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
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-183- 3.73% |
$7.28K - $10.9K
|
4.73K
$457K
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-190- 3.14% |
$7.56K - $11.3K
|
5.87K
$567K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-200- 26.04% |
$7.96K - $11.9K
|
568
$54.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-210- 53.3% |
$8.36K - $12.5K
|
184
$17.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-217- 5.01% |
$8.64K - $12.9K
|
4.11K
$398K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-225- 20.79% |
$8.96K - $13.4K
|
857
$82.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-235- 4.57% |
$9.35K - $14K
|
4.91K
$475K
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-246- 4.56% |
$9.79K - $14.6K
|
5.15K
$498K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-250- 55.56% |
$9.95K - $14.9K
|
200
$19.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-260- 1.54% |
$10.3K - $15.5K
|
16.7K
$1.61M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-273- 6.21% |
$10.9K - $16.3K
|
4.12K
$399K
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
SELL
|
- |
-285- 52.88% |
$11.3K - $17K
|
254
$24.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
SELL
|
- |
-288- 3.29% |
$11.5K - $17.2K
|
8.46K
$818K
|
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-295- 7.29% |
$11.7K - $17.6K
|
3.75K
$363K
|
|
|
Jan 18, 2023
Q4 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-296- 6.13% |
$11.8K - $17.6K
|
4.53K
$438K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-300- 20.01% |
$11.9K - $17.9K
|
1.2K
$116K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-312- 1.73% |
$12.4K - $18.6K
|
17.7K
$1.71M
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-312- 13.64% |
$12.4K - $18.6K
|
1.98K
$191K
|
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-314- 2.56% |
$12.5K - $18.7K
|
11.9K
$1.16M
|
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-314- 2.56% |
$12.5K - $18.7K
|
11.9K
$1.16M
|
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-314- 2.56% |
$12.5K - $18.7K
|
11.9K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-320- 1.97% |
$12.7K - $19.1K
|
15.9K
$1.54M
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-336- 8.51% |
$13.4K - $20K
|
3.61K
$349K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-338- 63.77% |
$13.5K - $20.1K
|
192
$18.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-340- 6.45% |
$13.5K - $20.2K
|
4.94K
$477K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-349- 3.72% |
$13.9K - $20.8K
|
9.03K
$873K
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-355- 1.52% |
$14.1K - $21.1K
|
23K
$2.23M
|
|
|
Nov 13, 2023
Q4 2022
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-355- 2.39% |
$14.1K - $21.1K
|
14.5K
$1.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-390- 3.02% |
$15.5K - $23.2K
|
12.5K
$1.21M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-410- 83.67% |
$16.3K - $24.4K
|
80
$7.74K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-410- 60.21% |
$16.3K - $24.4K
|
271
$26.2K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-410- 83.67% |
$16.3K - $24.4K
|
80
$7.74K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-450- 13.69% |
$17.9K - $26.8K
|
2.84K
$274K
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-454- 10.16% |
$18.1K - $27K
|
4.01K
$388K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-465- 94.51% |
$18.5K - $27.7K
|
27
$2.61K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-503- 58.69% |
$20K - $30K
|
354
$34.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-509- 11.09% |
$20.3K - $30.3K
|
4.08K
$395K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-511- 1.53% |
$20.3K - $30.4K
|
32.9K
$3.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-524- 65.91% |
$20.9K - $31.2K
|
271
$26.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-530- 5.48% |
$21.1K - $31.6K
|
9.15K
$885K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-535- 32.07% |
$21.3K - $31.9K
|
1.13K
$110K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-565- 9.06% |
$22.5K - $33.6K
|
5.67K
$549K
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-590- 31.18% |
$23.5K - $35.1K
|
1.3K
$126K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-645- 56.09% |
$25.7K - $38.4K
|
505
$48.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-650- 18.67% |
$25.9K - $38.7K
|
2.83K
$274K
|
|
|
Feb 09, 2023
Q4 2022
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-679- 2.17% |
$27K - $40.4K
|
30.7K
$2.97M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-679- 12.56% |
$27K - $40.4K
|
4.73K
$457K
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-683- 0.44% |
$27.2K - $40.7K
|
153K
$14.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-700- 5.63% |
$27.9K - $41.7K
|
11.7K
$1.13M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-714- 8.97% |
$28.4K - $42.5K
|
7.24K
$701K
|