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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.04K+ 12.82% |
$78.7K - $129K
|
18K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.04K+ 172.5% |
$78.6K - $129K
|
3.22K
$250K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.84KNew |
$70.7K - $116K
|
1.84K
$143K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.8KNew |
$69.4K - $114K
|
1.8K
$140K
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.77K+ 14.58% |
$68K - $111K
|
13.9K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.7K+ 24.26% |
$65.5K - $107K
|
8.71K
$676K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.7K+ 7.88% |
$65.3K - $107K
|
23.2K
$1.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1.56K+ 3.8% |
$60.1K - $98.5K
|
42.6K
$3.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.52K+ 24.26% |
$58.7K - $96.2K
|
7.81K
$606K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.49K+ 18.65% |
$57.5K - $94.2K
|
9.49K
$737K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.46K+ 12.46% |
$56.1K - $91.9K
|
13.1K
$1.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.39KNew |
$53.7K - $88K
|
1.39K
$108K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.36K+ 283.47% |
$52.2K - $85.5K
|
1.83K
$142K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.16K+ 319.83% |
$44.7K - $73.3K
|
1.52K
$118K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.14K+ 11.23% |
$44K - $72.1K
|
11.3K
$878K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.1K+ 5480.0% |
$42.2K - $69.2K
|
1.12K
$86.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
1.04K+ 4.97% |
$39.9K - $65.3K
|
21.9K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.02K+ 2.62% |
$39.3K - $64.3K
|
39.9K
$3.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
1.02K+ 20.43% |
$39.1K - $64.1K
|
5.99K
$465K
|
|
|
Feb 14, 2024
Q4 2023
|
Caz Investments LP
Houston, TX |
BUY
|
- |
1K+ 100.0% |
$38.5K - $63.1K
|
2K
$155K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
995+ 197.03% |
$38.3K - $62.8K
|
1.5K
$116K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
987New |
$38K - $62.3K
|
987
$76.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
943+ 9.01% |
$36.3K - $59.5K
|
11.4K
$885K
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
941+ 71.07% |
$36.3K - $59.4K
|
2.27K
$176K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
919New |
$35.4K - $58K
|
919
$71.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
900+ 12.83% |
$34.7K - $56.8K
|
7.92K
$614K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
880+ 0.99% |
$33.9K - $55.5K
|
89.7K
$6.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
803+ 4.74% |
$30.9K - $50.7K
|
17.7K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
774+ 177.93% |
$29.8K - $48.8K
|
1.21K
$93.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
767+ 4.39% |
$29.6K - $48.4K
|
18.2K
$1.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
759+ 7590.0% |
$29.2K - $47.9K
|
769
$59.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
758New |
$29.2K - $47.8K
|
758
$58.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
743New |
$28.6K - $46.9K
|
743
$57.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
710+ 9.45% |
$27.4K - $44.8K
|
8.23K
$638K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
655New |
$25.2K - $41.3K
|
655
$50.8K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
647+ 9.79% |
$24.9K - $40.8K
|
7.26K
$563K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
638+ 1.16% |
$24.6K - $40.3K
|
55.8K
$4.33M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
630+ 7.82% |
$24.3K - $39.8K
|
8.69K
$675K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
622+ 7.71% |
$24K - $39.3K
|
8.69K
$675K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
604+ 7.65% |
$23.3K - $38.1K
|
8.5K
$660K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
603+ 0.43% |
$23.2K - $38.1K
|
142K
$11M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus Fund Advisers, LLC
Hartford, CT |
BUY
|
- |
552New |
$21.3K - $34.8K
|
552
$42.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
548+ 7.83% |
$21.1K - $34.6K
|
7.54K
$585K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
538New |
$20.7K - $34K
|
538
$41.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
531+ 2.39% |
$20.5K - $33.5K
|
22.8K
$1.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
512+ 0.35% |
$19.7K - $32.3K
|
148K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
488+ 5.88% |
$18.8K - $30.8K
|
8.79K
$682K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
488+ 110.41% |
$18.8K - $30.8K
|
930
$72.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
475+ 17.39% |
$18.3K - $30K
|
3.21K
$249K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
469+ 781.67% |
$18.1K - $29.6K
|
529
$41.1K
|