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 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-110- 42.97% |
$8.06K - $17.3K
|
146
$13.2K
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-113Closed |
$8.28K - $17.7K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-117- 53.92% |
$8.57K - $18.4K
|
100
$9.05K
|
|
Apr 11, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-119- 2.38% |
$8.72K - $18.7K
|
4.89K
$443K
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-120- 17.91% |
$8.79K - $18.8K
|
550
$49.8K
|
|
Apr 19, 2022
Q1 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-120- 1.12% |
$8.79K - $18.8K
|
10.6K
$956K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-126- 7.04% |
$9.23K - $19.8K
|
1.67K
$151K
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-131- 1.55% |
$9.59K - $20.6K
|
8.31K
$753K
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-136Closed |
$9.96K - $21.4K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-140- 73.68% |
$10.3K - $22K
|
50
$4.53K
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-143- 47.67% |
$10.5K - $22.5K
|
157
$14.2K
|
|
Apr 21, 2022
Q1 2022
|
Artemis Investment Management LLP
|
SELL
|
- |
-145- 1.78% |
$10.6K - $22.8K
|
8.02K
$726K
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-146- 5.54% |
$10.7K - $22.9K
|
2.49K
$225K
|
|
May 06, 2022
Q1 2022
|
Am Investment Strategies LLC
|
SELL
|
- |
-147- 6.82% |
$10.8K - $23.1K
|
2.01K
$182K
|
|
Apr 26, 2022
Q1 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-150- 3.45% |
$11K - $23.6K
|
4.2K
$381K
|
|
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-153Closed |
$11.2K - $24K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-172- 1.33% |
$12.6K - $27K
|
12.7K
$1.15M
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-177- 75.97% |
$13K - $27.8K
|
56
$5.07K
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-178- 2.04% |
$13K - $27.9K
|
8.56K
$775K
|
|
May 13, 2022
Q1 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-178- 7.49% |
$13K - $27.9K
|
2.2K
$199K
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-180- 12.82% |
$13.2K - $28.3K
|
1.22K
$111K
|
|
May 16, 2022
Q1 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-185- 5.61% |
$13.5K - $29K
|
3.11K
$282K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-190- 8.36% |
$13.9K - $29.8K
|
2.08K
$189K
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-199Closed |
$14.6K - $31.2K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-200- 0.59% |
$14.6K - $31.4K
|
33.9K
$3.07M
|
|
May 16, 2022
Q1 2022
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-200Closed |
$14.6K - $31.4K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-219- 0.23% |
$16K - $34.4K
|
94.1K
$8.52M
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-225- 33.28% |
$16.5K - $35.3K
|
451
$40.8K
|
|
May 11, 2022
Q1 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-230- 8.35% |
$16.8K - $36.1K
|
2.53K
$229K
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-235- 10.24% |
$17.2K - $36.9K
|
2.06K
$186K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-247- 4.1% |
$18.1K - $38.8K
|
5.78K
$524K
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-260- 79.51% |
$19K - $40.8K
|
67
$6.07K
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-260- 79.51% |
$19K - $40.8K
|
67
$6.07K
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-264- 0.73% |
$19.3K - $41.5K
|
36K
$3.26M
|
|
May 11, 2022
Q1 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-275- 5.05% |
$20.1K - $43.2K
|
5.17K
$468K
|
|
May 02, 2022
Q1 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-285- 0.66% |
$20.9K - $44.7K
|
43K
$3.89M
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-287Closed |
$21K - $45.1K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-291- 49.41% |
$21.3K - $45.7K
|
298
$27K
|
|
Apr 28, 2022
Q1 2022
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-297- 10.66% |
$21.8K - $46.6K
|
2.49K
$225K
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-307- 5.45% |
$22.5K - $48.2K
|
5.32K
$482K
|
|
May 12, 2022
Q1 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-317- 10.3% |
$23.2K - $49.8K
|
2.76K
$250K
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-319- 21.82% |
$23.4K - $50.1K
|
1.14K
$103K
|
|
Apr 26, 2022
Q1 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-321- 10.62% |
$23.5K - $50.4K
|
2.7K
$245K
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-321- 78.29% |
$23.5K - $50.4K
|
89
$8.06K
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-325- 3.29% |
$23.8K - $51K
|
9.54K
$864K
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-331- 59.64% |
$24.2K - $52K
|
224
$20.3K
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-350- 0.37% |
$25.6K - $55K
|
94.2K
$8.53M
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-351- 5.87% |
$25.7K - $55.1K
|
5.63K
$510K
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-352- 12.15% |
$25.8K - $55.3K
|
2.55K
$230K
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-365- 11.36% |
$26.7K - $57.3K
|
2.85K
$258K
|