Purchases and Sales Made in Q4 2023 in Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU) during Q4 2023. 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 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.53K- 51.19% |
$59K - $96.6K
|
1.46K
$113K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.53K- 18.92% |
$59.1K - $96.8K
|
6.57K
$510K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.59K- 5.41% |
$61.3K - $100K
|
27.9K
$2.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.6K- 23.63% |
$61.6K - $101K
|
5.17K
$401K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.61K- 18.04% |
$62.1K - $102K
|
7.32K
$568K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.62K- 0.59% |
$62.6K - $102K
|
274K
$21.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.64K- 12.23% |
$63.3K - $104K
|
11.8K
$916K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.66K- 4.37% |
$63.8K - $105K
|
36.3K
$2.82M
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.71K- 4.79% |
$65.7K - $108K
|
33.9K
$2.63M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.71K- 24.23% |
$66K - $108K
|
5.35K
$415K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.76K- 21.15% |
$67.8K - $111K
|
6.56K
$509K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.79K- 45.5% |
$68.8K - $113K
|
2.14K
$166K
|
|
|
Feb 07, 2024
Q4 2023
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-1.8K- 30.99% |
$69.3K - $114K
|
4.01K
$311K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.84K- 25.56% |
$71K - $116K
|
5.36K
$416K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.88K- 34.45% |
$72.5K - $119K
|
3.58K
$278K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.89K- 34.38% |
$72.7K - $119K
|
3.6K
$280K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-1.94K- 6.68% |
$74.6K - $122K
|
27K
$2.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.94K- 2.15% |
$74.7K - $122K
|
88.4K
$6.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-1.98K- 10.0% |
$76.3K - $125K
|
17.8K
$1.38M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-2.06K- 45.66% |
$79.4K - $130K
|
2.45K
$190K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.07K- 33.81% |
$79.8K - $131K
|
4.05K
$315K
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-2.1K- 10.03% |
$80.8K - $132K
|
18.8K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.1K- 25.37% |
$80.8K - $132K
|
6.17K
$479K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.13K- 16.06% |
$82K - $134K
|
11.1K
$863K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.18K- 2.81% |
$84K - $138K
|
75.4K
$5.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.26K- 14.65% |
$87K - $142K
|
13.1K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-2.28K- 25.76% |
$87.8K - $144K
|
6.57K
$510K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-2.37K- 24.34% |
$91.1K - $149K
|
7.35K
$571K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-2.44K- 13.52% |
$94K - $154K
|
15.6K
$1.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-2.49K- 19.23% |
$95.9K - $157K
|
10.5K
$812K
|
|
|
Feb 14, 2024
Q4 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-2.56K- 19.18% |
$98.8K - $162K
|
10.8K
$838K
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-2.7K- 2.51% |
$104K - $171K
|
105K
$8.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.82K- 15.72% |
$108K - $178K
|
15.1K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.88K- 21.71% |
$111K - $182K
|
10.4K
$806K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-2.91K- 19.02% |
$112K - $183K
|
12.4K
$960K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-2.92K- 26.38% |
$112K - $184K
|
8.13K
$631K
|
|
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.99K- 2.53% |
$115K - $189K
|
115K
$8.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.99K- 2.53% |
$115K - $189K
|
115K
$8.94M
|
|
|
Apr 08, 2025
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-3.08K- 40.75% |
$119K - $194K
|
4.48K
$347K
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-3.15K- 32.21% |
$121K - $198K
|
6.62K
$514K
|
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-3.22K- 25.84% |
$124K - $203K
|
9.25K
$718K
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-3.28K- 16.23% |
$126K - $207K
|
16.9K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-3.38K- 16.39% |
$130K - $213K
|
17.3K
$1.34M
|
|
|
Jan 29, 2024
Q4 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-3.4K- 3.52% |
$131K - $215K
|
93.3K
$7.24M
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-3.56KClosed |
$137K - $225K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-3.61K- 2.32% |
$139K - $228K
|
152K
$11.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-3.71K- 48.89% |
$143K - $234K
|
3.87K
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.79K- 23.29% |
$146K - $239K
|
12.5K
$969K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.81K- 4.37% |
$147K - $241K
|
83.5K
$6.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-3.9K- 46.85% |
$150K - $246K
|
4.43K
$343K
|