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 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.09K+ 37.99% |
$374K - $651K
|
22.1K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.07KNew |
$373K - $650K
|
6.07K
$471K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6K+ 41.43% |
$369K - $642K
|
20.5K
$1.59M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
6KNew |
$368K - $642K
|
6K
$466K
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
5.9KNew |
$363K - $632K
|
5.9K
$458K
|
|
|
Feb 11, 2025
Q4 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
5.86KNew |
$360K - $627K
|
5.86K
$455K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.82K+ 22.06% |
$358K - $623K
|
32.2K
$2.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.78KNew |
$355K - $618K
|
5.78K
$448K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
5.74KNew |
$353K - $615K
|
5.74K
$446K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.38KNew |
$330K - $575K
|
5.38K
$417K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
BUY
|
- |
5.37KNew |
$330K - $574K
|
5.37K
$417K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
5.32KNew |
$327K - $570K
|
5.32K
$413K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.3K+ 11.78% |
$326K - $567K
|
50.3K
$3.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.18KNew |
$318K - $555K
|
5.18K
$402K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.17K+ 35.77% |
$318K - $553K
|
19.6K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.15K+ 11.79% |
$316K - $551K
|
48.8K
$3.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
5.15KNew |
$316K - $550K
|
5.15K
$399K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
BUY
|
- |
5.02K+ 59.07% |
$308K - $537K
|
13.5K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.93K+ 19.15% |
$303K - $528K
|
30.7K
$2.38M
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
4.91KNew |
$302K - $526K
|
4.91K
$381K
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
4.8KNew |
$295K - $514K
|
4.8K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
4.69K+ 13.74% |
$288K - $502K
|
38.9K
$3.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.68K+ 38.86% |
$287K - $500K
|
16.7K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
4.65KNew |
$285K - $497K
|
4.65K
$361K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
4.64KNew |
$285K - $497K
|
4.64K
$360K
|
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
4.59K+ 5.7% |
$282K - $491K
|
85.1K
$6.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.34K+ 58.0% |
$267K - $464K
|
11.8K
$918K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.27K+ 40.65% |
$263K - $457K
|
14.8K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
4.19KNew |
$257K - $449K
|
4.19K
$325K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
4.04KNew |
$248K - $432K
|
4.04K
$313K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3.94K+ 16.26% |
$242K - $421K
|
28.1K
$2.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
3.93K+ 9.78% |
$241K - $420K
|
44.1K
$3.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.79KNew |
$233K - $406K
|
3.79K
$294K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.74K+ 24.06% |
$230K - $400K
|
19.3K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.71K+ 2.7% |
$228K - $397K
|
141K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.65KNew |
$224K - $391K
|
3.65K
$284K
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
3.65K+ 72.68% |
$224K - $391K
|
8.68K
$674K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.53K+ 64.94% |
$217K - $378K
|
8.98K
$697K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
3.47KNew |
$213K - $371K
|
3.47K
$269K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.47KNew |
$213K - $371K
|
3.47K
$269K
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
3.41KNew |
$209K - $365K
|
3.41K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.4K+ 8.82% |
$209K - $364K
|
42K
$3.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.35K+ 22.1% |
$206K - $359K
|
18.5K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
3.34KNew |
$205K - $357K
|
3.34K
$259K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.33KNew |
$205K - $357K
|
3.33K
$259K
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
3.3KNew |
$203K - $353K
|
3.3K
$256K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
3.28K+ 8.47% |
$202K - $351K
|
42.1K
$3.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
3.19KNew |
$196K - $341K
|
3.19K
$248K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3.17KNew |
$195K - $340K
|
3.17K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
3.12KNew |
$192K - $334K
|
3.12K
$242K
|