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 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7+ 1.31% |
$348 - $475
|
541
$48.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
6+ 0.6% |
$298 - $407
|
1K
$90.5K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
5New |
$248 - $339
|
5
$452
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 4.46% |
$248 - $339
|
117
$10.6K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
4+ 4.35% |
$199 - $271
|
96
$8.69K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
4+ 4.35% |
$199 - $271
|
96
$8.69K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
4+ 0.01% |
$199 - $271
|
37.5K
$3.39M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4+ 25.0% |
$199 - $271
|
20
$1.81K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
3New |
$149 - $203
|
3
$271
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 25.0% |
$99.4 - $136
|
10
$905
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 33.33% |
$49.7 - $67.8
|
4
$362
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 25.0% |
$49.7 - $67.8
|
5
$452
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1- -0.0% |
$49.7 - $67.8
|
81.8K
$7.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-1- 0.05% |
$49.7 - $67.8
|
1.86K
$168K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 1.45% |
$149 - $203
|
204
$18.5K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-4Closed |
$199 - $271
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-6- 7.5% |
$298 - $407
|
74
$6.7K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-7- 0.82% |
$348 - $475
|
850
$76.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-8- 29.63% |
$398 - $543
|
19
$1.72K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-10- 37.04% |
$497 - $678
|
17
$1.54K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-13- 1.05% |
$646 - $882
|
1.23K
$111K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-17- 1.86% |
$845 - $1.15K
|
899
$81.3K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-18- 8.29% |
$894 - $1.22K
|
199
$18K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-19- 63.33% |
$944 - $1.29K
|
11
$995
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-19- 16.96% |
$944 - $1.29K
|
93
$8.41K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-20Closed |
$994 - $1.36K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-20- 40.0% |
$994 - $1.36K
|
30
$2.71K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-20- 5.1% |
$994 - $1.36K
|
372
$33.7K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-22- 18.18% |
$1.09K - $1.49K
|
99
$8.96K
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-25- 0.03% |
$1.24K - $1.7K
|
86.1K
$7.79M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-25- 0.22% |
$1.24K - $1.7K
|
11.1K
$1M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-25- 3.85% |
$1.24K - $1.7K
|
625
$56.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-25- 7.14% |
$1.24K - $1.7K
|
325
$29.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-27- 0.26% |
$1.34K - $1.83K
|
10.5K
$954K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-30- 11.72% |
$1.49K - $2.03K
|
226
$20.4K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-32- 0.43% |
$1.59K - $2.17K
|
7.4K
$670K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-33- 5.94% |
$1.64K - $2.24K
|
523
$47.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-33- 17.19% |
$1.64K - $2.24K
|
159
$14.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-33- 3.77% |
$1.64K - $2.24K
|
843
$76.3K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-34- 7.54% |
$1.69K - $2.31K
|
417
$37.7K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-36- 0.22% |
$1.79K - $2.44K
|
16.4K
$1.48M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-40- 50.0% |
$1.99K - $2.71K
|
40
$3.62K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-41- 0.7% |
$2.04K - $2.78K
|
5.82K
$527K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-43- 12.91% |
$2.14K - $2.92K
|
290
$26.2K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-50- 0.86% |
$2.48K - $3.39K
|
5.8K
$525K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-50- 14.71% |
$2.48K - $3.39K
|
290
$26.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-50- 23.81% |
$2.48K - $3.39K
|
160
$14.5K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-51- 9.06% |
$2.53K - $3.46K
|
512
$46.3K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-55- 1.14% |
$2.73K - $3.73K
|
4.76K
$430K
|