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 16, 2022
Q1 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.58K+ 82.22% |
$336K - $719K
|
10.2K
$932K
|
|
|
May 06, 2022
Q1 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
4.49K+ 14.9% |
$329K - $705K
|
34.6K
$3.18M
|
|
|
Jun 13, 2022
Q1 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
4.48K+ 20.41% |
$328K - $704K
|
26.5K
$2.43M
|
|
|
Apr 28, 2022
Q1 2022
|
Asio Capital, LLC
|
BUY
|
- |
4.48K+ 18.06% |
$328K - $704K
|
29.3K
$2.69M
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.43K+ 10.26% |
$325K - $696K
|
47.7K
$4.37M
|
|
|
May 10, 2022
Q1 2022
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
4.41K+ 102.85% |
$323K - $692K
|
8.7K
$798K
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
4.41KNew |
$323K - $692K
|
4.41K
$404K
|
|
|
May 13, 2022
Q1 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4.36KNew |
$319K - $684K
|
4.36K
$400K
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.34K+ 28.58% |
$318K - $682K
|
19.5K
$1.79M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.31K+ 1.53% |
$316K - $677K
|
286K
$26.2M
|
|
|
May 12, 2022
Q1 2022
|
Jeneq Management LP
New York, NY |
BUY
|
- |
4.2KNew |
$308K - $659K
|
4.2K
$385K
|
|
|
May 10, 2022
Q1 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
4.18KNew |
$306K - $656K
|
4.18K
$383K
|
|
|
May 12, 2022
Q1 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
4.12K+ 2.31% |
$301K - $646K
|
182K
$16.7M
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.04K+ 240.08% |
$296K - $635K
|
5.73K
$526K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.02K+ 7.76% |
$295K - $632K
|
55.9K
$5.13M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.02KNew |
$294K - $631K
|
4.02K
$369K
|
|
|
May 12, 2022
Q1 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
3.98K+ 0.53% |
$292K - $625K
|
751K
$68.9M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.97K+ 69.17% |
$291K - $623K
|
9.71K
$891K
|
|
|
May 13, 2022
Q1 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
3.8KNew |
$278K - $597K
|
3.8K
$349K
|
|
|
May 16, 2022
Q1 2022
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
3.7KNew |
$271K - $581K
|
3.7K
$340K
|
|
|
May 13, 2022
Q1 2022
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
3.63K+ 256.43% |
$266K - $570K
|
5.05K
$463K
|
|
|
May 12, 2022
Q1 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
3.59K+ 84.39% |
$263K - $564K
|
7.85K
$720K
|
|
|
May 16, 2022
Q1 2022
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
3.58K+ 25.28% |
$262K - $562K
|
17.7K
$1.63M
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.56KNew |
$261K - $559K
|
3.56K
$327K
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.46K+ 112.65% |
$254K - $544K
|
6.54K
$600K
|
|
|
May 16, 2022
Q1 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
3.46K+ 86.43% |
$253K - $543K
|
7.46K
$685K
|
|
|
Apr 18, 2022
Q1 2022
|
Hollencrest Capital Management
|
BUY
|
- |
3.31K+ 51.62% |
$242K - $519K
|
9.72K
$892K
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
3.29KNew |
$241K - $516K
|
3.29K
$302K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.29K+ 1.61% |
$241K - $516K
|
208K
$19.1M
|
|
|
May 13, 2022
Q1 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
3.26K+ 4.93% |
$239K - $512K
|
69.4K
$6.37M
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.24KNew |
$237K - $508K
|
3.24K
$297K
|
|
|
May 16, 2022
Q1 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
3.23KNew |
$236K - $507K
|
3.23K
$296K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.23KNew |
$236K - $506K
|
3.23K
$296K
|
|
|
May 13, 2022
Q1 2022
|
Ing Groep Nv
|
BUY
|
- |
3.14K+ 37.56% |
$230K - $493K
|
11.5K
$1.05M
|
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.11KNew |
$228K - $489K
|
3.11K
$286K
|
|
|
May 04, 2022
Q1 2022
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
3.05KNew |
$223K - $479K
|
3.05K
$280K
|
|
|
May 06, 2022
Q1 2022
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
3.02KNew |
$221K - $473K
|
3.02K
$277K
|
|
|
May 16, 2022
Q1 2022
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
3KNew |
$220K - $471K
|
3K
$275K
|
|
|
May 13, 2022
Q1 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.98K+ 110.9% |
$218K - $468K
|
5.67K
$520K
|
|
|
Apr 22, 2022
Q1 2022
|
Tributary Capital Management, LLC
|
BUY
|
- |
2.9K+ 23.02% |
$212K - $455K
|
15.5K
$1.42M
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.86K+ 109.33% |
$209K - $449K
|
5.47K
$502K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.82K+ 18.69% |
$207K - $443K
|
17.9K
$1.64M
|
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.81K+ 6.42% |
$206K - $441K
|
46.5K
$4.27M
|
|
|
May 16, 2022
Q1 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.8KNew |
$205K - $440K
|
2.8K
$257K
|
|
|
Apr 22, 2022
Q1 2022
|
Grove Bank & Trust
|
BUY
|
- |
2.76KNew |
$202K - $433K
|
2.76K
$253K
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
2.74KNew |
$201K - $430K
|
2.74K
$252K
|
|
|
May 09, 2022
Q1 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
2.73KNew |
$200K - $429K
|
2.73K
$251K
|
|
|
May 16, 2022
Q1 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.73K+ 30.41% |
$200K - $428K
|
11.7K
$1.07M
|
|
|
Sep 07, 2023
Q1 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.69KNew |
$197K - $423K
|
2.69K
$247K
|
|
|
May 02, 2022
Q1 2022
|
Congress Park Capital LLC
|
BUY
|
- |
2.67K+ 181.91% |
$195K - $418K
|
4.13K
$379K
|