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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.34K+ 54.74% |
$600K - $724K
|
6.6K
$413K
|
|
Nov 12, 2021
Q3 2021
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
2.32KNew |
$596K - $720K
|
2.32K
$145K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.31K+ 1.21% |
$592K - $715K
|
193K
$12.1M
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2.29KNew |
$587K - $709K
|
2.29K
$143K
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.27KNew |
$584K - $705K
|
2.27K
$142K
|
|
Oct 26, 2021
Q3 2021
|
Advisory Resource Group
|
BUY
|
- |
2.27KNew |
$582K - $702K
|
2.27K
$142K
|
|
Nov 01, 2021
Q3 2021
|
Wd Rutherford LLC
|
BUY
|
- |
2.23K+ 156.16% |
$573K - $691K
|
3.66K
$229K
|
|
Nov 15, 2021
Q3 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.22KNew |
$569K - $687K
|
2.22K
$139K
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.21KNew |
$567K - $684K
|
2.21K
$138K
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
2.2K+ 9.19% |
$565K - $682K
|
26.1K
$1.63M
|
|
Oct 12, 2021
Q3 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.13KNew |
$547K - $661K
|
2.13K
$133K
|
|
Nov 15, 2021
Q3 2021
|
Kemnay Advisory Services Inc.
New York, NY |
BUY
|
- |
2.1KNew |
$538K - $650K
|
2.1K
$131K
|
|
Nov 15, 2021
Q3 2021
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
2.05K+ 6.37% |
$527K - $636K
|
34.2K
$2.14M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.03K+ 5.68% |
$522K - $630K
|
37.8K
$2.36M
|
|
Nov 03, 2021
Q3 2021
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2K+ 1.46% |
$514K - $620K
|
139K
$8.68M
|
|
Nov 17, 2021
Q3 2021
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
2K+ 400.0% |
$514K - $620K
|
2.5K
$156K
|
|
Feb 15, 2022
Q3 2021
|
Awm Capital, LLC
|
BUY
|
- |
2KNew |
$514K - $620K
|
2K
$125K
|
|
Nov 12, 2021
Q3 2021
|
Arizona State Retirement System
|
BUY
|
- |
1.99K+ 3.8% |
$510K - $615K
|
54.3K
$3.39M
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.98K+ 196.92% |
$508K - $614K
|
2.98K
$187K
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
1.97K+ 6.28% |
$506K - $611K
|
33.3K
$2.09M
|
|
Nov 12, 2021
Q3 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.95K+ 11.41% |
$501K - $605K
|
19K
$1.19M
|
|
Nov 15, 2021
Q3 2021
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
1.93KNew |
$495K - $597K
|
1.93K
$120K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.91K+ 489.97% |
$490K - $591K
|
2.3K
$144K
|
|
Nov 15, 2021
Q3 2021
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
1.88K+ 60.24% |
$483K - $583K
|
5K
$313K
|
|
Oct 15, 2021
Q3 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.83K+ 7.69% |
$471K - $568K
|
25.7K
$1.61M
|
|
Oct 18, 2021
Q3 2021
|
Geneva Partners, LLC
|
BUY
|
- |
1.82K+ 27.33% |
$468K - $564K
|
8.48K
$530K
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.8KNew |
$461K - $557K
|
1.8K
$112K
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
BUY
|
- |
1.73KNew |
$444K - $535K
|
1.73K
$108K
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.72K+ 42.69% |
$441K - $532K
|
5.74K
$359K
|
|
Nov 12, 2021
Q3 2021
|
Atika Capital Management LLC
New York, NY |
BUY
|
- |
1.7K+ 1.52% |
$437K - $527K
|
113K
$7.08M
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
1.66K+ 32.74% |
$427K - $515K
|
6.73K
$421K
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.65K+ 30.09% |
$423K - $511K
|
7.12K
$445K
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.65KNew |
$423K - $510K
|
1.65K
$103K
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.64K+ 5.37% |
$422K - $509K
|
32.2K
$2.01M
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.6KNew |
$412K - $497K
|
1.6K
$100K
|
|
Nov 12, 2021
Q3 2021
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
1.57K+ 3.03% |
$403K - $486K
|
53.3K
$3.33M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.54K+ 8.81% |
$396K - $478K
|
19.1K
$1.19M
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
1.54KNew |
$396K - $478K
|
1.54K
$96.4K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
1.54KNew |
$396K - $477K
|
1.54K
$96.3K
|
|
Nov 15, 2021
Q3 2021
|
Paradiem, LLC
|
BUY
|
- |
1.54K+ 25.36% |
$394K - $476K
|
7.59K
$474K
|
|
Nov 15, 2021
Q3 2021
|
Chapman Investment Management, LLC
|
BUY
|
- |
1.54K+ 100.0% |
$394K - $476K
|
3.07K
$192K
|
|
Nov 08, 2021
Q3 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
1.54K+ 108.79% |
$394K - $476K
|
2.95K
$184K
|
|
Nov 15, 2021
Q3 2021
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.54KNew |
$394K - $476K
|
1.54K
$96K
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.53KNew |
$394K - $475K
|
1.53K
$95.8K
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.53KNew |
$393K - $474K
|
1.53K
$95.5K
|
|
Oct 13, 2021
Q3 2021
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.52K+ 6.13% |
$390K - $471K
|
26.3K
$1.64M
|
|
Nov 12, 2021
Q3 2021
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
BUY
|
- |
1.5K+ 13.18% |
$386K - $465K
|
12.9K
$806K
|
|
Oct 08, 2021
Q3 2021
|
Cullinan Associates Inc
|
BUY
|
- |
1.5KNew |
$385K - $465K
|
1.5K
$93.8K
|
|
Nov 05, 2021
Q3 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.48K+ 11.36% |
$381K - $459K
|
14.5K
$908K
|
|
Nov 09, 2021
Q3 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.47K+ 14.56% |
$378K - $457K
|
11.6K
$725K
|