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 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-20- 5.54% |
$1K - $1.27K
|
341
$26.5K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-21- 0.15% |
$1.05K - $1.33K
|
13.8K
$1.07M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-25- 0.27% |
$1.25K - $1.59K
|
9.17K
$712K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-33- 0.71% |
$1.65K - $2.1K
|
4.62K
$359K
|
|
|
Jul 01, 2024
Q1 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-38- 10.92% |
$1.9K - $2.41K
|
310
$24.1K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-39- 0.86% |
$1.95K - $2.48K
|
4.49K
$348K
|
|
|
May 10, 2024
Q1 2024
|
Performa LTD (Us), LLC
|
SELL
|
- |
-40- 10.0% |
$2K - $2.54K
|
360
$27.9K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-43- 9.0% |
$2.15K - $2.73K
|
435
$33.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-46- 1.01% |
$2.3K - $2.92K
|
4.52K
$351K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-48- 1.4% |
$2.4K - $3.05K
|
3.37K
$262K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-48- 12.6% |
$2.4K - $3.05K
|
333
$25.8K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-48- 97.96% |
$2.4K - $3.05K
|
1
$77.6
|
|
|
Apr 22, 2024
Q1 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-50- 1.0% |
$2.5K - $3.18K
|
4.97K
$385K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-52- 0.9% |
$2.6K - $3.3K
|
5.75K
$446K
|
|
|
Apr 09, 2024
Q1 2024
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-52- 0.38% |
$2.6K - $3.3K
|
13.5K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-54- 1.51% |
$2.7K - $3.43K
|
3.52K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Credit Agricole S A
|
SELL
|
- |
-65- 0.3% |
$3.25K - $4.13K
|
21.7K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-65- 3.06% |
$3.25K - $4.13K
|
2.06K
$160K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-68- 42.5% |
$3.4K - $4.32K
|
92
$7.14K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-71- 0.77% |
$3.55K - $4.51K
|
9.18K
$712K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-74- 1.2% |
$3.7K - $4.7K
|
6.1K
$473K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-75- 38.86% |
$3.75K - $4.77K
|
118
$9.16K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-75- 78.95% |
$3.75K - $4.77K
|
20
$1.55K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-85- 78.7% |
$4.25K - $5.4K
|
23
$1.79K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-91- 9.17% |
$4.55K - $5.78K
|
901
$69.9K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-99- 0.77% |
$4.95K - $6.29K
|
12.8K
$996K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-100- 6.8% |
$5K - $6.36K
|
1.37K
$106K
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-100- 0.94% |
$5K - $6.36K
|
10.5K
$818K
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-100- 33.33% |
$5K - $6.36K
|
200
$15.5K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-100- 0.1% |
$5K - $6.36K
|
99.9K
$7.75M
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 0.29% |
$5K - $6.36K
|
34.9K
$2.71M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-107- 0.76% |
$5.35K - $6.8K
|
13.9K
$1.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-110- 12.09% |
$5.5K - $6.99K
|
800
$62.1K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-115- 3.28% |
$5.75K - $7.31K
|
3.39K
$263K
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-120- 0.64% |
$6K - $7.63K
|
18.7K
$1.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-124- 49.4% |
$6.2K - $7.88K
|
127
$9.86K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-125- 8.56% |
$6.25K - $7.94K
|
1.34K
$104K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-126- 51.43% |
$6.3K - $8.01K
|
119
$9.24K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-135- 6.56% |
$6.75K - $8.58K
|
1.92K
$149K
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-148- 3.72% |
$7.4K - $9.41K
|
3.83K
$297K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-153- 3.21% |
$7.65K - $9.72K
|
4.62K
$358K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-157- 91.81% |
$7.85K - $9.98K
|
14
$1.09K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-157- 39.65% |
$7.85K - $9.98K
|
239
$18.6K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-165- 25.19% |
$8.25K - $10.5K
|
490
$38K
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-185- 0.07% |
$9.25K - $11.8K
|
274K
$21.3M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-188- 4.98% |
$9.4K - $11.9K
|
3.59K
$278K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-189- 2.74% |
$9.45K - $12K
|
6.7K
$520K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-193- 10.53% |
$9.65K - $12.3K
|
1.64K
$127K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-201- 3.32% |
$10K - $12.8K
|
5.85K
$454K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-204- 2.08% |
$10.2K - $13K
|
9.59K
$744K
|