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 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.28K+ 48.37% |
$140K - $243K
|
6.98K
$542K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
2.24KNew |
$138K - $240K
|
2.24K
$174K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.24KNew |
$137K - $239K
|
2.24K
$174K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.15K+ 16.94% |
$132K - $230K
|
14.8K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.13KNew |
$131K - $228K
|
2.13K
$166K
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
2KNew |
$123K - $214K
|
2K
$155K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2K+ 249.31% |
$123K - $214K
|
2.8K
$217K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.95K+ 781.6% |
$120K - $209K
|
2.2K
$171K
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.91K+ 5.07% |
$117K - $204K
|
39.5K
$3.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.74KNew |
$107K - $187K
|
1.74K
$135K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.72KNew |
$105K - $184K
|
1.72K
$133K
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
1.7K+ 2.11% |
$104K - $182K
|
82.1K
$6.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.65KNew |
$101K - $177K
|
1.65K
$128K
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1.58K+ 13.06% |
$97.1K - $169K
|
13.7K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
1.54K+ 8.91% |
$94.5K - $165K
|
18.8K
$1.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1.43K+ 13.36% |
$88.1K - $153K
|
12.2K
$944K
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
1.37K+ 32.37% |
$84.2K - $147K
|
5.61K
$435K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.36K+ 11.89% |
$83.7K - $146K
|
12.8K
$996K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.36K+ 38.36% |
$83.5K - $146K
|
4.91K
$381K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.36K+ 19.86% |
$83.3K - $145K
|
8.19K
$636K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.31K+ 622.38% |
$80.3K - $140K
|
1.52K
$118K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.27K+ 3.06% |
$78K - $136K
|
42.7K
$3.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.24K+ 26.7% |
$75.9K - $132K
|
5.86K
$455K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.23K+ 5.77% |
$75.7K - $132K
|
22.6K
$1.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.2K+ 113.55% |
$73.6K - $128K
|
2.25K
$175K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
1.13KNew |
$69.4K - $121K
|
1.13K
$87.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.09K+ 7246.67% |
$66.8K - $116K
|
1.1K
$85.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.09K+ 113.36% |
$66.7K - $116K
|
2.04K
$159K
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
1.08K+ 0.57% |
$66.6K - $116K
|
190K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.06KNew |
$65.2K - $114K
|
1.06K
$82.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1.05KNew |
$64.5K - $112K
|
1.05K
$81.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
1.03K+ 11.13% |
$63K - $110K
|
10.2K
$795K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.02K+ 13.99% |
$62.6K - $109K
|
8.31K
$645K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
995+ 3.45% |
$61.1K - $106K
|
29.8K
$2.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
889+ 22.71% |
$54.6K - $95.1K
|
4.8K
$373K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
877+ 1654.72% |
$53.9K - $93.8K
|
930
$72.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
844+ 16.4% |
$51.8K - $90.3K
|
5.99K
$465K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
791+ 15.26% |
$48.6K - $84.6K
|
5.97K
$464K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
786+ 52.93% |
$48.3K - $84.1K
|
2.27K
$176K
|
|
|
Feb 12, 2025
Q4 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
733+ 17.68% |
$45K - $78.4K
|
4.88K
$379K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
722New |
$44.3K - $77.2K
|
722
$56K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
696+ 828.57% |
$42.7K - $74.5K
|
780
$60.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
640+ 3.19% |
$39.3K - $68.5K
|
20.7K
$1.61M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
608+ 311.79% |
$37.3K - $65K
|
803
$62.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
606+ 13.98% |
$37.2K - $64.8K
|
4.94K
$383K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
605New |
$37.2K - $64.7K
|
605
$47K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
577+ 12.92% |
$35.4K - $61.7K
|
5.04K
$391K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
512+ 2.49% |
$31.4K - $54.8K
|
21K
$1.63M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
484New |
$29.7K - $51.8K
|
484
$37.6K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
469+ 7.47% |
$28.8K - $50.2K
|
6.75K
$524K
|