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 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.89K+ 52.39% |
$178K - $309K
|
8.41K
$813K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
2.87KNew |
$176K - $307K
|
2.87K
$278K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2.86KNew |
$176K - $306K
|
2.86K
$277K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.86KNew |
$176K - $306K
|
2.86K
$277K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.85KNew |
$175K - $305K
|
2.85K
$276K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.83KNew |
$174K - $303K
|
2.83K
$274K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.68K+ 57.78% |
$165K - $287K
|
7.32K
$708K
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
2.57KNew |
$158K - $274K
|
2.57K
$248K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.57K+ 3.51% |
$158K - $274K
|
75.7K
$7.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.51KNew |
$154K - $269K
|
2.51K
$243K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2.5KNew |
$153K - $267K
|
2.5K
$242K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.49KNew |
$153K - $267K
|
2.49K
$241K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.48KNew |
$152K - $265K
|
2.48K
$240K
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2.46KNew |
$151K - $263K
|
2.46K
$238K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.46KNew |
$151K - $263K
|
2.46K
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2.45KNew |
$151K - $262K
|
2.45K
$237K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.4KNew |
$148K - $257K
|
2.4K
$233K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
2.36KNew |
$145K - $253K
|
2.36K
$228K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.13KNew |
$131K - $228K
|
2.13K
$206K
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.91K+ 5.07% |
$117K - $204K
|
39.5K
$3.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.36K+ 11.89% |
$83.7K - $146K
|
12.8K
$1.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.36K+ 38.36% |
$83.5K - $146K
|
4.91K
$474K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.27K+ 3.06% |
$78K - $136K
|
42.7K
$4.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.24K+ 26.7% |
$75.9K - $132K
|
5.86K
$567K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.2K+ 113.55% |
$73.6K - $128K
|
2.25K
$218K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
1.13KNew |
$69.4K - $121K
|
1.13K
$109K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.09K+ 7246.67% |
$66.8K - $116K
|
1.1K
$107K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1.05KNew |
$64.5K - $112K
|
1.05K
$102K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.02K+ 13.99% |
$62.6K - $109K
|
8.31K
$804K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
889+ 22.71% |
$54.6K - $95.1K
|
4.8K
$465K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
877+ 1654.72% |
$53.9K - $93.8K
|
930
$90K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
844+ 16.4% |
$51.8K - $90.3K
|
5.99K
$579K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
791+ 15.26% |
$48.6K - $84.6K
|
5.97K
$578K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
786+ 52.93% |
$48.3K - $84.1K
|
2.27K
$220K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
608+ 311.79% |
$37.3K - $65K
|
803
$77.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
606+ 13.98% |
$37.2K - $64.8K
|
4.94K
$478K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
605New |
$37.2K - $64.7K
|
605
$58.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
512+ 2.49% |
$31.4K - $54.8K
|
21K
$2.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
466+ 1.03% |
$28.6K - $49.9K
|
45.7K
$4.42M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
400New |
$24.6K - $42.8K
|
400
$38.7K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
375+ 4.72% |
$23K - $40.1K
|
8.32K
$805K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
368+ 309.24% |
$22.6K - $39.4K
|
487
$47.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
345+ 1.67% |
$21.2K - $36.9K
|
21K
$2.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
329New |
$20.2K - $35.2K
|
329
$31.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
307+ 1.39% |
$18.9K - $32.8K
|
22.4K
$2.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
263New |
$16.2K - $28.1K
|
263
$25.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
256+ 6.65% |
$15.7K - $27.4K
|
4.11K
$397K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
234+ 31.49% |
$14.4K - $25K
|
977
$94.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
223+ 5.1% |
$13.7K - $23.9K
|
4.6K
$445K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
200New |
$12.3K - $21.4K
|
200
$19.3K
|