Purchases and Sales Made in Q2 2022 in Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
15+ 6.02% |
$852 - $1.68K
|
264
$24.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
15+ 26.79% |
$852 - $1.68K
|
71
$6.51K
|
|
|
Aug 10, 2022
Q2 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
14+ 0.17% |
$795 - $1.57K
|
8.04K
$738K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
13New |
$739 - $1.46K
|
13
$1.19K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
12+ 10.43% |
$682 - $1.35K
|
127
$11.7K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 3.98% |
$568 - $1.12K
|
261
$23.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
7+ 233.33% |
$398 - $786
|
10
$918
|
|
|
Aug 03, 2022
Q2 2022
|
Silvant Capital Management LLC
|
BUY
|
- |
7+ 0.13% |
$398 - $786
|
5.39K
$494K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
6New |
$341 - $674
|
6
$551
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
5+ 5.0% |
$284 - $561
|
105
$9.63K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4New |
$227 - $449
|
4
$367
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
4+ 6.15% |
$227 - $449
|
69
$6.33K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
2New |
$114 - $225
|
2
$184
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1+ 6.67% |
$56.8 - $112
|
16
$1.47K
|
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1+ 4.35% |
$56.8 - $112
|
24
$2.2K
|
|
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1Closed |
$56.8 - $112
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Maplelane Capital, LLC
New York, NY |
SELL
|
- |
-1Closed |
$56.8 - $112
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1- 3.45% |
$56.8 - $112
|
28
$2.57K
|
|
|
Aug 15, 2022
Q2 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-1- 16.67% |
$56.8 - $112
|
5
$459
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2Closed |
$114 - $225
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2Closed |
$114 - $225
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-4- 2.8% |
$227 - $449
|
139
$12.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-4- 57.14% |
$227 - $449
|
3
$275
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
SELL
|
- |
-4- 0.24% |
$227 - $449
|
1.65K
$151K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-4- 2.5% |
$227 - $449
|
156
$14.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-5- 12.82% |
$284 - $561
|
34
$3.12K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-5- 45.45% |
$284 - $561
|
6
$551
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-5Closed |
$284 - $561
|
0
$0
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-5Closed |
$284 - $561
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-5Closed |
$284 - $561
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6- 5.45% |
$341 - $674
|
104
$9.54K
|
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-6Closed |
$341 - $674
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-7- 2.95% |
$398 - $786
|
230
$21.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-7- 4.46% |
$398 - $786
|
150
$13.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-10- 1.98% |
$568 - $1.12K
|
494
$45.3K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-10Closed |
$568 - $1.12K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-10Closed |
$568 - $1.12K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Berkshire Capital Holdings Inc
San Jose, CA |
SELL
|
- |
-10Closed |
$568 - $1.12K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-11- 6.11% |
$625 - $1.24K
|
169
$15.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-12- 0.44% |
$682 - $1.35K
|
2.73K
$251K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-12- 13.79% |
$682 - $1.35K
|
75
$6.88K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-16- 5.3% |
$909 - $1.8K
|
286
$26.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-16Closed |
$909 - $1.8K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-17Closed |
$966 - $1.91K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-19- 12.42% |
$1.08K - $2.13K
|
134
$12.3K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-19- 2.79% |
$1.08K - $2.13K
|
661
$60.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-19- 4.81% |
$1.08K - $2.13K
|
376
$34.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-20- 1.96% |
$1.14K - $2.25K
|
1K
$91.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-20Closed |
$1.14K - $2.25K
|
0
$0
|