Purchases and Sales Made in Q4 2021 in Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
358New |
$48.4K - $102K
|
358
$32.9K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
355+ 177.5% |
$48K - $101K
|
555
$50.9K
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
335+ 27.35% |
$45.3K - $95.2K
|
1.56K
$143K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
326+ 15.31% |
$44K - $92.6K
|
2.46K
$225K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
316+ 122.01% |
$42.7K - $89.8K
|
575
$52.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
314New |
$42.4K - $89.2K
|
314
$28.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
310+ 16.33% |
$41.9K - $88.1K
|
2.21K
$203K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
286+ 26.12% |
$38.6K - $81.3K
|
1.38K
$127K
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
280+ 5.57% |
$37.8K - $79.6K
|
5.3K
$487K
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
278+ 5.32% |
$37.6K - $79K
|
5.5K
$505K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
275+ 17.64% |
$37.1K - $78.1K
|
1.83K
$168K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
273+ 13.66% |
$36.9K - $77.6K
|
2.27K
$208K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
271+ 2.82% |
$36.6K - $77K
|
9.87K
$905K
|
|
|
Jan 31, 2022
Q4 2021
|
Xponance, Inc.
|
BUY
|
- |
265+ 1.22% |
$35.8K - $75.3K
|
22K
$2.01M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
262+ 403.08% |
$35.4K - $74.4K
|
327
$30K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
262New |
$35.4K - $74.4K
|
262
$24K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
262+ 403.08% |
$35.4K - $74.4K
|
327
$30K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
260+ 1300.0% |
$35.1K - $73.9K
|
280
$25.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
259New |
$35K - $73.6K
|
259
$23.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
258New |
$34.9K - $73.3K
|
258
$23.7K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
256New |
$34.6K - $72.7K
|
256
$23.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
255+ 34.23% |
$34.4K - $72.4K
|
1K
$91.8K
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
252+ 525.0% |
$34K - $71.6K
|
300
$27.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
250New |
$33.8K - $71K
|
250
$22.9K
|
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
240+ 14.12% |
$32.4K - $68.2K
|
1.94K
$178K
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
238+ 10.04% |
$32.2K - $67.6K
|
2.61K
$239K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
233New |
$31.5K - $66.2K
|
233
$21.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
230+ 7.81% |
$31.1K - $65.3K
|
3.18K
$291K
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
228+ 14.13% |
$30.8K - $64.8K
|
1.84K
$169K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
219+ 21900.0% |
$29.6K - $62.2K
|
220
$20.2K
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
216+ 1.82% |
$29.2K - $61.4K
|
12.1K
$1.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
213New |
$28.8K - $60.5K
|
213
$19.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Chicago Trust CO Na
|
BUY
|
- |
210+ 7.87% |
$28.4K - $59.7K
|
2.88K
$264K
|
|
|
Jan 12, 2022
Q4 2021
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
209+ 2.04% |
$28.2K - $59.4K
|
10.4K
$959K
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
204+ 17.0% |
$27.6K - $58K
|
1.4K
$129K
|
|
|
Feb 14, 2022
Q4 2021
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
200New |
$27K - $56.8K
|
200
$18.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
199New |
$26.9K - $56.5K
|
199
$18.3K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
194New |
$26.2K - $55.1K
|
194
$17.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
192New |
$25.9K - $54.5K
|
192
$17.6K
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
190New |
$25.7K - $54K
|
190
$17.4K
|
|
|
Jan 12, 2022
Q4 2021
|
Green Alpha Advisors, LLC
|
BUY
|
- |
187+ 4.42% |
$25.3K - $53.1K
|
4.42K
$405K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
177+ 54.97% |
$23.9K - $50.3K
|
499
$45.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
175+ 25.7% |
$23.6K - $49.7K
|
856
$78.5K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
175New |
$23.6K - $49.7K
|
175
$16.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
168+ 8.43% |
$22.7K - $47.7K
|
2.16K
$198K
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
166+ 10.84% |
$22.4K - $47.2K
|
1.7K
$156K
|
|
|
Jan 19, 2022
Q4 2021
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
160+ 1.53% |
$21.6K - $45.5K
|
10.6K
$976K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
158+ 45.53% |
$21.3K - $44.9K
|
505
$46.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
155+ 191.36% |
$20.9K - $44K
|
236
$21.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
BUY
|
- |
150+ 1.83% |
$20.3K - $42.6K
|
8.33K
$765K
|