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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.18K- 8.04% |
$72.3K - $126K
|
13.5K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.27K- 28.26% |
$77.9K - $136K
|
3.22K
$242K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.33K- 5.18% |
$81.9K - $143K
|
24.4K
$1.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.4K- 17.55% |
$86K - $150K
|
6.58K
$495K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.5K- 3.74% |
$92K - $160K
|
38.5K
$2.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-1.5K- 2.82% |
$92.1K - $160K
|
51.7K
$3.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-1.5K- 27.78% |
$92.1K - $160K
|
3.9K
$294K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.51K- 23.68% |
$92.9K - $162K
|
4.87K
$367K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.55K- 23.42% |
$95.3K - $166K
|
5.08K
$382K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.57K- 69.18% |
$96.5K - $168K
|
700
$52.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-1.58K- 12.98% |
$97.1K - $169K
|
10.6K
$797K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.6K- 46.04% |
$98.1K - $171K
|
1.87K
$141K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.71K- 17.0% |
$105K - $183K
|
8.36K
$629K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.71K- 17.0% |
$105K - $183K
|
8.36K
$629K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.79K- 7.55% |
$110K - $192K
|
22K
$1.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-1.8K- 2.14% |
$110K - $192K
|
82K
$6.17M
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-1.8K- 19.27% |
$111K - $193K
|
7.56K
$569K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.81K- 21.69% |
$111K - $194K
|
6.53K
$492K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.84K- 17.73% |
$113K - $196K
|
8.52K
$641K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.01K- 21.81% |
$123K - $215K
|
7.2K
$542K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.02K- 14.59% |
$124K - $216K
|
11.8K
$890K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-2.03K- 2.46% |
$124K - $217K
|
80.4K
$6.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-2.03K- 98.16% |
$125K - $217K
|
38
$2.86K
|
|
|
Feb 11, 2025
Q4 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-2.07K- 20.48% |
$127K - $222K
|
8.04K
$605K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.35K- 12.58% |
$144K - $251K
|
16.3K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-2.41K- 25.39% |
$148K - $258K
|
7.08K
$533K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-2.5K- 3.25% |
$153K - $267K
|
74.5K
$5.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Caz Investments LP
Houston, TX |
SELL
|
- |
-2.5K- 83.33% |
$154K - $267K
|
500
$37.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-2.74K- 23.0% |
$169K - $294K
|
9.19K
$691K
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2.77K- 52.57% |
$170K - $296K
|
2.5K
$188K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.79K- 52.06% |
$172K - $299K
|
2.57K
$194K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-2.8K- 21.39% |
$172K - $299K
|
10.3K
$774K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.81K- 64.93% |
$172K - $300K
|
1.52K
$114K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.91K- 28.15% |
$179K - $311K
|
7.42K
$559K
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-3.27K- 8.03% |
$201K - $350K
|
37.4K
$2.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-3.4K- 9.02% |
$209K - $364K
|
34.3K
$2.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-3.46K- 7.01% |
$212K - $370K
|
45.8K
$3.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.56K- 81.17% |
$218K - $380K
|
825
$62.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-3.67K- 49.24% |
$225K - $393K
|
3.78K
$285K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.75K- 53.82% |
$230K - $401K
|
3.22K
$242K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.14K- 61.57% |
$254K - $443K
|
2.58K
$194K
|
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-4.19K- 3.91% |
$257K - $449K
|
103K
$7.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.31K- 56.94% |
$265K - $461K
|
3.26K
$245K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-4.89K- 4.63% |
$301K - $524K
|
101K
$7.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-5.25K- 24.78% |
$322K - $561K
|
15.9K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.31K- 17.26% |
$326K - $568K
|
25.4K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.5K- 1.04% |
$338K - $588K
|
523K
$39.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-5.94K- 40.5% |
$365K - $636K
|
8.73K
$657K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-6.1K- 11.33% |
$375K - $653K
|
47.8K
$3.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-6.15K- 50.58% |
$378K - $658K
|
6.01K
$452K
|