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 12, 2023
Q4 2022
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-2.59K- 31.59% |
$103K - $154K
|
5.61K
$422K
|
|
|
Feb 15, 2023
Q4 2022
|
1776 Wealth LLC
|
SELL
|
- |
-2.71K- 34.26% |
$108K - $161K
|
5.2K
$391K
|
|
|
Oct 18, 2024
Q4 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.83K- 6.34% |
$113K - $169K
|
41.8K
$3.15M
|
|
|
Feb 09, 2023
Q4 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.83K- 6.34% |
$113K - $169K
|
41.8K
$3.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.07K- 10.5% |
$122K - $183K
|
26.1K
$1.97M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-3.12K- 7.98% |
$124K - $186K
|
35.9K
$2.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3.15K- 28.08% |
$126K - $188K
|
8.08K
$608K
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-3.16K- 2.74% |
$126K - $188K
|
112K
$8.42M
|
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-3.16K- 2.74% |
$126K - $188K
|
112K
$8.42M
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
SELL
|
- |
-3.41K- 64.72% |
$136K - $203K
|
1.86K
$140K
|
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-3.43K- 1.24% |
$136K - $204K
|
272K
$20.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.43K- 3.47% |
$137K - $204K
|
95.5K
$7.19M
|
|
|
Jan 31, 2023
Q4 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-3.5K- 5.03% |
$139K - $208K
|
66.1K
$4.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-3.55K- 18.12% |
$141K - $211K
|
16K
$1.21M
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-3.68K- 0.61% |
$147K - $219K
|
601K
$45.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-3.71K- 30.63% |
$148K - $221K
|
8.41K
$633K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-4K- 51.49% |
$159K - $238K
|
3.77K
$284K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-4.06K- 9.33% |
$162K - $242K
|
39.5K
$2.97M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.25K- 20.74% |
$169K - $253K
|
16.2K
$1.22M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.32K- 15.19% |
$172K - $257K
|
24.1K
$1.81M
|
|
|
Feb 09, 2023
Q4 2022
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-4.36K- 4.69% |
$174K - $260K
|
88.6K
$6.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-4.44K- 1.24% |
$177K - $264K
|
353K
$26.6M
|
|
|
Feb 07, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-4.59K- 2.12% |
$183K - $273K
|
212K
$15.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-4.75K- 16.21% |
$189K - $283K
|
24.5K
$1.85M
|
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-4.82K- 25.12% |
$192K - $287K
|
14.4K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-4.86K- 38.85% |
$194K - $290K
|
7.65K
$576K
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.93K- 34.28% |
$196K - $294K
|
9.45K
$711K
|
|
|
Feb 13, 2023
Q4 2022
|
Candriam S.C.A.
|
SELL
|
- |
-5.22K- 17.8% |
$208K - $311K
|
24.1K
$1.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-5.24K- 24.02% |
$209K - $312K
|
16.6K
$1.25M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.32K- 51.63% |
$212K - $317K
|
4.98K
$375K
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-5.44K- 40.73% |
$217K - $324K
|
7.92K
$596K
|
|
|
Jan 12, 2023
Q4 2022
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-5.62K- 51.93% |
$224K - $335K
|
5.21K
$392K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.88K- 25.86% |
$234K - $350K
|
16.9K
$1.27M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-6.02K- 29.17% |
$239K - $358K
|
14.6K
$1.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-6.02K- 22.95% |
$239K - $358K
|
20.2K
$1.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.06K- 23.97% |
$241K - $361K
|
19.2K
$1.45M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.07K- 50.95% |
$242K - $362K
|
5.85K
$440K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.21K- 2.79% |
$247K - $370K
|
217K
$16.3M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6.33K- 12.49% |
$252K - $377K
|
44.3K
$3.34M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-6.35K- 27.99% |
$253K - $378K
|
16.3K
$1.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-6.36K- 21.76% |
$253K - $379K
|
22.9K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-6.38K- 6.95% |
$254K - $380K
|
85.4K
$6.42M
|
|
|
Feb 03, 2023
Q4 2022
|
Fcf Advisors LLC
|
SELL
|
- |
-6.4K- 51.83% |
$255K - $381K
|
5.95K
$448K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6.41K- 12.63% |
$255K - $382K
|
44.3K
$3.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-6.56K- 22.74% |
$261K - $391K
|
22.3K
$1.68M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.81K- 20.8% |
$271K - $406K
|
25.9K
$1.95M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.9K- 7.78% |
$275K - $411K
|
81.8K
$6.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-7.19K- 21.69% |
$286K - $428K
|
26K
$1.95M
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
SELL
|
- |
-7.45K- 24.53% |
$297K - $444K
|
22.9K
$1.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-7.69K- 22.75% |
$306K - $458K
|
26.1K
$1.97M
|