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 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-545- 3.29% |
$27.1K - $34.1K
|
16K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-555- 9.26% |
$27.6K - $34.7K
|
5.44K
$526K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-564- 97.75% |
$28K - $35.3K
|
13
$1.26K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-587- 1.61% |
$29.2K - $36.7K
|
35.9K
$3.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-599- 4.69% |
$29.8K - $37.5K
|
12.2K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-607- 9.1% |
$30.2K - $38K
|
6.06K
$586K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-611- 12.04% |
$30.4K - $38.2K
|
4.47K
$432K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-615- 8.49% |
$30.6K - $38.5K
|
6.63K
$641K
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-645- 6.67% |
$32.1K - $40.3K
|
9.02K
$872K
|
|
|
Nov 13, 2024
Q3 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-739- 3.92% |
$36.8K - $46.2K
|
18.1K
$1.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-740- 9.6% |
$36.8K - $46.3K
|
6.97K
$674K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-779- 78.77% |
$38.7K - $48.7K
|
210
$20.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-795- 9.06% |
$39.5K - $49.7K
|
7.98K
$772K
|
|
|
Oct 10, 2024
Q3 2024
|
Bennett Selby Investments LP
|
SELL
|
- |
-821- 11.91% |
$40.8K - $51.3K
|
6.07K
$587K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-834- 7.75% |
$41.5K - $52.2K
|
9.92K
$960K
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-839- 5.12% |
$41.7K - $52.5K
|
15.5K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-903- 0.28% |
$44.9K - $56.5K
|
320K
$31M
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-950- 3.1% |
$47.2K - $59.4K
|
29.7K
$2.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-961- 4.17% |
$47.8K - $60.1K
|
22.1K
$2.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-972- 5.74% |
$48.3K - $60.8K
|
16K
$1.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-976- 20.01% |
$48.5K - $61K
|
3.9K
$377K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.02K- 17.64% |
$50.6K - $63.7K
|
4.75K
$460K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.04K- 8.64% |
$51.8K - $65.2K
|
11K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.06K- 6.72% |
$52.5K - $66K
|
14.6K
$1.42M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.18K- 3.03% |
$58.4K - $73.5K
|
37.5K
$3.63M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.18K- 3.94% |
$58.8K - $74K
|
28.8K
$2.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.21K- 3.68% |
$59.9K - $75.3K
|
31.5K
$3.05M
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-1.21KClosed |
$59.9K - $75.3K
|
0
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.26K- 12.85% |
$62.6K - $78.7K
|
8.54K
$826K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.27K- 17.84% |
$63.3K - $79.5K
|
5.86K
$567K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.31K- 8.62% |
$65K - $81.7K
|
13.8K
$1.34M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.33K- 5.28% |
$65.9K - $82.9K
|
23.8K
$2.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-1.34K- 4.74% |
$66.6K - $83.8K
|
26.9K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.34K- 1.67% |
$66.8K - $84K
|
79.1K
$7.65M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.45K- 7.0% |
$72.3K - $90.9K
|
19.3K
$1.87M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.5K- 19.02% |
$74.6K - $93.8K
|
6.39K
$618K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.61K- 2.63% |
$79.8K - $100K
|
59.3K
$5.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.63K- 13.12% |
$81.2K - $102K
|
10.8K
$1.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Australian Super Pty LTD
|
SELL
|
- |
-1.67K- 7.33% |
$83.1K - $104K
|
21.1K
$2.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-1.74K- 21.38% |
$86.3K - $108K
|
6.38K
$617K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.74K- 29.51% |
$86.7K - $109K
|
4.16K
$403K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.78K- 9.81% |
$88.5K - $111K
|
16.4K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-1.84K- 5.2% |
$91.5K - $115K
|
33.5K
$3.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1.94K- 10.16% |
$96.6K - $121K
|
17.2K
$1.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.99K- 33.25% |
$99K - $124K
|
4K
$386K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.08K- 19.98% |
$104K - $130K
|
8.34K
$807K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-2.09K- 1.84% |
$104K - $130K
|
111K
$10.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.29K- 13.4% |
$114K - $143K
|
14.8K
$1.43M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.3K- 10.06% |
$114K - $144K
|
20.5K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.37K- 5.57% |
$118K - $148K
|
40.2K
$3.88M
|