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
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
124+ 2.34% |
$6.16K - $8.41K
|
5.42K
$490K
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
122+ 0.35% |
$6.06K - $8.28K
|
34.6K
$3.13M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
111+ 616.67% |
$5.52K - $7.53K
|
129
$11.7K
|
|
|
May 15, 2023
Q1 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
106+ 0.8% |
$5.27K - $7.19K
|
13.3K
$1.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
102+ 850.0% |
$5.07K - $6.92K
|
114
$10.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
101+ 0.8% |
$5.02K - $6.85K
|
12.7K
$1.15M
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
100New |
$4.97K - $6.78K
|
100
$9.05K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
100New |
$4.97K - $6.78K
|
100
$9.05K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
100+ 222.22% |
$4.97K - $6.78K
|
145
$13.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
96+ 15.36% |
$4.77K - $6.51K
|
721
$65.2K
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
88+ 1.3% |
$4.37K - $5.97K
|
6.84K
$619K
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
87+ 217.5% |
$4.32K - $5.9K
|
127
$11.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
83+ 0.31% |
$4.12K - $5.63K
|
26.9K
$2.44M
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
80+ 80.0% |
$3.98K - $5.43K
|
180
$16.3K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
74New |
$3.68K - $5.02K
|
74
$6.7K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
72New |
$3.58K - $4.88K
|
72
$6.51K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
70+ 50.0% |
$3.48K - $4.75K
|
210
$19K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
65+ 3.89% |
$3.23K - $4.41K
|
1.73K
$157K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
63New |
$3.13K - $4.27K
|
63
$5.7K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
63+ 0.71% |
$3.13K - $4.27K
|
8.95K
$810K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
60+ 171.43% |
$2.98K - $4.07K
|
95
$8.6K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
56+ 16.47% |
$2.78K - $3.8K
|
396
$35.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
45New |
$2.24K - $3.05K
|
45
$4.07K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
45New |
$2.24K - $3.05K
|
45
$4.07K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
43+ 3.01% |
$2.14K - $2.92K
|
1.47K
$133K
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
40+ 0.18% |
$1.99K - $2.71K
|
22.3K
$2.02M
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
35+ 140.0% |
$1.74K - $2.37K
|
60
$5.43K
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
35New |
$1.74K - $2.37K
|
35
$3.17K
|
|
|
Apr 20, 2023
Q1 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
35+ 0.98% |
$1.74K - $2.37K
|
3.59K
$325K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
33+ 0.21% |
$1.64K - $2.24K
|
15.9K
$1.44M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
31+ 38.27% |
$1.54K - $2.1K
|
112
$10.1K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
28+ 0.23% |
$1.39K - $1.9K
|
12K
$1.08M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
27New |
$1.34K - $1.83K
|
27
$2.44K
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
25+ 0.1% |
$1.24K - $1.7K
|
24.5K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
25+ 16.23% |
$1.24K - $1.7K
|
179
$16.2K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
25New |
$1.24K - $1.7K
|
25
$2.26K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
24+ 0.31% |
$1.19K - $1.63K
|
7.64K
$692K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
23+ 0.4% |
$1.14K - $1.56K
|
5.77K
$522K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
22+ 0.88% |
$1.09K - $1.49K
|
2.52K
$228K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
22New |
$1.09K - $1.49K
|
22
$1.99K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
19New |
$944 - $1.29K
|
19
$1.72K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
18New |
$894 - $1.22K
|
18
$1.63K
|
|
|
Apr 20, 2023
Q1 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
18+ 0.44% |
$894 - $1.22K
|
4.1K
$371K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
17New |
$845 - $1.15K
|
17
$1.54K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
15+ 9.49% |
$745 - $1.02K
|
173
$15.7K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
15New |
$745 - $1.02K
|
15
$1.36K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
12New |
$596 - $814
|
12
$1.09K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
10New |
$497 - $678
|
10
$905
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
7New |
$348 - $475
|
7
$633
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7+ 2.94% |
$348 - $475
|
245
$22.2K
|