billion
0.02% of portfolio
Black Rock Inc. New York, NY

14.6M
Shares

$900 Million
0.02% of portfolio
State Street Corp Boston, MA

5.25M
Shares

$324 Million
0.01% of portfolio
Price T Rowe Associates Inc Baltimore, MD

4.75M
Shares

$293 Million
0.03% of portfolio
Capital World Investors Los Angeles, CA

4.19M
Shares

$258 Million
0.04% of portfolio

View Full List

About DOCUSIGN, INC.

Ticker DOCU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 200,779,008
Market Cap $12.4B
Description
DocuSign, Inc. provides electronic signature software in the United States and internationally. The company provides e-signature solution that enables businesses to digitally prepare, sign, act on, and manage agreements. It also offers CLM, which automates workflows across the entire agreement process; Insights that use artificial intelligence (...

More about DOCU

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