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 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
704+ 2.85% |
$35.2K - $44.7K
|
25.4K
$2.46M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
698+ 102.35% |
$34.9K - $44.4K
|
1.38K
$133K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
685+ 0.91% |
$34.2K - $43.5K
|
75.7K
$7.32M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
650+ 6.69% |
$32.5K - $41.3K
|
10.4K
$1M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
638+ 64.64% |
$31.9K - $40.5K
|
1.63K
$157K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
620New |
$31K - $39.4K
|
620
$60K
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
620+ 0.69% |
$31K - $39.4K
|
90.3K
$8.74M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
620+ 5.97% |
$31K - $39.4K
|
11K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
593+ 9.02% |
$29.6K - $37.7K
|
7.17K
$693K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
572+ 20.14% |
$28.6K - $36.4K
|
3.41K
$330K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
535+ 11.99% |
$26.7K - $34K
|
5K
$483K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
494+ 8.22% |
$24.7K - $31.4K
|
6.5K
$629K
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
487+ 0.53% |
$24.3K - $30.9K
|
93.2K
$9.02M
|
|
|
May 15, 2024
Q1 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
369+ 10.79% |
$18.4K - $23.4K
|
3.79K
$367K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
354New |
$17.7K - $22.5K
|
354
$34.2K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
331+ 23.34% |
$16.5K - $21K
|
1.75K
$169K
|
|
|
May 14, 2024
Q1 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
313+ 6.55% |
$15.6K - $19.9K
|
5.09K
$493K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
275New |
$13.7K - $17.5K
|
275
$26.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
252+ 86.6% |
$12.6K - $16K
|
543
$52.5K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
252New |
$12.6K - $16K
|
252
$24.4K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
244+ 0.44% |
$12.2K - $15.5K
|
56.1K
$5.43M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
240+ 2.16% |
$12K - $15.3K
|
11.3K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
224+ 0.64% |
$11.2K - $14.2K
|
35.2K
$3.4M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
220+ 22.59% |
$11K - $14K
|
1.19K
$115K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
217+ 5.35% |
$10.8K - $13.8K
|
4.27K
$413K
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
217+ 1.94% |
$10.8K - $13.8K
|
11.4K
$1.1M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
217New |
$10.8K - $13.8K
|
217
$21K
|
|
|
Jul 01, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
214+ 0.02% |
$10.7K - $13.6K
|
1.26M
$122M
|
|
|
Apr 25, 2024
Q1 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
187+ 1.02% |
$9.35K - $11.9K
|
18.5K
$1.79M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
170New |
$8.5K - $10.8K
|
170
$16.4K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
138New |
$6.9K - $8.77K
|
138
$13.3K
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
125+ 1.58% |
$6.25K - $7.94K
|
8.04K
$778K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
125New |
$6.25K - $7.94K
|
125
$12.1K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
111+ 222.0% |
$5.55K - $7.05K
|
161
$15.6K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
106+ 71.14% |
$5.3K - $6.74K
|
255
$24.7K
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
102+ 1.46% |
$5.1K - $6.48K
|
7.08K
$685K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
100New |
$5K - $6.36K
|
100
$9.67K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
97+ 29.48% |
$4.85K - $6.16K
|
426
$41.2K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
97+ 10.43% |
$4.85K - $6.16K
|
1.03K
$99.3K
|
|
|
May 15, 2024
Q1 2024
|
Virtus Fund Advisers, LLC
Hartford, CT |
BUY
|
- |
91+ 16.49% |
$4.55K - $5.78K
|
643
$62.2K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
89+ 28.9% |
$4.45K - $5.66K
|
397
$38.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
81+ 0.82% |
$4.05K - $5.15K
|
10K
$969K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
80New |
$4K - $5.08K
|
80
$7.74K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
78+ 0.92% |
$3.9K - $4.96K
|
8.58K
$829K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
61+ 305.0% |
$3.05K - $3.88K
|
81
$7.84K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
59New |
$2.95K - $3.75K
|
59
$5.71K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
50New |
$2.5K - $3.18K
|
50
$4.84K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
50New |
$2.5K - $3.18K
|
50
$4.84K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
47+ 1175.0% |
$2.35K - $2.99K
|
51
$4.93K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
47+ 0.38% |
$2.35K - $2.99K
|
12.5K
$1.21M
|