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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-122- 0.5% |
$6.2K - $7.46K
|
24.2K
$1.88M
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-129- 19.0% |
$6.56K - $7.89K
|
550
$42.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-130- 7.43% |
$6.61K - $7.95K
|
1.62K
$126K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-131- 54.81% |
$6.66K - $8.01K
|
108
$8.38K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-134- 4.21% |
$6.81K - $8.19K
|
3.05K
$237K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-144- 14.02% |
$7.32K - $8.8K
|
883
$68.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-151- 12.96% |
$7.68K - $9.23K
|
1.01K
$78.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-157- 2.73% |
$7.98K - $9.6K
|
5.59K
$434K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-158- 0.3% |
$8.03K - $9.66K
|
53.2K
$4.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-158- 0.96% |
$8.03K - $9.66K
|
16.3K
$1.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-170- 1.88% |
$8.64K - $10.4K
|
8.88K
$689K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-188- 44.76% |
$9.56K - $11.5K
|
232
$18K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-200- 25.0% |
$10.2K - $12.2K
|
600
$46.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-228- 12.03% |
$11.6K - $13.9K
|
1.67K
$129K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-244- 1.81% |
$12.4K - $14.9K
|
13.3K
$1.03M
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-257- 29.92% |
$13.1K - $15.7K
|
602
$46.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Bennett Selby Investments LP
|
SELL
|
- |
-261- 3.65% |
$13.3K - $16K
|
6.89K
$535K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-300- 0.97% |
$15.3K - $18.3K
|
30.7K
$2.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-325- 2.59% |
$16.5K - $19.9K
|
12.2K
$948K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-338- 1.74% |
$17.2K - $20.7K
|
19.1K
$1.48M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-347- 31.09% |
$17.6K - $21.2K
|
769
$59.7K
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-350- 4.11% |
$17.8K - $21.4K
|
8.17K
$634K
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-375- 4.69% |
$19.1K - $22.9K
|
7.62K
$592K
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-375- 5.6% |
$19.1K - $22.9K
|
6.32K
$491K
|
|
|
Aug 07, 2024
Q2 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-389- 0.5% |
$19.8K - $23.8K
|
77K
$5.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-395- 12.18% |
$20.1K - $24.1K
|
2.85K
$221K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-400- 81.63% |
$20.3K - $24.5K
|
90
$6.99K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-400- 2.59% |
$20.3K - $24.5K
|
15.1K
$1.17M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-400- 8.0% |
$20.3K - $24.5K
|
4.6K
$357K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-428- 7.94% |
$21.8K - $26.2K
|
4.96K
$385K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-433- 3.14% |
$22K - $26.5K
|
13.3K
$1.04M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-448- 2.63% |
$22.8K - $27.4K
|
16.6K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-448- 2.63% |
$22.8K - $27.4K
|
16.6K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-449- 2.19% |
$22.8K - $27.4K
|
20.1K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-455- 4.7% |
$23.1K - $27.8K
|
9.22K
$716K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-455- 2.6% |
$23.1K - $27.8K
|
17.1K
$1.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-464- 7.44% |
$23.6K - $28.4K
|
5.77K
$448K
|
|
|
Aug 14, 2024
Q2 2024
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-500- 33.33% |
$25.4K - $30.6K
|
1K
$77.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-502- 7.23% |
$25.5K - $30.7K
|
6.44K
$500K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-510- 6.37% |
$25.9K - $31.2K
|
7.5K
$582K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-512- 10.0% |
$26K - $31.3K
|
4.61K
$358K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-526- 30.63% |
$26.7K - $32.2K
|
1.19K
$92.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-526- 1.36% |
$26.7K - $32.2K
|
38.1K
$2.96M
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-534- 68.46% |
$27.1K - $32.6K
|
246
$19.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-537- 1.53% |
$27.3K - $32.8K
|
34.6K
$2.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-546- 2.5% |
$27.8K - $33.4K
|
21.3K
$1.66M
|
|
|
May 12, 2025
Q2 2024
|
Allianz Se
Munich, 2M |
SELL
|
- |
-563- 21.98% |
$28.6K - $34.4K
|
2K
$155K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-588- 5.19% |
$29.9K - $35.9K
|
10.7K
$834K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-594- 9.14% |
$30.2K - $36.3K
|
5.91K
$459K
|
|
|
Jul 22, 2024
Q2 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-670- 2.49% |
$34.1K - $41K
|
26.2K
$2.03M
|