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
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-245- 6.51% |
$10.1K - $13.3K
|
3.52K
$323K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-274- 4.49% |
$11.2K - $14.8K
|
5.83K
$535K
|
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-280- 63.64% |
$11.5K - $15.2K
|
160
$14.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-285- 2.69% |
$11.7K - $15.4K
|
10.3K
$947K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-286- 8.73% |
$11.7K - $15.5K
|
2.99K
$274K
|
|
|
Nov 14, 2023
Q3 2023
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-300- 3.81% |
$12.3K - $16.3K
|
7.58K
$695K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-327- 12.45% |
$13.4K - $17.7K
|
2.3K
$211K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-340- 3.55% |
$14K - $18.4K
|
9.23K
$846K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-343- 3.26% |
$14.1K - $18.6K
|
10.2K
$933K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-350Closed |
$14.4K - $19K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-350- 11.36% |
$14.4K - $19K
|
2.73K
$251K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-363- 1.61% |
$14.9K - $19.7K
|
22.2K
$2.04M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-386- 38.83% |
$15.8K - $20.9K
|
608
$55.8K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-395- 1.47% |
$16.2K - $21.4K
|
26.5K
$2.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-398- 75.67% |
$16.3K - $21.6K
|
128
$11.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-400- 80.0% |
$16.4K - $21.7K
|
100
$9.18K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-428- 4.92% |
$17.6K - $23.2K
|
8.27K
$759K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-428- 4.92% |
$17.6K - $23.2K
|
8.27K
$759K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-440- 80.29% |
$18.1K - $23.8K
|
108
$9.91K
|
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-442- 1.09% |
$18.1K - $23.9K
|
40.2K
$3.69M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-466- 3.61% |
$19.1K - $25.2K
|
12.5K
$1.14M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-500- 1.53% |
$20.5K - $27.1K
|
32.2K
$2.96M
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-528- 7.4% |
$21.7K - $28.6K
|
6.61K
$607K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-533- 6.62% |
$21.9K - $28.9K
|
7.52K
$690K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-540- 4.91% |
$22.2K - $29.3K
|
10.5K
$960K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-557- 9.21% |
$22.9K - $30.2K
|
5.49K
$504K
|
|
|
Nov 13, 2023
Q3 2023
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-571- 1.98% |
$23.4K - $30.9K
|
28.3K
$2.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-574- 93.64% |
$23.6K - $31.1K
|
39
$3.58K
|
|
|
Nov 14, 2023
Q3 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-607- 6.64% |
$24.9K - $32.9K
|
8.53K
$783K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-683- 15.85% |
$28K - $37K
|
3.63K
$333K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-692- 11.96% |
$28.4K - $37.5K
|
5.1K
$468K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-699- 3.76% |
$28.7K - $37.9K
|
17.9K
$1.64M
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-700- 82.55% |
$28.7K - $37.9K
|
148
$13.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-710- 0.91% |
$29.1K - $38.5K
|
77.6K
$7.12M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-729- 19.31% |
$29.9K - $39.5K
|
3.05K
$280K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-732- 82.43% |
$30K - $39.7K
|
156
$14.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-757- 3.4% |
$31.1K - $41K
|
21.5K
$1.98M
|
|
|
Nov 07, 2023
Q3 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-824- 6.25% |
$33.8K - $44.6K
|
12.4K
$1.13M
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-830- 20.6% |
$34.1K - $45K
|
3.2K
$294K
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-851- 2.56% |
$34.9K - $46.1K
|
32.3K
$2.97M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-884- 7.38% |
$36.3K - $47.9K
|
11.1K
$1.02M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-887- 7.56% |
$36.4K - $48.1K
|
10.8K
$995K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-899- 97.82% |
$36.9K - $48.7K
|
20
$1.84K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-947- 93.76% |
$38.9K - $51.3K
|
63
$5.78K
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-965- 0.65% |
$39.6K - $52.3K
|
147K
$13.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
SELL
|
- |
-975- 4.18% |
$40K - $52.8K
|
22.3K
$2.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.01K- 1.52% |
$41.6K - $54.9K
|
65.4K
$6M
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.11K- 2.95% |
$45.5K - $60K
|
36.4K
$3.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.2K- 10.23% |
$49.2K - $65K
|
10.5K
$966K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.2K- 1.56% |
$49.4K - $65.2K
|
75.9K
$6.96M
|