Purchases and Sales Made in Q2 2024 in Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU) during Q2 2024. 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 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.43KNew |
$225K - $271K
|
4.43K
$406K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.96K+ 243.45% |
$201K - $242K
|
5.58K
$512K
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
3.87K+ 4.5% |
$197K - $237K
|
89.9K
$8.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.85K+ 4868.35% |
$196K - $235K
|
3.93K
$360K
|
|
|
Aug 14, 2024
Q2 2024
|
Claret Asset Management Corp
|
BUY
|
- |
3.82KNew |
$194K - $233K
|
3.82K
$350K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.81KNew |
$194K - $233K
|
3.81K
$350K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.81KNew |
$193K - $233K
|
3.81K
$349K
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
3.76K+ 4.97% |
$191K - $230K
|
79.5K
$7.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.27K+ 90.7% |
$166K - $200K
|
6.87K
$631K
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.14K+ 16.36% |
$160K - $192K
|
22.3K
$2.05M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.1K+ 5.24% |
$157K - $189K
|
62.2K
$5.71M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.05KNew |
$155K - $187K
|
3.05K
$280K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.97K+ 11.53% |
$151K - $181K
|
28.7K
$2.64M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.93K+ 55.31% |
$149K - $179K
|
8.21K
$754K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.8K+ 10.3% |
$142K - $171K
|
30K
$2.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.77K+ 19.43% |
$141K - $170K
|
17.1K
$1.56M
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.75K+ 1.0% |
$140K - $168K
|
277K
$25.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.74K+ 52.31% |
$139K - $167K
|
7.98K
$732K
|
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
2.73K+ 32.66% |
$139K - $167K
|
11.1K
$1.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
2.67K+ 5.39% |
$136K - $163K
|
52.2K
$4.79M
|
|
|
Aug 02, 2024
Q2 2024
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
2.54K+ 45.59% |
$129K - $155K
|
8.11K
$745K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.52K+ 53.26% |
$128K - $154K
|
7.24K
$665K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.51K+ 20.73% |
$127K - $153K
|
14.6K
$1.34M
|
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.28K+ 108.2% |
$116K - $140K
|
4.4K
$403K
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.22K+ 9.71% |
$113K - $136K
|
25.1K
$2.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
2.08K+ 42.33% |
$106K - $127K
|
7K
$642K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.08K+ 11.14% |
$106K - $127K
|
20.8K
$1.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.05K+ 0.78% |
$104K - $125K
|
265K
$24.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
2.02K+ 13.01% |
$103K - $123K
|
17.5K
$1.61M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
1.98K+ 17.74% |
$101K - $121K
|
13.1K
$1.21M
|
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.93K+ 8.83% |
$98.1K - $118K
|
23.8K
$2.18M
|
|
|
Jul 10, 2024
Q2 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.9K+ 16.64% |
$96.4K - $116K
|
13.3K
$1.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.69K+ 43.63% |
$86K - $103K
|
5.57K
$511K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.63K+ 3.22% |
$82.8K - $99.5K
|
52.3K
$4.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
1.53K+ 11.09% |
$77.8K - $93.5K
|
15.3K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.48K+ 25.65% |
$75.2K - $90.5K
|
7.25K
$665K
|
|
|
Aug 14, 2024
Q2 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
1.4K+ 7.97% |
$71.2K - $85.6K
|
19K
$1.74M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
1.4K+ 18.08% |
$71.1K - $85.5K
|
9.14K
$839K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.35KNew |
$68.8K - $82.8K
|
1.35K
$124K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.28K+ 21.84% |
$65K - $78.1K
|
7.13K
$654K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.24K+ 17.29% |
$63K - $75.7K
|
8.4K
$771K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.16K+ 9.23% |
$58.8K - $70.7K
|
13.7K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.09K+ 10.47% |
$55.4K - $66.6K
|
11.5K
$1.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.05K+ 3.02% |
$53.6K - $64.4K
|
35.9K
$3.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.05K+ 23.43% |
$53.4K - $64.2K
|
5.54K
$508K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.03K+ 1.84% |
$52.1K - $62.7K
|
56.7K
$5.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1K+ 19.14% |
$50.8K - $61.1K
|
6.23K
$571K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
989New |
$50.3K - $60.5K
|
989
$90.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
938+ 2.95% |
$47.7K - $57.3K
|
32.7K
$3M
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
900New |
$45.8K - $55K
|
900
$82.6K
|