Purchases and Sales Made in Q3 2023 in Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU) during Q3 2023. 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, 2023
Q3 2023
|
Uss Investment Management LTD
|
BUY
|
- |
4.65K+ 12.2% |
$191K - $252K
|
42.8K
$3.92M
|
|
Oct 25, 2023
Q3 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
4.6K+ 34.02% |
$189K - $249K
|
18.1K
$1.66M
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4.56K+ 56.47% |
$187K - $247K
|
12.6K
$1.16M
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
4.28K+ 1247.52% |
$176K - $232K
|
4.62K
$424K
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.26K+ 2.06% |
$175K - $231K
|
211K
$19.4M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.21K+ 35.98% |
$173K - $228K
|
15.9K
$1.46M
|
|
Nov 01, 2023
Q3 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
4.16KNew |
$171K - $226K
|
4.16K
$382K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.93K+ 19.14% |
$161K - $213K
|
24.5K
$2.25M
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.87K+ 37.66% |
$159K - $210K
|
14.2K
$1.3M
|
|
Oct 23, 2023
Q3 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
3.8K+ 8.84% |
$156K - $206K
|
46.8K
$4.29M
|
|
Oct 18, 2023
Q3 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
3.39K+ 140.77% |
$139K - $184K
|
5.81K
$533K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.38K+ 17.84% |
$139K - $183K
|
22.3K
$2.05M
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.31K+ 73.05% |
$136K - $179K
|
7.83K
$718K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.28K+ 50.85% |
$135K - $178K
|
9.73K
$893K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.21K+ 74.23% |
$132K - $174K
|
7.54K
$692K
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.21K+ 12.53% |
$132K - $174K
|
28.8K
$2.64M
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.01K+ 48.8% |
$123K - $163K
|
9.18K
$842K
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
2.95K+ 38.36% |
$121K - $160K
|
10.6K
$976K
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
2.89K+ 178.42% |
$119K - $157K
|
4.52K
$414K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.86K+ 5.19% |
$117K - $155K
|
57.9K
$5.31M
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
2.7K+ 22.59% |
$111K - $146K
|
14.7K
$1.35M
|
|
Oct 25, 2023
Q3 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
2.7K+ 2.06% |
$111K - $146K
|
134K
$12.3M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.65K+ 36.54% |
$109K - $143K
|
9.89K
$908K
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
2.54K+ 2.41% |
$104K - $137K
|
108K
$9.88M
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.5K+ 9.66% |
$102K - $135K
|
28.3K
$2.6M
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.44K+ 67.83% |
$100K - $132K
|
6.03K
$553K
|
|
Oct 27, 2023
Q3 2023
|
Ing Groep Nv
|
BUY
|
- |
2.38KNew |
$97.7K - $129K
|
2.38K
$218K
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
2.35K+ 1.1% |
$96.4K - $127K
|
216K
$19.8M
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.22K+ 6.38% |
$91K - $120K
|
37K
$3.39M
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.21K+ 23.79% |
$90.7K - $120K
|
11.5K
$1.06M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.18K+ 6.16% |
$89.6K - $118K
|
37.6K
$3.45M
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.14K+ 18.8% |
$87.7K - $116K
|
13.5K
$1.24M
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
2K+ 10.6% |
$82.1K - $108K
|
20.9K
$1.92M
|
|
Nov 14, 2023
Q3 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.99K+ 14.44% |
$81.6K - $108K
|
15.8K
$1.45M
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
BUY
|
- |
1.91K+ 7.57% |
$78.5K - $104K
|
27.2K
$2.49M
|
|
Oct 31, 2023
Q3 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.87K+ 10.42% |
$76.6K - $101K
|
19.8K
$1.82M
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
1.8K+ 5.16% |
$73.9K - $97.5K
|
36.7K
$3.37M
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.61K+ 4.03% |
$65.9K - $87K
|
41.5K
$3.8M
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.57K+ 112.3% |
$64.4K - $85.1K
|
2.97K
$272K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.54K+ 27.25% |
$63.3K - $83.6K
|
7.21K
$661K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.42K+ 20.4% |
$58.2K - $76.8K
|
8.36K
$767K
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.42K+ 16.55% |
$58.1K - $76.7K
|
9.97K
$915K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
1.41K+ 11.89% |
$57.9K - $76.5K
|
13.3K
$1.22M
|
|
Oct 10, 2023
Q3 2023
|
Green Alpha Advisors, LLC
|
BUY
|
- |
1.36K+ 15.22% |
$55.8K - $73.7K
|
10.3K
$945K
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
1.31K+ 3.63% |
$53.9K - $71.1K
|
37.5K
$3.44M
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.26K+ 27.94% |
$51.9K - $68.5K
|
5.79K
$531K
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
BUY
|
- |
1.23K+ 6.26% |
$50.4K - $66.5K
|
20.8K
$1.91M
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.2K+ 15.8% |
$49.1K - $64.9K
|
8.77K
$805K
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.16K+ 19.78% |
$47.4K - $62.6K
|
7K
$642K
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
1.07K+ 1.08% |
$43.7K - $57.8K
|
99.4K
$9.12M
|