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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-67- 16.34% |
$9.05K - $19K
|
343
$27.1K
|
|
|
Jan 27, 2022
Q4 2021
|
Close Asset Management LTD
|
SELL
|
- |
-70Closed |
$9.46K - $19.9K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Patron Partners, LLC
|
SELL
|
- |
-70- 4.24% |
$9.46K - $19.9K
|
1.58K
$125K
|
|
|
Jan 27, 2022
Q4 2021
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-75- 1.35% |
$10.1K - $21.3K
|
5.5K
$435K
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-78- 1.11% |
$10.5K - $22.2K
|
6.93K
$548K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-79- 80.61% |
$10.7K - $22.4K
|
19
$1.5K
|
|
|
Jul 20, 2022
Q4 2021
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-80Closed |
$10.8K - $22.7K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
SELL
|
- |
-84- 0.26% |
$11.3K - $23.9K
|
32.7K
$2.59M
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-86- 2.02% |
$11.6K - $24.4K
|
4.18K
$331K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-88- 3.38% |
$11.9K - $25K
|
2.52K
$199K
|
|
|
Jan 11, 2022
Q4 2021
|
Avondale Wealth Management
|
SELL
|
- |
-91Closed |
$12.3K - $25.9K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-91- 1.46% |
$12.3K - $25.9K
|
6.15K
$487K
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-92- 1.57% |
$12.4K - $26.1K
|
5.77K
$456K
|
|
|
Feb 10, 2022
Q4 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-96- 0.24% |
$13K - $27.3K
|
39.8K
$3.15M
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
SELL
|
- |
-100Closed |
$13.5K - $28.4K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-100Closed |
$13.5K - $28.4K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-100Closed |
$13.5K - $28.4K
|
0
$0
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-100Closed |
$13.5K - $28.4K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-100- 5.13% |
$13.5K - $28.4K
|
1.85K
$146K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-100- 97.09% |
$13.5K - $28.4K
|
3
$237
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-100- 11.07% |
$13.5K - $28.4K
|
803
$63.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-100- 50.0% |
$13.5K - $28.4K
|
100
$7.91K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-101- 2.34% |
$13.6K - $28.7K
|
4.22K
$334K
|
|
|
Feb 04, 2022
Q4 2021
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-107- 3.21% |
$14.5K - $30.4K
|
3.23K
$256K
|
|
|
Feb 09, 2022
Q4 2021
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-108- 0.13% |
$14.6K - $30.7K
|
86.1K
$6.81M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-109- 5.27% |
$14.7K - $31K
|
1.96K
$155K
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
SELL
|
- |
-110Closed |
$14.9K - $31.3K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Ocean Capital Management, LLC
|
SELL
|
- |
-112- 1.36% |
$15.1K - $31.8K
|
8.15K
$645K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-123- 0.82% |
$16.6K - $34.9K
|
14.9K
$1.18M
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-130- 4.15% |
$17.6K - $36.9K
|
3K
$237K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-136Closed |
$18.4K - $38.6K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
SELL
|
- |
-138- 33.09% |
$18.6K - $39.2K
|
279
$22.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-139- 42.25% |
$18.8K - $39.5K
|
190
$15K
|
|
|
Feb 11, 2022
Q4 2021
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-143- 0.42% |
$19.3K - $40.6K
|
34.1K
$2.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-156- 11.13% |
$21.1K - $44.3K
|
1.25K
$98.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-168- 62.92% |
$22.7K - $47.7K
|
99
$7.83K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-174- 2.19% |
$23.5K - $49.4K
|
7.77K
$614K
|
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-194- 7.4% |
$26.2K - $55.1K
|
2.43K
$192K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-194- 2.87% |
$26.2K - $55.1K
|
6.56K
$519K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-195- 8.26% |
$26.3K - $55.4K
|
2.17K
$171K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-200Closed |
$27K - $56.8K
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Tributary Capital Management, LLC
|
SELL
|
- |
-200- 1.56% |
$27K - $56.8K
|
12.6K
$997K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-200Closed |
$27K - $56.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-200- 15.38% |
$27K - $56.8K
|
1.1K
$87K
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-217- 6.28% |
$29.3K - $61.7K
|
3.24K
$256K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-217- 97.75% |
$29.3K - $61.7K
|
5
$396
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
SELL
|
- |
-220- 4.18% |
$29.7K - $62.5K
|
5.05K
$399K
|
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-229- 4.04% |
$30.9K - $65.1K
|
5.44K
$430K
|
|
|
Feb 14, 2022
Q4 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-229- 8.79% |
$30.9K - $65.1K
|
2.38K
$188K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
SELL
|
- |
-239Closed |
$32.3K - $67.9K
|
0
$0
|