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 25, 2022
Q4 2021
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-978Closed |
$132K - $278K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-991- 36.94% |
$134K - $282K
|
1.69K
$164K
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-993Closed |
$134K - $282K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-993- 37.81% |
$134K - $282K
|
1.63K
$158K
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1K- 47.35% |
$135K - $284K
|
1.11K
$108K
|
|
Feb 11, 2022
Q4 2021
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-1KClosed |
$135K - $284K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-1K- 37.04% |
$135K - $284K
|
1.7K
$164K
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.01KClosed |
$136K - $286K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-1.01KClosed |
$136K - $286K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.01K- 87.63% |
$136K - $286K
|
142
$13.7K
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.01KClosed |
$136K - $286K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-1.01K- 39.76% |
$136K - $287K
|
1.53K
$148K
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.01KClosed |
$137K - $288K
|
0
$0
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
SELL
|
- |
-1.01KClosed |
$137K - $288K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-1.03KClosed |
$139K - $291K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.03KClosed |
$139K - $292K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-1.04KClosed |
$140K - $294K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.05KClosed |
$142K - $298K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.06KClosed |
$143K - $300K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-1.07KClosed |
$145K - $304K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-1.07K- 20.11% |
$145K - $304K
|
4.26K
$412K
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.08K- 7.1% |
$145K - $306K
|
14.1K
$1.36M
|
|
Sep 07, 2023
Q4 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.08KClosed |
$146K - $307K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Foundry Partners, LLC
|
SELL
|
- |
-1.09KClosed |
$147K - $309K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.09KClosed |
$147K - $310K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.09KClosed |
$148K - $311K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.1KClosed |
$149K - $313K
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Xr Securities LLC
|
SELL
|
- |
-1.11K- 15.25% |
$150K - $316K
|
6.17K
$597K
|
|
Jan 28, 2022
Q4 2021
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.12KClosed |
$151K - $317K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.12KClosed |
$151K - $317K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.12KClosed |
$151K - $318K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.13K- 99.12% |
$153K - $321K
|
10
$967
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
SELL
|
- |
-1.14KClosed |
$153K - $322K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.16KClosed |
$156K - $328K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1.16K- 21.92% |
$156K - $328K
|
4.12K
$398K
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.16KClosed |
$156K - $328K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.16KClosed |
$157K - $329K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
SELL
|
- |
-1.18KClosed |
$159K - $334K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.18KClosed |
$160K - $336K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-1.18KClosed |
$160K - $336K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.19K- 3.62% |
$161K - $339K
|
31.8K
$3.07M
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.2KClosed |
$163K - $342K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.22KClosed |
$165K - $346K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.22K- 9.28% |
$165K - $346K
|
11.9K
$1.15M
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.22KClosed |
$165K - $347K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.23K- 24.58% |
$167K - $350K
|
3.78K
$366K
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.24KClosed |
$168K - $353K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Jackson Square Capital, LLC
|
SELL
|
- |
-1.25K- 11.05% |
$168K - $354K
|
10K
$970K
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.25KClosed |
$169K - $355K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-1.25K- 28.85% |
$169K - $356K
|
3.09K
$299K
|