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 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
183+ 0.53% |
$8.67K - $10.8K
|
34.8K
$3.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
178+ 1.0% |
$8.44K - $10.5K
|
17.9K
$1.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
175+ 33.02% |
$8.3K - $10.4K
|
705
$63.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
175+ 0.13% |
$8.3K - $10.4K
|
137K
$12.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
152+ 74.51% |
$7.2K - $8.99K
|
356
$32.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
151+ 2.05% |
$7.16K - $8.93K
|
7.51K
$680K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
150New |
$7.11K - $8.87K
|
150
$13.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Silvant Capital Management LLC
|
BUY
|
- |
148+ 2.75% |
$7.02K - $8.75K
|
5.53K
$500K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
131New |
$6.21K - $7.75K
|
131
$11.9K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
122+ 43.42% |
$5.78K - $7.22K
|
403
$36.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
115+ 2.42% |
$5.45K - $6.8K
|
4.87K
$441K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
113+ 1.75% |
$5.36K - $6.68K
|
6.57K
$595K
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
102+ 19.92% |
$4.83K - $6.03K
|
614
$55.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
100+ 0.56% |
$4.74K - $5.92K
|
18.1K
$1.63M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
100New |
$4.74K - $5.92K
|
100
$9.05K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
99New |
$4.69K - $5.86K
|
99
$8.96K
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
95New |
$4.5K - $5.62K
|
95
$8.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
91+ 21.98% |
$4.31K - $5.38K
|
505
$45.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
89+ 0.76% |
$4.22K - $5.26K
|
11.7K
$1.06M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
87New |
$4.12K - $5.15K
|
87
$7.88K
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
87+ 14.5% |
$4.12K - $5.15K
|
687
$62.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
80+ 27.59% |
$3.79K - $4.73K
|
370
$33.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
80+ 0.76% |
$3.79K - $4.73K
|
10.6K
$961K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
74+ 62.18% |
$3.51K - $4.38K
|
193
$17.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
70+ 0.98% |
$3.32K - $4.14K
|
7.25K
$656K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
52New |
$2.46K - $3.08K
|
52
$4.71K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
52New |
$2.46K - $3.08K
|
52
$4.71K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
51New |
$2.42K - $3.02K
|
51
$4.62K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
43+ 32.58% |
$2.04K - $2.54K
|
175
$15.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
29New |
$1.37K - $1.72K
|
29
$2.63K
|
|
|
Apr 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
27+ 0.08% |
$1.28K - $1.6K
|
34.3K
$3.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
24+ 20.51% |
$1.14K - $1.42K
|
141
$12.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
22New |
$1.04K - $1.3K
|
22
$1.99K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
21New |
$995 - $1.24K
|
21
$1.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
19New |
$901 - $1.12K
|
19
$1.72K
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
18New |
$853 - $1.06K
|
18
$1.63K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
15+ 0.17% |
$711 - $887
|
9.07K
$821K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
14+ 45.16% |
$664 - $828
|
45
$4.07K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11+ 26.19% |
$521 - $651
|
53
$4.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
10New |
$474 - $592
|
10
$905
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8+ 20.0% |
$379 - $473
|
48
$4.35K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 80.0% |
$379 - $473
|
18
$1.63K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
8+ 0.02% |
$379 - $473
|
37.5K
$3.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7+ 0.69% |
$332 - $414
|
1.02K
$92.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 1.2% |
$332 - $414
|
590
$53.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6+ 0.01% |
$284 - $355
|
48.3K
$4.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
5+ 0.07% |
$237 - $296
|
6.85K
$620K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
5New |
$237 - $296
|
5
$453
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4+ 0.74% |
$190 - $237
|
548
$49.6K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2New |
$94.8 - $118
|
2
$181
|