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 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
368+ 1.5% |
$14.2K - $23.2K
|
24.8K
$2.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
364+ 60.47% |
$14K - $23K
|
966
$78.6K
|
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
348New |
$13.4K - $22K
|
348
$28.3K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
337New |
$13K - $21.3K
|
337
$27.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
318+ 2.93% |
$12.3K - $20.1K
|
11.2K
$910K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
300+ 400.0% |
$11.6K - $18.9K
|
375
$30.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
280+ 5.32% |
$10.8K - $17.7K
|
5.55K
$452K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
243+ 2.24% |
$9.36K - $15.3K
|
11.1K
$902K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
239+ 0.29% |
$9.21K - $15.1K
|
83.9K
$6.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
219+ 1.61% |
$8.44K - $13.8K
|
13.8K
$1.12M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
212New |
$8.17K - $13.4K
|
212
$17.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
209+ 28.79% |
$8.05K - $13.2K
|
935
$76.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.57% |
$7.71K - $12.6K
|
35K
$2.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
188+ 1.19% |
$7.24K - $11.9K
|
16K
$1.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
185New |
$7.13K - $11.7K
|
185
$15.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
184+ 2.71% |
$7.09K - $11.6K
|
6.98K
$568K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
176+ 58.28% |
$6.78K - $11.1K
|
478
$38.9K
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
163+ 0.9% |
$6.28K - $10.3K
|
18.3K
$1.49M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
156+ 20.42% |
$6.01K - $9.85K
|
920
$74.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
151+ 100.67% |
$5.82K - $9.53K
|
301
$24.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
150New |
$5.78K - $9.47K
|
150
$12.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
150New |
$5.78K - $9.47K
|
150
$12.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
150New |
$5.78K - $9.47K
|
150
$12.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
144+ 3.01% |
$5.55K - $9.09K
|
4.94K
$402K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
140New |
$5.39K - $8.84K
|
140
$11.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
122+ 1.38% |
$4.7K - $7.7K
|
8.99K
$732K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
121+ 77.56% |
$4.66K - $7.64K
|
277
$22.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
113New |
$4.35K - $7.13K
|
113
$9.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
112+ 0.3% |
$4.32K - $7.07K
|
37.7K
$3.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
111New |
$4.28K - $7.01K
|
111
$9.04K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
108+ 39.56% |
$4.16K - $6.82K
|
381
$31K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
108+ 39.56% |
$4.16K - $6.82K
|
381
$31K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
107+ 0.77% |
$4.12K - $6.75K
|
14K
$1.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
107+ 0.6% |
$4.12K - $6.75K
|
18K
$1.47M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
106New |
$4.08K - $6.69K
|
106
$8.63K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
105+ 13.34% |
$4.05K - $6.63K
|
892
$72.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
104+ 1.2% |
$4.01K - $6.56K
|
8.75K
$712K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
102New |
$3.93K - $6.44K
|
102
$8.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
91+ 1.94% |
$3.51K - $5.74K
|
4.77K
$388K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
90New |
$3.47K - $5.68K
|
90
$7.33K
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
84New |
$3.24K - $5.3K
|
84
$6.84K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
73+ 0.08% |
$2.81K - $4.61K
|
92.5K
$7.53M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
71+ 32.27% |
$2.74K - $4.48K
|
291
$23.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
69+ 1.16% |
$2.66K - $4.35K
|
6.02K
$490K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
68+ 13.03% |
$2.62K - $4.29K
|
590
$48K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
66+ 0.18% |
$2.54K - $4.17K
|
36.5K
$2.97M
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
66New |
$2.54K - $4.17K
|
66
$5.37K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
64+ 800.0% |
$2.47K - $4.04K
|
72
$5.86K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
61+ 0.63% |
$2.35K - $3.85K
|
9.79K
$797K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
60+ 0.62% |
$2.31K - $3.79K
|
9.72K
$791K
|