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
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
100+ 200.0% |
$3.98K - $5.96K
|
150
$11.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
100+ 100.0% |
$3.98K - $5.96K
|
200
$15.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
100+ 100.0% |
$3.98K - $5.96K
|
200
$15.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
100+ 28.49% |
$3.98K - $5.96K
|
451
$35K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
95New |
$3.78K - $5.66K
|
95
$7.37K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
95New |
$3.78K - $5.66K
|
95
$7.37K
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
85+ 0.38% |
$3.38K - $5.06K
|
22.4K
$1.74M
|
|
|
Jan 23, 2023
Q4 2022
|
Silvant Capital Management LLC
|
BUY
|
- |
82+ 1.53% |
$3.26K - $4.88K
|
5.45K
$423K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
82+ 65.6% |
$3.26K - $4.88K
|
207
$16.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
81New |
$3.22K - $4.82K
|
81
$6.29K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
80New |
$3.18K - $4.76K
|
80
$6.21K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
80New |
$3.18K - $4.76K
|
80
$6.21K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
77+ 0.18% |
$3.06K - $4.59K
|
43.8K
$3.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
77+ 3.18% |
$3.06K - $4.59K
|
2.5K
$194K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
61New |
$2.43K - $3.63K
|
61
$4.73K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
58+ 58.0% |
$2.31K - $3.45K
|
158
$12.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
56+ 1120.0% |
$2.23K - $3.33K
|
61
$4.73K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
55New |
$2.19K - $3.28K
|
55
$4.27K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
52New |
$2.07K - $3.1K
|
52
$4.04K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
51New |
$2.03K - $3.04K
|
51
$3.96K
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
49+ 1.12% |
$1.95K - $2.92K
|
4.43K
$344K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
48New |
$1.91K - $2.86K
|
48
$3.73K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
43+ 87.76% |
$1.71K - $2.56K
|
92
$7.14K
|
|
|
Feb 09, 2023
Q4 2022
|
Malaga Cove Capital, LLC
|
BUY
|
- |
42+ 0.6% |
$1.67K - $2.5K
|
7.01K
$544K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
41+ 57.75% |
$1.63K - $2.44K
|
112
$8.69K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
40New |
$1.59K - $2.38K
|
40
$3.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
40New |
$1.59K - $2.38K
|
40
$3.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
40New |
$1.59K - $2.38K
|
40
$3.1K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
37+ 3.92% |
$1.47K - $2.2K
|
981
$76.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
37New |
$1.47K - $2.2K
|
37
$2.87K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
36New |
$1.43K - $2.14K
|
36
$2.79K
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
35New |
$1.39K - $2.08K
|
35
$2.72K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
35New |
$1.39K - $2.08K
|
35
$2.72K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
35+ 49.3% |
$1.39K - $2.08K
|
106
$8.23K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
33+ 0.7% |
$1.31K - $1.97K
|
4.74K
$368K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
30New |
$1.19K - $1.79K
|
30
$2.33K
|
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
27New |
$1.07K - $1.61K
|
27
$2.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
25New |
$995 - $1.49K
|
25
$1.94K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
20New |
$796 - $1.19K
|
20
$1.55K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
20+ 100.0% |
$796 - $1.19K
|
40
$3.1K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
20New |
$796 - $1.19K
|
20
$1.55K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
18New |
$716 - $1.07K
|
18
$1.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
18+ 0.28% |
$716 - $1.07K
|
6.46K
$502K
|
|
|
Feb 14, 2023
Q4 2022
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
17New |
$677 - $1.01K
|
17
$1.32K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17+ 1.39% |
$677 - $1.01K
|
1.24K
$96.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 2.55% |
$597 - $893
|
603
$46.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
11New |
$438 - $655
|
11
$854
|
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
10New |
$398 - $596
|
10
$776
|
|
|
May 07, 2025
Q4 2022
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
10New |
$398 - $596
|
10
$776
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
7New |
$279 - $417
|
7
$543
|