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 16, 2021
Q2 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-115- 10.49% |
$20.7K - $32.7K
|
981
$77.6K
|
|
|
Aug 03, 2021
Q2 2021
|
Silvant Capital Management LLC
|
SELL
|
- |
-116- 1.68% |
$20.9K - $33K
|
6.81K
$538K
|
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-118- 8.25% |
$21.3K - $33.6K
|
1.31K
$104K
|
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-118- 5.52% |
$21.3K - $33.6K
|
2.02K
$160K
|
|
|
Aug 13, 2021
Q2 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-118- 2.79% |
$21.3K - $33.6K
|
4.11K
$325K
|
|
|
Aug 13, 2021
Q2 2021
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-124- 2.63% |
$22.3K - $35.3K
|
4.58K
$363K
|
|
|
Aug 10, 2021
Q2 2021
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-130- 14.13% |
$23.4K - $37K
|
790
$62.5K
|
|
|
Aug 09, 2021
Q2 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-131- 7.06% |
$23.6K - $37.3K
|
1.72K
$136K
|
|
|
Aug 13, 2021
Q2 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-131- 2.99% |
$23.6K - $37.3K
|
4.25K
$336K
|
|
|
Aug 16, 2024
Q2 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-132- 22.64% |
$23.8K - $37.6K
|
451
$35.7K
|
|
|
Aug 16, 2021
Q2 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-133Closed |
$24K - $37.8K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Nvwm, LLC
|
SELL
|
- |
-136- 3.97% |
$24.5K - $38.7K
|
3.29K
$260K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-138- 3.4% |
$24.9K - $39.3K
|
3.93K
$311K
|
|
|
Aug 09, 2021
Q2 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-139- 3.21% |
$25K - $39.5K
|
4.2K
$332K
|
|
|
Aug 12, 2021
Q2 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-142- 3.03% |
$25.6K - $40.4K
|
4.55K
$360K
|
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-145- 8.01% |
$26.1K - $41.2K
|
1.67K
$132K
|
|
|
Dec 01, 2022
Q2 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-147- 69.34% |
$26.5K - $41.8K
|
65
$5.14K
|
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-148- 6.44% |
$26.7K - $42.1K
|
2.15K
$170K
|
|
|
Aug 17, 2021
Q2 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-150- 60.0% |
$27K - $42.7K
|
100
$7.91K
|
|
|
Aug 16, 2021
Q2 2021
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-156- 3.87% |
$28.1K - $44.4K
|
3.88K
$307K
|
|
|
Jul 14, 2021
Q2 2021
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-159- 10.18% |
$28.6K - $45.2K
|
1.4K
$111K
|
|
|
Jul 30, 2021
Q2 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-166- 4.16% |
$29.9K - $47.2K
|
3.83K
$303K
|
|
|
Jul 09, 2021
Q2 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-170- 4.61% |
$30.6K - $48.4K
|
3.52K
$278K
|
|
|
Jul 29, 2021
Q2 2021
|
Brown Advisory Inc
|
SELL
|
- |
-173- 5.82% |
$31.2K - $49.2K
|
2.8K
$222K
|
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-174- 28.62% |
$31.3K - $49.5K
|
434
$34.3K
|
|
|
Aug 05, 2021
Q2 2021
|
Northeast Investment Management
|
SELL
|
- |
-180- 1.83% |
$32.4K - $51.2K
|
9.68K
$766K
|
|
|
Jul 21, 2021
Q2 2021
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-180- 13.24% |
$32.4K - $51.2K
|
1.18K
$93.3K
|
|
|
Aug 12, 2021
Q2 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-183- 8.07% |
$33K - $52.1K
|
2.08K
$165K
|
|
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-188- 8.56% |
$33.9K - $53.5K
|
2.01K
$159K
|
|
|
Aug 13, 2021
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-188- 8.56% |
$33.9K - $53.5K
|
2.01K
$159K
|
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-200- 80.0% |
$36K - $56.9K
|
50
$3.96K
|
|
|
Aug 16, 2021
Q2 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-200- 4.15% |
$36K - $56.9K
|
4.63K
$366K
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-200- 51.02% |
$36K - $56.9K
|
192
$15.2K
|
|
|
Aug 02, 2021
Q2 2021
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-203- 2.16% |
$36.6K - $57.7K
|
9.2K
$728K
|
|
|
Aug 13, 2021
Q2 2021
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-205- 0.36% |
$36.9K - $58.3K
|
57.1K
$4.51M
|
|
|
Aug 10, 2021
Q2 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-212- 0.59% |
$38.2K - $60.3K
|
35.9K
$2.84M
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-212- 9.14% |
$38.2K - $60.3K
|
2.11K
$167K
|
|
|
Feb 11, 2022
Q2 2021
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-213- 65.14% |
$38.4K - $60.6K
|
114
$9.02K
|
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-219- 1.2% |
$39.5K - $62.3K
|
18.1K
$1.43M
|
|
|
Aug 17, 2021
Q2 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-223- 83.21% |
$40.2K - $63.4K
|
45
$3.56K
|
|
|
Aug 10, 2021
Q2 2021
|
F3 Logic, LLC
|
SELL
|
- |
-230- 9.7% |
$41.4K - $65.4K
|
2.14K
$169K
|
|
|
Aug 06, 2021
Q2 2021
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-233- 5.65% |
$42K - $66.3K
|
3.89K
$308K
|
|
|
Jul 26, 2021
Q2 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-250- 20.11% |
$45K - $71.1K
|
993
$78.6K
|
|
|
Aug 06, 2021
Q2 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-250- 13.85% |
$45K - $71.1K
|
1.56K
$123K
|
|
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-251- 70.11% |
$45.2K - $71.4K
|
107
$8.46K
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-253- 5.07% |
$45.6K - $72K
|
4.73K
$374K
|
|
|
Jul 14, 2021
Q2 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-260- 7.19% |
$46.8K - $74K
|
3.36K
$265K
|
|
|
Sep 01, 2021
Q2 2021
|
Goal Vest Advisory LLC
|
SELL
|
- |
-267- 10.64% |
$48.1K - $76K
|
2.24K
$177K
|
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-275- 11.58% |
$49.5K - $78.2K
|
2.1K
$166K
|
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-276- 2.66% |
$49.7K - $78.5K
|
10.1K
$798K
|