Purchases and Sales Made in Q3 2022 in Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU) during Q3 2022. 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 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.13KNew |
$162K - $238K
|
3.13K
$287K
|
|
Nov 02, 2022
Q3 2022
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
3.09K+ 11.57% |
$160K - $235K
|
29.8K
$2.74M
|
|
Nov 02, 2022
Q3 2022
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
3.04K+ 12.23% |
$157K - $230K
|
27.9K
$2.56M
|
|
Oct 28, 2022
Q3 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
3.01K+ 2.5% |
$156K - $228K
|
123K
$11.3M
|
|
Nov 04, 2022
Q3 2022
|
Profund Advisors LLC
|
BUY
|
- |
2.98K+ 11.29% |
$154K - $226K
|
29.4K
$2.7M
|
|
Nov 15, 2022
Q3 2022
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
2.92K+ 22.98% |
$151K - $222K
|
15.6K
$1.44M
|
|
Nov 07, 2022
Q3 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
2.88K+ 56.99% |
$149K - $218K
|
7.92K
$727K
|
|
Oct 14, 2022
Q3 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2.73K+ 72.7% |
$141K - $207K
|
6.49K
$596K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.63K+ 6.11% |
$136K - $199K
|
45.7K
$4.19M
|
|
Nov 07, 2022
Q3 2022
|
Malaga Cove Capital, LLC
|
BUY
|
- |
2.55K+ 57.8% |
$132K - $194K
|
6.97K
$639K
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.42K+ 60425.0% |
$125K - $183K
|
2.42K
$222K
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.38K+ 2.29% |
$123K - $180K
|
106K
$9.74M
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.31K+ 5.26% |
$119K - $175K
|
46.1K
$4.23M
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.01K+ 21.75% |
$104K - $152K
|
11.2K
$1.03M
|
|
Nov 14, 2022
Q3 2022
|
Ossiam
Paris, I0 |
BUY
|
- |
1.87KNew |
$96.5K - $142K
|
1.87K
$171K
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.86K+ 48.8% |
$95.8K - $141K
|
5.66K
$519K
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
1.75K+ 2.71% |
$90.2K - $132K
|
66.2K
$6.08M
|
|
Nov 14, 2022
Q3 2022
|
Manchester Financial Inc
|
BUY
|
- |
1.67K+ 23.63% |
$86.4K - $127K
|
8.75K
$803K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.61KNew |
$83K - $122K
|
1.61K
$147K
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.49K+ 16.79% |
$76.7K - $113K
|
10.3K
$948K
|
|
Oct 17, 2022
Q3 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.44K+ 2.11% |
$74.3K - $109K
|
69.6K
$6.39M
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.39K+ 243.33% |
$71.7K - $105K
|
1.96K
$180K
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.36K+ 20.7% |
$70.1K - $103K
|
7.91K
$726K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
1.29K+ 20.1% |
$66.7K - $97.9K
|
7.72K
$708K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.29K+ 9.59% |
$66.5K - $97.6K
|
14.7K
$1.35M
|
|
Nov 10, 2022
Q3 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.23K+ 15.26% |
$63.4K - $93.1K
|
9.27K
$850K
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.2K+ 21.72% |
$62K - $91K
|
6.73K
$617K
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1.15K+ 2.72% |
$59.6K - $87.5K
|
43.6K
$4M
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.1KNew |
$56.8K - $83.4K
|
1.1K
$101K
|
|
Nov 14, 2022
Q3 2022
|
Resolute Advisors LLC
|
BUY
|
- |
1.09K+ 10.18% |
$56.4K - $82.8K
|
11.8K
$1.08M
|
|
Nov 14, 2022
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.08K+ 1.27% |
$55.5K - $81.5K
|
85.6K
$7.86M
|
|
Oct 13, 2022
Q3 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.07K+ 8.61% |
$55K - $80.8K
|
13.4K
$1.23M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.06K+ 19.61% |
$54.6K - $80.2K
|
6.45K
$591K
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.05K+ 371.89% |
$54K - $79.3K
|
1.33K
$122K
|
|
Nov 14, 2022
Q3 2022
|
Tortoise Index Solutions, LLC
Overland Park, KS |
BUY
|
- |
1.04K+ 23.39% |
$53.6K - $78.7K
|
5.48K
$502K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
996+ 1.4% |
$51.5K - $75.5K
|
72.1K
$6.62M
|
|
Nov 08, 2022
Q3 2022
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
986+ 15.42% |
$50.9K - $74.8K
|
7.38K
$677K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
967+ 39.93% |
$50K - $73.3K
|
3.39K
$311K
|
|
Nov 10, 2022
Q3 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
949+ 0.69% |
$49K - $72K
|
138K
$12.7M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
941+ 21.05% |
$48.6K - $71.4K
|
5.41K
$497K
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
939+ 8.84% |
$48.5K - $71.2K
|
11.6K
$1.06M
|
|
Nov 03, 2022
Q3 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
909+ 2.92% |
$47K - $68.9K
|
32K
$2.94M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
885+ 6.8% |
$45.7K - $67.1K
|
13.9K
$1.27M
|
|
Nov 15, 2022
Q3 2022
|
Bradley Mark J.
|
BUY
|
- |
825+ 7.13% |
$42.6K - $62.6K
|
12.4K
$1.14M
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
815+ 0.58% |
$42.1K - $61.8K
|
140K
$12.9M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
815+ 20.31% |
$42.1K - $61.8K
|
4.83K
$443K
|
|
Oct 11, 2022
Q3 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
807+ 19.94% |
$41.7K - $61.2K
|
4.85K
$445K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
804+ 18.25% |
$41.5K - $61K
|
5.21K
$478K
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
792+ 0.57% |
$40.9K - $60.1K
|
140K
$12.9M
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
BUY
|
- |
768New |
$39.7K - $58.3K
|
768
$70.5K
|