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
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-17- 10.9% |
$878 - $1.29K
|
139
$12.8K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-17- 2.02% |
$878 - $1.29K
|
825
$75.7K
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-20- 0.21% |
$1.03K - $1.52K
|
9.45K
$867K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-22- 16.42% |
$1.14K - $1.67K
|
112
$10.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
SELL
|
- |
-23- 1.0% |
$1.19K - $1.74K
|
2.29K
$210K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-24- 1.42% |
$1.24K - $1.82K
|
1.67K
$153K
|
|
|
Nov 09, 2022
Q3 2022
|
Silvant Capital Management LLC
|
SELL
|
- |
-24- 0.45% |
$1.24K - $1.82K
|
5.36K
$492K
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-25- 2.26% |
$1.29K - $1.9K
|
1.08K
$99.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-27- 7.14% |
$1.4K - $2.05K
|
351
$32.2K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-28- 48.28% |
$1.45K - $2.12K
|
30
$2.75K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-30- 12.5% |
$1.55K - $2.28K
|
210
$19.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-31- 0.14% |
$1.6K - $2.35K
|
22.7K
$2.09M
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-39- 24.68% |
$2.02K - $2.96K
|
119
$10.9K
|
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-43- 5.4% |
$2.22K - $3.26K
|
754
$69.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-47- 1.72% |
$2.43K - $3.56K
|
2.69K
$246K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-50- 33.33% |
$2.58K - $3.79K
|
100
$9.18K
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-55- 0.51% |
$2.84K - $4.17K
|
10.7K
$983K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-59- 0.34% |
$3.05K - $4.48K
|
17.4K
$1.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-60- 16.48% |
$3.1K - $4.55K
|
304
$27.9K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-60- 2.7% |
$3.1K - $4.55K
|
2.16K
$198K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-61- 53.04% |
$3.15K - $4.63K
|
54
$4.96K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
SELL
|
- |
-64- 5.31% |
$3.31K - $4.85K
|
1.14K
$105K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-71- 42.01% |
$3.67K - $5.39K
|
98
$8.99K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-72- 25.17% |
$3.72K - $5.46K
|
214
$19.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-74- 1.46% |
$3.82K - $5.61K
|
4.98K
$457K
|
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-79- 0.78% |
$4.08K - $5.99K
|
10.1K
$926K
|
|
|
Oct 20, 2022
Q3 2022
|
Arden Trust CO
|
SELL
|
- |
-80- 1.16% |
$4.13K - $6.07K
|
6.84K
$627K
|
|
|
Oct 13, 2022
Q3 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-82- 1.29% |
$4.24K - $6.22K
|
6.3K
$578K
|
|
|
Oct 26, 2022
Q3 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-86- 15.69% |
$4.44K - $6.52K
|
462
$42.4K
|
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-89- 7.73% |
$4.6K - $6.75K
|
1.06K
$97.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-89- 0.45% |
$4.6K - $6.75K
|
19.8K
$1.82M
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-90- 7.73% |
$4.65K - $6.83K
|
1.07K
$98.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-91- 0.76% |
$4.7K - $6.9K
|
11.9K
$1.1M
|
|
|
Oct 05, 2022
Q3 2022
|
Canandaigua National Corp
|
SELL
|
- |
-92- 0.9% |
$4.75K - $6.98K
|
10.2K
$932K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-99- 16.81% |
$5.12K - $7.51K
|
490
$45K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-99- 16.81% |
$5.12K - $7.51K
|
490
$45K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-100- 66.67% |
$5.17K - $7.58K
|
50
$4.59K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-101- 26.51% |
$5.22K - $7.66K
|
280
$25.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-105- 45.65% |
$5.43K - $7.96K
|
125
$11.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-111- 5.22% |
$5.74K - $8.42K
|
2.01K
$185K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-112- 0.34% |
$5.79K - $8.5K
|
33.2K
$3.04M
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-118- 0.27% |
$6.1K - $8.95K
|
43.7K
$4.01M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-118- 32.69% |
$6.1K - $8.95K
|
243
$22.3K
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-127- 3.1% |
$6.56K - $9.63K
|
3.97K
$365K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-132- 35.11% |
$6.82K - $10K
|
244
$22.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-141- 28.83% |
$7.29K - $10.7K
|
348
$31.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-152- 3.78% |
$7.85K - $11.5K
|
3.87K
$355K
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-171- 0.28% |
$8.84K - $13K
|
61.8K
$5.67M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-175- 15.19% |
$9.04K - $13.3K
|
977
$89.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-180- 78.26% |
$9.3K - $13.7K
|
50
$4.59K
|