Purchases and Sales Made in Q3 2021 in Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2021
Q3 2021
|
Legacy Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$257 - $310
|
4.77K
$377K
|
|
|
Nov 12, 2021
Q3 2021
|
Gam Holding Ag
|
BUY
|
- |
1+ 0.01% |
$257 - $310
|
10.1K
$801K
|
|
|
Oct 12, 2021
Q3 2021
|
Gleason Group, Inc.
|
SELL
|
- |
-1- 0.08% |
$257 - $310
|
1.31K
$103K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1- 0.06% |
$257 - $310
|
1.76K
$139K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2- 0.2% |
$514 - $620
|
974
$77.1K
|
|
|
Oct 22, 2021
Q3 2021
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-2- 0.03% |
$514 - $620
|
6.13K
$485K
|
|
|
Nov 02, 2021
Q3 2021
|
Ing Groep Nv
|
SELL
|
- |
-2- 0.06% |
$514 - $620
|
3.43K
$271K
|
|
|
Nov 10, 2021
Q3 2021
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-2- 18.18% |
$514 - $620
|
9
$712
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-3- 0.43% |
$771 - $930
|
695
$55K
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-3Closed |
$771 - $930
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-3- 0.12% |
$771 - $930
|
2.48K
$196K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5- 2.16% |
$1.28K - $1.55K
|
227
$18K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6- 0.21% |
$1.54K - $1.86K
|
2.91K
$230K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-7- 1.05% |
$1.8K - $2.17K
|
658
$52.1K
|
|
|
Oct 07, 2021
Q3 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-9- 0.04% |
$2.31K - $2.79K
|
24.5K
$1.94M
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-10- 38.46% |
$2.57K - $3.1K
|
16
$1.27K
|
|
|
Oct 29, 2021
Q3 2021
|
Garner Asset Management Corp
|
SELL
|
- |
-10- 0.57% |
$2.57K - $3.1K
|
1.74K
$137K
|
|
|
Nov 12, 2021
Q3 2021
|
Seeyond
Paris, I0 |
SELL
|
- |
-11- 1.02% |
$2.83K - $3.41K
|
1.06K
$84.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-11Closed |
$2.83K - $3.41K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-11Closed |
$2.83K - $3.41K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-12- 2.2% |
$3.08K - $3.72K
|
534
$42.2K
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-14- 0.84% |
$3.6K - $4.34K
|
1.64K
$130K
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-14- 0.84% |
$3.6K - $4.34K
|
1.64K
$130K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-14- 0.29% |
$3.6K - $4.34K
|
4.75K
$376K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-15- 3.56% |
$3.85K - $4.65K
|
406
$32.1K
|
|
|
Nov 01, 2021
Q3 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-15- 0.39% |
$3.85K - $4.65K
|
3.81K
$301K
|
|
|
Oct 29, 2021
Q3 2021
|
Hudson Value Partners, LLC
|
SELL
|
- |
-15- 0.37% |
$3.85K - $4.65K
|
4.01K
$317K
|
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-19- 1.49% |
$4.88K - $5.89K
|
1.26K
$99.6K
|
|
|
Oct 28, 2021
Q3 2021
|
Manchester Financial Inc
|
SELL
|
- |
-19- 0.37% |
$4.88K - $5.89K
|
5.16K
$408K
|
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-20- 0.49% |
$5.14K - $6.2K
|
4.02K
$318K
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-23- 32.86% |
$5.91K - $7.13K
|
47
$3.72K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
SELL
|
- |
-25- 1.46% |
$6.42K - $7.75K
|
1.69K
$134K
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-25- 0.5% |
$6.42K - $7.75K
|
4.96K
$392K
|
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-26- 43.33% |
$6.68K - $8.06K
|
34
$2.69K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-27- 1.03% |
$6.94K - $8.37K
|
2.6K
$206K
|
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-29- 1.09% |
$7.45K - $8.99K
|
2.62K
$207K
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-30- 3.2% |
$7.71K - $9.3K
|
907
$71.8K
|
|
|
Oct 22, 2021
Q3 2021
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-30Closed |
$7.71K - $9.3K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-33- 1.91% |
$8.48K - $10.2K
|
1.69K
$134K
|
|
|
Nov 05, 2021
Q3 2021
|
Oak Ridge Investments LLC
|
SELL
|
- |
-34- 0.84% |
$8.73K - $10.5K
|
4.03K
$319K
|
|
|
Oct 07, 2021
Q3 2021
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-35- 0.69% |
$8.99K - $10.9K
|
5.01K
$396K
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
SELL
|
- |
-37- 0.39% |
$9.5K - $11.5K
|
9.45K
$747K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-40Closed |
$10.3K - $12.4K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-43- 2.49% |
$11K - $13.3K
|
1.68K
$133K
|
|
|
Oct 08, 2021
Q3 2021
|
Veriti Management LLC
|
SELL
|
- |
-45- 4.9% |
$11.6K - $14K
|
873
$69.1K
|
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-46- 3.88% |
$11.8K - $14.3K
|
1.14K
$90.2K
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-46Closed |
$11.8K - $14.3K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-47- 30.92% |
$12.1K - $14.6K
|
105
$8.31K
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-48- 2.74% |
$12.3K - $14.9K
|
1.71K
$135K
|
|
|
Nov 12, 2021
Q3 2021
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-50- 0.16% |
$12.8K - $15.5K
|
30.7K
$2.43M
|