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 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
34New |
$1.76K - $2.58K
|
34
$3.29K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
33+ 194.12% |
$1.71K - $2.5K
|
50
$4.84K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
32+ 17.68% |
$1.65K - $2.43K
|
213
$20.6K
|
|
|
Dec 09, 2022
Q3 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
29+ 0.54% |
$1.5K - $2.2K
|
5.4K
$522K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
27New |
$1.4K - $2.05K
|
27
$2.61K
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
25+ 227.27% |
$1.29K - $1.9K
|
36
$3.48K
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
24+ 2.59% |
$1.24K - $1.82K
|
951
$92K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
24+ 9.2% |
$1.24K - $1.82K
|
285
$27.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
21+ 72.41% |
$1.09K - $1.59K
|
50
$4.84K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
20+ 3.03% |
$1.03K - $1.52K
|
681
$65.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
19+ 7.17% |
$982 - $1.44K
|
284
$27.5K
|
|
|
Oct 11, 2022
Q3 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
17+ 0.28% |
$878 - $1.29K
|
6K
$581K
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
16+ 200.0% |
$827 - $1.21K
|
24
$2.32K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
15+ 2.14% |
$775 - $1.14K
|
715
$69.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
14+ 24.56% |
$723 - $1.06K
|
71
$6.87K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
12New |
$620 - $910
|
12
$1.16K
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
10+ 0.61% |
$517 - $759
|
1.66K
$161K
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9+ 0.39% |
$465 - $683
|
2.32K
$224K
|
|
|
Mar 22, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
8+ 0.07% |
$413 - $607
|
12.3K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
8+ 0.07% |
$413 - $607
|
12.3K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
8New |
$413 - $607
|
8
$774
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 160.0% |
$413 - $607
|
13
$1.26K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 7.69% |
$413 - $607
|
112
$10.8K
|
|
|
May 10, 2024
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
8+ 0.07% |
$413 - $607
|
12.3K
$1.19M
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
7+ 58.33% |
$362 - $531
|
19
$1.84K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
7New |
$362 - $531
|
7
$677
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
6+ 2.79% |
$310 - $455
|
221
$21.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
5New |
$258 - $379
|
5
$484
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
5+ 0.15% |
$258 - $379
|
3.44K
$333K
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
4+ 4.4% |
$207 - $303
|
95
$9.19K
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2New |
$103 - $152
|
2
$193
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1New |
$51.7 - $75.9
|
1
$96.7
|
|
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1- 3.57% |
$51.7 - $75.9
|
27
$2.61K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 0.06% |
$51.7 - $75.9
|
1.71K
$165K
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-2- 1.04% |
$103 - $152
|
190
$18.4K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-2- 0.02% |
$103 - $152
|
11.9K
$1.15M
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2- 0.4% |
$103 - $152
|
492
$47.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-3- 0.07% |
$155 - $228
|
4.33K
$419K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-4- 3.15% |
$207 - $303
|
123
$11.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-4- 5.8% |
$207 - $303
|
65
$6.29K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-5- 0.62% |
$258 - $379
|
802
$77.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-7- 2.65% |
$362 - $531
|
257
$24.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-8- 0.11% |
$413 - $607
|
7.21K
$697K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-10Closed |
$517 - $759
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-10- 2.79% |
$517 - $759
|
349
$33.8K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-12- 2.88% |
$620 - $910
|
405
$39.2K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-13- 2.39% |
$672 - $986
|
530
$51.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-13- 3.19% |
$672 - $986
|
394
$38.1K
|
|
|
Oct 25, 2022
Q3 2022
|
Emerald Advisers, LLC
|
SELL
|
- |
-16- 0.75% |
$827 - $1.21K
|
2.13K
$206K
|