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 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-926- 28.39% |
$56.9K - $99.1K
|
2.34K
$211K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-957- 27.61% |
$58.8K - $102K
|
2.51K
$227K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.07K- 18.17% |
$65.7K - $114K
|
4.82K
$436K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.1K- 23.09% |
$67.4K - $117K
|
3.66K
$331K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.27K- 28.26% |
$77.9K - $136K
|
3.22K
$291K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.33K- 5.18% |
$81.9K - $143K
|
24.4K
$2.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.4K- 17.55% |
$86K - $150K
|
6.58K
$595K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-1.5K- 2.82% |
$92.1K - $160K
|
51.7K
$4.68M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.51K- 23.68% |
$92.9K - $162K
|
4.87K
$441K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.57K- 69.18% |
$96.5K - $168K
|
700
$63.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-1.58K- 12.98% |
$97.1K - $169K
|
10.6K
$959K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.6K- 46.04% |
$98.1K - $171K
|
1.87K
$169K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.71K- 17.0% |
$105K - $183K
|
8.36K
$756K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.79K- 7.55% |
$110K - $192K
|
22K
$1.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-1.8K- 2.14% |
$110K - $192K
|
82K
$7.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.81K- 21.69% |
$111K - $194K
|
6.53K
$591K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.84K- 17.73% |
$113K - $196K
|
8.52K
$771K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.01K- 21.81% |
$123K - $215K
|
7.2K
$652K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-2.03K- 2.46% |
$124K - $217K
|
80.4K
$7.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-2.03K- 98.16% |
$125K - $217K
|
38
$3.44K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-2.8K- 21.39% |
$172K - $299K
|
10.3K
$931K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.91K- 28.15% |
$179K - $311K
|
7.42K
$672K
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-3.46K- 7.01% |
$212K - $370K
|
45.8K
$4.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.56K- 81.17% |
$218K - $380K
|
825
$74.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.75K- 53.82% |
$230K - $401K
|
3.22K
$291K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.14K- 61.57% |
$254K - $443K
|
2.58K
$234K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-4.89K- 4.63% |
$301K - $524K
|
101K
$9.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-5.94K- 40.5% |
$365K - $636K
|
8.73K
$790K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-6.1K- 11.33% |
$375K - $653K
|
47.8K
$4.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-6.15K- 50.58% |
$378K - $658K
|
6.01K
$544K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.17K- 44.45% |
$440K - $767K
|
8.96K
$811K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-7.22K- 22.53% |
$443K - $772K
|
24.8K
$2.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-8.8K- 15.67% |
$541K - $942K
|
47.4K
$4.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-9.69K- 46.85% |
$595K - $1.04M
|
11K
$995K
|
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-10.1K- 39.02% |
$622K - $1.08M
|
15.8K
$1.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11.6K- 47.94% |
$710K - $1.24M
|
12.5K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-15.5K- 65.23% |
$953K - $1.66M
|
8.27K
$748K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-15.6K- 5.78% |
$960K - $1.67M
|
255K
$23M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.1K- 29.12% |
$991K - $1.73M
|
39.3K
$3.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-16.7K- 86.98% |
$1.03M - $1.79M
|
2.5K
$226K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-17.6K- 3.7% |
$1.08M - $1.88M
|
458K
$41.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-17.8K- 49.58% |
$1.09M - $1.91M
|
18.1K
$1.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-24K- 71.59% |
$1.47M - $2.56M
|
9.51K
$860K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-26.8K- 20.43% |
$1.65M - $2.87M
|
104K
$9.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-27.6K- 24.88% |
$1.7M - $2.96M
|
83.5K
$7.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-51.1K- 99.74% |
$3.14M - $5.47M
|
135
$12.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-53.3K- 79.04% |
$3.27M - $5.7M
|
14.1K
$1.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-84.3K- 67.16% |
$5.18M - $9.02M
|
41.2K
$3.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-91.8K- 61.92% |
$5.64M - $9.83M
|
56.5K
$5.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-136K- 29.77% |
$8.37M - $14.6M
|
322K
$29.1M
|