Purchases and Sales Made in Q3 2024 in Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-35- 0.66% |
$1.74K - $2.19K
|
5.25K
$390K
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-39- 0.23% |
$1.94K - $2.44K
|
16.6K
$1.23M
|
|
Nov 12, 2024
Q3 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-40- 0.45% |
$1.99K - $2.5K
|
8.84K
$656K
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-44- 1.34% |
$2.19K - $2.75K
|
3.23K
$240K
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-45- 0.34% |
$2.24K - $2.81K
|
13.1K
$971K
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-45- 41.67% |
$2.24K - $2.81K
|
63
$4.67K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-48- 19.75% |
$2.39K - $3K
|
195
$14.5K
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-51- 0.22% |
$2.54K - $3.19K
|
23.3K
$1.73M
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-54- 6.12% |
$2.69K - $3.38K
|
829
$61.5K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-60- 1.07% |
$2.98K - $3.75K
|
5.53K
$410K
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-65- 0.4% |
$3.23K - $4.06K
|
16.2K
$1.21M
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-67- 0.73% |
$3.33K - $4.19K
|
9.11K
$676K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-69- 56.56% |
$3.43K - $4.31K
|
53
$3.93K
|
|
Mar 12, 2025
Q3 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-69- 1.3% |
$3.43K - $4.31K
|
5.25K
$390K
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-70- 0.68% |
$3.48K - $4.38K
|
10.2K
$760K
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-80- 0.87% |
$3.98K - $5K
|
9.14K
$678K
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-83- 11.19% |
$4.13K - $5.19K
|
659
$48.9K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-96- 11.44% |
$4.77K - $6K
|
743
$55.1K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-104- 20.76% |
$5.17K - $6.5K
|
397
$29.5K
|
|
Oct 29, 2024
Q3 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-106- 2.38% |
$5.27K - $6.63K
|
4.36K
$323K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-116- 7.16% |
$5.77K - $7.25K
|
1.5K
$112K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-121- 92.37% |
$6.02K - $7.57K
|
10
$742
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-127- 0.1% |
$6.32K - $7.94K
|
126K
$9.31M
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-130- 9.42% |
$6.46K - $8.13K
|
1.25K
$92.8K
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-134- 0.89% |
$6.66K - $8.38K
|
14.9K
$1.11M
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-134- 40.24% |
$6.66K - $8.38K
|
199
$14.8K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-145- 14.75% |
$7.21K - $9.07K
|
838
$62.2K
|
|
Nov 14, 2024
Q3 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-150- 1.88% |
$7.46K - $9.38K
|
7.84K
$582K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-154- 4.07% |
$7.66K - $9.63K
|
3.63K
$269K
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-164- 2.4% |
$8.16K - $10.3K
|
6.68K
$496K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-165- 4.84% |
$8.21K - $10.3K
|
3.25K
$241K
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-167- 1.22% |
$8.3K - $10.4K
|
13.6K
$1.01M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-177- 3.11% |
$8.8K - $11.1K
|
5.52K
$409K
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-195- 32.02% |
$9.7K - $12.2K
|
414
$30.7K
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-202- 0.27% |
$10K - $12.6K
|
75.6K
$5.61M
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-219- 1.24% |
$10.9K - $13.7K
|
17.5K
$1.3M
|
|
Nov 14, 2024
Q3 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-222- 1.03% |
$11K - $13.9K
|
21.4K
$1.59M
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-222- 44.76% |
$11K - $13.9K
|
274
$20.3K
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-225- 91.46% |
$11.2K - $14.1K
|
21
$1.56K
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-245- 0.45% |
$12.2K - $15.3K
|
54.7K
$4.06M
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-246- 8.14% |
$12.2K - $15.4K
|
2.78K
$206K
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-251- 1.92% |
$12.5K - $15.7K
|
12.8K
$950K
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-253- 3.26% |
$12.6K - $15.8K
|
7.5K
$557K
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-292- 7.07% |
$14.5K - $18.3K
|
3.84K
$285K
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-295- 0.4% |
$14.7K - $18.4K
|
73.1K
$5.42M
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-301- 19.48% |
$15K - $18.8K
|
1.24K
$92.3K
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-385- 5.44% |
$19.1K - $24.1K
|
6.69K
$496K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-406- 3.78% |
$20.2K - $25.4K
|
10.3K
$767K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-449- 84.88% |
$22.3K - $28.1K
|
80
$5.94K
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-491- 0.63% |
$24.4K - $30.7K
|
77K
$5.71M
|