Purchases and Sales Made in Q2 2022 in Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU) during Q2 2022. 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 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-135- 36.99% |
$7.67K - $15.2K
|
230
$20.8K
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-136- 95.1% |
$7.73K - $15.3K
|
7
$634
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-151- 1.0% |
$8.58K - $17K
|
14.9K
$1.35M
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-157Closed |
$8.92K - $17.6K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-158Closed |
$8.98K - $17.7K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-159- 45.56% |
$9.03K - $17.9K
|
190
$17.2K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-163- 2.82% |
$9.26K - $18.3K
|
5.62K
$509K
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-164- 6.63% |
$9.32K - $18.4K
|
2.31K
$209K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-167- 90.27% |
$9.49K - $18.8K
|
18
$1.63K
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-169- 9.29% |
$9.6K - $19K
|
1.65K
$149K
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-177- 0.87% |
$10.1K - $19.9K
|
20.2K
$1.83M
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-188Closed |
$10.7K - $21.1K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-190- 1.85% |
$10.8K - $21.3K
|
10.1K
$911K
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-190Closed |
$10.8K - $21.3K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-200Closed |
$11.4K - $22.5K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-200Closed |
$11.4K - $22.5K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-216- 72.48% |
$12.3K - $24.3K
|
82
$7.42K
|
|
Jul 05, 2022
Q2 2022
|
Canandaigua National Corp
|
SELL
|
- |
-223- 2.13% |
$12.7K - $25K
|
10.3K
$928K
|
|
Jul 15, 2022
Q2 2022
|
Equitable Trust CO
|
SELL
|
- |
-225- 0.85% |
$12.8K - $25.3K
|
26.2K
$2.38M
|
|
Aug 05, 2022
Q2 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-232- 4.69% |
$13.2K - $26K
|
4.71K
$427K
|
|
Mar 22, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-235- 1.88% |
$13.4K - $26.4K
|
12.2K
$1.11M
|
|
Aug 11, 2022
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-235- 1.88% |
$13.4K - $26.4K
|
12.2K
$1.11M
|
|
May 10, 2024
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-235- 1.88% |
$13.4K - $26.4K
|
12.2K
$1.11M
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-250- 48.54% |
$14.2K - $28.1K
|
265
$24K
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-262- 5.97% |
$14.9K - $29.4K
|
4.13K
$374K
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-269- 42.83% |
$15.3K - $30.2K
|
359
$32.5K
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-291- 11.58% |
$16.5K - $32.7K
|
2.22K
$201K
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-291- 12.49% |
$16.5K - $32.7K
|
2.04K
$185K
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-293- 2.87% |
$16.6K - $32.9K
|
9.91K
$897K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-294- 52.59% |
$16.7K - $33K
|
265
$24K
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-297- 24.4% |
$16.9K - $33.3K
|
920
$83.3K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-304- 2.86% |
$17.3K - $34.1K
|
10.3K
$935K
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-305- 2.47% |
$17.3K - $34.2K
|
12K
$1.09M
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-314- 1.82% |
$17.8K - $35.3K
|
16.9K
$1.53M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-315- 7.52% |
$17.9K - $35.4K
|
3.88K
$351K
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-333- 6.1% |
$18.9K - $37.4K
|
5.13K
$464K
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
SELL
|
- |
-341Closed |
$19.4K - $38.3K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-357- 30.94% |
$20.3K - $40.1K
|
797
$72.2K
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-358- 48.44% |
$20.3K - $40.2K
|
381
$34.5K
|
|
Aug 11, 2022
Q2 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-358Closed |
$20.3K - $40.2K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-366- 2.14% |
$20.8K - $41.1K
|
16.7K
$1.51M
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-375- 18.0% |
$21.3K - $42.1K
|
1.71K
$155K
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-383- 10.03% |
$21.8K - $43K
|
3.43K
$311K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-385- 6.67% |
$21.9K - $43.2K
|
5.39K
$488K
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-386- 91.47% |
$21.9K - $43.3K
|
36
$3.26K
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-392- 12.78% |
$22.3K - $44K
|
2.68K
$242K
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-400Closed |
$22.7K - $44.9K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-405- 2.58% |
$23K - $45.5K
|
15.3K
$1.39M
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-405- 3.59% |
$23K - $45.5K
|
10.9K
$985K
|
|
Aug 15, 2022
Q2 2022
|
Ionic Capital Management LLC
New York, NY |
SELL
|
- |
-415Closed |
$23.6K - $46.6K
|
0
$0
|