Latest Institutional Sells of Docusign, Inc. (DOCU)
This list provides information on the latest institutional transactions involving Docusign, Inc. (DOCU) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.26K- 14.65% |
$87K - $142K
|
13.1K
$1.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.89K- 34.38% |
$72.7K - $119K
|
3.6K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.88K- 34.45% |
$72.5K - $119K
|
3.58K
$328K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.71K- 24.23% |
$66K - $108K
|
5.35K
$491K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.31K- 24.79% |
$50.3K - $82.4K
|
3.96K
$363K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-1K- 91.74% |
$38.5K - $63.1K
|
90
$8.26K
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-950- 9.13% |
$36.6K - $60K
|
9.46K
$868K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-650- 68.42% |
$25K - $41K
|
300
$27.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-600- 78.95% |
$23.1K - $37.9K
|
160
$14.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-500- 50.0% |
$19.3K - $31.6K
|
500
$45.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-485- 9.26% |
$18.7K - $30.6K
|
4.75K
$436K
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
SELL
|
- |
-458- 5.82% |
$17.6K - $28.9K
|
7.42K
$680K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-300- 45.8% |
$11.6K - $18.9K
|
355
$32.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Shearwater Capital LLC
|
SELL
|
- |
-200- 0.17% |
$7.71K - $12.6K
|
114K
$10.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-157- 96.91% |
$6.05K - $9.91K
|
5
$459
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-104- 96.3% |
$4.01K - $6.56K
|
4
$367
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-67- 45.27% |
$2.58K - $4.23K
|
81
$7.43K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-46- 10.67% |
$1.77K - $2.9K
|
385
$35.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-15- 11.28% |
$578 - $947
|
118
$10.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-15- 9.38% |
$578 - $947
|
145
$13.3K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-6- 50.0% |
$231 - $379
|
6
$551
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-8.43M- 99.49% |
$346M - $457M
|
43.4K
$3.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-300K- 89.02% |
$12.3M - $16.2M
|
37K
$3.39M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-88.4K- 67.94% |
$3.63M - $4.79M
|
41.7K
$3.83M
|
|
|
Nov 08, 2023
Q3 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-20K- 58.72% |
$819K - $1.08M
|
14K
$1.29M
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-12.4K- 7.21% |
$509K - $672K
|
160K
$14.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Rheos Capital Works Inc.
|
SELL
|
- |
-5K- 9.77% |
$205K - $271K
|
46.2K
$4.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Eisler Capital (Us) LLC
New York, NY |
SELL
|
CALL |
-4.5K- 45.45% |
$185K - $244K
|
5.4K
$496K
|
|
|
Nov 14, 2023
Q3 2023
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-2.29K- 13.24% |
$94.1K - $124K
|
15K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-2.1K- 12.65% |
$86.2K - $114K
|
14.5K
$1.33M
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-350Closed |
$14.4K - $19K
|
0
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-274- 4.49% |
$11.2K - $14.8K
|
5.83K
$535K
|
|
|
Oct 31, 2023
Q3 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-235- 3.26% |
$9.64K - $12.7K
|
6.97K
$640K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
CALL |
-200- 50.0% |
$8.21K - $10.8K
|
200
$18.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-102- 62.96% |
$4.19K - $5.53K
|
60
$5.51K
|
|
|
Nov 07, 2023
Q3 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-102- 2.05% |
$4.19K - $5.53K
|
4.88K
$447K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-75- 33.33% |
$3.08K - $4.06K
|
150
$13.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-39- 0.45% |
$1.6K - $2.11K
|
8.72K
$800K
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-37- 78.72% |
$1.52K - $2K
|
10
$918
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-22Closed |
$903 - $1.19K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-20- 50.0% |
$821 - $1.08K
|
20
$1.84K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-15- 0.17% |
$616 - $813
|
9.05K
$831K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-14- 27.45% |
$575 - $759
|
37
$3.4K
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-9- 0.18% |
$369 - $488
|
4.86K
$446K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-7- 18.92% |
$287 - $379
|
30
$2.75K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-5- 3.16% |
$205 - $271
|
153
$14K
|
|
| Q2 2023 | |||||||
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.42M- 97.88% |
$67.2M - $83.9M
|
30.7K
$2.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-237K- 83.99% |
$11.2M - $14M
|
45.1K
$4.14M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-146K- 77.04% |
$6.9M - $8.61M
|
43.4K
$3.98M
|
|
|
Jul 21, 2023
Q2 2023
|
Tb Alternative Assets Ltd.
|
SELL
|
- |
-102K- 50.05% |
$4.83M - $6.03M
|
102K
$9.33M
|
|