Purchases and Sales Made in Q1 2024 in Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU) during Q1 2024. 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 |
---|---|---|---|---|---|---|---|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.27K- 19.34% |
$63.4K - $80.6K
|
5.29K
$479K
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.37K- 24.73% |
$68.6K - $87.2K
|
4.18K
$378K
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.4K- 21.18% |
$70.1K - $89.1K
|
5.22K
$472K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.49K- 15.66% |
$74.3K - $94.4K
|
8.01K
$725K
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.5K- 9.07% |
$75.1K - $95.5K
|
15.1K
$1.36M
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.53K- 54.36% |
$76.3K - $97K
|
1.28K
$116K
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.6K- 14.13% |
$80K - $102K
|
9.73K
$881K
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.67K- 17.28% |
$83.5K - $106K
|
8K
$724K
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.74K- 0.6% |
$87.1K - $111K
|
290K
$26.2M
|
|
May 07, 2024
Q1 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-1.75K- 6.04% |
$87.4K - $111K
|
27.2K
$2.46M
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-1.81K- 97.63% |
$90.5K - $115K
|
44
$3.98K
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.9K- 63.59% |
$95K - $121K
|
1.09K
$98.5K
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-2.03K- 0.67% |
$101K - $129K
|
303K
$27.4M
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-2.26K- 19.14% |
$113K - $143K
|
9.54K
$864K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.3K- 8.2% |
$115K - $146K
|
25.8K
$2.33M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.34K- 32.02% |
$117K - $149K
|
4.98K
$450K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.4K- 6.57% |
$120K - $152K
|
34K
$3.08M
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2.52K- 61.03% |
$126K - $160K
|
1.61K
$146K
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.88K- 25.24% |
$144K - $183K
|
8.52K
$771K
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-3.07K- 19.68% |
$153K - $195K
|
12.5K
$1.13M
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-3.1K- 51.54% |
$155K - $197K
|
2.92K
$264K
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-3.21K- 25.75% |
$160K - $204K
|
9.25K
$837K
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3.42K- 38.78% |
$171K - $217K
|
5.39K
$488K
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-3.64K- 13.78% |
$182K - $232K
|
22.8K
$2.06M
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.75K- 25.62% |
$187K - $238K
|
10.9K
$984K
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-3.84K- 19.29% |
$192K - $244K
|
16.1K
$1.45M
|
|
Apr 15, 2024
Q1 2024
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-4.01KClosed |
$200K - $255K
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-4.08K- 1.15% |
$204K - $259K
|
350K
$31.7M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.1K- 4.43% |
$205K - $260K
|
88.4K
$8.01M
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.24K- 19.95% |
$212K - $270K
|
17K
$1.54M
|
|
May 13, 2024
Q1 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-4.31K- 23.93% |
$216K - $274K
|
13.7K
$1.24M
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-4.67K- 6.91% |
$233K - $297K
|
62.9K
$5.69M
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.7K- 57.17% |
$235K - $299K
|
3.52K
$319K
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-4.73K- 5.64% |
$236K - $301K
|
79.2K
$7.17M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.86K- 43.7% |
$243K - $309K
|
6.26K
$567K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.98K- 17.89% |
$249K - $317K
|
22.9K
$2.07M
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.19K- 1.53% |
$310K - $394K
|
400K
$36.2M
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-6.24K- 13.87% |
$312K - $397K
|
38.7K
$3.51M
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-6.36K- 12.74% |
$318K - $404K
|
43.5K
$3.94M
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-6.42K- 2.94% |
$321K - $408K
|
212K
$19.2M
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-6.79K- 4.79% |
$339K - $431K
|
135K
$12.2M
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-6.97K- 25.34% |
$348K - $443K
|
20.5K
$1.86M
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-7.3K- 8.61% |
$365K - $464K
|
77.4K
$7.01M
|
|
Apr 12, 2024
Q1 2024
|
Fcf Advisors LLC
|
SELL
|
- |
-7.38K- 20.68% |
$369K - $469K
|
28.3K
$2.56M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.79K- 86.65% |
$389K - $495K
|
1.2K
$109K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.16K- 9.24% |
$408K - $519K
|
80.2K
$7.26M
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-9.41K- 40.52% |
$471K - $598K
|
13.8K
$1.25M
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-10.2K- 0.25% |
$510K - $649K
|
4.02M
$364M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.2K- 5.54% |
$511K - $650K
|
174K
$15.8M
|
|
Apr 29, 2024
Q1 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-10.9K- 11.68% |
$545K - $693K
|
82.4K
$7.46M
|