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 10, 2022
Q1 2022
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
360+ 1.89% |
$26.4K - $56.5K
|
19.4K
$1.44M
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
357+ 19.3% |
$26.1K - $56.1K
|
2.21K
$164K
|
|
|
Apr 19, 2022
Q1 2022
|
Green Alpha Advisors, LLC
|
BUY
|
- |
351+ 7.95% |
$25.7K - $55.1K
|
4.77K
$354K
|
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
349+ 8.39% |
$25.6K - $54.8K
|
4.51K
$335K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
348+ 40.85% |
$25.5K - $54.6K
|
1.2K
$89K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
347+ 7.4% |
$25.4K - $54.5K
|
5.04K
$374K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
341+ 0.34% |
$25K - $53.5K
|
101K
$7.46M
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
310+ 310.0% |
$22.7K - $48.7K
|
410
$30.4K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
306+ 665.22% |
$22.4K - $48K
|
352
$26.1K
|
|
|
Apr 14, 2022
Q1 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
303+ 10.38% |
$22.2K - $47.6K
|
3.22K
$239K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
303+ 137.73% |
$22.2K - $47.6K
|
523
$38.8K
|
|
|
May 06, 2022
Q1 2022
|
Kbc Group Nv
|
BUY
|
- |
290+ 0.96% |
$21.2K - $45.5K
|
30.4K
$2.25M
|
|
|
Feb 14, 2024
Q1 2022
|
Kbc Group Nv
|
BUY
|
- |
290+ 0.96% |
$21.2K - $45.5K
|
30.4K
$2.25M
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
289+ 11.77% |
$21.2K - $45.4K
|
2.75K
$204K
|
|
|
Apr 11, 2022
Q1 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
275+ 2.58% |
$20.1K - $43.2K
|
10.9K
$810K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
273+ 53.11% |
$20K - $42.9K
|
787
$58.4K
|
|
|
May 04, 2022
Q1 2022
|
Northeast Investment Management
|
BUY
|
- |
263+ 2.33% |
$19.3K - $41.3K
|
11.5K
$857K
|
|
|
May 09, 2022
Q1 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
259+ 0.33% |
$19K - $40.7K
|
77.8K
$5.77M
|
|
|
May 16, 2022
Q1 2022
|
1776 Wealth LLC
|
BUY
|
- |
250+ 2.7% |
$18.3K - $39.3K
|
9.51K
$706K
|
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
235+ 29.27% |
$17.2K - $36.9K
|
1.04K
$77K
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
230+ 85.19% |
$16.8K - $36.1K
|
500
$37.1K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
220+ 440.0% |
$16.1K - $34.5K
|
270
$20K
|
|
|
Apr 29, 2022
Q1 2022
|
Garner Asset Management Corp
|
BUY
|
- |
210+ 12.1% |
$15.4K - $33K
|
1.95K
$144K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
209+ 0.18% |
$15.3K - $32.8K
|
118K
$8.76M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
207+ 1.57% |
$15.2K - $32.5K
|
13.4K
$994K
|
|
|
Apr 14, 2022
Q1 2022
|
Hudson Value Partners, LLC
|
BUY
|
- |
201+ 4.95% |
$14.7K - $31.6K
|
4.26K
$316K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
200New |
$14.6K - $31.4K
|
200
$14.8K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
200+ 125.0% |
$14.6K - $31.4K
|
360
$26.7K
|
|
|
Apr 27, 2022
Q1 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
200New |
$14.6K - $31.4K
|
200
$14.8K
|
|
|
Apr 11, 2022
Q1 2022
|
360 Financial, Inc.
|
BUY
|
- |
200+ 8.1% |
$14.6K - $31.4K
|
2.67K
$198K
|
|
|
May 13, 2022
Q1 2022
|
Caz Investments LP
Houston, TX |
BUY
|
- |
200+ 66.67% |
$14.6K - $31.4K
|
500
$37.1K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
188New |
$13.8K - $29.5K
|
188
$13.9K
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
186+ 3.01% |
$13.6K - $29.2K
|
6.36K
$472K
|
|
|
Apr 06, 2022
Q1 2022
|
Advisory Resource Group
|
BUY
|
- |
183+ 6.84% |
$13.4K - $28.7K
|
2.86K
$212K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
182New |
$13.3K - $28.6K
|
182
$13.5K
|
|
|
May 16, 2022
Q1 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
182+ 4.87% |
$13.3K - $28.6K
|
3.92K
$291K
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
180+ 9.81% |
$13.2K - $28.3K
|
2.01K
$149K
|
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
BUY
|
- |
177+ 0.81% |
$13K - $27.8K
|
22.1K
$1.64M
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
171New |
$12.5K - $26.8K
|
171
$12.7K
|
|
|
May 12, 2022
Q1 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
168+ 1.03% |
$12.3K - $26.4K
|
16.5K
$1.22M
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
163New |
$11.9K - $25.6K
|
163
$12.1K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
160New |
$11.7K - $25.1K
|
160
$11.9K
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
158New |
$11.6K - $24.8K
|
158
$11.7K
|
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
152New |
$11.1K - $23.9K
|
152
$11.3K
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
150+ 3.88% |
$11K - $23.6K
|
4.01K
$298K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
140New |
$10.3K - $22K
|
140
$10.4K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
137+ 2.01% |
$10K - $21.5K
|
6.94K
$515K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
133+ 112.71% |
$9.74K - $20.9K
|
251
$18.6K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
129+ 25.85% |
$9.45K - $20.3K
|
628
$46.6K
|
|
|
May 13, 2022
Q1 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
126+ 146.51% |
$9.23K - $19.8K
|
212
$15.7K
|