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
|
Savant Capital, LLC
|
BUY
|
- |
466+ 1.03% |
$28.6K - $49.9K
|
45.7K
$3.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
433+ 13.1% |
$26.6K - $46.3K
|
3.74K
$290K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
422New |
$25.9K - $45.1K
|
422
$32.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
400+ 200.0% |
$24.6K - $42.8K
|
600
$46.6K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
400New |
$24.6K - $42.8K
|
400
$31K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
394+ 6.5% |
$24.2K - $42.2K
|
6.46K
$501K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
392+ 490.0% |
$24.1K - $41.9K
|
472
$36.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
389+ 0.07% |
$23.9K - $41.6K
|
521K
$40.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
381+ 10.7% |
$23.4K - $40.8K
|
3.94K
$306K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
375+ 4.72% |
$23K - $40.1K
|
8.32K
$646K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
373New |
$22.9K - $39.9K
|
373
$29K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
368+ 309.24% |
$22.6K - $39.4K
|
487
$37.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
368+ 2.26% |
$22.6K - $39.4K
|
16.7K
$1.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
365New |
$22.4K - $39.1K
|
365
$28.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
357+ 476.0% |
$21.9K - $38.2K
|
432
$33.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
349+ 1.33% |
$21.4K - $37.3K
|
26.5K
$2.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
345+ 1.67% |
$21.2K - $36.9K
|
21K
$1.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
329New |
$20.2K - $35.2K
|
329
$25.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
327+ 33.54% |
$20.1K - $35K
|
1.3K
$101K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
307+ 1.39% |
$18.9K - $32.8K
|
22.4K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
302+ 1.44% |
$18.5K - $32.3K
|
21.3K
$1.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
302+ 0.51% |
$18.5K - $32.3K
|
59K
$4.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
295+ 4.05% |
$18.1K - $31.6K
|
7.59K
$589K
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
278+ 2.09% |
$17.1K - $29.7K
|
13.6K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
263New |
$16.2K - $28.1K
|
263
$20.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
259New |
$15.9K - $27.7K
|
259
$20.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
256+ 6.65% |
$15.7K - $27.4K
|
4.11K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
244+ 1.11% |
$15K - $26.1K
|
22.2K
$1.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
234+ 31.49% |
$14.4K - $25K
|
977
$75.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
225New |
$13.8K - $24.1K
|
225
$17.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
223+ 5.1% |
$13.7K - $23.9K
|
4.6K
$357K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
215New |
$13.2K - $23K
|
215
$16.7K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
201+ 102.55% |
$12.3K - $21.5K
|
397
$30.8K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
200New |
$12.3K - $21.4K
|
200
$15.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
200New |
$12.3K - $21.4K
|
200
$15.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
200New |
$12.3K - $21.4K
|
200
$15.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.6% |
$12.3K - $21.4K
|
33.6K
$2.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
194+ 4.94% |
$11.9K - $20.8K
|
4.12K
$320K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
192+ 7.44% |
$11.8K - $20.5K
|
2.77K
$215K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
190+ 2.68% |
$11.7K - $20.3K
|
7.27K
$564K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
190+ 8.2% |
$11.7K - $20.3K
|
2.51K
$195K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
186+ 18.34% |
$11.4K - $19.9K
|
1.2K
$93.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
184+ 0.2% |
$11.3K - $19.7K
|
93.9K
$7.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
183+ 12.18% |
$11.2K - $19.6K
|
1.69K
$131K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
173+ 1330.77% |
$10.6K - $18.5K
|
186
$14.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
168+ 1527.27% |
$10.3K - $18K
|
179
$13.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
149+ 1.11% |
$9.15K - $15.9K
|
13.5K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
148+ 1.35% |
$9.09K - $15.8K
|
11.1K
$862K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
145+ 36.52% |
$8.91K - $15.5K
|
542
$42.1K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
143+ 1.34% |
$8.78K - $15.3K
|
10.8K
$841K
|