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 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-21- 15.44% |
$1.19K - $2.36K
|
115
$10.6K
|
|
|
Jul 11, 2022
Q2 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-25- 0.59% |
$1.42K - $2.81K
|
4.18K
$383K
|
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
SELL
|
- |
-25- 10.0% |
$1.42K - $2.81K
|
225
$20.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-26Closed |
$1.48K - $2.92K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-26- 0.46% |
$1.48K - $2.92K
|
5.63K
$516K
|
|
|
Jul 15, 2022
Q2 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-30- 0.67% |
$1.7K - $3.37K
|
4.48K
$411K
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-31- 34.83% |
$1.76K - $3.48K
|
58
$5.32K
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-31- 0.73% |
$1.76K - $3.48K
|
4.19K
$385K
|
|
|
Aug 04, 2022
Q2 2022
|
Synergy Financial Group, LTD
|
SELL
|
- |
-33- 0.35% |
$1.87K - $3.71K
|
9.43K
$865K
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-35- 0.98% |
$1.99K - $3.93K
|
3.53K
$324K
|
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-36- 3.15% |
$2.05K - $4.04K
|
1.11K
$102K
|
|
|
Jul 11, 2022
Q2 2022
|
Avondale Wealth Management
|
SELL
|
- |
-39Closed |
$2.22K - $4.38K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-39- 7.17% |
$2.22K - $4.38K
|
505
$46.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-40- 16.0% |
$2.27K - $4.49K
|
210
$19.3K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-41- 47.67% |
$2.33K - $4.6K
|
45
$4.13K
|
|
|
Jul 12, 2022
Q2 2022
|
Arden Trust CO
|
SELL
|
- |
-41- 0.59% |
$2.33K - $4.6K
|
6.92K
$635K
|
|
|
Aug 12, 2022
Q2 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-43- 1.98% |
$2.44K - $4.83K
|
2.13K
$195K
|
|
|
Aug 15, 2022
Q2 2022
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-45Closed |
$2.56K - $5.05K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-50Closed |
$2.84K - $5.61K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-50Closed |
$2.84K - $5.61K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-50- 20.0% |
$2.84K - $5.61K
|
200
$18.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-53- 0.68% |
$3.01K - $5.95K
|
7.77K
$713K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-60Closed |
$3.41K - $6.74K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-62Closed |
$3.52K - $6.96K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-63Closed |
$3.58K - $7.07K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-64- 1.01% |
$3.64K - $7.19K
|
6.3K
$578K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-66- 0.46% |
$3.75K - $7.41K
|
14.2K
$1.3M
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-67Closed |
$3.81K - $7.52K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-75- 4.49% |
$4.26K - $8.42K
|
1.6K
$147K
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-80Closed |
$4.54K - $8.98K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-82Closed |
$4.66K - $9.21K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Souders Financial Advisors
|
SELL
|
- |
-82- 1.37% |
$4.66K - $9.21K
|
5.92K
$543K
|
|
|
Jul 05, 2022
Q2 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-84- 0.72% |
$4.77K - $9.43K
|
11.6K
$1.07M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-90- 19.96% |
$5.11K - $10.1K
|
361
$33.1K
|
|
|
Jul 11, 2022
Q2 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-90- 2.17% |
$5.11K - $10.1K
|
4.05K
$371K
|
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-95- 71.43% |
$5.4K - $10.7K
|
38
$3.49K
|
|
|
Jul 19, 2022
Q2 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-95- 2.47% |
$5.4K - $10.7K
|
3.75K
$344K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-97- 97.0% |
$5.51K - $10.9K
|
3
$275
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-98- 1.74% |
$5.57K - $11K
|
5.53K
$508K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-99Closed |
$5.62K - $11.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-99- 0.29% |
$5.62K - $11.1K
|
33.8K
$3.1M
|
|
|
Jul 29, 2022
Q2 2022
|
1776 Wealth LLC
|
SELL
|
- |
-100- 1.05% |
$5.68K - $11.2K
|
9.41K
$863K
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-100Closed |
$5.68K - $11.2K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 18.18% |
$5.68K - $11.2K
|
450
$41.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-102Closed |
$5.79K - $11.5K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-119Closed |
$6.76K - $13.4K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-123- 3.35% |
$6.99K - $13.8K
|
3.55K
$325K
|
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-125- 0.99% |
$7.1K - $14K
|
12.4K
$1.14M
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-129- 7.08% |
$7.33K - $14.5K
|
1.69K
$155K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-131- 2.72% |
$7.44K - $14.7K
|
4.69K
$431K
|