Purchases and Sales Made in Q4 2022 in Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU) during Q4 2022. 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 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-725- 87.88% |
$28.9K - $43.2K
|
100
$9.67K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-731- 33.87% |
$29.1K - $43.5K
|
1.43K
$138K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-761- 2.65% |
$30.3K - $45.3K
|
28K
$2.71M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-782- 14.99% |
$31.1K - $46.6K
|
4.44K
$429K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-823- 7.99% |
$32.8K - $49K
|
9.48K
$917K
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-831- 2.35% |
$33.1K - $49.5K
|
34.5K
$3.33M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-835- 77.75% |
$33.2K - $49.7K
|
239
$23.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-858- 2.55% |
$34.1K - $51.1K
|
32.7K
$3.17M
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-882- 13.96% |
$35.1K - $52.5K
|
5.44K
$526K
|
|
|
Jan 27, 2023
Q4 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-898- 18.72% |
$35.7K - $53.5K
|
3.9K
$377K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-951- 28.06% |
$37.8K - $56.6K
|
2.44K
$236K
|
|
|
Jan 17, 2023
Q4 2022
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-958- 14.76% |
$38.1K - $57K
|
5.53K
$535K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.06K- 53.69% |
$42K - $62.9K
|
911
$88.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.13K- 6.57% |
$45K - $67.4K
|
16.1K
$1.56M
|
|
|
Feb 03, 2023
Q4 2022
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-1.17K- 2.64% |
$46.6K - $69.7K
|
43.1K
$4.17M
|
|
|
Jan 18, 2023
Q4 2022
|
Bennett Selby Investments LP
|
SELL
|
- |
-1.18K- 9.09% |
$47K - $70.4K
|
11.8K
$1.14M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.2K- 23.41% |
$47.8K - $71.5K
|
3.93K
$380K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-1.2K- 63.35% |
$47.9K - $71.6K
|
696
$67.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-1.23K- 3.42% |
$49.1K - $73.5K
|
34.8K
$3.37M
|
|
|
Feb 13, 2023
Q4 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-1.26K- 14.3% |
$50K - $74.9K
|
7.53K
$729K
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 24.52% |
$51.3K - $76.7K
|
3.97K
$384K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.34K- 18.93% |
$53.4K - $79.9K
|
5.75K
$556K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.34K- 9.67% |
$53.5K - $80K
|
12.6K
$1.21M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.35K- 4.44% |
$53.7K - $80.4K
|
29K
$2.81M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.36K- 24.91% |
$54.1K - $81K
|
4.1K
$396K
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.4K- 4.76% |
$55.8K - $83.5K
|
28.1K
$2.72M
|
|
|
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.51K- 13.34% |
$59.9K - $89.7K
|
9.79K
$947K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.53K- 76.71% |
$60.7K - $90.8K
|
463
$44.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.54K- 11.2% |
$61.2K - $91.5K
|
12.2K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-1.61K- 7.87% |
$64.1K - $95.9K
|
18.9K
$1.82M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.61K- 12.67% |
$64.2K - $96.1K
|
11.1K
$1.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-1.62K- 15.98% |
$64.6K - $96.7K
|
8.54K
$826K
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-1.66K- 5.2% |
$66.2K - $99.1K
|
30.4K
$2.94M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.69K- 13.96% |
$67.1K - $100K
|
10.4K
$1M
|
|
|
Feb 08, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-1.76K- 3.67% |
$70.1K - $105K
|
46.2K
$4.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.8K- 2.72% |
$71.6K - $107K
|
64.4K
$6.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-1.89K- 20.54% |
$75.3K - $113K
|
7.32K
$708K
|
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.95K- 24.56% |
$77.4K - $116K
|
5.98K
$578K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.12K- 21.03% |
$84.5K - $126K
|
7.97K
$771K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.17K- 4.76% |
$86.5K - $129K
|
43.5K
$4.21M
|
|
|
Feb 10, 2023
Q4 2022
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-2.18K- 11.03% |
$86.8K - $130K
|
17.6K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.2K- 25.3% |
$87.6K - $131K
|
6.5K
$628K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-2.22K- 64.55% |
$88.4K - $132K
|
1.22K
$118K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2.32KClosed |
$92.3K - $138K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Impax Asset Management Group PLC
|
SELL
|
- |
-2.36K- 36.02% |
$94K - $141K
|
4.2K
$406K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.39K- 14.01% |
$95.3K - $143K
|
14.7K
$1.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-2.47K- 9.57% |
$98.2K - $147K
|
23.3K
$2.25M
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
SELL
|
- |
-2.48K- 36.32% |
$98.8K - $148K
|
4.35K
$421K
|
|
|
Jan 12, 2023
Q4 2022
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-2.59K- 31.59% |
$103K - $154K
|
5.61K
$543K
|
|
|
Feb 15, 2023
Q4 2022
|
1776 Wealth LLC
|
SELL
|
- |
-2.71K- 34.26% |
$108K - $161K
|
5.2K
$503K
|