Purchases and Sales Made in Q3 2021 in Docusign, Inc. (DOCU)

DOCU Quotes by TradingView

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
Aug 16, 2024 Q3 2021
Td Private Client Wealth LLC

New York, NY
BUY
 -
418
New
$107K - $130K
418 $33.6K
Nov 15, 2021 Q3 2021
Icon Wealth Partners, LLC

BUY
 -
418
+ 48.27%
$107K - $130K
1.28K $103K
Oct 13, 2021 Q3 2021
Teamwork Financial Advisors, LLC

BUY
 -
415
+ 4.0%
$107K - $129K
10.8K $867K
Nov 04, 2021 Q3 2021
Cookson Peirce & CO Inc

BUY
 -
414
+ 25.24%
$106K - $128K
2.05K $165K
Nov 12, 2021 Q3 2021
Banco Bilbao Vizcaya Argentaria, S.A.

BUY
 -
413
+ 3.67%
$106K - $128K
11.7K $938K
Nov 09, 2021 Q3 2021
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
407
+ 14.04%
$105K - $126K
3.31K $266K
Nov 02, 2021 Q3 2021
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
403
+ 21.94%
$104K - $125K
2.24K $180K
Oct 18, 2021 Q3 2021
Clarius Group, LLC

Seattle, WA
BUY
 -
402
+ 18.84%
$103K - $125K
2.54K $204K
Oct 06, 2021 Q3 2021
Mascoma Wealth Management LLC

BUY
 -
400
New
$103K - $124K
400 $32.1K
Apr 05, 2024 Q3 2021
E. Ohman J:Or Asset Management Ab

Stockholm, V7
BUY
 -
400
+ 5.0%
$103K - $124K
8.4K $675K
Aug 06, 2024 Q3 2021
Hantz Financial Services, Inc.

BUY
 -
386
+ 70.18%
$99.2K - $120K
936 $75.2K
Oct 13, 2021 Q3 2021
Chicago Trust CO Na

BUY
 -
380
+ 16.62%
$97.6K - $118K
2.67K $214K
Nov 01, 2021 Q3 2021
Asio Capital, LLC

BUY
 -
377
+ 1.91%
$96.8K - $117K
20.1K $1.62M
Nov 12, 2021 Q3 2021
9258 Wealth Management, LLC

BUY
 -
361
+ 13.73%
$92.7K - $112K
2.99K $240K
Nov 15, 2021 Q3 2021
Occudo Quantitative Strategies LP

Fort Lauderdale, FL
BUY
 -
350
+ 6.04%
$89.9K - $109K
6.14K $494K
Oct 13, 2021 Q3 2021
Foundations Investment Advisors, LLC

BUY
 -
337
+ 24.6%
$86.6K - $104K
1.71K $137K
Nov 02, 2021 Q3 2021
Valeo Financial Advisors, LLC

BUY
 -
330
+ 8.65%
$84.8K - $102K
4.14K $333K
Nov 02, 2021 Q3 2021
Allworth Financial LP

BUY
 -
324
+ 376.74%
$83.2K - $100K
410 $32.9K
Nov 12, 2021 Q3 2021
Coldstream Capital Management Inc

BUY
 -
316
+ 31.26%
$81.2K - $98K
1.33K $107K
Nov 12, 2021 Q3 2021
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
315
New
$80.9K - $97.7K
315 $25.3K
Nov 05, 2021 Q3 2021
True Private Wealth Advisors

BUY
 -
315
+ 21.11%
$80.9K - $97.7K
1.81K $145K
Nov 02, 2021 Q3 2021
Bay Colony Advisory Group, Inc D

BUY
 -
308
+ 25.73%
$79.1K - $95.5K
1.51K $121K
Nov 15, 2021 Q3 2021
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
303
+ 5.25%
$77.8K - $93.9K
6.08K $488K
Nov 10, 2021 Q3 2021
Roman Butler Fullerton & CO

BUY
 -
301
+ 40.29%
$77.3K - $93.3K
1.05K $84.2K
Nov 10, 2021 Q3 2021
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
300
+ 8.2%
$77.1K - $93K
3.96K $318K
Oct 18, 2021 Q3 2021
Resonant Capital Advisors, LLC

BUY
 -
300
+ 2.59%
$77.1K - $93K
11.9K $953K
Mar 07, 2022 Q3 2021
Psagot Value Holdings Ltd.

