Purchases and Sales Made in Q3 2024 in Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU) during Q3 2024. 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 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
4.69K+ 58.81% |
$233K - $293K
|
12.7K
$1.23M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.54K+ 60.54% |
$226K - $284K
|
12K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.38K+ 25.83% |
$218K - $274K
|
21.4K
$2.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.33KNew |
$216K - $271K
|
4.33K
$419K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
4.03K+ 63.76% |
$201K - $252K
|
10.4K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
4.03KNew |
$201K - $252K
|
4.03K
$390K
|
|
|
Nov 14, 2024
Q3 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
3.93K+ 20.7% |
$195K - $246K
|
22.9K
$2.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
3.93KNew |
$195K - $246K
|
3.93K
$380K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.91KNew |
$195K - $245K
|
3.91K
$379K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.88KNew |
$193K - $242K
|
3.88K
$375K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.85K+ 230.89% |
$191K - $241K
|
5.52K
$534K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.73KNew |
$185K - $233K
|
3.73K
$360K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
3.71KNew |
$185K - $232K
|
3.71K
$359K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.71K+ 2689.13% |
$185K - $232K
|
3.85K
$372K
|
|
|
Nov 14, 2024
Q3 2024
|
Tairen Capital LTD
Grand Cayman, E9 |
BUY
|
- |
3.7KNew |
$184K - $231K
|
3.7K
$358K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
3.61KNew |
$179K - $226K
|
3.61K
$349K
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Group Foundation
|
BUY
|
- |
3.54KNew |
$176K - $221K
|
3.54K
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
3.5K+ 19.81% |
$174K - $219K
|
21.2K
$2.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.49KNew |
$174K - $218K
|
3.49K
$338K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.49KNew |
$173K - $218K
|
3.49K
$337K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
3.47K+ 4.5% |
$172K - $217K
|
80.5K
$7.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
3.39KNew |
$169K - $212K
|
3.39K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3.39KNew |
$168K - $212K
|
3.39K
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.35KNew |
$167K - $210K
|
3.35K
$324K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.35KNew |
$166K - $209K
|
3.35K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.31KNew |
$165K - $207K
|
3.31K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3.3KNew |
$164K - $206K
|
3.3K
$319K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.26KNew |
$162K - $204K
|
3.26K
$316K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.25KNew |
$162K - $203K
|
3.25K
$314K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.25KNew |
$161K - $203K
|
3.25K
$314K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.24KNew |
$161K - $202K
|
3.24K
$313K
|
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
3.2K+ 2.5% |
$159K - $200K
|
131K
$12.7M
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
3KNew |
$149K - $188K
|
3K
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
2.98K+ 0.07% |
$148K - $186K
|
4.19M
$405M
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.96K+ 3.72% |
$147K - $185K
|
82.4K
$7.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.9K+ 38.11% |
$144K - $181K
|
10.5K
$1.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.89KNew |
$144K - $181K
|
2.89K
$280K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.66K+ 21.31% |
$132K - $167K
|
15.2K
$1.47M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.56K+ 51.07% |
$127K - $160K
|
7.57K
$732K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.4K+ 4.92% |
$120K - $150K
|
51.2K
$4.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
2.23K+ 3.94% |
$111K - $139K
|
58.7K
$5.67M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.91KNew |
$95.1K - $120K
|
1.91K
$185K
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.9K+ 18.03% |
$94.5K - $119K
|
12.4K
$1.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
1.9K+ 3.79% |
$94.5K - $119K
|
52K
$5.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.89KNew |
$94K - $118K
|
1.89K
$183K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.85K+ 22.05% |
$92.1K - $116K
|
10.3K
$992K
|
|
|
Nov 14, 2024
Q3 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
1.84K+ 24.51% |
$91.6K - $115K
|
9.36K
$905K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.75K+ 17.37% |
$87.1K - $109K
|
11.8K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.61K+ 9.41% |
$79.8K - $100K
|
18.7K
$1.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.52K+ 10.43% |
$75.7K - $95.2K
|
16.1K
$1.56M
|