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 12, 2024
Q2 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
159+ 0.82% |
$8.08K - $9.72K
|
19.6K
$1.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
157+ 1121.43% |
$7.98K - $9.6K
|
171
$13.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
155+ 3.91% |
$7.88K - $9.48K
|
4.12K
$319K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
154+ 12.9% |
$7.83K - $9.41K
|
1.35K
$105K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
154+ 1.25% |
$7.83K - $9.41K
|
12.4K
$966K
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
147+ 3.01% |
$7.47K - $8.99K
|
5.03K
$390K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
141New |
$7.17K - $8.62K
|
141
$10.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
131New |
$6.66K - $8.01K
|
131
$10.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
126New |
$6.41K - $7.7K
|
126
$9.78K
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
124+ 3.51% |
$6.3K - $7.58K
|
3.65K
$284K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
116+ 91.34% |
$5.9K - $7.09K
|
243
$18.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
102New |
$5.19K - $6.24K
|
102
$7.92K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
100New |
$5.08K - $6.11K
|
100
$7.76K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
91+ 1.56% |
$4.63K - $5.56K
|
5.94K
$461K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
91+ 1011.11% |
$4.63K - $5.56K
|
100
$7.76K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
85+ 0.06% |
$4.32K - $5.2K
|
132K
$10.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
82+ 9.1% |
$4.17K - $5.01K
|
983
$76.3K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
77+ 0.72% |
$3.91K - $4.71K
|
10.8K
$841K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
75New |
$3.81K - $4.58K
|
75
$5.82K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
69+ 130.19% |
$3.51K - $4.22K
|
122
$9.47K
|
|
|
Feb 14, 2025
Q2 2024
|
Triumph Capital Management
|
BUY
|
- |
60+ 1.43% |
$3.05K - $3.67K
|
4.26K
$331K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
60New |
$3.05K - $3.67K
|
60
$4.66K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
50New |
$2.54K - $3.06K
|
50
$3.88K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
46New |
$2.34K - $2.81K
|
46
$3.57K
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus Fund Advisers, LLC
Hartford, CT |
BUY
|
- |
45+ 7.0% |
$2.29K - $2.75K
|
688
$53.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
44+ 0.52% |
$2.24K - $2.69K
|
8.49K
$659K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
43+ 0.42% |
$2.19K - $2.63K
|
10.2K
$790K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
41+ 0.05% |
$2.08K - $2.51K
|
77.5K
$6.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
BUY
|
- |
38+ 0.23% |
$1.93K - $2.32K
|
16.6K
$1.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
38+ 0.1% |
$1.93K - $2.32K
|
36.5K
$2.83M
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
30New |
$1.53K - $1.83K
|
30
$2.33K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
30+ 25.21% |
$1.53K - $1.83K
|
149
$11.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
29+ 1450.0% |
$1.47K - $1.77K
|
31
$2.41K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
29+ 362.5% |
$1.47K - $1.77K
|
37
$2.87K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
28+ 19.86% |
$1.42K - $1.71K
|
169
$13.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
27+ 3.94% |
$1.37K - $1.65K
|
712
$55.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
25+ 0.73% |
$1.27K - $1.53K
|
3.47K
$269K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
25+ 0.23% |
$1.27K - $1.53K
|
11K
$856K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
25New |
$1.27K - $1.53K
|
25
$1.94K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
23+ 1.68% |
$1.17K - $1.41K
|
1.39K
$108K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
23+ 10.85% |
$1.17K - $1.41K
|
235
$18.2K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
22+ 0.22% |
$1.12K - $1.34K
|
10.1K
$785K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
21New |
$1.07K - $1.28K
|
21
$1.63K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
20+ 83.33% |
$1.02K - $1.22K
|
44
$3.42K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
20+ 200.0% |
$1.02K - $1.22K
|
30
$2.33K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
19+ 33.93% |
$966 - $1.16K
|
75
$5.82K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 17.58% |
$813 - $978
|
107
$8.31K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
15+ 375.0% |
$763 - $917
|
19
$1.47K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15+ 0.3% |
$763 - $917
|
4.99K
$387K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
14+ 3.29% |
$712 - $856
|
440
$34.2K
|