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 21, 2022
Q3 2022
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
768+ 52.28% |
$39.7K - $58.3K
|
2.24K
$205K
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
762+ 6.21% |
$39.4K - $57.8K
|
13K
$1.2M
|
|
Nov 14, 2022
Q3 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
700+ 2.02% |
$36.2K - $53.1K
|
35.3K
$3.24M
|
|
Nov 10, 2022
Q3 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
690+ 18.55% |
$35.7K - $52.3K
|
4.41K
$405K
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
674+ 4.92% |
$34.8K - $51.1K
|
14.4K
$1.32M
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
650+ 22.95% |
$33.6K - $49.3K
|
3.48K
$320K
|
|
Nov 14, 2022
Q3 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
650+ 216.67% |
$33.6K - $49.3K
|
950
$87.2K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
622+ 4.65% |
$32.1K - $47.2K
|
14K
$1.28M
|
|
Nov 08, 2022
Q3 2022
|
Gfg Capital, LLC
|
BUY
|
- |
571+ 9.88% |
$29.5K - $43.3K
|
6.35K
$583K
|
|
Nov 10, 2022
Q3 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
563+ 11.95% |
$29.1K - $42.7K
|
5.28K
$484K
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
562+ 6.17% |
$29K - $42.6K
|
9.67K
$887K
|
|
Nov 04, 2022
Q3 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
562+ 0.7% |
$29K - $42.6K
|
80.8K
$7.41M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
555+ 5.11% |
$28.7K - $42.1K
|
11.4K
$1.05M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
554New |
$28.6K - $42K
|
554
$50.8K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
530+ 200.0% |
$27.4K - $40.2K
|
795
$72.9K
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
508+ 8.36% |
$26.2K - $38.5K
|
6.59K
$605K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
507+ 676.0% |
$26.2K - $38.5K
|
582
$53.4K
|
|
Oct 24, 2022
Q3 2022
|
Xponance, Inc.
|
BUY
|
- |
501+ 2.17% |
$25.9K - $38K
|
23.6K
$2.17M
|
|
Oct 27, 2022
Q3 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
478+ 2.16% |
$24.7K - $36.3K
|
22.6K
$2.08M
|
|
Nov 04, 2022
Q3 2022
|
Empowered Funds, LLC
|
BUY
|
- |
478+ 10.74% |
$24.7K - $36.3K
|
4.93K
$452K
|
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
471+ 3.93% |
$24.3K - $35.7K
|
12.5K
$1.14M
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
470+ 45.68% |
$24.3K - $35.6K
|
1.5K
$138K
|
|
Nov 08, 2022
Q3 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
450+ 1.36% |
$23.3K - $34.1K
|
33.6K
$3.08M
|
|
Oct 17, 2022
Q3 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
436+ 9.73% |
$22.5K - $33.1K
|
4.92K
$451K
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
428+ 5.74% |
$22.1K - $32.5K
|
7.88K
$723K
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
369+ 9.38% |
$19.1K - $28K
|
4.3K
$395K
|
|
Nov 14, 2022
Q3 2022
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
350New |
$18.1K - $26.5K
|
350
$32.1K
|
|
Nov 09, 2022
Q3 2022
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
350+ 1.1% |
$18.1K - $26.5K
|
32.2K
$2.95M
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
348New |
$18K - $26.4K
|
348
$31.9K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
347+ 7.39% |
$17.9K - $26.3K
|
5.04K
$462K
|
|
Nov 09, 2022
Q3 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
339+ 1.54% |
$17.5K - $25.7K
|
22.3K
$2.05M
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
327+ 17.86% |
$16.9K - $24.8K
|
2.16K
$198K
|
|
Nov 09, 2022
Q3 2022
|
Performa LTD (Us), LLC
|
BUY
|
- |
325+ 86.67% |
$16.8K - $24.7K
|
700
$64.2K
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
316+ 3.77% |
$16.3K - $24K
|
8.7K
$798K
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
313+ 0.81% |
$16.2K - $23.7K
|
39.1K
$3.58M
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
311+ 0.56% |
$16.1K - $23.6K
|
55.5K
$5.1M
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
300New |
$15.5K - $22.8K
|
300
$27.5K
|
|
Jun 14, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
286+ 2.39% |
$14.8K - $21.7K
|
12.3K
$1.12M
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
280New |
$14.5K - $21.2K
|
280
$25.7K
|
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
280New |
$14.5K - $21.2K
|
280
$25.7K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
270+ 0.93% |
$14K - $20.5K
|
29.2K
$2.68M
|
|
Nov 14, 2022
Q3 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
263+ 6.77% |
$13.6K - $19.9K
|
4.15K
$381K
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
255New |
$13.2K - $19.3K
|
255
$23.4K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
250+ 1.5% |
$12.9K - $19K
|
17K
$1.56M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
242+ 1.19% |
$12.5K - $18.4K
|
20.6K
$1.89M
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
234+ 975.0% |
$12.1K - $17.7K
|
258
$23.7K
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
229+ 3.81% |
$11.8K - $17.4K
|
6.24K
$572K
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
228+ 2.11% |
$11.8K - $17.3K
|
11K
$1.01M
|
|
Oct 24, 2022
Q3 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
225+ 5.15% |
$11.6K - $17.1K
|
4.59K
$421K
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
212New |
$11K - $16.1K
|
212
$19.5K
|