Purchases and Sales Made in Q1 2025 in Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU) during Q1 2025. 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 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-192- 0.43% |
$14.3K - $18.8K
|
44.9K
$3.49M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-192- 2.46% |
$14.3K - $18.8K
|
7.61K
$591K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-193- 0.18% |
$14.4K - $18.9K
|
105K
$8.19M
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-195- 0.58% |
$14.6K - $19.1K
|
33.4K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-200- 9.07% |
$14.9K - $19.5K
|
2K
$156K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-209- 4.26% |
$15.6K - $20.4K
|
4.7K
$365K
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-213- 29.5% |
$15.9K - $20.8K
|
509
$39.5K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-214- 6.98% |
$16K - $20.9K
|
2.85K
$221K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-217- 3.2% |
$16.2K - $21.2K
|
6.56K
$509K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-223- 0.1% |
$16.7K - $21.8K
|
215K
$16.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-227- 7.05% |
$17K - $22.2K
|
2.99K
$232K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-231- 0.59% |
$17.3K - $22.6K
|
38.6K
$3M
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-238- 1.14% |
$17.8K - $23.3K
|
20.7K
$1.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-250- 0.86% |
$18.7K - $24.4K
|
28.9K
$2.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-268- 8.25% |
$20K - $26.2K
|
2.98K
$231K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-288- 34.16% |
$21.5K - $28.1K
|
555
$43.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-315- 82.03% |
$23.5K - $30.8K
|
69
$5.36K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-340- 6.7% |
$25.4K - $33.2K
|
4.74K
$368K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-392- 18.05% |
$29.3K - $38.3K
|
1.78K
$138K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-396- 2.27% |
$29.6K - $38.7K
|
17K
$1.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-402- 93.93% |
$30K - $39.3K
|
26
$2.02K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-448- 12.9% |
$33.5K - $43.8K
|
3.02K
$235K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-465- 3.71% |
$34.7K - $45.4K
|
12.1K
$938K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-474- 0.5% |
$35.4K - $46.3K
|
93.4K
$7.25M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-481- 8.57% |
$35.9K - $47K
|
5.13K
$398K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-492- 4.16% |
$36.8K - $48.1K
|
11.3K
$880K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-500- 21.02% |
$37.4K - $48.9K
|
1.88K
$146K
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-542- 7.03% |
$40.5K - $53K
|
7.17K
$556K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-560- 9.17% |
$41.8K - $54.7K
|
5.55K
$431K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-574- 5.27% |
$42.9K - $56.1K
|
10.3K
$800K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-575- 11.4% |
$43K - $56.2K
|
4.47K
$347K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-578- 0.98% |
$43.2K - $56.5K
|
58.4K
$4.53M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-585- 5.97% |
$43.7K - $57.2K
|
9.22K
$715K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-588- 28.77% |
$43.9K - $57.4K
|
1.46K
$113K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-665- 7.15% |
$49.7K - $65K
|
8.64K
$670K
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-667- 1.78% |
$49.8K - $65.2K
|
36.8K
$2.85M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-720- 11.37% |
$53.8K - $70.3K
|
5.61K
$436K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-741- 92.97% |
$55.4K - $72.4K
|
56
$4.35K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-750- 11.4% |
$56K - $73.3K
|
5.83K
$452K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-764- 0.31% |
$57.1K - $74.6K
|
248K
$19.2M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-770- 3.1% |
$57.5K - $75.2K
|
24K
$1.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-780- 9.33% |
$58.3K - $76.2K
|
7.58K
$588K
|
|
|
May 15, 2025
Q1 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-797- 3.53% |
$59.5K - $77.9K
|
21.8K
$1.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-819- 8.7% |
$61.2K - $80K
|
8.59K
$667K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-830- 9.39% |
$62K - $81.1K
|
8.01K
$621K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-840- 10.26% |
$62.7K - $82.1K
|
7.35K
$571K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-869- 24.77% |
$64.9K - $84.9K
|
2.64K
$205K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-882- 2.27% |
$65.9K - $86.2K
|
37.9K
$2.94M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-886- 2.97% |
$66.2K - $86.6K
|
28.9K
$2.25M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-905- 9.19% |
$67.6K - $88.4K
|
8.94K
$694K
|