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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
640New |
$25.5K - $38.1K
|
640
$61.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
631+ 8.54% |
$25.1K - $37.6K
|
8.02K
$776K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
621+ 7.99% |
$24.7K - $37K
|
8.4K
$812K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
616+ 202.63% |
$24.5K - $36.7K
|
920
$89K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
615+ 6150.0% |
$24.5K - $36.6K
|
625
$60.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
583+ 5.64% |
$23.2K - $34.7K
|
10.9K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
537New |
$21.4K - $32K
|
537
$51.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
501New |
$19.9K - $29.8K
|
501
$48.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
500+ 100.0% |
$19.9K - $29.8K
|
1K
$96.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
434New |
$17.3K - $25.8K
|
434
$42K
|
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
422+ 6.57% |
$16.8K - $25.1K
|
6.84K
$662K
|
|
|
Feb 06, 2023
Q4 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
415+ 4.48% |
$16.5K - $24.7K
|
9.68K
$936K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
400New |
$15.9K - $23.8K
|
400
$38.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
384New |
$15.3K - $22.9K
|
384
$37.1K
|
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
379+ 7.81% |
$15.1K - $22.6K
|
5.23K
$506K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
378+ 108.31% |
$15K - $22.5K
|
727
$70.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
376New |
$15K - $22.4K
|
376
$36.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
372+ 2.18% |
$14.8K - $22.2K
|
17.4K
$1.68M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
362+ 65.34% |
$14.4K - $21.6K
|
916
$88.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
339+ 3.0% |
$13.5K - $20.2K
|
11.6K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
336+ 173.2% |
$13.4K - $20K
|
530
$51.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
304+ 0.35% |
$12.1K - $18.1K
|
85.9K
$8.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
298+ 115.5% |
$11.9K - $17.7K
|
556
$53.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
296+ 23.64% |
$11.8K - $17.6K
|
1.55K
$150K
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
290+ 1.93% |
$11.5K - $17.3K
|
15.3K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
265+ 5.7% |
$10.5K - $15.8K
|
4.92K
$475K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
250New |
$9.95K - $14.9K
|
250
$24.2K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
238New |
$9.47K - $14.2K
|
238
$23K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
227+ 2.52% |
$9.03K - $13.5K
|
9.23K
$893K
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
201+ 0.91% |
$8K - $12K
|
22.3K
$2.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
198+ 92.52% |
$7.88K - $11.8K
|
412
$39.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
196+ 1.5% |
$7.8K - $11.7K
|
13.2K
$1.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
182+ 3.77% |
$7.24K - $10.8K
|
5.01K
$485K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
174+ 2175.0% |
$6.93K - $10.4K
|
182
$17.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
162New |
$6.45K - $9.65K
|
162
$15.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
158New |
$6.29K - $9.41K
|
158
$15.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
157+ 0.97% |
$6.25K - $9.35K
|
16.4K
$1.59M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
152+ 0.41% |
$6.05K - $9.05K
|
37.5K
$3.63M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
150New |
$5.97K - $8.93K
|
150
$14.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
149+ 2.07% |
$5.93K - $8.87K
|
7.36K
$712K
|
|
|
Feb 08, 2023
Q4 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
148+ 3.44% |
$5.89K - $8.81K
|
4.46K
$431K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
140+ 16.0% |
$5.57K - $8.34K
|
1.02K
$98.2K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
140+ 66.67% |
$5.57K - $8.34K
|
350
$33.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
138+ 2.09% |
$5.49K - $8.22K
|
6.73K
$651K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
129+ 31.85% |
$5.13K - $7.68K
|
534
$51.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
127New |
$5.05K - $7.56K
|
127
$12.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
115New |
$4.58K - $6.85K
|
115
$11.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
101+ 21.86% |
$4.02K - $6.01K
|
563
$54.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
100+ 200.0% |
$3.98K - $5.96K
|
150
$14.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
100+ 28.49% |
$3.98K - $5.96K
|
451
$43.6K
|