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 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-15- 6.41% |
$1.12K - $1.47K
|
219
$17K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-15- 1.53% |
$1.12K - $1.47K
|
966
$75K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-16- 8.0% |
$1.2K - $1.56K
|
184
$14.3K
|
|
|
May 13, 2025
Q1 2025
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-18- 0.35% |
$1.34K - $1.76K
|
5.13K
$398K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-20- 0.39% |
$1.49K - $1.95K
|
5.07K
$393K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-20- 2.38% |
$1.49K - $1.95K
|
820
$63.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-20- 0.33% |
$1.49K - $1.95K
|
5.96K
$462K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-21- 1.51% |
$1.57K - $2.05K
|
1.37K
$106K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-30- 0.36% |
$2.24K - $2.93K
|
8.37K
$650K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-30- 15.08% |
$2.24K - $2.93K
|
169
$13.1K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-31- 3.82% |
$2.32K - $3.03K
|
781
$60.6K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-38- 88.37% |
$2.84K - $3.71K
|
5
$388
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-38- 0.71% |
$2.84K - $3.71K
|
5.34K
$414K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-44- 0.29% |
$3.29K - $4.3K
|
14.9K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-45- 0.35% |
$3.36K - $4.4K
|
12.8K
$990K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-45Closed |
$3.36K - $4.4K
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-50- 0.96% |
$3.74K - $4.89K
|
5.13K
$398K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-52- 1.42% |
$3.88K - $5.08K
|
3.6K
$280K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-53- 24.65% |
$3.96K - $5.18K
|
162
$12.6K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-58- 2.31% |
$4.33K - $5.67K
|
2.45K
$190K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-61- 0.27% |
$4.56K - $5.96K
|
22.3K
$1.73M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-62- 0.27% |
$4.63K - $6.06K
|
23.3K
$1.81M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-62- 2.22% |
$4.63K - $6.06K
|
2.74K
$212K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-66- 34.38% |
$4.93K - $6.45K
|
126
$9.78K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-67- 1.1% |
$5K - $6.55K
|
6.01K
$466K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-70- 1.31% |
$5.23K - $6.84K
|
5.26K
$408K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-75- 1.25% |
$5.6K - $7.33K
|
5.92K
$459K
|
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
SELL
|
- |
-78- 1.28% |
$5.83K - $7.62K
|
5.99K
$465K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-84- 15.67% |
$6.27K - $8.21K
|
452
$35.1K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-86- 2.28% |
$6.42K - $8.4K
|
3.69K
$286K
|
|
|
Apr 09, 2025
Q1 2025
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-94- 0.89% |
$7.02K - $9.18K
|
10.5K
$815K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-104- 1.09% |
$7.77K - $10.2K
|
9.41K
$730K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-111- 1.85% |
$8.29K - $10.8K
|
5.89K
$457K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-121- 0.55% |
$9.04K - $11.8K
|
21.8K
$1.7M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-122- 7.24% |
$9.11K - $11.9K
|
1.56K
$121K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-128- 13.1% |
$9.56K - $12.5K
|
849
$65.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-130- 2.14% |
$9.71K - $12.7K
|
5.94K
$461K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-135- 1.11% |
$10.1K - $13.2K
|
12K
$934K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-140- 3.87% |
$10.5K - $13.7K
|
3.48K
$270K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-147- 0.36% |
$11K - $14.4K
|
41.2K
$3.19M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-150- 1.98% |
$11.2K - $14.7K
|
7.44K
$577K
|
|
|
May 13, 2025
Q1 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-156- 0.96% |
$11.7K - $15.2K
|
16K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-167- 29.98% |
$12.5K - $16.3K
|
390
$30.3K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-174- 0.79% |
$13K - $17K
|
21.9K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-175- 0.79% |
$13.1K - $17.1K
|
22K
$1.71M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-180- 1.23% |
$13.4K - $17.6K
|
14.4K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-181- 3.37% |
$13.5K - $17.7K
|
5.19K
$403K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-184- 0.99% |
$13.7K - $18K
|
18.3K
$1.42M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-184- 6.44% |
$13.7K - $18K
|
2.67K
$207K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-185- 14.21% |
$13.8K - $18.1K
|
1.12K
$86.7K
|