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
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.04K+ 26.45% |
$187K - $295K
|
4.96K
$399K
|
|
Aug 16, 2021
Q2 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.03KNew |
$185K - $293K
|
1.03K
$82.7K
|
|
Aug 05, 2021
Q2 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.02K+ 45.73% |
$184K - $291K
|
3.26K
$262K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.01K+ 8.98% |
$182K - $287K
|
12.3K
$985K
|
|
Aug 16, 2021
Q2 2021
|
Precept Management LLC
Dallas, TX |
BUY
|
- |
1KNew |
$180K - $284K
|
1K
$80.4K
|
|
Aug 16, 2021
Q2 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
994New |
$179K - $283K
|
994
$79.9K
|
|
Jul 22, 2021
Q2 2021
|
Dorchester Wealth Management CO
|
BUY
|
- |
980New |
$177K - $279K
|
980
$78.8K
|
|
Aug 06, 2021
Q2 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
976New |
$176K - $278K
|
976
$78.4K
|
|
Jul 21, 2021
Q2 2021
|
David J Yvars Group
|
BUY
|
- |
970+ 43.99% |
$175K - $276K
|
3.18K
$255K
|
|
Aug 03, 2021
Q2 2021
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
960New |
$173K - $273K
|
960
$77.1K
|
|
Aug 13, 2021
Q2 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
954New |
$172K - $271K
|
954
$76.7K
|
|
Aug 13, 2021
Q2 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
946+ 6.02% |
$170K - $269K
|
16.7K
$1.34M
|
|
Jul 21, 2021
Q2 2021
|
Centric Wealth Management
|
BUY
|
- |
941New |
$170K - $268K
|
941
$75.6K
|
|
Aug 13, 2021
Q2 2021
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
936New |
$169K - $266K
|
936
$75.2K
|
|
Jul 13, 2021
Q2 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
925+ 1156.25% |
$167K - $263K
|
1.01K
$80.8K
|
|
Aug 11, 2021
Q2 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
921New |
$166K - $262K
|
921
$74K
|
|
Jul 13, 2021
Q2 2021
|
Veriti Management LLC
|
BUY
|
- |
918New |
$165K - $261K
|
918
$73.8K
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
915New |
$165K - $260K
|
915
$73.5K
|
|
Jul 23, 2021
Q2 2021
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
915+ 26.4% |
$165K - $260K
|
4.38K
$352K
|
|
Aug 12, 2021
Q2 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
905New |
$163K - $257K
|
905
$72.7K
|
|
Aug 13, 2021
Q2 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
904New |
$163K - $257K
|
904
$72.6K
|
|
Aug 10, 2021
Q2 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
886New |
$160K - $252K
|
886
$71.2K
|
|
Aug 10, 2021
Q2 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
885+ 29.05% |
$159K - $252K
|
3.93K
$316K
|
|
Jul 29, 2021
Q2 2021
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
885New |
$159K - $252K
|
885
$71.1K
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
882+ 2.4% |
$159K - $251K
|
37.6K
$3.02M
|
|
Jul 20, 2021
Q2 2021
|
Transform Wealth, LLC
|
BUY
|
- |
881New |
$159K - $251K
|
881
$70.8K
|
|
Aug 16, 2021
Q2 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
880+ 51.22% |
$159K - $250K
|
2.6K
$209K
|
|
Aug 13, 2021
Q2 2021
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
879New |
$158K - $250K
|
879
$70.6K
|
|
Aug 10, 2021
Q2 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
870New |
$157K - $247K
|
870
$69.9K
|
|
Jul 30, 2021
Q2 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
866New |
$156K - $246K
|
866
$69.6K
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
865New |
$156K - $246K
|
865
$69.5K
|
|
Jul 16, 2021
Q2 2021
|
Shikiar Asset Management Inc
|
BUY
|
- |
860New |
$155K - $245K
|
860
$69.1K
|
|
Aug 16, 2021
Q2 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
858New |
$155K - $244K
|
858
$68.9K
|
|
Aug 16, 2021
Q2 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
858+ 65.75% |
$155K - $244K
|
2.16K
$174K
|
|
Jul 19, 2021
Q2 2021
|
Wt Wealth Management
|
BUY
|
- |
851+ 15.05% |
$153K - $242K
|
6.51K
$523K
|
|
Jul 22, 2021
Q2 2021
|
Welch & Forbes LLC
|
BUY
|
- |
850New |
$153K - $242K
|
850
$68.3K
|
|
Aug 11, 2021
Q2 2021
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
850+ 40.48% |
$153K - $242K
|
2.95K
$237K
|
|
Dec 13, 2023
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
848New |
$153K - $241K
|
848
$68.1K
|
|
Aug 17, 2021
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
848New |
$153K - $241K
|
848
$68.1K
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
830+ 8.93% |
$150K - $236K
|
10.1K
$814K
|
|
Aug 16, 2021
Q2 2021
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
829New |
$149K - $236K
|
829
$66.6K
|
|
Aug 06, 2021
Q2 2021
|
Tandem Capital Management Corp
|
BUY
|
- |
825New |
$149K - $235K
|
825
$66.3K
|
|
Aug 04, 2021
Q2 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
822New |
$148K - $234K
|
822
$66.1K
|
|
Jul 21, 2021
Q2 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
822New |
$148K - $234K
|
822
$66.1K
|
|
Aug 04, 2021
Q2 2021
|
Wrapmanager Inc
|
BUY
|
- |
821+ 60.06% |
$148K - $234K
|
2.19K
$176K
|
|
Aug 11, 2021
Q2 2021
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
820New |
$148K - $233K
|
820
$65.9K
|
|
Jul 28, 2021
Q2 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
819New |
$148K - $233K
|
819
$65.8K
|
|
Aug 16, 2021
Q2 2021
|
Camden Capital, LLC
|
BUY
|
- |
818New |
$147K - $233K
|
818
$65.7K
|
|
Aug 13, 2021
Q2 2021
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
805New |
$145K - $229K
|
805
$64.7K
|
|
Jul 23, 2021
Q2 2021
|
Foundry Partners, LLC
|
BUY
|
- |
797New |
$144K - $227K
|
797
$64K
|