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 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
830+ 9.51% |
$47.2K - $93.2K
|
9.56K
$877K
|
|
Aug 09, 2022
Q2 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
827+ 6.16% |
$47K - $92.9K
|
14.2K
$1.31M
|
|
Jul 18, 2022
Q2 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
824+ 25.57% |
$46.8K - $92.5K
|
4.05K
$371K
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
BUY
|
- |
816+ 0.57% |
$46.4K - $91.6K
|
143K
$13.1M
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
761New |
$43.2K - $85.4K
|
761
$69.8K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
755+ 26.74% |
$42.9K - $84.8K
|
3.58K
$328K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
750New |
$42.6K - $84.2K
|
750
$68.8K
|
|
Jul 11, 2022
Q2 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
709+ 6.08% |
$40.3K - $79.6K
|
12.4K
$1.14M
|
|
Aug 11, 2022
Q2 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
683+ 2.1% |
$38.8K - $76.7K
|
33.1K
$3.04M
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
671+ 7.84% |
$38.1K - $75.3K
|
9.23K
$847K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
654New |
$37.2K - $73.4K
|
654
$60K
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
633+ 186.73% |
$36K - $71.1K
|
972
$89.2K
|
|
Aug 09, 2022
Q2 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
612+ 2.12% |
$34.8K - $68.7K
|
29.5K
$2.71M
|
|
Jul 26, 2022
Q2 2022
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
612+ 46.5% |
$34.8K - $68.7K
|
1.93K
$177K
|
|
Aug 10, 2022
Q2 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
596+ 5.23% |
$33.9K - $66.9K
|
12K
$1.1M
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
570New |
$32.4K - $64K
|
570
$52.3K
|
|
Jul 28, 2022
Q2 2022
|
Manchester Financial Inc
|
BUY
|
- |
560+ 8.6% |
$31.8K - $62.9K
|
7.08K
$649K
|
|
Aug 05, 2022
Q2 2022
|
Abrdn PLC
|
BUY
|
- |
539+ 2.39% |
$30.6K - $60.5K
|
23.1K
$2.12M
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
510+ 5.63% |
$29K - $57.3K
|
9.57K
$878K
|
|
Aug 15, 2022
Q2 2022
|
Caz Investments LP
Houston, TX |
BUY
|
- |
500+ 100.0% |
$28.4K - $56.1K
|
1K
$91.8K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
463+ 3.46% |
$26.3K - $52K
|
13.9K
$1.27M
|
|
Aug 12, 2022
Q2 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
451+ 0.65% |
$25.6K - $50.6K
|
69.9K
$6.41M
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
436+ 14.0% |
$24.8K - $49K
|
3.55K
$326K
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
BUY
|
- |
400+ 111.11% |
$22.7K - $44.9K
|
760
$69.7K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
396New |
$22.5K - $44.5K
|
396
$36.3K
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
389+ 10.75% |
$22.1K - $43.7K
|
4.01K
$368K
|
|
Aug 11, 2022
Q2 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
375+ 8.03% |
$21.3K - $42.1K
|
5.05K
$463K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
373+ 39.14% |
$21.2K - $41.9K
|
1.33K
$122K
|
|
Jul 19, 2022
Q2 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
360+ 4.56% |
$20.5K - $40.4K
|
8.25K
$757K
|
|
Jul 13, 2022
Q2 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
329+ 8.15% |
$18.7K - $36.9K
|
4.37K
$401K
|
|
Aug 09, 2022
Q2 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
325+ 10.07% |
$18.5K - $36.5K
|
3.55K
$326K
|
|
Jul 26, 2022
Q2 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
324+ 7.36% |
$18.4K - $36.4K
|
4.73K
$434K
|
|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
314+ 5.54% |
$17.8K - $35.3K
|
5.99K
$549K
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
BUY
|
- |
308+ 0.57% |
$17.5K - $34.6K
|
54.3K
$4.98M
|
|
Jul 13, 2022
Q2 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
284+ 2.6% |
$16.1K - $31.9K
|
11.2K
$1.03M
|
|
Jun 20, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
278+ 2.32% |
$15.8K - $31.2K
|
12.2K
$1.12M
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
271+ 9.37% |
$15.4K - $30.4K
|
3.16K
$290K
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
265New |
$15.1K - $29.8K
|
265
$24.3K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
265+ 2.08% |
$15.1K - $29.8K
|
13K
$1.19M
|
|
Aug 11, 2022
Q2 2022
|
Impax Asset Management Group PLC
|
BUY
|
- |
260+ 1.99% |
$14.8K - $29.2K
|
13.3K
$1.22M
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
258+ 4.85% |
$14.7K - $29K
|
5.58K
$512K
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
254+ 5.04% |
$14.4K - $28.5K
|
5.29K
$486K
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
250+ 4.99% |
$14.2K - $28.1K
|
5.26K
$483K
|
|
Aug 02, 2022
Q2 2022
|
Performa LTD (Us), LLC
|
BUY
|
- |
245+ 188.46% |
$13.9K - $27.5K
|
375
$34.4K
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
243+ 4.42% |
$13.8K - $27.3K
|
5.74K
$527K
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
242+ 159.21% |
$13.7K - $27.2K
|
394
$36.2K
|
|
Aug 10, 2022
Q2 2022
|
Tortoise Index Solutions, LLC
Overland Park, KS |
BUY
|
- |
231+ 5.49% |
$13.1K - $25.9K
|
4.44K
$407K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
225New |
$12.8K - $25.3K
|
225
$20.6K
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
215+ 106.44% |
$12.2K - $24.1K
|
417
$38.3K
|
|
Aug 16, 2022
Q2 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.58% |
$11.4K - $22.5K
|
34.6K
$3.17M
|