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 22, 2021
Q2 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
11+ 0.24% |
$1.98K - $3.13K
|
4.56K
$361K
|
|
|
Jul 26, 2021
Q2 2021
|
Orser Capital Management, LLC
|
BUY
|
- |
10+ 0.1% |
$1.8K - $2.84K
|
10.1K
$795K
|
|
|
Aug 05, 2021
Q2 2021
|
Washington Trust CO
|
BUY
|
- |
10+ 3.17% |
$1.8K - $2.84K
|
325
$25.7K
|
|
|
Aug 10, 2021
Q2 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10+ 0.89% |
$1.8K - $2.84K
|
1.14K
$89.8K
|
|
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
10New |
$1.8K - $2.84K
|
10
$791
|
|
|
Jul 12, 2021
Q2 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9+ 0.18% |
$1.62K - $2.56K
|
5.04K
$399K
|
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
BUY
|
- |
8+ 0.51% |
$1.44K - $2.28K
|
1.58K
$125K
|
|
|
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8+ 1.42% |
$1.44K - $2.28K
|
571
$45.2K
|
|
|
Aug 20, 2021
Q2 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
7New |
$1.26K - $1.99K
|
7
$554
|
|
|
Aug 13, 2021
Q2 2021
|
Seeyond
Paris, I0 |
BUY
|
- |
5+ 0.47% |
$901 - $1.42K
|
1.08K
$85K
|
|
|
Aug 06, 2021
Q2 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
3+ 0.03% |
$540 - $853
|
10.1K
$800K
|
|
|
Jul 26, 2021
Q2 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
3New |
$540 - $853
|
3
$237
|
|
|
Aug 05, 2021
Q2 2021
|
Horan Securities, Inc.
|
BUY
|
- |
3New |
$540 - $853
|
3
$237
|
|
|
Jul 26, 2021
Q2 2021
|
Private Capital Group, LLC
|
BUY
|
- |
2+ 4.55% |
$360 - $569
|
46
$3.64K
|
|
|
Jul 22, 2021
Q2 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
1New |
$180 - $284
|
1
$79.1
|
|
|
Nov 07, 2023
Q2 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 8.33% |
$180 - $284
|
13
$1.03K
|
|
|
Aug 05, 2021
Q2 2021
|
Impax Asset Management Group PLC
|
SELL
|
- |
-1- 0.01% |
$180 - $284
|
12.6K
$997K
|
|
|
Jul 07, 2021
Q2 2021
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-1Closed |
$180 - $284
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Gam Holding Ag
|
SELL
|
- |
-1- 0.01% |
$180 - $284
|
10.1K
$801K
|
|
|
Aug 12, 2021
Q2 2021
|
Stokes Family Office, LLC
|
SELL
|
- |
-2- 0.02% |
$360 - $569
|
9.48K
$750K
|
|
|
Jul 28, 2021
Q2 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-2- 28.57% |
$360 - $569
|
5
$396
|
|
|
Aug 13, 2021
Q2 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-3- 37.5% |
$540 - $853
|
5
$396
|
|
|
Aug 10, 2021
Q2 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-3Closed |
$540 - $853
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-4- 2.58% |
$721 - $1.14K
|
151
$11.9K
|
|
|
Jul 22, 2021
Q2 2021
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-4- 0.25% |
$721 - $1.14K
|
1.6K
$127K
|
|
|
Aug 16, 2021
Q2 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4Closed |
$721 - $1.14K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-4- 4.76% |
$721 - $1.14K
|
80
$6.33K
|
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-5Closed |
$901 - $1.42K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-6Closed |
$1.08K - $1.71K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-6Closed |
$1.08K - $1.71K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-6- 0.06% |
$1.08K - $1.71K
|
10.3K
$815K
|
|
|
Jul 22, 2021
Q2 2021
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-6Closed |
$1.08K - $1.71K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-6Closed |
$1.08K - $1.71K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-7- 14.89% |
$1.26K - $1.99K
|
40
$3.16K
|
|
|
Jul 29, 2021
Q2 2021
|
Concord Wealth Partners
|
SELL
|
- |
-7- 1.51% |
$1.26K - $1.99K
|
458
$36.2K
|
|
|
Jul 21, 2021
Q2 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.42% |
$1.26K - $1.99K
|
1.68K
$133K
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7- 0.1% |
$1.26K - $1.99K
|
7.35K
$581K
|
|
|
Aug 13, 2024
Q2 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-9- 0.37% |
$1.62K - $2.56K
|
2.42K
$191K
|
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-10- 2.62% |
$1.8K - $2.84K
|
371
$29.3K
|
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
SELL
|
- |
-10- 0.84% |
$1.8K - $2.84K
|
1.18K
$93K
|
|
|
Aug 13, 2021
Q2 2021
|
M&T Bank Corp
|
SELL
|
- |
-11- 0.12% |
$1.98K - $3.13K
|
9.41K
$744K
|
|
|
Jul 26, 2021
Q2 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-15- 7.89% |
$2.7K - $4.27K
|
175
$13.8K
|
|
|
Jul 23, 2021
Q2 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-18- 0.33% |
$3.24K - $5.12K
|
5.37K
$425K
|
|
|
Aug 09, 2021
Q2 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-18- 1.49% |
$3.24K - $5.12K
|
1.19K
$94.4K
|
|
|
Aug 13, 2021
Q2 2021
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-20Closed |
$3.6K - $5.69K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-22Closed |
$3.96K - $6.26K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Patron Partners, LLC
|
SELL
|
- |
-23- 1.38% |
$4.14K - $6.54K
|
1.65K
$130K
|
|
|
Jul 16, 2021
Q2 2021
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-23Closed |
$4.14K - $6.54K
|
0
$0
|
|
|
Aug 17, 2021
Q2 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-25Closed |
$4.5K - $7.11K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-25- 0.15% |
$4.5K - $7.11K
|
17.1K
$1.35M
|