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 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
4.89K+ 12.58% |
$188K - $308K
|
43.7K
$3.39M
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.86K+ 46.19% |
$187K - $307K
|
15.4K
$1.19M
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
4.79KNew |
$184K - $302K
|
4.79K
$371K
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
4.78KNew |
$184K - $302K
|
4.78K
$371K
|
|
Feb 14, 2024
Q4 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
4.75KNew |
$183K - $300K
|
4.75K
$369K
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
4.74K+ 6.44% |
$183K - $299K
|
78.3K
$6.08M
|
|
Feb 15, 2024
Q4 2023
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
4.72KNew |
$182K - $298K
|
4.72K
$366K
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
4.67K+ 1.63% |
$180K - $295K
|
292K
$22.6M
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
4.6KNew |
$177K - $290K
|
4.6K
$357K
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
4.48KNew |
$172K - $282K
|
4.48K
$347K
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.46K+ 34.78% |
$172K - $282K
|
17.3K
$1.34M
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
4.45KNew |
$171K - $281K
|
4.45K
$345K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
4.33KNew |
$167K - $273K
|
4.33K
$336K
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
BUY
|
- |
4.33KNew |
$167K - $273K
|
4.33K
$336K
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
4.32KNew |
$166K - $273K
|
4.32K
$335K
|
|
Feb 13, 2024
Q4 2023
|
Brandywine Managers, LLC
Hockessin, DE |
BUY
|
- |
4.21KNew |
$162K - $266K
|
4.21K
$327K
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
4.17KNew |
$161K - $263K
|
4.17K
$324K
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
4.13KNew |
$159K - $261K
|
4.13K
$321K
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
4.04KNew |
$156K - $255K
|
4.04K
$314K
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
3.98KNew |
$153K - $251K
|
3.98K
$309K
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
3.94KNew |
$152K - $249K
|
3.94K
$306K
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
3.9KNew |
$150K - $246K
|
3.9K
$303K
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
3.83KNew |
$148K - $242K
|
3.83K
$297K
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.81KNew |
$147K - $241K
|
3.81K
$296K
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
3.8KNew |
$146K - $240K
|
3.8K
$295K
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
3.74KNew |
$144K - $236K
|
3.74K
$290K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.72KNew |
$143K - $235K
|
3.72K
$289K
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.66KNew |
$141K - $231K
|
3.66K
$284K
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
3.57KNew |
$138K - $225K
|
3.57K
$277K
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
3.51KNew |
$135K - $221K
|
3.51K
$272K
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
3.49KNew |
$135K - $220K
|
3.49K
$271K
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.49KNew |
$134K - $220K
|
3.49K
$271K
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.47K+ 55.66% |
$134K - $219K
|
9.7K
$753K
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
3.43K+ 7.38% |
$132K - $217K
|
49.9K
$3.87M
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.43KNew |
$132K - $216K
|
3.43K
$266K
|
|
Feb 14, 2024
Q4 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
3.42KNew |
$132K - $216K
|
3.42K
$265K
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3.37KNew |
$130K - $213K
|
3.37K
$262K
|
|
Jan 04, 2024
Q4 2023
|
Green Alpha Advisors, LLC
|
BUY
|
- |
3.24K+ 31.43% |
$125K - $204K
|
13.5K
$1.05M
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.06K+ 22.64% |
$118K - $193K
|
16.6K
$1.29M
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
3.03KNew |
$117K - $191K
|
3.03K
$235K
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
BUY
|
- |
3K+ 7.0% |
$115K - $189K
|
45.8K
$3.55M
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
2.98K+ 17.63% |
$115K - $188K
|
19.9K
$1.55M
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.87K+ 7.97% |
$111K - $181K
|
38.9K
$3.02M
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
2.8K+ 3.43% |
$108K - $177K
|
84.3K
$6.54M
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2.54KNew |
$98K - $161K
|
2.54K
$197K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.37KNew |
$91.5K - $150K
|
2.37K
$184K
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.32K+ 2.81% |
$89.2K - $146K
|
84.7K
$6.58M
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
2.22K+ 1.03% |
$85.4K - $140K
|
218K
$16.9M
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.16K+ 35.85% |
$83.3K - $136K
|
8.19K
$636K
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.06K+ 10.99% |
$79.3K - $130K
|
20.8K
$1.61M
|