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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-25- 11.36% |
$4.5K - $7.11K
|
195
$15.4K
|
|
|
Jul 30, 2021
Q2 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-25- 11.52% |
$4.5K - $7.11K
|
192
$15.2K
|
|
|
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-26- 19.4% |
$4.68K - $7.4K
|
108
$8.54K
|
|
|
Aug 16, 2021
Q2 2021
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-29- 2.41% |
$5.22K - $8.25K
|
1.18K
$93K
|
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-29- 1.65% |
$5.22K - $8.25K
|
1.73K
$137K
|
|
|
Jul 27, 2021
Q2 2021
|
Hartford Financial Management Inc.
|
SELL
|
- |
-30Closed |
$5.4K - $8.53K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-30- 40.0% |
$5.4K - $8.53K
|
45
$3.56K
|
|
|
Aug 03, 2021
Q2 2021
|
Garner Asset Management Corp
|
SELL
|
- |
-30- 1.69% |
$5.4K - $8.53K
|
1.75K
$138K
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-30- 10.24% |
$5.4K - $8.53K
|
263
$20.8K
|
|
|
Aug 10, 2021
Q2 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-33- 0.87% |
$5.95K - $9.39K
|
3.77K
$298K
|
|
|
Aug 05, 2021
Q2 2021
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-35Closed |
$6.31K - $9.96K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-36- 1.41% |
$6.49K - $10.2K
|
2.53K
$200K
|
|
|
Jul 20, 2022
Q2 2021
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-40Closed |
$7.21K - $11.4K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-40Closed |
$7.21K - $11.4K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-41- 3.94% |
$7.39K - $11.7K
|
1K
$79.1K
|
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-42- 2.18% |
$7.57K - $11.9K
|
1.88K
$149K
|
|
|
Aug 04, 2021
Q2 2021
|
Glassman Wealth Services
|
SELL
|
- |
-43- 28.29% |
$7.75K - $12.2K
|
109
$8.62K
|
|
|
Aug 16, 2021
Q2 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-45- 2.94% |
$8.11K - $12.8K
|
1.49K
$118K
|
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-47- 1.13% |
$8.47K - $13.4K
|
4.13K
$326K
|
|
|
Aug 02, 2021
Q2 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-50Closed |
$9.01K - $14.2K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-50- 4.06% |
$9.01K - $14.2K
|
1.18K
$93.4K
|
|
|
Aug 13, 2021
Q2 2021
|
Loomis Sayles & CO L P
|
SELL
|
- |
-52- 37.96% |
$9.37K - $14.8K
|
85
$6.72K
|
|
|
Jul 12, 2021
Q2 2021
|
American National Bank
|
SELL
|
- |
-59- 0.32% |
$10.6K - $16.8K
|
18.3K
$1.45M
|
|
|
Aug 12, 2021
Q2 2021
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-61- 0.06% |
$11K - $17.4K
|
102K
$8.06M
|
|
|
Aug 11, 2021
Q2 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-63- 5.66% |
$11.4K - $17.9K
|
1.05K
$83.1K
|
|
|
Aug 12, 2021
Q2 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-63Closed |
$11.4K - $17.9K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-65Closed |
$11.7K - $18.5K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-65- 1.79% |
$11.7K - $18.5K
|
3.56K
$282K
|
|
|
Aug 16, 2021
Q2 2021
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-65- 0.33% |
$11.7K - $18.5K
|
19.5K
$1.54M
|
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-68- 10.04% |
$12.3K - $19.3K
|
609
$48.2K
|
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-70- 2.2% |
$12.6K - $19.9K
|
3.12K
$247K
|
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
SELL
|
- |
-70- 41.18% |
$12.6K - $19.9K
|
100
$7.91K
|
|
|
Aug 13, 2021
Q2 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-74- 7.32% |
$13.3K - $21.1K
|
937
$74.1K
|
|
|
Jul 19, 2021
Q2 2021
|
Wd Rutherford LLC
|
SELL
|
- |
-75- 4.99% |
$13.5K - $21.3K
|
1.43K
$113K
|
|
|
Jul 27, 2021
Q2 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-75- 42.86% |
$13.5K - $21.3K
|
100
$7.91K
|
|
|
Aug 12, 2021
Q2 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-83- 3.59% |
$15K - $23.6K
|
2.23K
$176K
|
|
|
Aug 10, 2021
Q2 2021
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-90- 1.45% |
$16.2K - $25.6K
|
6.13K
$485K
|
|
|
Aug 10, 2021
Q2 2021
|
Means Investment Co., Inc.
|
SELL
|
- |
-92- 2.61% |
$16.6K - $26.2K
|
3.43K
$271K
|
|
|
Aug 16, 2021
Q2 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-92- 1.54% |
$16.6K - $26.2K
|
5.88K
$465K
|
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-95- 52.78% |
$17.1K - $27K
|
85
$6.72K
|
|
|
Aug 16, 2021
Q2 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-95- 7.41% |
$17.1K - $27K
|
1.19K
$93.9K
|
|
|
Jul 27, 2021
Q2 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-99- 0.64% |
$17.8K - $28.2K
|
15.5K
$1.22M
|
|
|
Aug 11, 2021
Q2 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-99- 3.41% |
$17.8K - $28.2K
|
2.8K
$222K
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-100Closed |
$18K - $28.4K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-100- 6.67% |
$18K - $28.4K
|
1.4K
$111K
|
|
|
Jul 16, 2021
Q2 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-100Closed |
$18K - $28.4K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-103- 5.81% |
$18.6K - $29.3K
|
1.67K
$132K
|
|
|
Jul 23, 2021
Q2 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-108- 0.44% |
$19.5K - $30.7K
|
24.3K
$1.92M
|
|
|
Aug 13, 2021
Q2 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-112- 5.98% |
$20.2K - $31.9K
|
1.76K
$139K
|
|
|
Jul 22, 2021
Q2 2021
|
Busey Wealth Management
|
SELL
|
- |
-114- 2.21% |
$20.5K - $32.4K
|
5.05K
$399K
|