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
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
200+ 1.39% |
$10.3K - $15.2K
|
14.6K
$1.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
200+ 4.84% |
$10.3K - $15.2K
|
4.33K
$419K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
194+ 2.81% |
$10K - $14.7K
|
7.09K
$686K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
180+ 2.44% |
$9.3K - $13.7K
|
7.56K
$731K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
169New |
$8.73K - $12.8K
|
169
$16.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
167+ 2.34% |
$8.63K - $12.7K
|
7.29K
$705K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
165New |
$8.53K - $12.5K
|
165
$16K
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
162+ 4.2% |
$8.37K - $12.3K
|
4.02K
$389K
|
|
|
Oct 18, 2022
Q3 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
154+ 2.66% |
$7.96K - $11.7K
|
5.95K
$575K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
150+ 17.05% |
$7.75K - $11.4K
|
1.03K
$99.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
145+ 4.05% |
$7.49K - $11K
|
3.72K
$360K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
145+ 216.42% |
$7.49K - $11K
|
212
$20.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
145+ 36.8% |
$7.49K - $11K
|
539
$52.1K
|
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
144+ 3.59% |
$7.44K - $10.9K
|
4.15K
$402K
|
|
|
Oct 28, 2022
Q3 2022
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
138+ 23.15% |
$7.13K - $10.5K
|
734
$71K
|
|
|
Apr 26, 2023
Q3 2022
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
133New |
$6.87K - $10.1K
|
133
$12.9K
|
|
|
Oct 19, 2022
Q3 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
127+ 1.02% |
$6.56K - $9.63K
|
12.6K
$1.22M
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
125+ 12.2% |
$6.46K - $9.48K
|
1.15K
$111K
|
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
124+ 1.0% |
$6.41K - $9.41K
|
12.6K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
113New |
$5.84K - $8.57K
|
113
$10.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
105+ 2.28% |
$5.43K - $7.96K
|
4.71K
$455K
|
|
|
Nov 14, 2022
Q3 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
100New |
$5.17K - $7.58K
|
100
$9.67K
|
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.93% |
$5.17K - $7.58K
|
10.8K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
100+ 2.33% |
$5.17K - $7.58K
|
4.4K
$425K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
95+ 2.21% |
$4.91K - $7.21K
|
4.4K
$425K
|
|
|
Nov 01, 2022
Q3 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
93+ 0.55% |
$4.81K - $7.05K
|
17K
$1.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
87+ 0.25% |
$4.5K - $6.6K
|
35.3K
$3.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
87+ 0.24% |
$4.5K - $6.6K
|
36.1K
$3.49M
|
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
BUY
|
- |
84+ 2.0% |
$4.34K - $6.37K
|
4.28K
$414K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
80New |
$4.13K - $6.07K
|
80
$7.74K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
75+ 28.3% |
$3.88K - $5.69K
|
340
$32.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
74+ 23.27% |
$3.82K - $5.61K
|
392
$37.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
73New |
$3.77K - $5.54K
|
73
$7.06K
|
|
|
Nov 14, 2022
Q3 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
70+ 0.46% |
$3.62K - $5.31K
|
15.4K
$1.49M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
70+ 25.93% |
$3.62K - $5.31K
|
340
$32.9K
|
|
|
Oct 14, 2022
Q3 2022
|
Green Alpha Advisors, LLC
|
BUY
|
- |
68+ 0.63% |
$3.51K - $5.16K
|
10.8K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
66+ 0.05% |
$3.41K - $5.01K
|
121K
$11.7M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
65+ 0.66% |
$3.36K - $4.93K
|
9.98K
$965K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
60+ 1.13% |
$3.1K - $4.55K
|
5.35K
$518K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
53New |
$2.74K - $4.02K
|
53
$5.13K
|
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
BUY
|
- |
52+ 0.1% |
$2.69K - $3.94K
|
54.3K
$5.26M
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
50New |
$2.58K - $3.79K
|
50
$4.84K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
50New |
$2.58K - $3.79K
|
50
$4.84K
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
49New |
$2.53K - $3.72K
|
49
$4.74K
|
|
|
Nov 14, 2022
Q3 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
49+ 1.26% |
$2.53K - $3.72K
|
3.95K
$382K
|
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
46+ 0.14% |
$2.38K - $3.49K
|
33.8K
$3.27M
|
|
|
Apr 01, 2024
Q3 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
44+ 0.12% |
$2.27K - $3.34K
|
37.7K
$3.64M
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
43New |
$2.22K - $3.26K
|
43
$4.16K
|
|
|
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
39+ 27.46% |
$2.02K - $2.96K
|
181
$17.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
38+ 0.71% |
$1.96K - $2.88K
|
5.4K
$522K
|