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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
199+ 4.73% |
$11.3K - $22.3K
|
4.41K
$404K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
187+ 20.04% |
$10.6K - $21K
|
1.12K
$103K
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
185+ 0.98% |
$10.5K - $20.8K
|
19K
$1.74M
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
179+ 43.66% |
$10.2K - $20.1K
|
589
$54K
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
179+ 43.66% |
$10.2K - $20.1K
|
589
$54K
|
|
|
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
164+ 1.86% |
$9.32K - $18.4K
|
8.97K
$823K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
163+ 905.56% |
$9.26K - $18.3K
|
181
$16.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
157+ 74.06% |
$8.92K - $17.6K
|
369
$33.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
137+ 38.92% |
$7.78K - $15.4K
|
489
$44.9K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
136+ 74.73% |
$7.73K - $15.3K
|
318
$29.2K
|
|
|
Jul 06, 2022
Q2 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
135+ 2.76% |
$7.67K - $15.2K
|
5.03K
$461K
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
134New |
$7.61K - $15K
|
134
$12.3K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
130+ 7.49% |
$7.39K - $14.6K
|
1.87K
$171K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
129New |
$7.33K - $14.5K
|
129
$11.8K
|
|
|
Aug 10, 2022
Q2 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
127+ 0.82% |
$7.21K - $14.3K
|
15.6K
$1.43M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
124+ 3.19% |
$7.04K - $13.9K
|
4.01K
$368K
|
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
114+ 10.98% |
$6.48K - $12.8K
|
1.15K
$106K
|
|
|
Nov 30, 2023
Q2 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
105New |
$5.97K - $11.8K
|
105
$9.63K
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
100New |
$5.68K - $11.2K
|
100
$9.18K
|
|
|
Jul 20, 2022
Q2 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.94% |
$5.68K - $11.2K
|
10.7K
$982K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
97+ 21.32% |
$5.51K - $10.9K
|
552
$50.7K
|
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
BUY
|
- |
88+ 1.55% |
$5K - $9.88K
|
5.77K
$530K
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
88+ 62.41% |
$5K - $9.88K
|
229
$21K
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
81New |
$4.6K - $9.09K
|
81
$7.43K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
80+ 36.36% |
$4.54K - $8.98K
|
300
$27.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
71+ 1.77% |
$4.03K - $7.97K
|
4.09K
$375K
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
60+ 1.66% |
$3.41K - $6.74K
|
3.68K
$337K
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
58+ 58.0% |
$3.29K - $6.51K
|
158
$14.5K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
53New |
$3.01K - $5.95K
|
53
$4.86K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
51+ 850.0% |
$2.9K - $5.73K
|
57
$5.23K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
50New |
$2.84K - $5.61K
|
50
$4.59K
|
|
|
Jul 25, 2022
Q2 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
37+ 0.77% |
$2.1K - $4.15K
|
4.82K
$442K
|
|
|
Aug 15, 2022
Q2 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
33+ 0.15% |
$1.87K - $3.71K
|
22K
$2.02M
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
31New |
$1.76K - $3.48K
|
31
$2.84K
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
30+ 0.22% |
$1.7K - $3.37K
|
13.7K
$1.26M
|
|
|
Aug 05, 2022
Q2 2022
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
28+ 4.93% |
$1.59K - $3.14K
|
596
$54.7K
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
28+ 21.54% |
$1.59K - $3.14K
|
158
$14.5K
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
BUY
|
- |
27+ 0.26% |
$1.53K - $3.03K
|
10.6K
$970K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26+ 0.19% |
$1.48K - $2.92K
|
13.4K
$1.23M
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
24+ 1.08% |
$1.36K - $2.69K
|
2.25K
$206K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
20+ 5.59% |
$1.14K - $2.25K
|
378
$34.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
20New |
$1.14K - $2.25K
|
20
$1.84K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
20+ 3.82% |
$1.14K - $2.25K
|
543
$49.8K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
20+ 2.54% |
$1.14K - $2.25K
|
807
$74.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
18+ 72.0% |
$1.02K - $2.02K
|
43
$3.95K
|
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
17+ 50.0% |
$966 - $1.91K
|
51
$4.68K
|
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
17+ 1.87% |
$966 - $1.91K
|
927
$85.1K
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
17New |
$966 - $1.91K
|
17
$1.56K
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
16+ 7.14% |
$909 - $1.8K
|
240
$22K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
15+ 300.0% |
$852 - $1.68K
|
20
$1.84K
|