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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
350New |
$17.4K - $21.9K
|
350
$31.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
341+ 3.59% |
$17K - $21.3K
|
9.85K
$892K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
316New |
$15.7K - $19.8K
|
316
$28.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
300+ 39.01% |
$14.9K - $18.8K
|
1.07K
$96.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
262New |
$13K - $16.4K
|
262
$23.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
251New |
$12.5K - $15.7K
|
251
$22.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
227+ 0.79% |
$11.3K - $14.2K
|
28.9K
$2.62M
|
|
|
Nov 04, 2024
Q3 2024
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
212+ 0.82% |
$10.5K - $13.3K
|
25.9K
$2.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
205+ 1.27% |
$10.2K - $12.8K
|
16.3K
$1.48M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
204New |
$10.1K - $12.8K
|
204
$18.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
201+ 4.61% |
$10K - $12.6K
|
4.56K
$413K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
184+ 4.28% |
$9.15K - $11.5K
|
4.49K
$406K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
183+ 3.72% |
$9.1K - $11.4K
|
5.1K
$462K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
182+ 5.83% |
$9.05K - $11.4K
|
3.31K
$299K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
172+ 6.04% |
$8.55K - $10.8K
|
3.02K
$273K
|
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
161+ 3.78% |
$8.01K - $10.1K
|
4.42K
$400K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
157+ 0.9% |
$7.81K - $9.82K
|
17.5K
$1.59M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
156+ 1418.18% |
$7.76K - $9.75K
|
167
$15.1K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
155+ 1.99% |
$7.71K - $9.69K
|
7.95K
$719K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
148+ 308.33% |
$7.36K - $9.25K
|
196
$17.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
139+ 0.13% |
$6.91K - $8.69K
|
104K
$9.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
130+ 1.15% |
$6.46K - $8.13K
|
11.5K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
125New |
$6.22K - $7.82K
|
125
$11.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
122+ 162.67% |
$6.07K - $7.63K
|
197
$17.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
120+ 82.76% |
$5.97K - $7.5K
|
265
$24K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
107+ 1.59% |
$5.32K - $6.69K
|
6.85K
$620K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
106+ 2.31% |
$5.27K - $6.63K
|
4.7K
$426K
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
102+ 0.11% |
$5.07K - $6.38K
|
93.7K
$8.48M
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
101+ 0.76% |
$5.02K - $6.32K
|
13.4K
$1.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
96+ 1.1% |
$4.77K - $6K
|
8.84K
$800K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
93+ 21.14% |
$4.62K - $5.82K
|
533
$48.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
88+ 3.53% |
$4.38K - $5.5K
|
2.58K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
82+ 9.18% |
$4.08K - $5.13K
|
975
$88.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
80New |
$3.98K - $5K
|
80
$7.24K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
80+ 1.24% |
$3.98K - $5K
|
6.52K
$591K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
79+ 46.2% |
$3.93K - $4.94K
|
250
$22.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
75+ 50.0% |
$3.73K - $4.69K
|
225
$20.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
74+ 13.45% |
$3.68K - $4.63K
|
624
$56.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
73New |
$3.63K - $4.56K
|
73
$6.61K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
68New |
$3.38K - $4.25K
|
68
$6.16K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
67New |
$3.33K - $4.19K
|
67
$6.07K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
52+ 0.51% |
$2.59K - $3.25K
|
10.2K
$926K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
50+ 33.33% |
$2.49K - $3.13K
|
200
$18.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
42+ 0.06% |
$2.09K - $2.63K
|
67.4K
$6.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
40+ 0.55% |
$1.99K - $2.5K
|
7.29K
$660K
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
32+ 0.78% |
$1.59K - $2K
|
4.15K
$375K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
27+ 27.27% |
$1.34K - $1.69K
|
126
$11.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
21+ 56.76% |
$1.04K - $1.31K
|
58
$5.25K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
20New |
$995 - $1.25K
|
20
$1.81K
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
BUY
|
- |
20+ 0.52% |
$995 - $1.25K
|
3.84K
$348K
|