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 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
148+ 3.57% |
$20K - $42K
|
4.3K
$394K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
139+ 6.51% |
$18.8K - $39.5K
|
2.27K
$209K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
136New |
$18.4K - $38.6K
|
136
$12.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
136+ 3.19% |
$18.4K - $38.6K
|
4.4K
$404K
|
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
125+ 0.19% |
$16.9K - $35.5K
|
67.4K
$6.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
117+ 8.04% |
$15.8K - $33.2K
|
1.57K
$144K
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
116New |
$15.7K - $33K
|
116
$10.6K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
113New |
$15.3K - $32.1K
|
113
$10.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
110+ 102.8% |
$14.9K - $31.3K
|
217
$19.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
103+ 4.12% |
$13.9K - $29.3K
|
2.6K
$239K
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
101+ 404.0% |
$13.6K - $28.7K
|
126
$11.6K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
100+ 2500.0% |
$13.5K - $28.4K
|
104
$9.54K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
100+ 175.44% |
$13.5K - $28.4K
|
157
$14.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
92+ 3.95% |
$12.4K - $26.1K
|
2.42K
$222K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
90+ 46.88% |
$12.2K - $25.6K
|
282
$25.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
90+ 50.0% |
$12.2K - $25.6K
|
270
$24.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
90+ 1.68% |
$12.2K - $25.6K
|
5.46K
$501K
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
89+ 42.38% |
$12K - $25.3K
|
299
$27.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
86New |
$11.6K - $24.4K
|
86
$7.89K
|
|
|
Feb 14, 2022
Q4 2021
|
Harvey Capital Management Inc
|
BUY
|
- |
85+ 5.61% |
$11.5K - $24.1K
|
1.6K
$147K
|
|
|
Jan 18, 2022
Q4 2021
|
Ifm Investors Pty LTD
|
BUY
|
- |
83+ 0.32% |
$11.2K - $23.6K
|
26.4K
$2.42M
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
81+ 218.92% |
$10.9K - $23K
|
118
$10.8K
|
|
|
Feb 04, 2022
Q4 2021
|
Outfitter Financial LLC
|
BUY
|
- |
75New |
$10.1K - $21.3K
|
75
$6.88K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
74New |
$10K - $21K
|
74
$6.79K
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
73+ 107.35% |
$9.86K - $20.7K
|
141
$12.9K
|
|
|
Jan 24, 2022
Q4 2021
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
70+ 2.03% |
$9.46K - $19.9K
|
3.51K
$322K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
69+ 383.33% |
$9.32K - $19.6K
|
87
$7.98K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
67+ 2.94% |
$9.05K - $19K
|
2.35K
$215K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
64New |
$8.65K - $18.2K
|
64
$5.87K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
62New |
$8.38K - $17.6K
|
62
$5.69K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
61+ 1.77% |
$8.24K - $17.3K
|
3.5K
$321K
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
59New |
$7.97K - $16.8K
|
59
$5.41K
|
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
BUY
|
- |
57+ 80.28% |
$7.7K - $16.2K
|
128
$11.7K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
56+ 3.97% |
$7.57K - $15.9K
|
1.47K
$135K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
56New |
$7.57K - $15.9K
|
56
$5.14K
|
|
|
Feb 10, 2022
Q4 2021
|
Malaga Cove Capital, LLC
|
BUY
|
- |
55+ 2.24% |
$7.43K - $15.6K
|
2.51K
$230K
|
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
55+ 4.33% |
$7.43K - $15.6K
|
1.32K
$121K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
52+ 0.72% |
$7.02K - $14.8K
|
7.3K
$670K
|
|
|
Jan 28, 2022
Q4 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
50New |
$6.75K - $14.2K
|
50
$4.59K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudson Value Partners, LLC
|
BUY
|
- |
50+ 1.25% |
$6.75K - $14.2K
|
4.06K
$373K
|
|
|
Feb 02, 2022
Q4 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
50+ 5000.0% |
$6.75K - $14.2K
|
51
$4.68K
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
50+ 10.12% |
$6.75K - $14.2K
|
544
$49.9K
|
|
|
Feb 16, 2022
Q4 2021
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
50New |
$6.75K - $14.2K
|
50
$4.59K
|
|
|
Feb 11, 2022
Q4 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
49+ 2.7% |
$6.62K - $13.9K
|
1.86K
$171K
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
48+ 3.62% |
$6.48K - $13.6K
|
1.38K
$126K
|
|
|
Feb 10, 2022
Q4 2021
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
45New |
$6.08K - $12.8K
|
45
$4.13K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
44+ 41.9% |
$5.94K - $12.5K
|
149
$13.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
44+ 15.17% |
$5.94K - $12.5K
|
334
$30.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
42+ 0.48% |
$5.67K - $11.9K
|
8.73K
$801K
|
|
|
Feb 15, 2022
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
42+ 0.33% |
$5.67K - $11.9K
|
12.8K
$1.18M
|