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
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-2.1KClosed |
$119K - $236K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.1K- 16.81% |
$120K - $236K
|
10.4K
$943K
|
|
Jul 14, 2022
Q2 2022
|
Xr Securities LLC
|
SELL
|
- |
-2.11KClosed |
$120K - $237K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-2.15K- 7.85% |
$122K - $242K
|
25.3K
$2.29M
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-2.19K- 6.17% |
$124K - $246K
|
33.3K
$3.01M
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.19K- 4.59% |
$124K - $246K
|
45.5K
$4.12M
|
|
Aug 12, 2022
Q2 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-2.2KClosed |
$125K - $247K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.22KClosed |
$126K - $249K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-2.24KClosed |
$127K - $251K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
SELL
|
- |
-2.27KClosed |
$129K - $255K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.28K- 2.77% |
$130K - $256K
|
80.2K
$7.26M
|
|
Aug 03, 2022
Q2 2022
|
Carson Advisory Inc.
|
SELL
|
- |
-2.28KClosed |
$130K - $256K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Ethic Inc.
New York, NY |
SELL
|
- |
-2.28K- 22.48% |
$130K - $256K
|
7.87K
$713K
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.31KClosed |
$131K - $259K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Fortis Capital Management LLC
|
SELL
|
- |
-2.37KClosed |
$135K - $267K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-2.39KClosed |
$135K - $268K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.4K- 0.98% |
$136K - $269K
|
242K
$21.9M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.41K- 99.63% |
$137K - $271K
|
9
$815
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.46K- 7.59% |
$140K - $276K
|
30K
$2.71M
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-2.46KClosed |
$140K - $276K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.49KClosed |
$141K - $279K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-2.49KClosed |
$141K - $280K
|
0
$0
|
|
Nov 14, 2022
Q2 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.5KClosed |
$142K - $281K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-2.51KClosed |
$142K - $281K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-2.53KClosed |
$143K - $284K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.55KClosed |
$145K - $286K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.55KClosed |
$145K - $286K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.55K- 25.7% |
$145K - $286K
|
7.38K
$668K
|
|
Aug 09, 2022
Q2 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-2.56KClosed |
$145K - $287K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2.56KClosed |
$145K - $287K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.58KClosed |
$146K - $289K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
SELL
|
- |
-2.6KClosed |
$148K - $292K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-2.63KClosed |
$149K - $295K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.64KClosed |
$150K - $296K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.64KClosed |
$150K - $297K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.65K- 0.96% |
$150K - $297K
|
274K
$24.8M
|
|
Dec 19, 2024
Q2 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.65KClosed |
$151K - $298K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.66KClosed |
$151K - $299K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
360 Financial, Inc.
|
SELL
|
- |
-2.67KClosed |
$152K - $300K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
SELL
|
- |
-2.67KClosed |
$152K - $300K
|
0
$0
|
|
Sep 07, 2023
Q2 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-2.69KClosed |
$153K - $302K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.7KClosed |
$153K - $303K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.73KClosed |
$155K - $306K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-2.73KClosed |
$155K - $307K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-2.73KClosed |
$155K - $307K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Artemis Investment Management LLP
|
SELL
|
- |
-2.75K- 34.25% |
$156K - $308K
|
5.27K
$477K
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.75KClosed |
$156K - $309K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.79KClosed |
$159K - $313K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Cqs (Us), LLC
New York, NY |
SELL
|
- |
-2.8KClosed |
$159K - $314K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-2.8KClosed |
$159K - $314K
|
0
$0
|