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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-41- 0.7% |
$2.04K - $2.78K
|
5.82K
$461K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-25- 3.85% |
$1.24K - $1.7K
|
625
$49.4K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-20- 40.0% |
$994 - $1.36K
|
30
$2.37K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-4Closed |
$199 - $271
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Flossbach Von Storch Ag
Cologne, 2M |
SELL
|
- |
-5.81M- 98.92% |
$231M - $346M
|
63.4K
$5.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-172K- 96.7% |
$6.84M - $10.2M
|
5.86K
$464K
|
|
|
Feb 13, 2023
Q4 2022
|
First Growth Investment Manager LP
San Francisco, CA |
SELL
|
- |
-31.8K- 75.15% |
$1.26M - $1.89M
|
10.5K
$831K
|
|
|
Feb 21, 2023
Q4 2022
|
Equitable Trust CO
|
SELL
|
- |
-19.9K- 81.7% |
$790K - $1.18M
|
4.45K
$352K
|
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-16.4K- 97.1% |
$652K - $976K
|
490
$38.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Markets Trading Uk LLP
London, X0 |
SELL
|
- |
-9.81K- 56.39% |
$391K - $584K
|
7.59K
$600K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-5.24K- 24.02% |
$209K - $312K
|
16.6K
$1.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-4.75K- 16.21% |
$189K - $283K
|
24.5K
$1.94M
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-4.06K- 9.33% |
$162K - $242K
|
39.5K
$3.13M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2.32KClosed |
$92.3K - $138K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.95K- 24.56% |
$77.4K - $116K
|
5.98K
$473K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-1.62K- 15.98% |
$64.6K - $96.7K
|
8.54K
$675K
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-1.61K- 7.87% |
$64.1K - $95.9K
|
18.9K
$1.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.53K- 76.71% |
$60.7K - $90.8K
|
463
$36.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-898- 18.72% |
$35.7K - $53.5K
|
3.9K
$308K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-835- 77.75% |
$33.2K - $49.7K
|
239
$18.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-530- 5.48% |
$21.1K - $31.6K
|
9.15K
$724K
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-454- 10.16% |
$18.1K - $27K
|
4.01K
$317K
|
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-295- 7.29% |
$11.7K - $17.6K
|
3.75K
$297K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-250- 55.56% |
$9.95K - $14.9K
|
200
$15.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-217- 5.01% |
$8.64K - $12.9K
|
4.11K
$325K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-200- 26.04% |
$7.96K - $11.9K
|
568
$44.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-102- 82.93% |
$4.06K - $6.07K
|
21
$1.66K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-90- 1.23% |
$3.58K - $5.36K
|
7.21K
$570K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-70Closed |
$2.79K - $4.17K
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-45- 23.68% |
$1.79K - $2.68K
|
145
$11.5K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-30Closed |
$1.19K - $1.79K
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-25- 69.44% |
$995 - $1.49K
|
11
$870
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-5Closed |
$199 - $298
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-3- 0.15% |
$119 - $179
|
2.01K
$159K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 6.25% |
$39.8 - $59.6
|
15
$1.19K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-230K- 97.54% |
$11.9M - $17.5M
|
5.81K
$459K
|
|
|
Nov 14, 2022
Q3 2022
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-172K- 91.4% |
$8.9M - $13.1M
|
16.2K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Optimus Prime Fund Management Co., Ltd.
Grand Cayman, E9 |
SELL
|
CALL |
-60K- 50.0% |
$3.1M - $4.55M
|
60K
$4.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-32.6K- 2.38% |
$1.68M - $2.47M
|
1.33M
$105M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-26K- 71.38% |
$1.35M - $1.97M
|
10.4K
$826K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-13.8K- 43.6% |
$710K - $1.04M
|
17.8K
$1.41M
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-3.44K- 48.07% |
$178K - $261K
|
3.72K
$294K
|
|
|
Nov 08, 2022
Q3 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-3.01K- 79.12% |
$155K - $228K
|
794
$62.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-2.07K- 81.53% |
$107K - $157K
|
469
$37.1K
|
|
|
Oct 17, 2022
Q3 2022
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-1.59K- 99.81% |
$82.4K - $121K
|
3
$237
|
|
|
Nov 14, 2022
Q3 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-1.48K- 16.77% |
$76.2K - $112K
|
7.32K
$579K
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.44K- 27.0% |
$74.5K - $109K
|
3.9K
$308K
|
|
|
Oct 24, 2022
Q3 2022
|
Ocean Capital Management, LLC
|
SELL
|
- |
-1.27K- 15.17% |
$65.4K - $96K
|
7.08K
$560K
|
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-1.25K- 24.76% |
$64.4K - $94.5K
|
3.79K
$300K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1K- 76.92% |
$51.7K - $75.9K
|
300
$23.7K
|
|