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 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-388- 23.72% |
$14.9K - $24.5K
|
1.25K
$96.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-390- 3.78% |
$15K - $24.6K
|
9.93K
$771K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-405- 24.5% |
$15.6K - $25.6K
|
1.25K
$96.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Performa LTD (Us), LLC
|
SELL
|
- |
-425- 51.52% |
$16.4K - $26.8K
|
400
$31K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-455- 58.04% |
$17.5K - $28.7K
|
329
$25.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
SELL
|
- |
-458- 5.82% |
$17.6K - $28.9K
|
7.42K
$576K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-467- 6.68% |
$18K - $29.5K
|
6.53K
$507K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-478- 53.17% |
$18.4K - $30.2K
|
421
$32.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-485- 4.85% |
$18.7K - $30.6K
|
9.52K
$739K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-485- 9.26% |
$18.7K - $30.6K
|
4.75K
$369K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-500- 50.0% |
$19.3K - $31.6K
|
500
$38.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-519- 6.42% |
$20K - $32.8K
|
7.57K
$587K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-552- 90.79% |
$21.3K - $34.8K
|
56
$4.35K
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
SELL
|
- |
-553- 2.48% |
$21.3K - $34.9K
|
21.8K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-560- 0.76% |
$21.6K - $35.3K
|
72.9K
$5.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-581- 3.27% |
$22.4K - $36.7K
|
17.2K
$1.33M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-597- 4.22% |
$23K - $37.7K
|
13.6K
$1.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-600- 78.95% |
$23.1K - $37.9K
|
160
$12.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-616- 11.74% |
$23.7K - $38.9K
|
4.63K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-618- 2.62% |
$23.8K - $39K
|
23K
$1.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-650- 68.42% |
$25K - $41K
|
300
$23.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-656- 5.23% |
$25.3K - $41.4K
|
11.9K
$922K
|
|
|
Jan 25, 2024
Q4 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-723- 13.67% |
$27.9K - $45.6K
|
4.57K
$354K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-780- 6.18% |
$30.1K - $49.2K
|
11.8K
$919K
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-786- 14.34% |
$30.3K - $49.6K
|
4.69K
$364K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-849- 15.99% |
$32.7K - $53.6K
|
4.46K
$346K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-882- 38.35% |
$34K - $55.7K
|
1.42K
$110K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-934- 7.6% |
$36K - $58.9K
|
11.4K
$882K
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-950- 9.13% |
$36.6K - $60K
|
9.46K
$734K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-1K- 91.74% |
$38.5K - $63.1K
|
90
$6.99K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.03K- 10.04% |
$39.5K - $64.8K
|
9.2K
$714K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.14K- 9.2% |
$43.8K - $71.8K
|
11.2K
$871K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.16K- 19.71% |
$44.6K - $73K
|
4.71K
$366K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.2K- 3.19% |
$46.2K - $75.7K
|
36.4K
$2.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.21K- 14.5% |
$46.7K - $76.6K
|
7.15K
$555K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.22K- 4.16% |
$46.9K - $76.9K
|
28.1K
$2.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.24K- 0.47% |
$47.6K - $78K
|
263K
$20.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.24K- 11.12% |
$47.9K - $78.4K
|
9.93K
$771K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.26K- 21.84% |
$48.7K - $79.8K
|
4.52K
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.28K- 0.78% |
$49.5K - $81K
|
163K
$12.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.31K- 24.79% |
$50.3K - $82.4K
|
3.96K
$307K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.32K- 25.96% |
$51K - $83.5K
|
3.77K
$293K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.34K- 19.95% |
$51.7K - $84.8K
|
5.39K
$418K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.35K- 10.65% |
$52K - $85.2K
|
11.3K
$879K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.37K- 11.36% |
$52.8K - $86.5K
|
10.7K
$830K
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.46K- 5.96% |
$56.2K - $92.1K
|
23K
$1.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-1.46K- 19.79% |
$56.3K - $92.1K
|
5.92K
$459K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.47K- 24.39% |
$56.4K - $92.5K
|
4.54K
$352K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.49K- 19.77% |
$57.4K - $94K
|
6.05K
$469K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.5K- 6.0% |
$57.8K - $94.7K
|
23.5K
$1.83M
|