Purchases and Sales Made in Q4 2024 in Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU) during Q4 2024. 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 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-102- 79.69% |
$6.26K - $10.9K
|
26
$1.96K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-108- 1.99% |
$6.63K - $11.6K
|
5.33K
$401K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-128- 0.8% |
$7.86K - $13.7K
|
15.8K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-135- 2.36% |
$8.29K - $14.4K
|
5.58K
$420K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-151- 8.77% |
$9.27K - $16.2K
|
1.57K
$118K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-156- 11.23% |
$9.58K - $16.7K
|
1.23K
$92.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-196- 8.28% |
$12K - $21K
|
2.17K
$163K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-207- 6.38% |
$12.7K - $22.1K
|
3.04K
$229K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-208- 75.91% |
$12.8K - $22.3K
|
66
$4.97K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-209- 16.8% |
$12.8K - $22.4K
|
1.04K
$77.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-226- 82.48% |
$13.9K - $24.2K
|
48
$3.61K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-250- 2.98% |
$15.4K - $26.7K
|
8.14K
$612K
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-250- 83.33% |
$15.4K - $26.7K
|
50
$3.76K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-268- 99.63% |
$16.5K - $28.7K
|
1
$75.3
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-289- 8.62% |
$17.8K - $30.9K
|
3.06K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-334- 2.34% |
$20.5K - $35.7K
|
13.9K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Performa LTD (Us), LLC
|
SELL
|
- |
-335- 93.06% |
$20.6K - $35.8K
|
25
$1.88K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-361- 9.4% |
$22.2K - $38.6K
|
3.48K
$262K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-376- 13.0% |
$23.1K - $40.2K
|
2.52K
$189K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-410- 32.8% |
$25.2K - $43.9K
|
840
$63.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-416- 2.56% |
$25.6K - $44.5K
|
15.8K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-423- 8.29% |
$26K - $45.3K
|
4.68K
$352K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-447- 4.24% |
$27.5K - $47.8K
|
10.1K
$760K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-500- 2.91% |
$30.7K - $53.5K
|
16.7K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-526- 1.77% |
$32.3K - $56.3K
|
29.2K
$2.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-533- 5.99% |
$32.7K - $57K
|
8.37K
$630K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-569- 6.67% |
$34.9K - $60.9K
|
7.97K
$600K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-605- 0.8% |
$37.2K - $64.7K
|
75K
$5.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-620- 6.87% |
$38.1K - $66.3K
|
8.4K
$632K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-620- 9.27% |
$38.1K - $66.3K
|
6.07K
$457K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-631- 18.1% |
$38.8K - $67.5K
|
2.86K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-634- 4.72% |
$38.9K - $67.8K
|
12.8K
$963K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-656- 15.75% |
$40.3K - $70.2K
|
3.51K
$264K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-659- 14.92% |
$40.5K - $70.5K
|
3.76K
$283K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-711- 98.61% |
$43.7K - $76.1K
|
10
$753
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-717- 7.06% |
$44K - $76.7K
|
9.43K
$710K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-734- 4.97% |
$45.1K - $78.5K
|
14K
$1.06M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-752- 21.5% |
$46.2K - $80.5K
|
2.75K
$207K
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-782- 6.73% |
$48K - $83.7K
|
10.8K
$816K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-789- 0.78% |
$48.5K - $84.4K
|
101K
$7.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-826- 22.89% |
$50.7K - $88.4K
|
2.78K
$209K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-831- 21.91% |
$51K - $88.9K
|
2.96K
$223K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-860- 41.33% |
$52.8K - $92K
|
1.22K
$91.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-870- 4.76% |
$53.4K - $93.1K
|
17.4K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-900- 12.84% |
$55.3K - $96.3K
|
6.11K
$460K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-925- 15.49% |
$56.8K - $99K
|
5.05K
$380K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-926- 28.39% |
$56.9K - $99.1K
|
2.34K
$176K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-957- 27.61% |
$58.8K - $102K
|
2.51K
$189K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.07K- 18.17% |
$65.7K - $114K
|
4.82K
$363K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.1K- 23.09% |
$67.4K - $117K
|
3.66K
$275K
|