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 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.05K+ 23.17% |
$43.1K - $56.9K
|
5.58K
$512K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
973+ 13.64% |
$39.9K - $52.7K
|
8.11K
$744K
|
|
|
Oct 18, 2023
Q3 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
922+ 1.28% |
$37.8K - $50K
|
73.1K
$6.71M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
859+ 3.55% |
$35.3K - $46.5K
|
25K
$2.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
859+ 15.84% |
$35.3K - $46.5K
|
6.28K
$577K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
836+ 2.97% |
$34.3K - $45.3K
|
29K
$2.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
822+ 2.39% |
$33.7K - $44.5K
|
35.2K
$3.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
819+ 13.89% |
$33.6K - $44.4K
|
6.72K
$616K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
807+ 17.92% |
$33.1K - $43.7K
|
5.31K
$487K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
762New |
$31.3K - $41.3K
|
762
$69.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
727+ 5.11% |
$29.8K - $39.4K
|
15K
$1.37M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
703+ 4.78% |
$28.9K - $38.1K
|
15.4K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
685+ 10.82% |
$28.1K - $37.1K
|
7.02K
$644K
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
654+ 0.24% |
$26.8K - $35.4K
|
276K
$25.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
635+ 1.82% |
$26.1K - $34.4K
|
35.6K
$3.26M
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
607+ 5.81% |
$24.9K - $32.9K
|
11K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
580+ 26.01% |
$23.8K - $31.4K
|
2.81K
$258K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
575+ 12.26% |
$23.6K - $31.2K
|
5.26K
$483K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
552+ 5.2% |
$22.7K - $29.9K
|
11.2K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
518+ 78.01% |
$21.3K - $28.1K
|
1.18K
$108K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
513+ 0.56% |
$21.1K - $27.8K
|
92.3K
$8.47M
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
462+ 3.86% |
$19K - $25K
|
12.4K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
442+ 337.4% |
$18.1K - $23.9K
|
573
$52.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
433+ 2.62% |
$17.8K - $23.5K
|
16.9K
$1.55M
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
411+ 2.69% |
$16.9K - $22.3K
|
15.7K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
398+ 5.19% |
$16.3K - $21.6K
|
8.07K
$741K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
350+ 2.8% |
$14.4K - $19K
|
12.8K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
350+ 3.76% |
$14.4K - $19K
|
9.66K
$887K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
335+ 2.8% |
$13.7K - $18.2K
|
12.3K
$1.13M
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
318+ 4.91% |
$13.1K - $17.2K
|
6.79K
$623K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.87% |
$12.3K - $16.3K
|
34.8K
$3.19M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
297+ 1.02% |
$12.2K - $16.1K
|
29.4K
$2.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
296New |
$12.1K - $16K
|
296
$27.2K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
279New |
$11.5K - $15.1K
|
279
$25.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
275+ 50.0% |
$11.3K - $14.9K
|
825
$75.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
269New |
$11K - $14.6K
|
269
$24.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
227New |
$9.32K - $12.3K
|
227
$20.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
BUY
|
- |
205+ 68.33% |
$8.41K - $11.1K
|
505
$46.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
193+ 32.66% |
$7.92K - $10.5K
|
784
$71.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
189+ 1.09% |
$7.76K - $10.2K
|
17.5K
$1.61M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
175+ 137.8% |
$7.18K - $9.48K
|
302
$27.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
BUY
|
- |
175+ 2.47% |
$7.18K - $9.48K
|
7.27K
$667K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
157+ 3140.0% |
$6.44K - $8.51K
|
162
$14.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
155+ 2.69% |
$6.36K - $8.4K
|
5.93K
$544K
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
149+ 2.18% |
$6.11K - $8.07K
|
6.99K
$642K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
108+ 0.2% |
$4.43K - $5.85K
|
55.2K
$5.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
101+ 1.0% |
$4.15K - $5.47K
|
10.2K
$938K
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
97New |
$3.98K - $5.26K
|
97
$8.9K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
80New |
$3.28K - $4.33K
|
80
$7.34K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
76+ 21.17% |
$3.12K - $4.12K
|
435
$39.9K
|