Purchases and Sales Made in Q1 2023 in Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU) during Q1 2023. 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 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.94K+ 3.58% |
$246K - $335K
|
143K
$12.9M
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
4.87KNew |
$242K - $330K
|
4.87K
$441K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
4.81KNew |
$239K - $326K
|
4.81K
$435K
|
|
|
May 12, 2023
Q1 2023
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
4.7KNew |
$233K - $319K
|
4.7K
$425K
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
4.61K+ 7.88% |
$229K - $313K
|
63.1K
$5.71M
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
4.6K+ 15.16% |
$229K - $312K
|
35K
$3.16M
|
|
|
May 10, 2023
Q1 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
4.6KNew |
$229K - $312K
|
4.6K
$416K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.51KNew |
$224K - $306K
|
4.51K
$408K
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
4.39KNew |
$218K - $298K
|
4.39K
$397K
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
4.3KNew |
$214K - $292K
|
4.3K
$389K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.25KNew |
$211K - $288K
|
4.25K
$385K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.16K+ 308.38% |
$207K - $282K
|
5.51K
$498K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.13K+ 50.18% |
$205K - $280K
|
12.4K
$1.12M
|
|
|
Apr 28, 2023
Q1 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.99K+ 2.24% |
$198K - $270K
|
182K
$16.4M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
3.89KNew |
$193K - $264K
|
3.89K
$352K
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.86K+ 3.17% |
$192K - $262K
|
126K
$11.4M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
3.86KNew |
$192K - $262K
|
3.86K
$349K
|
|
|
Apr 24, 2023
Q1 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
3.78KNew |
$188K - $256K
|
3.78K
$342K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.71KNew |
$185K - $252K
|
3.71K
$336K
|
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
3.66KNew |
$182K - $248K
|
3.66K
$331K
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.65KNew |
$181K - $248K
|
3.65K
$330K
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
3.57KNew |
$177K - $242K
|
3.57K
$323K
|
|
|
May 12, 2023
Q1 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
3.56KNew |
$177K - $241K
|
3.56K
$322K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
3.55KNew |
$176K - $241K
|
3.55K
$321K
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
3.51K+ 12.81% |
$174K - $238K
|
30.9K
$2.79M
|
|
|
May 03, 2023
Q1 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
3.49KNew |
$173K - $237K
|
3.49K
$316K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.48KNew |
$173K - $236K
|
3.48K
$315K
|
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
3.42K+ 69.32% |
$170K - $232K
|
8.36K
$756K
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.27K+ 14.18% |
$162K - $222K
|
26.3K
$2.38M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.27K+ 46.07% |
$162K - $221K
|
10.4K
$937K
|
|
|
May 15, 2023
Q1 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
3.2K+ 7.53% |
$159K - $217K
|
45.7K
$4.13M
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
3.03KNew |
$150K - $205K
|
3.03K
$274K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.93KNew |
$145K - $198K
|
2.93K
$265K
|
|
|
May 10, 2023
Q1 2023
|
Tredje Ap Fonden
|
BUY
|
- |
2.91K+ 7.19% |
$144K - $197K
|
43.3K
$3.92M
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.9KNew |
$144K - $197K
|
2.9K
$262K
|
|
|
Apr 06, 2023
Q1 2023
|
Green Alpha Advisors, LLC
|
BUY
|
- |
2.88K+ 55.24% |
$143K - $195K
|
8.08K
$731K
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.85K+ 47.72% |
$142K - $194K
|
8.84K
$799K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.83K+ 46.38% |
$141K - $192K
|
8.93K
$808K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.8K+ 20.35% |
$139K - $190K
|
16.6K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.7K+ 27.86% |
$134K - $183K
|
12.4K
$1.12M
|
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
2.51K+ 3.8% |
$125K - $170K
|
68.6K
$6.21M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.49K+ 887.19% |
$124K - $169K
|
2.77K
$251K
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2.44K+ 3.78% |
$121K - $165K
|
66.9K
$6.05M
|
|
|
May 09, 2023
Q1 2023
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
2.41K+ 7.37% |
$120K - $163K
|
35.1K
$3.18M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.41K+ 1.51% |
$120K - $163K
|
162K
$14.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.35K+ 5.26% |
$117K - $159K
|
46.9K
$4.25M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.19K+ 44.02% |
$109K - $149K
|
7.18K
$649K
|
|
|
May 12, 2023
Q1 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
2.12KNew |
$105K - $144K
|
2.12K
$192K
|
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.12K+ 30.95% |
$105K - $144K
|
8.96K
$811K
|
|
|
May 11, 2023
Q1 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2.02K+ 33.59% |
$100K - $137K
|
8.02K
$726K
|