Purchases and Sales Made in Q2 2021 in Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Jul 30, 2021
Q2 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
56+ 0.45% |
$10.1K - $15.9K
|
12.5K
$773K
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
56+ 58.33% |
$10.1K - $15.9K
|
152
$9.37K
|
|
Aug 04, 2021
Q2 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
55+ 1.77% |
$9.91K - $15.6K
|
3.16K
$195K
|
|
Aug 10, 2021
Q2 2021
|
True Private Wealth Advisors
|
BUY
|
- |
52+ 3.61% |
$9.37K - $14.8K
|
1.49K
$92K
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
52+ 15.43% |
$9.37K - $14.8K
|
389
$24K
|
|
Aug 13, 2021
Q2 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
50+ 1.9% |
$9.01K - $14.2K
|
2.68K
$165K
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
50+ 1.94% |
$9.01K - $14.2K
|
2.63K
$162K
|
|
Aug 12, 2021
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
50New |
$9.01K - $14.2K
|
50
$3.08K
|
|
Aug 12, 2021
Q2 2021
|
Profund Advisors LLC
|
BUY
|
- |
48+ 0.13% |
$8.65K - $13.7K
|
37K
$2.28M
|
|
Aug 10, 2021
Q2 2021
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
47+ 3.42% |
$8.47K - $13.4K
|
1.42K
$87.7K
|
|
Jul 28, 2021
Q2 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
47+ 0.72% |
$8.47K - $13.4K
|
6.58K
$406K
|
|
Jul 12, 2021
Q2 2021
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
46New |
$8.29K - $13.1K
|
46
$2.84K
|
|
Aug 03, 2021
Q2 2021
|
Avestar Capital, LLC
|
BUY
|
- |
46+ 1.99% |
$8.29K - $13.1K
|
2.36K
$145K
|
|
Aug 13, 2021
Q2 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
46New |
$8.29K - $13.1K
|
46
$2.84K
|
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
45+ 26.95% |
$8.11K - $12.8K
|
212
$13.1K
|
|
Aug 12, 2021
Q2 2021
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
44+ 0.56% |
$7.93K - $12.5K
|
7.91K
$487K
|
|
Aug 09, 2021
Q2 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
43+ 3.55% |
$7.75K - $12.2K
|
1.25K
$77.3K
|
|
Aug 11, 2021
Q2 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
40+ 0.56% |
$7.21K - $11.4K
|
7.21K
$445K
|
|
Aug 04, 2021
Q2 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
40New |
$7.21K - $11.4K
|
40
$2.47K
|
|
Jul 23, 2021
Q2 2021
|
Jag Capital Management, LLC
|
BUY
|
- |
40+ 1.98% |
$7.21K - $11.4K
|
2.06K
$127K
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
40New |
$7.21K - $11.4K
|
40
$2.47K
|
|
Jul 27, 2021
Q2 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
39+ 8.57% |
$7.03K - $11.1K
|
494
$30.5K
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
39+ 82.98% |
$7.03K - $11.1K
|
86
$5.3K
|
|
Aug 16, 2021
Q2 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
39+ 3.56% |
$7.03K - $11.1K
|
1.14K
$70K
|
|
Aug 04, 2021
Q2 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
37+ 0.19% |
$6.67K - $10.5K
|
19.4K
$1.19M
|
|
Jul 21, 2021
Q2 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
37+ 0.92% |
$6.67K - $10.5K
|
4.04K
$249K
|
|
Aug 13, 2021
Q2 2021
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
35+ 0.68% |
$6.31K - $9.96K
|
5.18K
$319K
|
|
Mar 30, 2023
Q2 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
33+ 0.25% |
$5.95K - $9.39K
|
13.2K
$815K
|
|
Jul 01, 2021
Q2 2021
|
Modus Advisors, LLC
|
BUY
|
- |
33+ 0.34% |
$5.95K - $9.39K
|
9.86K
$608K
|
|
Jul 26, 2021
Q2 2021
|
Pds Planning, Inc
|
BUY
|
- |
32+ 2.93% |
$5.77K - $9.1K
|
1.12K
$69.2K
|
|
Aug 06, 2024
Q2 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
31+ 5.97% |
$5.58K - $8.82K
|
550
$33.9K
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
31+ 3.65% |
$5.58K - $8.82K
|
881
$54.3K
|
|
Aug 04, 2021
Q2 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
30+ 0.54% |
$5.4K - $8.53K
|
5.59K
$344K
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
30+ 4.46% |
$5.4K - $8.53K
|
703
$43.3K
|
|
Aug 12, 2021
Q2 2021
|
Albion Financial Group
|
BUY
|
- |
30+ 76.92% |
$5.4K - $8.53K
|
69
$4.25K
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
29+ 1.03% |
$5.22K - $8.25K
|
2.84K
$175K
|
|
Aug 16, 2021
Q2 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
27+ 2.06% |
$4.86K - $7.68K
|
1.34K
$82.6K
|
|
Aug 11, 2021
Q2 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
26New |
$4.68K - $7.4K
|
26
$1.6K
|
|
Jul 13, 2021
Q2 2021
|
Bard Financial Services, Inc.
|
BUY
|
- |
25+ 1.12% |
$4.5K - $7.11K
|
2.25K
$139K
|
|
Aug 03, 2021
Q2 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
25New |
$4.5K - $7.11K
|
25
$1.54K
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
25+ 100.0% |
$4.5K - $7.11K
|
50
$3.08K
|
|
Jul 27, 2021
Q2 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
22+ 0.75% |
$3.96K - $6.26K
|
2.95K
$182K
|
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
20+ 9.9% |
$3.6K - $5.69K
|
222
$13.7K
|
|
Aug 05, 2021
Q2 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
17New |
$3.06K - $4.84K
|
17
$1.05K
|
|
Aug 06, 2021
Q2 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
14+ 50.0% |
$2.52K - $3.98K
|
42
$2.59K
|
|
Jul 15, 2021
Q2 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
14+ 51.85% |
$2.52K - $3.98K
|
41
$2.53K
|
|
Aug 19, 2021
Q2 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
13New |
$2.34K - $3.7K
|
13
$802
|
|
Dec 28, 2021
Q2 2021
|
Jordan Park Group LLC
|
BUY
|
- |
12+ 1.17% |
$2.16K - $3.41K
|
1.03K
$63.8K
|
|
Aug 10, 2021
Q2 2021
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
11New |
$1.98K - $3.13K
|
11
$678
|
|
Jul 22, 2021
Q2 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
11+ 0.24% |
$1.98K - $3.13K
|
4.56K
$281K
|