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 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-435- 49.71% |
$20.6K - $25.7K
|
440
$34.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-452- 1.63% |
$21.4K - $26.7K
|
27.4K
$2.12M
|
|
|
Jul 27, 2023
Q2 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-464- 4.18% |
$22K - $27.4K
|
10.6K
$825K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-479- 6.71% |
$22.7K - $28.3K
|
6.66K
$517K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-480- 0.15% |
$22.8K - $28.4K
|
324K
$25.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-497- 1.32% |
$23.6K - $29.4K
|
37.1K
$2.88M
|
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
SELL
|
- |
-500- 9.62% |
$23.7K - $29.6K
|
4.7K
$365K
|
|
|
Jul 18, 2023
Q2 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-533- 4.92% |
$25.3K - $31.5K
|
10.3K
$799K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-560- 5.67% |
$26.5K - $33.1K
|
9.31K
$723K
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-606- 2.65% |
$28.7K - $35.8K
|
22.3K
$1.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-615- 3.2% |
$29.2K - $36.4K
|
18.6K
$1.44M
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-620- 4.51% |
$29.4K - $36.7K
|
13.1K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-632- 5.11% |
$30K - $37.4K
|
11.7K
$910K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-641- 5.08% |
$30.4K - $37.9K
|
12K
$929K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-645- 3.94% |
$30.6K - $38.2K
|
15.7K
$1.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-650- 76.47% |
$30.8K - $38.4K
|
200
$15.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-655- 14.12% |
$31K - $38.7K
|
3.98K
$309K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-660- 5.49% |
$31.3K - $39K
|
11.4K
$882K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-700- 97.9% |
$33.2K - $41.4K
|
15
$1.16K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-709- 39.41% |
$33.6K - $41.9K
|
1.09K
$84.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-737- 10.2% |
$34.9K - $43.6K
|
6.49K
$504K
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-824- 1.07% |
$39.1K - $48.7K
|
76.2K
$5.91M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-854- 18.44% |
$40.5K - $50.5K
|
3.78K
$293K
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-862- 2.79% |
$40.9K - $51K
|
30K
$2.33M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-872- 3.44% |
$41.3K - $51.6K
|
24.4K
$1.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-906- 10.12% |
$42.9K - $53.6K
|
8.05K
$625K
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
SELL
|
- |
-908- 3.75% |
$43K - $53.7K
|
23.3K
$1.81M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-910- 15.02% |
$43.1K - $53.8K
|
5.15K
$400K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-918- 0.62% |
$43.5K - $54.3K
|
146K
$11.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-921- 50.38% |
$43.7K - $54.5K
|
907
$70.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-942- 15.1% |
$44.7K - $55.7K
|
5.3K
$411K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-953- 11.53% |
$45.2K - $56.4K
|
7.31K
$567K
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-966- 9.87% |
$45.8K - $57.1K
|
8.82K
$685K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1KClosed |
$47.4K - $59.2K
|
0
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.01K- 2.8% |
$47.7K - $59.6K
|
34.9K
$2.71M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.06K- 6.15% |
$50.2K - $62.6K
|
16.1K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.1K- 3.09% |
$52.1K - $65.1K
|
34.5K
$2.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.11K- 6.5% |
$52.7K - $65.8K
|
16K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.2K- 13.53% |
$56.6K - $70.7K
|
7.64K
$593K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.23K- 5.49% |
$58.1K - $72.5K
|
21.1K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-1.25K- 2.68% |
$59.3K - $73.9K
|
45.3K
$3.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-1.25K- 8.68% |
$59.4K - $74.2K
|
13.2K
$1.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.27K- 27.9% |
$60.1K - $75K
|
3.28K
$254K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.35K- 18.26% |
$64K - $79.9K
|
6.05K
$470K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.36K- 3.44% |
$64.3K - $80.2K
|
38.1K
$2.96M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.38K- 11.34% |
$65.4K - $81.6K
|
10.8K
$837K
|
|
|
Dec 09, 2024
Q2 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-1.42K- 0.77% |
$67.2K - $83.8K
|
183K
$14.2M
|
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-1.43K- 18.9% |
$67.6K - $84.3K
|
6.12K
$475K
|
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-1.43K- 18.9% |
$67.6K - $84.3K
|
6.12K
$475K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.46K- 10.14% |
$69.1K - $86.2K
|
12.9K
$1M
|