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 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-55- 1.14% |
$2.73K - $3.73K
|
4.76K
$387K
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-57- 1.05% |
$2.83K - $3.87K
|
5.38K
$438K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-59- 1.44% |
$2.93K - $4K
|
4.04K
$329K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-60- 8.25% |
$2.98K - $4.07K
|
667
$54.3K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-64- 9.2% |
$3.18K - $4.34K
|
632
$51.4K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-65- 0.7% |
$3.23K - $4.41K
|
9.25K
$753K
|
|
|
Apr 26, 2023
Q1 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-68- 1.25% |
$3.38K - $4.61K
|
5.38K
$438K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-80Closed |
$3.98K - $5.43K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-86- 2.84% |
$4.27K - $5.83K
|
2.94K
$239K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-90- 1.9% |
$4.47K - $6.1K
|
4.64K
$378K
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-97- 19.21% |
$4.82K - $6.58K
|
408
$33.2K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-97- 23.54% |
$4.82K - $6.58K
|
315
$25.6K
|
|
|
Apr 03, 2023
Q1 2023
|
Shearwater Capital LLC
|
SELL
|
- |
-100- 0.09% |
$4.97K - $6.78K
|
115K
$9.33M
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-106- 2.9% |
$5.27K - $7.19K
|
3.54K
$288K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-111- 5.56% |
$5.52K - $7.53K
|
1.88K
$153K
|
|
|
May 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-118- 1.57% |
$5.86K - $8K
|
7.42K
$604K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-121- 5.67% |
$6.01K - $8.21K
|
2.01K
$164K
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-128- 1.74% |
$6.36K - $8.68K
|
7.23K
$588K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-140- 3.39% |
$6.96K - $9.5K
|
3.98K
$324K
|
|
|
May 11, 2023
Q1 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-141- 1.26% |
$7.01K - $9.56K
|
11.1K
$903K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-144- 1.71% |
$7.16K - $9.77K
|
8.26K
$673K
|
|
|
Apr 24, 2023
Q1 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-145- 0.47% |
$7.21K - $9.84K
|
30.8K
$2.51M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-150- 12.93% |
$7.45K - $10.2K
|
1.01K
$82.2K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-154- 23.95% |
$7.65K - $10.4K
|
489
$39.8K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-156- 0.6% |
$7.75K - $10.6K
|
26K
$2.12M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-160- 79.21% |
$7.95K - $10.9K
|
42
$3.42K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-173- 94.02% |
$8.6K - $11.7K
|
11
$895
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-175- 4.64% |
$8.7K - $11.9K
|
3.59K
$292K
|
|
|
May 09, 2023
Q1 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-178- 0.99% |
$8.84K - $12.1K
|
17.7K
$1.44M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-182- 3.71% |
$9.04K - $12.3K
|
4.73K
$385K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-202- 21.96% |
$10K - $13.7K
|
718
$58.4K
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-207- 3.96% |
$10.3K - $14K
|
5.03K
$409K
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-224- 87.84% |
$11.1K - $15.2K
|
31
$2.52K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-229- 2.87% |
$11.4K - $15.5K
|
7.74K
$630K
|
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-234- 5.16% |
$11.6K - $15.9K
|
4.3K
$350K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-241- 68.08% |
$12K - $16.3K
|
113
$9.2K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-275- 2.46% |
$13.7K - $18.7K
|
10.9K
$889K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-288- 6.49% |
$14.3K - $19.5K
|
4.15K
$338K
|
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
SELL
|
- |
-294- 3.48% |
$14.6K - $19.9K
|
8.17K
$665K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-302- 3.06% |
$15K - $20.5K
|
9.58K
$780K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-365- 4.61% |
$18.1K - $24.8K
|
7.55K
$615K
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
SELL
|
- |
-371- 8.76% |
$18.4K - $25.2K
|
3.86K
$314K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-380- 4.32% |
$18.9K - $25.8K
|
8.43K
$686K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-393- 3.13% |
$19.5K - $26.7K
|
12.2K
$990K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-412- 4.46% |
$20.5K - $27.9K
|
8.82K
$718K
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-427- 32.8% |
$21.2K - $29K
|
875
$71.2K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-457- 7.03% |
$22.7K - $31K
|
6.04K
$492K
|
|
|
May 15, 2023
Q1 2023
|
Hood River Capital Management LLC
Palm Beach Gardens, FL |
SELL
|
- |
-460- 2.45% |
$22.9K - $31.2K
|
18.3K
$1.49M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-466- 8.33% |
$23.2K - $31.6K
|
5.13K
$418K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-476- 10.07% |
$23.7K - $32.3K
|
4.25K
$346K
|