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 10, 2021
Q2 2021
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-276- 9.68% |
$49.7K - $78.5K
|
2.58K
$204K
|
|
|
Jul 14, 2021
Q2 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-300Closed |
$54K - $85.3K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-300- 14.6% |
$54K - $85.3K
|
1.76K
$139K
|
|
|
Aug 09, 2021
Q2 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-313- 44.46% |
$56.4K - $89K
|
391
$30.9K
|
|
|
Aug 16, 2021
Q2 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-316- 23.81% |
$56.9K - $89.9K
|
1.01K
$80K
|
|
|
Aug 09, 2021
Q2 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-323- 8.11% |
$58.2K - $91.9K
|
3.66K
$290K
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-328- 5.65% |
$59.1K - $93.3K
|
5.48K
$433K
|
|
|
Aug 16, 2021
Q2 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-338- 5.01% |
$60.9K - $96.2K
|
6.4K
$507K
|
|
|
Aug 26, 2021
Q2 2021
|
Comerica Bank
|
SELL
|
- |
-339- 5.15% |
$61.1K - $96.4K
|
6.24K
$494K
|
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-341- 9.69% |
$61.4K - $97K
|
3.18K
$251K
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-349- 8.38% |
$62.9K - $99.3K
|
3.81K
$302K
|
|
|
Aug 13, 2021
Q2 2021
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-355- 13.17% |
$64K - $101K
|
2.34K
$185K
|
|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-361Closed |
$65K - $103K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-393- 5.19% |
$70.8K - $112K
|
7.18K
$568K
|
|
|
Aug 11, 2021
Q2 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-398- 0.07% |
$71.7K - $113K
|
561K
$44.3M
|
|
|
Jul 30, 2021
Q2 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-401- 5.57% |
$72.2K - $114K
|
6.8K
$538K
|
|
|
Aug 16, 2021
Q2 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-423- 11.19% |
$76.2K - $120K
|
3.36K
$266K
|
|
|
Aug 04, 2021
Q2 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-430- 32.26% |
$77.5K - $122K
|
903
$71.4K
|
|
|
Aug 17, 2021
Q2 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-435- 52.6% |
$78.4K - $124K
|
392
$31K
|
|
|
Aug 10, 2021
Q2 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-441- 13.79% |
$79.5K - $125K
|
2.76K
$218K
|
|
|
Aug 11, 2021
Q2 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-449- 1.65% |
$80.9K - $128K
|
26.8K
$2.12M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-450- 3.95% |
$81.1K - $128K
|
11K
$867K
|
|
|
Aug 12, 2021
Q2 2021
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-456- 1.79% |
$82.2K - $130K
|
25.1K
$1.98M
|
|
|
Jul 19, 2021
Q2 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-459- 31.83% |
$82.7K - $131K
|
983
$77.8K
|
|
|
Jul 22, 2021
Q2 2021
|
Financial Consulate, Inc
|
SELL
|
- |
-470- 2.86% |
$84.7K - $134K
|
15.9K
$1.26M
|
|
|
Jul 20, 2021
Q2 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-473- 93.11% |
$85.2K - $135K
|
35
$2.77K
|
|
|
Jul 23, 2021
Q2 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-473- 4.02% |
$85.2K - $135K
|
11.3K
$894K
|
|
|
Aug 16, 2021
Q2 2021
|
Hall Private Wealth Advisors
|
SELL
|
- |
-480- 11.41% |
$86.5K - $137K
|
3.73K
$295K
|
|
|
Jul 23, 2021
Q2 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-483- 17.6% |
$87K - $137K
|
2.26K
$179K
|
|
|
Aug 19, 2021
Q2 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-491- 27.49% |
$88.5K - $140K
|
1.3K
$102K
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-500Closed |
$90.1K - $142K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-501- 37.64% |
$90.3K - $143K
|
830
$65.7K
|
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-529- 6.67% |
$95.3K - $150K
|
7.4K
$585K
|
|
|
Jul 19, 2021
Q2 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-530- 2.09% |
$95.5K - $151K
|
24.9K
$1.97M
|
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-534- 4.69% |
$96.2K - $152K
|
10.8K
$858K
|
|
|
Oct 12, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-546- 0.03% |
$98.4K - $155K
|
1.88M
$149M
|
|
|
Jul 22, 2021
Q2 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-559- 4.16% |
$101K - $159K
|
12.9K
$1.02M
|
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-564Closed |
$102K - $160K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-565- 0.03% |
$102K - $161K
|
1.66M
$131M
|
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-573- 23.84% |
$103K - $163K
|
1.83K
$145K
|
|
|
Jul 22, 2021
Q2 2021
|
Ocean Capital Management, LLC
|
SELL
|
- |
-573- 6.67% |
$103K - $163K
|
8.02K
$635K
|
|
|
Jul 20, 2021
Q2 2021
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-576- 14.21% |
$104K - $164K
|
3.48K
$275K
|
|
|
Aug 16, 2021
Q2 2021
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-598- 0.17% |
$108K - $170K
|
343K
$27.2M
|
|
|
Aug 09, 2021
Q2 2021
|
Orion Capital Management LLC
|
SELL
|
- |
-600- 5.91% |
$108K - $171K
|
9.56K
$756K
|
|
|
Jul 20, 2021
Q2 2021
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-600- 24.74% |
$108K - $171K
|
1.83K
$144K
|
|
|
Jul 06, 2021
Q2 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-600Closed |
$108K - $171K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-600- 12.96% |
$108K - $171K
|
4.03K
$319K
|
|
|
Aug 13, 2021
Q2 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-607- 12.43% |
$109K - $173K
|
4.28K
$338K
|
|
|
Aug 12, 2021
Q2 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-608- 7.64% |
$110K - $173K
|
7.35K
$582K
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
SELL
|
- |
-625- 2.83% |
$113K - $178K
|
21.5K
$1.7M
|