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
|
Essex LLC
|
SELL
|
- |
-220- 2.99% |
$11K - $14K
|
7.13K
$553K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-220- 23.53% |
$11K - $14K
|
715
$55.5K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-230- 77.7% |
$11.5K - $14.6K
|
66
$5.12K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-235- 25.54% |
$11.7K - $14.9K
|
685
$53.2K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-237- 23.3% |
$11.8K - $15.1K
|
780
$60.5K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-250- 1.27% |
$12.5K - $15.9K
|
19.5K
$1.51M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-272- 5.05% |
$13.6K - $17.3K
|
5.12K
$397K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-284- 4.86% |
$14.2K - $18K
|
5.56K
$431K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-300- 80.0% |
$15K - $19.1K
|
75
$5.82K
|
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-300- 7.83% |
$15K - $19.1K
|
3.53K
$274K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-309- 3.53% |
$15.4K - $19.6K
|
8.44K
$655K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-319- 2.82% |
$15.9K - $20.3K
|
11K
$854K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-335- 8.29% |
$16.7K - $21.3K
|
3.7K
$288K
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-338- 7.82% |
$16.9K - $21.5K
|
3.98K
$309K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-339- 8.89% |
$16.9K - $21.5K
|
3.47K
$270K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-378- 1.82% |
$18.9K - $24K
|
20.4K
$1.58M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-404- 6.57% |
$20.2K - $25.7K
|
5.75K
$446K
|
|
|
Apr 11, 2024
Q1 2024
|
Bennett Selby Investments LP
|
SELL
|
- |
-448- 5.89% |
$22.4K - $28.5K
|
7.15K
$555K
|
|
|
May 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-453- 2.84% |
$22.6K - $28.8K
|
15.5K
$1.2M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-469- 4.18% |
$23.4K - $29.8K
|
10.8K
$835K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-479- 20.18% |
$23.9K - $30.4K
|
1.9K
$147K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-482- 2.79% |
$24.1K - $30.6K
|
16.8K
$1.31M
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-500- 10.65% |
$25K - $31.8K
|
4.19K
$326K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-525- 34.45% |
$26.2K - $33.4K
|
999
$77.5K
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-552- 11.92% |
$27.6K - $35.1K
|
4.08K
$317K
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-576- 2.76% |
$28.8K - $36.6K
|
20.3K
$1.58M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-581- 1.24% |
$29K - $36.9K
|
46.2K
$3.58M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-589- 15.37% |
$29.4K - $37.4K
|
3.24K
$252K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-592- 0.22% |
$29.6K - $37.6K
|
263K
$20.4M
|
|
|
May 15, 2024
Q1 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-613- 2.82% |
$30.6K - $39K
|
21.1K
$1.64M
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-630- 7.25% |
$31.5K - $40K
|
8.06K
$626K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-647- 2.75% |
$32.3K - $41.1K
|
22.9K
$1.77M
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-675- 21.05% |
$33.7K - $42.9K
|
2.53K
$197K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-677- 75.9% |
$33.8K - $43K
|
215
$16.7K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-699- 4.07% |
$34.9K - $44.4K
|
16.5K
$1.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-723- 9.96% |
$36.1K - $45.9K
|
6.53K
$507K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-728- 96.04% |
$36.4K - $46.3K
|
30
$2.33K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-729- 8.39% |
$36.4K - $46.3K
|
7.97K
$618K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-729- 4.0% |
$36.4K - $46.3K
|
17.5K
$1.36M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-735- 6.21% |
$36.7K - $46.7K
|
11.1K
$862K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-759- 98.7% |
$37.9K - $48.2K
|
10
$776
|
|
|
May 10, 2024
Q1 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-770- 0.42% |
$38.5K - $48.9K
|
181K
$14M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-843- 67.55% |
$42.1K - $53.6K
|
405
$31.4K
|
|
|
May 14, 2024
Q1 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-874- 1.12% |
$43.7K - $55.5K
|
77.4K
$6.01M
|
|
|
May 09, 2024
Q1 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-885- 8.91% |
$44.2K - $56.2K
|
9.05K
$702K
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
SELL
|
- |
-889- 5.09% |
$44.4K - $56.5K
|
16.6K
$1.29M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-895- 8.37% |
$44.7K - $56.9K
|
9.79K
$760K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-917- 12.82% |
$45.8K - $58.3K
|
6.23K
$484K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-928- 12.26% |
$46.4K - $59K
|
6.64K
$515K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-964- 21.23% |
$48.2K - $61.3K
|
3.58K
$278K
|