Purchases and Sales Made in Q4 2021 in Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Mar 30, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
42+ 0.33% |
$5.67K - $11.9K
|
12.8K
$1.16M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
40New |
$5.4K - $11.4K
|
40
$3.62K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
39New |
$5.27K - $11.1K
|
39
$3.53K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
38+ 0.42% |
$5.13K - $10.8K
|
8.98K
$813K
|
|
|
Feb 08, 2022
Q4 2021
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
37+ 370.0% |
$5K - $10.5K
|
47
$4.26K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
36+ 2.52% |
$4.86K - $10.2K
|
1.46K
$132K
|
|
|
Feb 14, 2022
Q4 2021
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
34+ 0.58% |
$4.59K - $9.66K
|
5.91K
$535K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
34New |
$4.59K - $9.66K
|
34
$3.08K
|
|
|
Jan 19, 2022
Q4 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
33+ 0.58% |
$4.46K - $9.38K
|
5.7K
$516K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
33+ 1.1% |
$4.46K - $9.38K
|
3.02K
$274K
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
BUY
|
- |
30+ 0.33% |
$4.05K - $8.52K
|
9.14K
$828K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
30New |
$4.05K - $8.52K
|
30
$2.72K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
29+ 0.84% |
$3.92K - $8.24K
|
3.48K
$315K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
28New |
$3.78K - $7.96K
|
28
$2.54K
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
27+ 0.06% |
$3.65K - $7.67K
|
47K
$4.25M
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
27New |
$3.65K - $7.67K
|
27
$2.44K
|
|
|
Feb 11, 2022
Q4 2021
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
26New |
$3.51K - $7.39K
|
26
$2.35K
|
|
|
Feb 03, 2022
Q4 2021
|
Northstar Asset Management LLC
|
BUY
|
- |
25+ 1.69% |
$3.38K - $7.1K
|
1.5K
$136K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
25+ 13.44% |
$3.38K - $7.1K
|
211
$19.1K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
22+ 9.32% |
$2.97K - $6.25K
|
258
$23.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
20New |
$2.7K - $5.68K
|
20
$1.81K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
20New |
$2.7K - $5.68K
|
20
$1.81K
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
19+ 27.14% |
$2.57K - $5.4K
|
89
$8.06K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
18+ 1.12% |
$2.43K - $5.11K
|
1.62K
$147K
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
17New |
$2.3K - $4.83K
|
17
$1.54K
|
|
|
Jan 31, 2022
Q4 2021
|
Performa LTD (Us), LLC
|
BUY
|
- |
16New |
$2.16K - $4.55K
|
16
$1.45K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
15+ 30.61% |
$2.03K - $4.26K
|
64
$5.79K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
13New |
$1.76K - $3.69K
|
13
$1.18K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13+ 12.38% |
$1.76K - $3.69K
|
118
$10.7K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8New |
$1.08K - $2.27K
|
8
$724
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
7New |
$946 - $1.99K
|
7
$634
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7New |
$946 - $1.99K
|
7
$634
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
6New |
$811 - $1.7K
|
6
$543
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
6New |
$811 - $1.7K
|
6
$543
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
5+ 5.05% |
$675 - $1.42K
|
104
$9.42K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
5+ 0.18% |
$675 - $1.42K
|
2.76K
$249K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5+ 0.0% |
$675 - $1.42K
|
300K
$27.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
5New |
$675 - $1.42K
|
5
$453
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5New |
$675 - $1.42K
|
5
$453
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 8.0% |
$540 - $1.14K
|
54
$4.89K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4New |
$540 - $1.14K
|
4
$362
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
3New |
$405 - $852
|
3
$272
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
3+ 0.03% |
$405 - $852
|
9.45K
$856K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
2+ 3.92% |
$270 - $568
|
53
$4.8K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
2+ 0.3% |
$270 - $568
|
660
$59.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1+ 11.11% |
$135 - $284
|
10
$905
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$135 - $284
|
4.77K
$432K
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1+ 1.79% |
$135 - $284
|
57
$5.16K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
1New |
$135 - $284
|
1
$90.5
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1New |
$135 - $284
|
1
$90.5
|