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 19, 2021
Q2 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
177+ 1.4% |
$31.9K - $50.4K
|
12.8K
$799K
|
|
Aug 12, 2021
Q2 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
172+ 38.83% |
$31K - $48.9K
|
615
$38.5K
|
|
Aug 11, 2021
Q2 2021
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
172+ 3.18% |
$31K - $48.9K
|
5.59K
$349K
|
|
Aug 17, 2021
Q2 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
170New |
$30.6K - $48.4K
|
170
$10.6K
|
|
Jul 13, 2021
Q2 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
165+ 3.91% |
$29.7K - $46.9K
|
4.39K
$275K
|
|
Jul 28, 2021
Q2 2021
|
Exane Derivatives
|
BUY
|
- |
161+ 22.42% |
$29K - $45.8K
|
879
$55K
|
|
Apr 01, 2024
Q2 2021
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
160+ 0.94% |
$28.8K - $45.5K
|
17.2K
$1.08M
|
|
Aug 12, 2021
Q2 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
156+ 2.83% |
$28.1K - $44.4K
|
5.66K
$354K
|
|
Jul 21, 2021
Q2 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
155+ 15.03% |
$27.9K - $44.1K
|
1.19K
$74.2K
|
|
Jul 27, 2021
Q2 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
153New |
$27.6K - $43.5K
|
153
$9.57K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
146+ 2.23% |
$26.3K - $41.5K
|
6.71K
$419K
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
145New |
$26.1K - $41.2K
|
145
$9.07K
|
|
Aug 16, 2021
Q2 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
145+ 11.03% |
$26.1K - $41.2K
|
1.46K
$91.3K
|
|
Aug 13, 2021
Q2 2021
|
Caprock Group, Inc.
|
BUY
|
- |
142+ 8.21% |
$25.6K - $40.4K
|
1.87K
$117K
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
137+ 1.72% |
$24.7K - $39K
|
8.09K
$506K
|
|
Jul 13, 2021
Q2 2021
|
Gvo Asset Management LTD
|
BUY
|
- |
136+ 45.33% |
$24.5K - $38.7K
|
436
$27.3K
|
|
Aug 03, 2021
Q2 2021
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
121+ 3.18% |
$21.8K - $34.4K
|
3.92K
$245K
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
116+ 6.76% |
$20.9K - $33K
|
1.83K
$114K
|
|
Jul 22, 2021
Q2 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
115+ 10.63% |
$20.7K - $32.7K
|
1.2K
$74.8K
|
|
Aug 09, 2021
Q2 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
112+ 0.52% |
$20.2K - $31.9K
|
21.8K
$1.36M
|
|
Jul 12, 2021
Q2 2021
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
111+ 1.05% |
$20K - $31.6K
|
10.7K
$671K
|
|
Aug 03, 2021
Q2 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
110+ 8.59% |
$19.8K - $31.3K
|
1.39K
$87K
|
|
Aug 16, 2021
Q2 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
110+ 2.89% |
$19.8K - $31.3K
|
3.92K
$245K
|
|
Aug 16, 2021
Q2 2021
|
Townsquare Capital LLC
|
BUY
|
- |
104+ 8.33% |
$18.7K - $29.6K
|
1.35K
$84.6K
|
|
Aug 03, 2021
Q2 2021
|
360 Financial, Inc.
|
BUY
|
- |
100+ 4.22% |
$18K - $28.4K
|
2.47K
$154K
|
|
Aug 11, 2021
Q2 2021
|
Northstar Asset Management LLC
|
BUY
|
- |
100+ 7.41% |
$18K - $28.4K
|
1.45K
$90.7K
|
|
Aug 10, 2021
Q2 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
100+ 555.56% |
$18K - $28.4K
|
118
$7.38K
|
|
Jul 09, 2021
Q2 2021
|
Hudson Value Partners, LLC
|
BUY
|
- |
100+ 2.55% |
$18K - $28.4K
|
4.03K
$252K
|
|
Feb 13, 2024
Q2 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
100New |
$18K - $28.4K
|
100
$6.25K
|
|
Jul 19, 2021
Q2 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
100New |
$18K - $28.4K
|
100
$6.25K
|
|
Jul 27, 2021
Q2 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
99+ 48.53% |
$17.8K - $28.2K
|
303
$18.9K
|
|
Jul 29, 2021
Q2 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
96New |
$17.3K - $27.3K
|
96
$6K
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
BUY
|
- |
93+ 1.83% |
$16.8K - $26.5K
|
5.18K
$324K
|
|
Jul 27, 2021
Q2 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
92+ 1.87% |
$16.6K - $26.2K
|
5.02K
$314K
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
90New |
$16.2K - $25.6K
|
90
$5.63K
|
|
Jul 15, 2021
Q2 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
85+ 6.76% |
$15.3K - $24.2K
|
1.34K
$84K
|
|
Aug 16, 2021
Q2 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
77+ 5.68% |
$13.9K - $21.9K
|
1.43K
$89.5K
|
|
May 26, 2023
Q2 2021
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
75+ 56.39% |
$13.5K - $21.3K
|
208
$13K
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
- |
74+ 0.48% |
$13.3K - $21.1K
|
15.6K
$976K
|
|
Aug 13, 2021
Q2 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
72New |
$13K - $20.5K
|
72
$4.5K
|
|
Jul 22, 2021
Q2 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
70New |
$12.6K - $19.9K
|
70
$4.38K
|
|
Jul 21, 2021
Q2 2021
|
Covenant Asset Management, LLC
|
BUY
|
- |
69+ 0.37% |
$12.4K - $19.6K
|
18.8K
$1.18M
|
|
Aug 13, 2021
Q2 2021
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
67+ 4.87% |
$12.1K - $19.1K
|
1.44K
$90.2K
|
|
Aug 06, 2021
Q2 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
65New |
$11.7K - $18.5K
|
65
$4.06K
|
|
Mar 14, 2023
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
64+ 4.02% |
$11.5K - $18.2K
|
1.66K
$104K
|
|
Aug 11, 2021
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
64+ 4.02% |
$11.5K - $18.2K
|
1.66K
$104K
|
|
Aug 10, 2021
Q2 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
63+ 48.09% |
$11.4K - $17.9K
|
194
$12.1K
|
|
Jul 22, 2021
Q2 2021
|
Kessler Investment Group, LLC
|
BUY
|
- |
62New |
$11.2K - $17.6K
|
62
$3.88K
|
|
Jul 30, 2021
Q2 2021
|
Oak Ridge Investments LLC
|
BUY
|
- |
58+ 1.45% |
$10.4K - $16.5K
|
4.06K
$254K
|
|
Jul 14, 2021
Q2 2021
|
Golden Green, Inc.
|
BUY
|
- |
57+ 2.09% |
$10.3K - $16.2K
|
2.79K
$174K
|