Purchases and Sales Made in Q2 2024 in Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU) during Q2 2024. 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 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
843+ 142.88% |
$42.9K - $51.5K
|
1.43K
$130K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
790+ 33.85% |
$40.2K - $48.3K
|
3.12K
$283K
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
755+ 6.14% |
$38.4K - $46.2K
|
13.1K
$1.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
741+ 17.56% |
$37.7K - $45.3K
|
4.96K
$449K
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
700+ 4.47% |
$35.6K - $42.8K
|
16.4K
$1.48M
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
582+ 25.7% |
$29.6K - $35.6K
|
2.85K
$258K
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
581+ 1.65% |
$29.5K - $35.5K
|
35.7K
$3.24M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
564+ 4338.46% |
$28.7K - $34.5K
|
577
$52.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
BUY
|
- |
563+ 1.59% |
$28.6K - $34.4K
|
36K
$3.26M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
557New |
$28.3K - $34K
|
557
$50.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
541+ 3.22% |
$27.5K - $33.1K
|
17.4K
$1.57M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
500New |
$25.4K - $30.6K
|
500
$45.3K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
500+ 5000.0% |
$25.4K - $30.6K
|
510
$46.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
496+ 124.94% |
$25.2K - $30.3K
|
893
$80.9K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
443New |
$22.5K - $27.1K
|
443
$40.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
438+ 2.07% |
$22.3K - $26.8K
|
21.6K
$1.95M
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
400+ 14.29% |
$20.3K - $24.5K
|
3.2K
$290K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
385New |
$19.6K - $23.5K
|
385
$34.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
380+ 5.81% |
$19.3K - $23.2K
|
6.92K
$627K
|
|
|
Jul 16, 2024
Q2 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
378+ 9.49% |
$19.2K - $23.1K
|
4.36K
$395K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
374+ 9.52% |
$19K - $22.9K
|
4.3K
$390K
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
373+ 0.88% |
$19K - $22.8K
|
42.5K
$3.85M
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
373+ 0.4% |
$19K - $22.8K
|
93.6K
$8.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
341+ 3.72% |
$17.3K - $20.8K
|
9.51K
$861K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
337New |
$17.1K - $20.6K
|
337
$30.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
337+ 3.06% |
$17.1K - $20.6K
|
11.3K
$1.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
335+ 0.6% |
$17K - $20.5K
|
56.4K
$5.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
331+ 0.25% |
$16.8K - $20.2K
|
132K
$11.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
331+ 8.74% |
$16.8K - $20.2K
|
4.12K
$373K
|
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
300New |
$15.3K - $18.3K
|
300
$27.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
300New |
$15.3K - $18.3K
|
300
$27.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
300+ 139.53% |
$15.3K - $18.3K
|
515
$46.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
286+ 2.92% |
$14.5K - $17.5K
|
10.1K
$913K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
283New |
$14.4K - $17.3K
|
283
$25.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
271+ 7.71% |
$13.8K - $16.6K
|
3.79K
$343K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
263+ 20.51% |
$13.4K - $16.1K
|
1.55K
$140K
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
233+ 0.2% |
$11.8K - $14.2K
|
118K
$10.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
227+ 5.64% |
$11.5K - $13.9K
|
4.26K
$385K
|
|
|
Jul 24, 2024
Q2 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
223+ 1.21% |
$11.3K - $13.6K
|
18.7K
$1.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
214+ 1.15% |
$10.9K - $13.1K
|
18.8K
$1.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
193+ 3.79% |
$9.81K - $11.8K
|
5.29K
$479K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
185+ 0.14% |
$9.41K - $11.3K
|
135K
$12.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
181+ 0.79% |
$9.2K - $11.1K
|
23K
$2.08M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
174+ 4.72% |
$8.85K - $10.6K
|
3.86K
$350K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
171New |
$8.69K - $10.5K
|
171
$15.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
159+ 0.82% |
$8.08K - $9.72K
|
19.6K
$1.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
157+ 1121.43% |
$7.98K - $9.6K
|
171
$15.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
155+ 3.91% |
$7.88K - $9.48K
|
4.12K
$373K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
154+ 12.9% |
$7.83K - $9.41K
|
1.35K
$122K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
154+ 1.25% |
$7.83K - $9.41K
|
12.4K
$1.13M
|