Purchases and Sales Made in Q1 2023 in Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-507- 2.64% |
$25.2K - $34.4K
|
18.7K
$1.69M
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-615- 4.29% |
$30.6K - $41.7K
|
13.7K
$1.24M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-630- 3.55% |
$31.3K - $42.7K
|
17.1K
$1.55M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-653- 10.51% |
$32.4K - $44.3K
|
5.56K
$503K
|
|
|
May 01, 2023
Q1 2023
|
Performa LTD (Us), LLC
|
SELL
|
- |
-725- 53.7% |
$36K - $49.2K
|
625
$56.6K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-742- 10.77% |
$36.9K - $50.3K
|
6.15K
$556K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-759- 99.87% |
$37.7K - $51.5K
|
1
$90.5
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-788- 0.47% |
$39.2K - $53.5K
|
167K
$15.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-824- 16.72% |
$40.9K - $55.9K
|
4.1K
$371K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-836- 10.42% |
$41.5K - $56.7K
|
7.19K
$650K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-855- 4.73% |
$42.5K - $58K
|
17.2K
$1.56M
|
|
|
May 03, 2023
Q1 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-870- 8.99% |
$43.2K - $59K
|
8.81K
$797K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-890- 37.7% |
$44.2K - $60.4K
|
1.47K
$133K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-909- 6.38% |
$45.2K - $61.7K
|
13.3K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-937- 21.13% |
$46.6K - $63.6K
|
3.5K
$316K
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-973- 1.17% |
$48.3K - $66K
|
82.3K
$7.45M
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-977- 3.2% |
$48.5K - $66.3K
|
29.6K
$2.68M
|
|
|
May 08, 2023
Q1 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-997- 8.43% |
$49.5K - $67.6K
|
10.8K
$980K
|
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.09K- 19.43% |
$54.2K - $73.9K
|
4.52K
$409K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.12K- 6.77% |
$55.8K - $76.1K
|
15.5K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.19K- 16.36% |
$58.9K - $80.4K
|
6.06K
$548K
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-1.19K- 13.01% |
$58.9K - $80.4K
|
7.93K
$718K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.19K- 15.59% |
$59.3K - $80.9K
|
6.46K
$585K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.23K- 4.23% |
$61.1K - $83.4K
|
27.8K
$2.52M
|
|
|
May 09, 2023
Q1 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-1.3K- 11.09% |
$64.6K - $88.2K
|
10.4K
$943K
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
SELL
|
- |
-1.3K- 5.05% |
$64.7K - $88.3K
|
24.5K
$2.22M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.31K- 6.82% |
$65.2K - $89.1K
|
17.9K
$1.62M
|
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-1.33K- 9.97% |
$66.2K - $90.4K
|
12K
$1.09M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.34K- 6.53% |
$66.7K - $91.1K
|
19.2K
$1.74M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.38K- 8.57% |
$68.5K - $93.5K
|
14.7K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.45K- 23.51% |
$71.9K - $98.2K
|
4.71K
$426K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.46K- 14.03% |
$72.3K - $98.8K
|
8.93K
$808K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.53K- 62.55% |
$75.8K - $103K
|
913
$82.6K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.57K- 1.9% |
$77.9K - $106K
|
80.9K
$7.32M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.57K- 9.62% |
$78.1K - $107K
|
14.8K
$1.34M
|
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-1.59K- 9.93% |
$79.1K - $108K
|
14.4K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.66K- 10.32% |
$82.2K - $112K
|
14.4K
$1.3M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-1.69K- 85.32% |
$83.8K - $114K
|
290
$26.2K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.7K- 27.81% |
$84.3K - $115K
|
4.41K
$399K
|
|
|
Dec 09, 2024
Q1 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-1.79K- 0.96% |
$88.7K - $121K
|
185K
$16.7M
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.86K- 77.39% |
$92.5K - $126K
|
544
$49.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.93K- 17.7% |
$95.8K - $131K
|
8.96K
$811K
|
|
|
May 15, 2023
Q1 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-2.1K- 18.92% |
$104K - $142K
|
9K
$814K
|
|
|
May 15, 2023
Q1 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-2.11K- 3.03% |
$105K - $143K
|
67.6K
$6.11M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.12K- 12.01% |
$106K - $144K
|
15.6K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.26K- 18.37% |
$112K - $153K
|
10K
$907K
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.27K- 20.74% |
$113K - $154K
|
8.67K
$785K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.29K- 1.02% |
$114K - $155K
|
222K
$20.1M
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-2.3K- 0.7% |
$114K - $156K
|
328K
$29.6M
|
|
|
May 10, 2023
Q1 2023
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-2.54K- 13.38% |
$126K - $172K
|
16.5K
$1.49M
|