Purchases and Sales Made in Q2 2023 in Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU) during Q2 2023. 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, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
822+ 27.97% |
$39K - $48.6K
|
3.76K
$341K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
810+ 96.09% |
$38.4K - $47.9K
|
1.65K
$150K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
810+ 14.3% |
$38.4K - $47.9K
|
6.47K
$586K
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
785+ 14.59% |
$37.2K - $46.4K
|
6.17K
$558K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
BUY
|
- |
769+ 3.14% |
$36.5K - $45.5K
|
25.3K
$2.29M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
763+ 20.54% |
$36.2K - $45.1K
|
4.48K
$405K
|
|
|
Aug 04, 2023
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
725+ 1.69% |
$34.4K - $42.9K
|
43.6K
$3.95M
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
725+ 1.69% |
$34.4K - $42.9K
|
43.6K
$3.95M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
679+ 11.77% |
$32.2K - $40.2K
|
6.45K
$584K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
648+ 6.73% |
$30.7K - $38.3K
|
10.3K
$931K
|
|
|
Aug 07, 2023
Q2 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
643+ 14.84% |
$30.5K - $38K
|
4.98K
$451K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
622+ 6.3% |
$29.5K - $36.8K
|
10.5K
$951K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
619+ 11.14% |
$29.3K - $36.6K
|
6.18K
$559K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
609+ 77.19% |
$28.9K - $36K
|
1.4K
$127K
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
571+ 31.03% |
$27.1K - $33.8K
|
2.41K
$218K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
555+ 5.57% |
$26.3K - $32.8K
|
10.5K
$952K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
550+ 873.02% |
$26.1K - $32.5K
|
613
$55.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
518+ 3.46% |
$24.6K - $30.6K
|
15.5K
$1.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
504+ 9.45% |
$23.9K - $29.8K
|
5.84K
$529K
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$23.7K - $29.6K
|
500
$45.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
495+ 1.88% |
$23.5K - $29.3K
|
26.8K
$2.43M
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
482+ 10.39% |
$22.8K - $28.5K
|
5.12K
$464K
|
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
470+ 3.53% |
$22.3K - $27.8K
|
13.8K
$1.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
457+ 3.82% |
$21.7K - $27K
|
12.4K
$1.13M
|
|
|
Aug 03, 2023
Q2 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
451+ 9.73% |
$21.4K - $26.7K
|
5.09K
$460K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
419+ 171.02% |
$19.9K - $24.8K
|
664
$60.1K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
419+ 171.02% |
$19.9K - $24.8K
|
664
$60.1K
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
408+ 2.28% |
$19.3K - $24.1K
|
18.3K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
399+ 2.48% |
$18.9K - $23.6K
|
16.5K
$1.49M
|
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
398+ 7.92% |
$18.9K - $23.5K
|
5.42K
$491K
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
391+ 0.78% |
$18.5K - $23.1K
|
50.7K
$4.59M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
372+ 6.87% |
$17.6K - $22K
|
5.79K
$524K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
343+ 2.95% |
$16.3K - $20.3K
|
12K
$1.08M
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
BUY
|
- |
326+ 2.6% |
$15.5K - $19.3K
|
12.9K
$1.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
316+ 1.79% |
$15K - $18.7K
|
17.9K
$1.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
300+ 2.46% |
$14.2K - $17.7K
|
12.5K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
300New |
$14.2K - $17.7K
|
300
$27.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
285+ 7.05% |
$13.5K - $16.9K
|
4.33K
$392K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
274+ 4.11% |
$13K - $16.2K
|
6.95K
$629K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
250+ 8.83% |
$11.9K - $14.8K
|
3.08K
$279K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
249+ 40.62% |
$11.8K - $14.7K
|
862
$78K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
242+ 2.97% |
$11.5K - $14.3K
|
8.39K
$760K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
225New |
$10.7K - $13.3K
|
225
$20.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
224+ 235.79% |
$10.6K - $13.2K
|
319
$28.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
209New |
$9.91K - $12.4K
|
209
$18.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
204New |
$9.67K - $12.1K
|
204
$18.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
203+ 34.76% |
$9.62K - $12K
|
787
$71.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
203+ 2.66% |
$9.62K - $12K
|
7.85K
$710K
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
201+ 2.41% |
$9.53K - $11.9K
|
8.56K
$775K
|
|
|
Aug 02, 2023
Q2 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
200+ 2.85% |
$9.48K - $11.8K
|
7.21K
$653K
|