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 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
186+ 6.19% |
$13.9K - $18.2K
|
3.19K
$248K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
174+ 5.63% |
$13K - $17K
|
3.26K
$253K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
165+ 5.77% |
$12.3K - $16.1K
|
3.03K
$235K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
162+ 31.46% |
$12.1K - $15.8K
|
677
$52.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
161+ 0.35% |
$12K - $15.7K
|
46K
$3.57M
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
157+ 2.08% |
$11.7K - $15.3K
|
7.71K
$599K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
155+ 0.93% |
$11.6K - $15.1K
|
16.8K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
154+ 59.92% |
$11.5K - $15K
|
411
$31.9K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
145+ 93.55% |
$10.8K - $14.2K
|
300
$23.3K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
141+ 5.61% |
$10.5K - $13.8K
|
2.66K
$206K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
140+ 24.91% |
$10.5K - $13.7K
|
702
$54.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
130+ 27.54% |
$9.71K - $12.7K
|
602
$46.7K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
BUY
|
- |
125+ 1.49% |
$9.34K - $12.2K
|
8.49K
$659K
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
BUY
|
- |
125New |
$9.34K - $12.2K
|
125
$9.7K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
122+ 1.89% |
$9.11K - $11.9K
|
6.58K
$511K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
120New |
$8.96K - $11.7K
|
120
$9.31K
|
|
|
May 15, 2025
Q1 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
117+ 2.2% |
$8.74K - $11.4K
|
5.44K
$422K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
115+ 19.17% |
$8.59K - $11.2K
|
715
$55.5K
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
107+ 1.25% |
$7.99K - $10.5K
|
8.66K
$672K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
106New |
$7.92K - $10.4K
|
106
$8.23K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
104New |
$7.77K - $10.2K
|
104
$8.07K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
100+ 0.04% |
$7.47K - $9.77K
|
269K
$20.9M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
88+ 3.42% |
$6.57K - $8.6K
|
2.66K
$206K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
85New |
$6.35K - $8.3K
|
85
$6.6K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
82+ 2.36% |
$6.13K - $8.01K
|
3.55K
$276K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
81New |
$6.05K - $7.91K
|
81
$6.29K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
79New |
$5.9K - $7.72K
|
79
$6.13K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
74+ 0.82% |
$5.53K - $7.23K
|
9.05K
$702K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
71+ 109.23% |
$5.3K - $6.94K
|
136
$10.6K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
70+ 66.04% |
$5.23K - $6.84K
|
176
$13.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
69+ 0.49% |
$5.15K - $6.74K
|
14.1K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
69+ 2.65% |
$5.15K - $6.74K
|
2.67K
$208K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
66New |
$4.93K - $6.45K
|
66
$5.12K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
64New |
$4.78K - $6.25K
|
64
$4.97K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
61+ 1.79% |
$4.56K - $5.96K
|
3.48K
$270K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
55+ 687.5% |
$4.11K - $5.37K
|
63
$4.89K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
52+ 1.55% |
$3.88K - $5.08K
|
3.4K
$264K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
51+ 2.06% |
$3.81K - $4.98K
|
2.53K
$196K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50New |
$3.74K - $4.89K
|
50
$3.88K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
50+ 1.94% |
$3.74K - $4.89K
|
2.63K
$204K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
47+ 1.46% |
$3.51K - $4.59K
|
3.27K
$254K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
44+ 2200.0% |
$3.29K - $4.3K
|
46
$3.57K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
42+ 18.34% |
$3.14K - $4.1K
|
271
$21K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
42New |
$3.14K - $4.1K
|
42
$3.26K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
38+ 41.76% |
$2.84K - $3.71K
|
129
$10K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
35+ 67.31% |
$2.61K - $3.42K
|
87
$6.75K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
34+ 1.15% |
$2.54K - $3.32K
|
3K
$233K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
30New |
$2.24K - $2.93K
|
30
$2.33K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
27+ 1.55% |
$2.02K - $2.64K
|
1.77K
$137K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
26+ 15.38% |
$1.94K - $2.54K
|
195
$15.1K
|