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 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-16- 5.86% |
$983 - $1.71K
|
257
$24.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-17- 15.74% |
$1.04K - $1.82K
|
91
$8.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-17- 0.47% |
$1.04K - $1.82K
|
3.62K
$350K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-30- 12.93% |
$1.84K - $3.21K
|
202
$19.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-33- 62.26% |
$2.03K - $3.53K
|
20
$1.93K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-37- 0.49% |
$2.27K - $3.96K
|
7.47K
$722K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-65- 82.28% |
$3.99K - $6.95K
|
14
$1.35K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-80- 1.71% |
$4.91K - $8.56K
|
4.59K
$444K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-88- 14.1% |
$5.4K - $9.42K
|
536
$51.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-102- 79.69% |
$6.26K - $10.9K
|
26
$2.51K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-151- 8.77% |
$9.27K - $16.2K
|
1.57K
$152K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-156- 11.23% |
$9.58K - $16.7K
|
1.23K
$119K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-196- 8.28% |
$12K - $21K
|
2.17K
$210K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-226- 82.48% |
$13.9K - $24.2K
|
48
$4.64K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-268- 99.63% |
$16.5K - $28.7K
|
1
$96.7
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-447- 4.24% |
$27.5K - $47.8K
|
10.1K
$977K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-500- 2.91% |
$30.7K - $53.5K
|
16.7K
$1.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-569- 6.67% |
$34.9K - $60.9K
|
7.97K
$771K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-605- 0.8% |
$37.2K - $64.7K
|
75K
$7.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-620- 6.87% |
$38.1K - $66.3K
|
8.4K
$812K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-620- 9.27% |
$38.1K - $66.3K
|
6.07K
$587K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-631- 18.1% |
$38.8K - $67.5K
|
2.86K
$276K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-656- 15.75% |
$40.3K - $70.2K
|
3.51K
$339K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-659- 14.92% |
$40.5K - $70.5K
|
3.76K
$363K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-711- 98.61% |
$43.7K - $76.1K
|
10
$967
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-717- 7.06% |
$44K - $76.7K
|
9.43K
$912K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-831- 21.91% |
$51K - $88.9K
|
2.96K
$287K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-925- 15.49% |
$56.8K - $99K
|
5.05K
$488K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-926- 28.39% |
$56.9K - $99.1K
|
2.34K
$226K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-957- 27.61% |
$58.8K - $102K
|
2.51K
$243K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.1K- 23.09% |
$67.4K - $117K
|
3.66K
$354K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.27K- 28.26% |
$77.9K - $136K
|
3.22K
$311K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.51K- 23.68% |
$92.9K - $162K
|
4.87K
$471K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.57K- 69.18% |
$96.5K - $168K
|
700
$67.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-1.58K- 12.98% |
$97.1K - $169K
|
10.6K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.6K- 46.04% |
$98.1K - $171K
|
1.87K
$181K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.71K- 17.0% |
$105K - $183K
|
8.36K
$809K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.01K- 21.81% |
$123K - $215K
|
7.2K
$697K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-2.03K- 2.46% |
$124K - $217K
|
80.4K
$7.78M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-2.8K- 21.39% |
$172K - $299K
|
10.3K
$995K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.91K- 28.15% |
$179K - $311K
|
7.42K
$718K
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-3.46K- 7.01% |
$212K - $370K
|
45.8K
$4.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.75K- 53.82% |
$230K - $401K
|
3.22K
$311K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.14K- 61.57% |
$254K - $443K
|
2.58K
$250K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-4.89K- 4.63% |
$301K - $524K
|
101K
$9.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-5.94K- 40.5% |
$365K - $636K
|
8.73K
$844K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-6.1K- 11.33% |
$375K - $653K
|
47.8K
$4.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-6.15K- 50.58% |
$378K - $658K
|
6.01K
$581K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.17K- 44.45% |
$440K - $767K
|
8.96K
$867K
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-8.8K- 15.67% |
$541K - $942K
|
47.4K
$4.58M
|