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 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-15- 11.28% |
$578 - $947
|
118
$9.16K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-18- 60.0% |
$694 - $1.14K
|
12
$931
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-23- 0.39% |
$886 - $1.45K
|
5.84K
$453K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-26- 20.31% |
$1K - $1.64K
|
102
$7.92K
|
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-29- 0.88% |
$1.12K - $1.83K
|
3.27K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-34- 44.74% |
$1.31K - $2.15K
|
42
$3.26K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-40- 21.05% |
$1.54K - $2.52K
|
150
$11.6K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-42- 85.71% |
$1.62K - $2.65K
|
7
$543
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-43- 22.4% |
$1.66K - $2.71K
|
149
$11.6K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-43- 81.13% |
$1.66K - $2.71K
|
10
$776
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-44- 24.58% |
$1.7K - $2.78K
|
135
$10.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-45- 8.24% |
$1.73K - $2.84K
|
501
$38.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-46- 10.67% |
$1.77K - $2.9K
|
385
$29.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-53- 17.43% |
$2.04K - $3.34K
|
251
$19.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-53- 1.13% |
$2.04K - $3.34K
|
4.65K
$361K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-55- 0.28% |
$2.12K - $3.47K
|
19.4K
$1.51M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-63- 30.43% |
$2.43K - $3.98K
|
144
$11.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-67- 45.27% |
$2.58K - $4.23K
|
81
$6.29K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-82- 0.93% |
$3.16K - $5.18K
|
8.69K
$675K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-94- 2.67% |
$3.62K - $5.93K
|
3.42K
$266K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-94- 1.5% |
$3.62K - $5.93K
|
6.19K
$481K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-100- 66.67% |
$3.85K - $6.31K
|
50
$3.88K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 6.16% |
$3.85K - $6.31K
|
1.52K
$118K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-104- 29.8% |
$4.01K - $6.56K
|
245
$19K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-104- 96.3% |
$4.01K - $6.56K
|
4
$310
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-121- 10.87% |
$4.66K - $7.64K
|
992
$77K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-128- 4.31% |
$4.93K - $8.08K
|
2.84K
$220K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-130- 2.19% |
$5.01K - $8.2K
|
5.8K
$450K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-130- 47.97% |
$5.01K - $8.2K
|
141
$10.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-136- 87.18% |
$5.24K - $8.58K
|
20
$1.55K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-150- 0.18% |
$5.78K - $9.47K
|
81.5K
$6.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-155- 37.8% |
$5.97K - $9.78K
|
255
$19.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-157- 96.91% |
$6.05K - $9.91K
|
5
$388
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-168- 1.35% |
$6.47K - $10.6K
|
12.3K
$952K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-182- 5.02% |
$7.01K - $11.5K
|
3.44K
$267K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-196- 4.87% |
$7.55K - $12.4K
|
3.83K
$297K
|
|
|
Jan 16, 2024
Q4 2023
|
Shearwater Capital LLC
|
SELL
|
- |
-200- 0.17% |
$7.71K - $12.6K
|
114K
$8.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-222- 1.69% |
$8.55K - $14K
|
12.9K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-231- 0.66% |
$8.9K - $14.6K
|
34.9K
$2.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-238- 7.81% |
$9.17K - $15K
|
2.81K
$218K
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-238- 0.74% |
$9.17K - $15K
|
32K
$2.48M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-249- 23.47% |
$9.59K - $15.7K
|
812
$63K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-250- 0.33% |
$9.63K - $15.8K
|
75K
$5.82M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-293- 51.13% |
$11.3K - $18.5K
|
280
$21.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-294- 30.22% |
$11.3K - $18.6K
|
679
$52.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-300- 45.8% |
$11.6K - $18.9K
|
355
$27.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-317- 23.76% |
$12.2K - $20K
|
1.02K
$78.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-333- 4.2% |
$12.8K - $21K
|
7.6K
$590K
|
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-353- 1.21% |
$13.6K - $22.3K
|
28.9K
$2.25M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-368- 4.01% |
$14.2K - $23.2K
|
8.81K
$684K
|