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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.37K+ 29.59% |
$185K - $388K
|
5.98K
$481K
|
|
|
Feb 09, 2022
Q4 2021
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.37KNew |
$184K - $388K
|
1.37K
$110K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.36K+ 79.77% |
$184K - $388K
|
3.07K
$247K
|
|
|
Feb 14, 2022
Q4 2021
|
Unio Capital LLC
|
BUY
|
- |
1.36KNew |
$184K - $386K
|
1.36K
$109K
|
|
|
May 26, 2022
Q4 2021
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
1.35KNew |
$182K - $383K
|
1.35K
$108K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.33KNew |
$180K - $378K
|
1.33K
$107K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.31K+ 69.32% |
$177K - $373K
|
3.21K
$258K
|
|
|
Jan 31, 2022
Q4 2021
|
1776 Wealth LLC
|
BUY
|
- |
1.3K+ 16.33% |
$176K - $369K
|
9.26K
$744K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.3KNew |
$176K - $369K
|
1.3K
$104K
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
1.29KNew |
$175K - $367K
|
1.29K
$104K
|
|
|
Jan 19, 2022
Q4 2021
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.27K+ 81.91% |
$172K - $361K
|
2.83K
$227K
|
|
|
Feb 09, 2022
Q4 2021
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.23K+ 9.05% |
$166K - $348K
|
14.8K
$1.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.23K+ 135.06% |
$165K - $348K
|
2.13K
$171K
|
|
|
Feb 11, 2022
Q4 2021
|
Tortoise Index Solutions, LLC
Overland Park, KS |
BUY
|
- |
1.2K+ 54.55% |
$163K - $342K
|
3.41K
$274K
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.18K+ 69.36% |
$160K - $336K
|
2.89K
$232K
|
|
|
Feb 11, 2022
Q4 2021
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.17KNew |
$159K - $334K
|
1.17K
$94.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Seeyond
Paris, I0 |
BUY
|
- |
1.15K+ 107.8% |
$155K - $326K
|
2.21K
$178K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.13KNew |
$152K - $320K
|
1.13K
$90.4K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.11K+ 28.72% |
$150K - $315K
|
4.96K
$399K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.1KNew |
$149K - $313K
|
1.1K
$88.4K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.09K+ 2.81% |
$148K - $311K
|
39.9K
$3.21M
|
|
|
Feb 08, 2022
Q4 2021
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
1.08K+ 0.48% |
$146K - $307K
|
226K
$18.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Northeast Investment Management
|
BUY
|
- |
1.06K+ 10.38% |
$143K - $301K
|
11.3K
$907K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.06K+ 13.22% |
$143K - $301K
|
9.09K
$730K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
1.05K+ 83.75% |
$142K - $299K
|
2.31K
$185K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.05K+ 5.91% |
$142K - $298K
|
18.8K
$1.51M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.04K+ 14.09% |
$141K - $296K
|
8.44K
$679K
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
1.04K+ 32.33% |
$140K - $295K
|
4.25K
$342K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.03KNew |
$139K - $292K
|
1.03K
$82.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
1.03KNew |
$138K - $291K
|
1.03K
$82.4K
|
|
|
Nov 13, 2023
Q4 2021
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.01K+ 6.84% |
$137K - $288K
|
15.8K
$1.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Akkr Management Company, LLC
Menlo Park, CA |
BUY
|
- |
1KNew |
$136K - $285K
|
1K
$80.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
1K+ 2.34% |
$135K - $284K
|
43.7K
$3.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
945+ 7.16% |
$128K - $268K
|
14.2K
$1.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
918+ 19.72% |
$124K - $261K
|
5.57K
$448K
|
|
|
Feb 08, 2022
Q4 2021
|
Granite Shares Advisors LLC
|
BUY
|
- |
898New |
$121K - $255K
|
898
$72.2K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
897+ 14.39% |
$121K - $255K
|
7.13K
$573K
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
878+ 40.8% |
$119K - $249K
|
3.03K
$243K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
875New |
$118K - $249K
|
875
$70.3K
|
|
|
Jan 25, 2022
Q4 2021
|
Westwood Management Corp
|
BUY
|
- |
862+ 1.4% |
$116K - $245K
|
62.3K
$5.01M
|
|
|
Apr 05, 2024
Q4 2021
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
800+ 9.52% |
$108K - $227K
|
9.2K
$739K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
790+ 34.76% |
$107K - $224K
|
3.06K
$246K
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
775+ 38.6% |
$105K - $220K
|
2.78K
$224K
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
755+ 17.57% |
$102K - $215K
|
5.05K
$406K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
753+ 6.42% |
$102K - $214K
|
12.5K
$1M
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
739+ 18.36% |
$99.8K - $210K
|
4.76K
$383K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
733+ 32.72% |
$99K - $208K
|
2.97K
$239K
|
|
|
Jan 25, 2022
Q4 2021
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
690+ 30.94% |
$93.2K - $196K
|
2.92K
$235K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
684New |
$92.4K - $194K
|
684
$55K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
673+ 9.62% |
$90.9K - $191K
|
7.67K
$617K
|