Purchases and Sales Made in Q2 2023 in Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-70- 33.33% |
$3.32K - $4.14K
|
140
$12.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-74- 0.3% |
$3.51K - $4.38K
|
25K
$2.29M
|
|
|
Aug 04, 2023
Q2 2023
|
Performa LTD (Us), LLC
|
SELL
|
- |
-75- 12.0% |
$3.56K - $4.44K
|
550
$50.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-76- 11.39% |
$3.6K - $4.5K
|
591
$54.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-80- 44.44% |
$3.79K - $4.73K
|
100
$9.18K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-81- 72.32% |
$3.84K - $4.79K
|
31
$2.84K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-85- 0.91% |
$4.03K - $5.03K
|
9.29K
$852K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-87- 68.5% |
$4.12K - $5.15K
|
40
$3.67K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-92- 80.7% |
$4.36K - $5.44K
|
22
$2.02K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-95- 98.96% |
$4.5K - $5.62K
|
1
$91.8
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-100- 1.15% |
$4.74K - $5.92K
|
8.57K
$786K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-109- 37.85% |
$5.17K - $6.45K
|
179
$16.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-122- 15.89% |
$5.78K - $7.22K
|
646
$59.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-133- 28.73% |
$6.3K - $7.87K
|
330
$30.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-145- 0.98% |
$6.87K - $8.58K
|
14.6K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-151- 2.42% |
$7.16K - $8.93K
|
6.1K
$560K
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-153- 2.97% |
$7.25K - $9.05K
|
5K
$459K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-158- 2.61% |
$7.49K - $9.35K
|
5.91K
$542K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-183- 1.37% |
$8.67K - $10.8K
|
13.1K
$1.21M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-185- 1.46% |
$8.77K - $10.9K
|
12.5K
$1.15M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-189- 3.07% |
$8.96K - $11.2K
|
5.96K
$547K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-190- 0.66% |
$9.01K - $11.2K
|
28.4K
$2.61M
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-200- 0.99% |
$9.48K - $11.8K
|
19.9K
$1.83M
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-200- 66.67% |
$9.48K - $11.8K
|
100
$9.18K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-207- 12.34% |
$9.81K - $12.2K
|
1.47K
$135K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-215- 1.92% |
$10.2K - $12.7K
|
11K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-225- 30.78% |
$10.7K - $13.3K
|
506
$46.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-225- 18.46% |
$10.7K - $13.3K
|
994
$91.2K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-228- 2.55% |
$10.8K - $13.5K
|
8.7K
$798K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-228- 2.55% |
$10.8K - $13.5K
|
8.7K
$798K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-240- 16.32% |
$11.4K - $14.2K
|
1.23K
$113K
|
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-240- 5.59% |
$11.4K - $14.2K
|
4.06K
$372K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-241- 46.08% |
$11.4K - $14.3K
|
282
$25.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-248- 1.29% |
$11.8K - $14.7K
|
18.9K
$1.74M
|
|
|
Nov 13, 2023
Q2 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-250- 1.73% |
$11.9K - $14.8K
|
14.2K
$1.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-250- 0.29% |
$11.9K - $14.8K
|
85.1K
$7.81M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-274- 40.06% |
$13K - $16.2K
|
410
$37.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-290- 0.55% |
$13.7K - $17.2K
|
52.6K
$4.82M
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-295- 3.39% |
$14K - $17.4K
|
8.4K
$771K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-318- 44.29% |
$15.1K - $18.8K
|
400
$36.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-340- 10.21% |
$16.1K - $20.1K
|
2.99K
$274K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-351- 0.19% |
$16.6K - $20.8K
|
181K
$16.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-372- 4.03% |
$17.6K - $22K
|
8.85K
$812K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-378- 51.29% |
$17.9K - $22.4K
|
359
$32.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-390- 39.0% |
$18.5K - $23.1K
|
610
$56K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-397- 2.55% |
$18.8K - $23.5K
|
15.2K
$1.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-417- 8.82% |
$19.8K - $24.7K
|
4.31K
$395K
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-420- 1.21% |
$19.9K - $24.8K
|
34.3K
$3.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-432- 22.93% |
$20.5K - $25.6K
|
1.45K
$133K
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-435- 49.71% |
$20.6K - $25.7K
|
440
$40.4K
|