Tel Aviv, L3
BUY
 -
300
New
$77.1K - $93K
300 $24.1K
Nov 12, 2021 Q3 2021
Gables Capital Management Inc.

BUY
 -
300
+ 150.0%
$77.1K - $93K
500 $40.2K
Oct 29, 2021 Q3 2021
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
300
+ 33.19%
$77.1K - $93K
1.2K $96.8K
Nov 15, 2021 Q3 2021
Tokio Marine Asset Management CO LTD

Tokyo, M0
BUY
 -
299
+ 17.65%
$76.8K - $92.7K
1.99K $160K
Nov 09, 2021 Q3 2021
Bedell Frazier Investment Counseling, LLC

BUY
 -
293
+ 1.18%
$75.3K - $90.8K
25.1K $2.01M
Oct 14, 2021 Q3 2021
Foundry Partners, LLC

BUY
 -
292
+ 36.64%
$75K - $90.5K
1.09K $87.5K
Nov 08, 2021 Q3 2021
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
275
+ 1.07%
$70.6K - $85.3K
26K $2.09M
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

BUY
 -
270
+ 19.55%
$69.4K - $83.7K
1.65K $133K
Nov 12, 2021 Q3 2021
Profund Advisors LLC

BUY
 -
257
+ 0.69%
$66K - $79.7K
37.3K $3M
Jul 24, 2024 Q3 2021
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
257
+ 12.21%
$66K - $79.7K
2.36K $190K
Dec 03, 2021 Q3 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
252
+ 26.28%
$64.7K - $78.1K
1.21K $97.3K
Oct 13, 2021 Q3 2021
Fny Investment Advisers, LLC

BUY
 -
251
New
$64.5K - $77.8K
251 $20.2K
Oct 28, 2021 Q3 2021
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
BUY
 -
250
New
$64.2K - $77.5K
250 $20.1K
Oct 15, 2021 Q3 2021
Meridian Wealth Management, LLC

BUY
 -
248
+ 1.92%
$63.7K - $76.9K
13.1K $1.06M
Nov 01, 2021 Q3 2021
Whittier Trust CO

BUY
 -
239
New
$61.4K - $74.1K
239 $19.2K
Nov 15, 2021 Q3 2021
Baker Avenue Asset Management, LP

BUY
 -
237
+ 1.37%
$60.9K - $73.5K
17.5K $1.41M
Nov 05, 2021 Q3 2021
Ocean Capital Management, LLC

BUY
 -
236
+ 2.94%
$60.6K - $73.2K
8.26K $664K
Nov 12, 2021 Q3 2021
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
229
+ 3.11%
$58.8K - $71K
7.58K $609K
Nov 08, 2021 Q3 2021
Trustcore Financial Services, LLC

BUY
 -
229
+ 12.16%
$58.8K - $71K
2.11K $170K
Nov 15, 2021 Q3 2021
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
222
+ 493.33%
$57K - $68.8K
267 $21.5K
Oct 18, 2021 Q3 2021
Raymond James Trust N.A.

BUY
 -
220
+ 6.29%
$56.5K - $68.2K
3.72K $299K
Oct 29, 2021 Q3 2021
Busey Wealth Management

BUY
 -
220
+ 4.36%
$56.5K - $68.2K
5.27K $423K
Oct 21, 2021 Q3 2021
Sound View Wealth Advisors Group, LLC

BUY
 -
215
+ 29.9%
$55.2K - $66.7K
934 $75.1K

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