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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
7.19KNew |
$359K - $457K
|
7.19K
$651K
|
|
|
Apr 18, 2024
Q1 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
6.96KNew |
$348K - $442K
|
6.96K
$630K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.7KNew |
$335K - $426K
|
6.7K
$607K
|
|
|
May 14, 2024
Q1 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
6.54K+ 10.72% |
$327K - $416K
|
67.6K
$6.12M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.48KNew |
$324K - $412K
|
6.48K
$586K
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
6.45KNew |
$322K - $410K
|
6.45K
$584K
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
6.32K+ 18.66% |
$316K - $402K
|
40.2K
$3.64M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.16K+ 24.07% |
$308K - $392K
|
31.8K
$2.88M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
5.85KNew |
$292K - $372K
|
5.85K
$530K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
5.7K+ 29.35% |
$285K - $362K
|
25.1K
$2.28M
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.68K+ 7.25% |
$284K - $361K
|
84.1K
$7.61M
|
|
|
May 03, 2024
Q1 2024
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
5.57KNew |
$279K - $354K
|
5.57K
$505K
|
|
|
May 14, 2024
Q1 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
5.54K+ 6.43% |
$277K - $352K
|
91.7K
$8.3M
|
|
|
May 15, 2024
Q1 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
5.52K+ 45.47% |
$276K - $351K
|
17.7K
$1.6M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.49K+ 3.61% |
$274K - $349K
|
158K
$14.3M
|
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
5.34KNew |
$267K - $339K
|
5.34K
$484K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.3K+ 98.71% |
$265K - $336K
|
10.7K
$965K
|
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
5.26K+ 12.34% |
$263K - $334K
|
47.9K
$4.33M
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
5.24KNew |
$262K - $333K
|
5.24K
$474K
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
5.23KNew |
$261K - $332K
|
5.23K
$473K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
5.16KNew |
$258K - $328K
|
5.16K
$467K
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
5.02K+ 112.11% |
$251K - $319K
|
9.49K
$860K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
4.96K+ 80.16% |
$248K - $315K
|
11.2K
$1.01M
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
4.92KNew |
$246K - $313K
|
4.92K
$445K
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
4.83K+ 228.26% |
$241K - $307K
|
6.95K
$629K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
4.73KNew |
$236K - $300K
|
4.73K
$428K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.7KNew |
$235K - $299K
|
4.7K
$426K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
4.6KNew |
$230K - $292K
|
4.6K
$416K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.51KNew |
$225K - $287K
|
4.51K
$408K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.48K+ 18.04% |
$224K - $285K
|
29.3K
$2.65M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.45K+ 19.56% |
$223K - $283K
|
27.2K
$2.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.44K+ 3.31% |
$222K - $282K
|
139K
$12.6M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.29K+ 56.83% |
$214K - $272K
|
11.8K
$1.07M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.22KNew |
$211K - $268K
|
4.22K
$382K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
4.2KNew |
$210K - $267K
|
4.2K
$381K
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.13KNew |
$207K - $263K
|
4.13K
$374K
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
4.1KNew |
$205K - $261K
|
4.1K
$371K
|
|
|
May 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
4.03KNew |
$201K - $256K
|
4.03K
$365K
|
|
|
May 03, 2024
Q1 2024
|
Skylands Capital, LLC
|
BUY
|
- |
4KNew |
$200K - $254K
|
4K
$362K
|
|
|
May 15, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
3.96KNew |
$198K - $252K
|
3.96K
$359K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.93KNew |
$196K - $250K
|
3.93K
$356K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
3.9KNew |
$195K - $248K
|
3.9K
$353K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.85KNew |
$192K - $244K
|
3.85K
$348K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.79KNew |
$189K - $241K
|
3.79K
$343K
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
3.72K+ 3.55% |
$186K - $237K
|
109K
$9.84M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.6KNew |
$180K - $229K
|
3.6K
$326K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.54K+ 37.99% |
$177K - $225K
|
12.9K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.54KNew |
$177K - $225K
|
3.54K
$320K
|
|
|
May 13, 2024
Q1 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
3.53KNew |
$176K - $224K
|
3.53K
$320K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
3.47K+ 9.27% |
$173K - $221K
|
40.9K
$3.71M
|