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 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
507+ 5.41% |
$25.2K - $34.4K
|
9.87K
$893K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
499+ 1.78% |
$24.8K - $33.8K
|
28.6K
$2.59M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
499+ 2.23% |
$24.8K - $33.8K
|
22.9K
$2.07M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
484+ 484.0% |
$24K - $32.8K
|
584
$52.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
470+ 11.27% |
$23.4K - $31.9K
|
4.64K
$420K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
467+ 10.82% |
$23.2K - $31.7K
|
4.78K
$433K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
463New |
$23K - $31.4K
|
463
$41.9K
|
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
461+ 11.05% |
$22.9K - $31.3K
|
4.63K
$419K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
452+ 1.65% |
$22.5K - $30.7K
|
27.8K
$2.52M
|
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
433+ 4.58% |
$21.5K - $29.4K
|
9.88K
$894K
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
426+ 8.13% |
$21.2K - $28.9K
|
5.66K
$512K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
425+ 35.45% |
$21.1K - $28.8K
|
1.62K
$147K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
414New |
$20.6K - $28.1K
|
414
$37.5K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
413+ 6.14% |
$20.5K - $28K
|
7.14K
$646K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
401+ 147.97% |
$19.9K - $27.2K
|
672
$60.8K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
400+ 15.31% |
$19.9K - $27.1K
|
3.01K
$273K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
394+ 1.52% |
$19.6K - $26.7K
|
26.4K
$2.38M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
391+ 203.65% |
$19.4K - $26.5K
|
583
$52.7K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
361+ 96.01% |
$17.9K - $24.5K
|
737
$66.7K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
350New |
$17.4K - $23.7K
|
350
$31.7K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
335New |
$16.6K - $22.7K
|
335
$30.3K
|
|
|
May 08, 2023
Q1 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
322+ 0.36% |
$16K - $21.8K
|
89.9K
$8.13M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
320+ 1.95% |
$15.9K - $21.7K
|
16.7K
$1.51M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
312+ 31.2% |
$15.5K - $21.2K
|
1.31K
$119K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
304+ 4.31% |
$15.1K - $20.6K
|
7.35K
$665K
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.85% |
$14.9K - $20.3K
|
35.6K
$3.22M
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
300New |
$14.9K - $20.3K
|
300
$27.1K
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
299+ 1.69% |
$14.9K - $20.3K
|
18K
$1.62M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
297+ 2.72% |
$14.8K - $20.1K
|
11.2K
$1.01M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
295+ 108.86% |
$14.7K - $20K
|
566
$51.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
288+ 5.21% |
$14.3K - $19.5K
|
5.82K
$527K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
283+ 3.48% |
$14.1K - $19.2K
|
8.42K
$762K
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
278+ 1.58% |
$13.8K - $18.9K
|
17.9K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
250+ 5.09% |
$12.4K - $17K
|
5.17K
$467K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
247+ 1.73% |
$12.3K - $16.8K
|
14.5K
$1.31M
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
229New |
$11.4K - $15.5K
|
229
$20.7K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
219New |
$10.9K - $14.9K
|
219
$19.8K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
209+ 3.23% |
$10.4K - $14.2K
|
6.67K
$604K
|
|
|
May 12, 2023
Q1 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
200+ 4.15% |
$9.94K - $13.6K
|
5.02K
$454K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
200New |
$9.94K - $13.6K
|
200
$18.1K
|
|
|
May 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
196+ 1.13% |
$9.74K - $13.3K
|
17.6K
$1.59M
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
190New |
$9.44K - $12.9K
|
190
$17.2K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
173+ 1572.73% |
$8.6K - $11.7K
|
184
$16.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
163+ 1.66% |
$8.1K - $11.1K
|
9.96K
$901K
|
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
159+ 8.51% |
$7.9K - $10.8K
|
2.03K
$183K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
149+ 2.63% |
$7.4K - $10.1K
|
5.82K
$527K
|
|
|
May 10, 2023
Q1 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
139+ 3.31% |
$6.91K - $9.43K
|
4.33K
$392K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
129New |
$6.41K - $8.75K
|
129
$11.7K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
128+ 21.23% |
$6.36K - $8.68K
|
731
$66.1K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
128+ 1.6% |
$6.36K - $8.68K
|
8.15K
$737K
|