Purchases and Sales Made in Q1 2022 in Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU) during Q1 2022. The information is specifically focused on institutions that hold shares of DOCUSIGN, INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
15+ 150.0% |
$1.1K - $2.36K
|
25
$1.98K
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
15+ 0.92% |
$1.1K - $2.36K
|
1.65K
$131K
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
15New |
$1.1K - $2.36K
|
15
$1.19K
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
14+ 11.11% |
$1.03K - $2.2K
|
140
$11.1K
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
11+ 1.1% |
$806 - $1.73K
|
1.01K
$80K
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
11New |
$806 - $1.73K
|
11
$870
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
10New |
$732 - $1.57K
|
10
$791
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
10New |
$732 - $1.57K
|
10
$791
|
|
May 16, 2022
Q1 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
7New |
$513 - $1.1K
|
7
$554
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
6+ 0.33% |
$439 - $942
|
1.82K
$144K
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6+ 0.3% |
$439 - $942
|
1.99K
$157K
|
|
May 16, 2022
Q1 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
6New |
$439 - $942
|
6
$475
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5New |
$366 - $785
|
5
$396
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
5New |
$366 - $785
|
5
$396
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
5+ 7.81% |
$366 - $785
|
69
$5.46K
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
4New |
$293 - $628
|
4
$316
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3+ 2.68% |
$220 - $471
|
115
$9.1K
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
3+ 3.8% |
$220 - $471
|
82
$6.49K
|
|
Apr 15, 2022
Q1 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
2+ 7.41% |
$146 - $314
|
29
$2.29K
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2New |
$146 - $314
|
2
$158
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2New |
$146 - $314
|
2
$158
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$73.2 - $157
|
2.89K
$229K
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 50.0% |
$73.2 - $157
|
3
$237
|
|
May 16, 2022
Q1 2022
|
Maplelane Capital, LLC
New York, NY |
BUY
|
- |
1New |
$73.2 - $157
|
1
$79.1
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1+ 0.47% |
$73.2 - $157
|
214
$16.9K
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
1New |
$73.2 - $157
|
1
$79.1
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-1- 0.66% |
$73.2 - $157
|
150
$11.9K
|
|
May 06, 2022
Q1 2022
|
Gam Holding Ag
|
SELL
|
- |
-1- 0.01% |
$73.2 - $157
|
10.1K
$801K
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
SELL
|
- |
-1Closed |
$73.2 - $157
|
0
$0
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1- 0.04% |
$73.2 - $157
|
2.51K
$199K
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2- 1.92% |
$146 - $314
|
102
$8.07K
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2- 0.15% |
$146 - $314
|
1.36K
$108K
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4- 0.58% |
$293 - $628
|
680
$53.8K
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-5- 0.12% |
$366 - $785
|
4.22K
$334K
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-5Closed |
$366 - $785
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-5Closed |
$366 - $785
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-7Closed |
$513 - $1.1K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-9- 47.37% |
$659 - $1.41K
|
10
$791
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-9- 3.49% |
$659 - $1.41K
|
249
$19.7K
|
|
May 04, 2022
Q1 2022
|
Souders Financial Advisors
|
SELL
|
- |
-11- 0.18% |
$806 - $1.73K
|
6K
$475K
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-11- 0.25% |
$806 - $1.73K
|
4.39K
$347K
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-12- 2.33% |
$879 - $1.88K
|
504
$39.9K
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-13Closed |
$952 - $2.04K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-16- 2.78% |
$1.17K - $2.51K
|
559
$44.2K
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-19Closed |
$1.39K - $2.98K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-20Closed |
$1.46K - $3.14K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-20Closed |
$1.46K - $3.14K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-22- 56.41% |
$1.61K - $3.45K
|
17
$1.34K
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-22- 8.49% |
$1.61K - $3.45K
|
237
$18.7K
|
|
Apr 29, 2022
Q1 2022
|
Emerald Advisers, LLC
|
SELL
|
- |
-23- 1.06% |
$1.68K - $3.61K
|
2.14K
$169K
|