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 |
---|---|---|---|---|---|---|---|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3+ 15.79% |
$119 - $179
|
22
$2.13K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 200.0% |
$79.6 - $119
|
3
$290
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2+ 0.51% |
$79.6 - $119
|
392
$37.9K
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2New |
$79.6 - $119
|
2
$193
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1New |
$39.8 - $59.6
|
1
$96.7
|
|
Jan 26, 2023
Q4 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1+ 0.02% |
$39.8 - $59.6
|
4.33K
$419K
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1- 1.25% |
$39.8 - $59.6
|
79
$7.64K
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1- 0.39% |
$39.8 - $59.6
|
256
$24.8K
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 6.25% |
$39.8 - $59.6
|
15
$1.45K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-2- 33.33% |
$79.6 - $119
|
4
$387
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-3- 0.01% |
$119 - $179
|
24.5K
$2.37M
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-3- 0.15% |
$119 - $179
|
2.01K
$195K
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3Closed |
$119 - $179
|
0
$0
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4- 4.17% |
$159 - $238
|
92
$8.9K
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-5Closed |
$199 - $298
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-7- 5.04% |
$279 - $417
|
132
$12.8K
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7- 53.85% |
$279 - $417
|
6
$580
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11- 5.16% |
$438 - $655
|
202
$19.5K
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-19- 13.57% |
$756 - $1.13K
|
121
$11.7K
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-25- 69.44% |
$995 - $1.49K
|
11
$1.06K
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
SELL
|
- |
-26- 50.98% |
$1.03K - $1.55K
|
25
$2.42K
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-28- 0.23% |
$1.11K - $1.67K
|
11.9K
$1.16M
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-30Closed |
$1.19K - $1.79K
|
0
$0
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-30- 1.39% |
$1.19K - $1.79K
|
2.13K
$206K
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-30- 1.76% |
$1.19K - $1.79K
|
1.68K
$162K
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-34- 4.24% |
$1.35K - $2.02K
|
768
$74.3K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-39- 56.52% |
$1.55K - $2.32K
|
30
$2.9K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-42- 77.78% |
$1.67K - $2.5K
|
12
$1.16K
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-45- 23.68% |
$1.79K - $2.68K
|
145
$14K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-51- 20.99% |
$2.03K - $3.04K
|
192
$18.6K
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-59- 1.1% |
$2.35K - $3.51K
|
5.29K
$512K
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-67- 23.59% |
$2.67K - $3.99K
|
217
$21K
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-70Closed |
$2.79K - $4.17K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-73- 1.18% |
$2.91K - $4.35K
|
6.1K
$590K
|
|
Feb 13, 2023
Q4 2022
|
Credit Agricole S A
|
SELL
|
- |
-73- 0.24% |
$2.91K - $4.35K
|
29.8K
$2.88M
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-82- 83.67% |
$3.26K - $4.88K
|
16
$1.55K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-90- 36.89% |
$3.58K - $5.36K
|
154
$14.9K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-90- 1.23% |
$3.58K - $5.36K
|
7.21K
$697K
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-94- 4.5% |
$3.74K - $5.6K
|
2K
$193K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-95- 1.23% |
$3.78K - $5.66K
|
7.62K
$737K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-101- 10.34% |
$4.02K - $6.01K
|
876
$84.7K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-102- 82.93% |
$4.06K - $6.07K
|
21
$2.03K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-104- 92.86% |
$4.14K - $6.19K
|
8
$774
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-105- 9.88% |
$4.18K - $6.25K
|
958
$92.7K
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-111- 14.72% |
$4.42K - $6.61K
|
643
$62.2K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-125- 1.65% |
$4.98K - $7.44K
|
7.43K
$719K
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-167- 3.35% |
$6.65K - $9.94K
|
4.81K
$465K
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-178- 51.15% |
$7.08K - $10.6K
|
170
$16.4K
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-178- 1.78% |
$7.08K - $10.6K
|
9.8K
$948K
|