Purchases and Sales Made in Q1 2022 in Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
125+ 2500.0% |
$9.16K - $19.6K
|
130
$11.9K
|
|
|
Apr 20, 2022
Q1 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
123New |
$9.01K - $19.3K
|
123
$11.3K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
121+ 5.48% |
$8.86K - $19K
|
2.33K
$214K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
119New |
$8.72K - $18.7K
|
119
$10.9K
|
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
118+ 6.29% |
$8.64K - $18.5K
|
1.99K
$183K
|
|
|
May 13, 2022
Q1 2022
|
Performa LTD (Us), LLC
|
BUY
|
- |
114+ 712.5% |
$8.35K - $17.9K
|
130
$11.9K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
112+ 32.65% |
$8.2K - $17.6K
|
455
$41.8K
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
108+ 36.12% |
$7.91K - $17K
|
407
$37.3K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
106+ 110.42% |
$7.76K - $16.6K
|
202
$18.5K
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
104+ 5.9% |
$7.62K - $16.3K
|
1.87K
$171K
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
100New |
$7.32K - $15.7K
|
100
$9.18K
|
|
|
Apr 22, 2022
Q1 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.95% |
$7.32K - $15.7K
|
10.6K
$973K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
100+ 83.33% |
$7.32K - $15.7K
|
220
$20.2K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
100New |
$7.32K - $15.7K
|
100
$9.18K
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
100+ 4.09% |
$7.32K - $15.7K
|
2.55K
$234K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
98+ 2.78% |
$7.18K - $15.4K
|
3.62K
$332K
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
91New |
$6.66K - $14.3K
|
91
$8.35K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
85+ 30.36% |
$6.23K - $13.3K
|
365
$33.5K
|
|
|
May 09, 2022
Q1 2022
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
83+ 17.11% |
$6.08K - $13K
|
568
$52.1K
|
|
|
May 06, 2022
Q1 2022
|
Life Pro Asset Management
|
BUY
|
- |
81+ 4.46% |
$5.93K - $12.7K
|
1.9K
$174K
|
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
BUY
|
- |
80+ 47.06% |
$5.86K - $12.6K
|
250
$22.9K
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
BUY
|
- |
79+ 3.43% |
$5.79K - $12.4K
|
2.39K
$219K
|
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
77+ 0.64% |
$5.64K - $12.1K
|
12.1K
$1.11M
|
|
|
Apr 28, 2022
Q1 2022
|
Malaga Cove Capital, LLC
|
BUY
|
- |
70+ 2.79% |
$5.13K - $11K
|
2.58K
$236K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
67+ 23.76% |
$4.91K - $10.5K
|
349
$32K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
63New |
$4.61K - $9.89K
|
63
$5.78K
|
|
|
May 16, 2022
Q1 2022
|
Harvest Volatility Management LLC
|
BUY
|
- |
62+ 0.52% |
$4.54K - $9.73K
|
12.1K
$1.11M
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
60New |
$4.39K - $9.42K
|
60
$5.51K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
56+ 103.7% |
$4.1K - $8.79K
|
110
$10.1K
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
56+ 16.77% |
$4.1K - $8.79K
|
390
$35.8K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
55New |
$4.03K - $8.64K
|
55
$5.05K
|
|
|
May 10, 2022
Q1 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
55+ 0.05% |
$4.03K - $8.64K
|
108K
$9.9M
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
55+ 1.32% |
$4.03K - $8.64K
|
4.23K
$388K
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
54+ 6.31% |
$3.95K - $8.48K
|
910
$83.5K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
47+ 0.38% |
$3.44K - $7.38K
|
12.5K
$1.15M
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
44+ 17.05% |
$3.22K - $6.91K
|
302
$27.7K
|
|
|
Apr 12, 2022
Q1 2022
|
Avondale Wealth Management
|
BUY
|
- |
39New |
$2.86K - $6.12K
|
39
$3.58K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
33+ 62.26% |
$2.42K - $5.18K
|
86
$7.89K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
31+ 20.81% |
$2.27K - $4.87K
|
180
$16.5K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
29New |
$2.12K - $4.55K
|
29
$2.66K
|
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
BUY
|
- |
28+ 466.67% |
$2.05K - $4.4K
|
34
$3.12K
|
|
|
May 10, 2022
Q1 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
28+ 0.25% |
$2.05K - $4.4K
|
11.1K
$1.02M
|
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
27+ 0.04% |
$1.98K - $4.24K
|
67.5K
$6.19M
|
|
|
May 10, 2022
Q1 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
26+ 0.29% |
$1.9K - $4.08K
|
8.94K
$820K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
25+ 7.96% |
$1.83K - $3.93K
|
339
$31.1K
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
25+ 21.19% |
$1.83K - $3.93K
|
143
$13.1K
|
|
|
May 04, 2022
Q1 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
23+ 0.78% |
$1.68K - $3.61K
|
2.97K
$273K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
20+ 2.0% |
$1.46K - $3.14K
|
1.02K
$93.6K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
20+ 3.25% |
$1.46K - $3.14K
|
636
$58.4K
|
|
|
May 11, 2022
Q1 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
20New |
$1.46K - $3.14K
|
20
$1.84K
|