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
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-15- 0.17% |
$616 - $813
|
9.05K
$727K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-16- 3.97% |
$657 - $867
|
387
$31.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-20- 50.0% |
$821 - $1.08K
|
20
$1.61K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-22Closed |
$903 - $1.19K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-26- 32.91% |
$1.07K - $1.41K
|
53
$4.26K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-27- 9.47% |
$1.11K - $1.46K
|
258
$20.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-29- 19.59% |
$1.19K - $1.57K
|
119
$9.56K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-31- 13.9% |
$1.27K - $1.68K
|
192
$15.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-36- 0.76% |
$1.48K - $1.95K
|
4.71K
$378K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-37- 53.62% |
$1.52K - $2K
|
32
$2.57K
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-37- 78.72% |
$1.52K - $2K
|
10
$804
|
|
|
Oct 24, 2023
Q3 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-39- 0.45% |
$1.6K - $2.11K
|
8.72K
$701K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-41- 8.97% |
$1.68K - $2.22K
|
416
$33.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-50- 7.09% |
$2.05K - $2.71K
|
655
$52.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-59- 17.88% |
$2.42K - $3.2K
|
271
$21.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-61- 5.2% |
$2.5K - $3.3K
|
1.11K
$89.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-64- 0.4% |
$2.63K - $3.47K
|
15.9K
$1.28M
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-68- 11.53% |
$2.79K - $3.68K
|
522
$41.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-75- 14.82% |
$3.08K - $4.06K
|
431
$34.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-75- 33.33% |
$3.08K - $4.06K
|
150
$12.1K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-84- 0.51% |
$3.45K - $4.55K
|
16.3K
$1.31M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-93- 23.19% |
$3.82K - $5.04K
|
308
$24.8K
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-97- 1.63% |
$3.98K - $5.26K
|
5.86K
$471K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-100- 15.48% |
$4.1K - $5.42K
|
546
$43.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-100- 55.87% |
$4.1K - $5.42K
|
79
$6.35K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-100- 0.12% |
$4.1K - $5.42K
|
81.7K
$6.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-102- 62.96% |
$4.19K - $5.53K
|
60
$4.82K
|
|
|
Nov 07, 2023
Q3 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-102- 2.05% |
$4.19K - $5.53K
|
4.88K
$392K
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-108- 11.91% |
$4.43K - $5.85K
|
799
$64.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-111- 67.27% |
$4.56K - $6.01K
|
54
$4.34K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-112- 2.71% |
$4.6K - $6.07K
|
4.03K
$324K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-118- 8.13% |
$4.84K - $6.39K
|
1.33K
$107K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-119- 13.48% |
$4.88K - $6.45K
|
764
$61.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-132- 21.64% |
$5.42K - $7.15K
|
478
$38.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-148- 0.39% |
$6.07K - $8.02K
|
37.9K
$3.05M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-150- 40.54% |
$6.16K - $8.13K
|
220
$17.7K
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-150- 1.43% |
$6.16K - $8.13K
|
10.3K
$832K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-160- 14.12% |
$6.57K - $8.67K
|
973
$78.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-173- 19.24% |
$7.1K - $9.37K
|
726
$58.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-181- 2.19% |
$7.43K - $9.81K
|
8.09K
$650K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-200- 2.33% |
$8.21K - $10.8K
|
8.37K
$673K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-223- 2.53% |
$9.15K - $12.1K
|
8.6K
$691K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-225- 1.63% |
$9.23K - $12.2K
|
13.6K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-233- 32.45% |
$9.56K - $12.6K
|
485
$39K
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-234- 4.1% |
$9.6K - $12.7K
|
5.48K
$440K
|
|
|
Oct 31, 2023
Q3 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-235- 3.26% |
$9.64K - $12.7K
|
6.97K
$560K
|
|
|
Oct 24, 2023
Q3 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-236- 4.27% |
$9.69K - $12.8K
|
5.29K
$425K
|
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
SELL
|
- |
-240- 2.96% |
$9.85K - $13K
|
7.87K
$633K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-244- 61.0% |
$10K - $13.2K
|
156
$12.5K
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-245- 6.51% |
$10.1K - $13.3K
|
3.52K
$283K
|