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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2022
Q4 2021
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
690+ 30.94% |
$93.2K - $196K
|
2.92K
$268K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
684New |
$92.4K - $194K
|
684
$62.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
673+ 9.62% |
$90.9K - $191K
|
7.67K
$704K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
673+ 39.15% |
$90.9K - $191K
|
2.39K
$219K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
666+ 85.06% |
$90K - $189K
|
1.45K
$133K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
640+ 24.62% |
$86.5K - $182K
|
3.24K
$297K
|
|
|
Feb 09, 2022
Q4 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
639+ 44.78% |
$86.3K - $182K
|
2.07K
$190K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
633+ 21.7% |
$85.5K - $180K
|
3.55K
$326K
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
625+ 1785.71% |
$84.4K - $178K
|
660
$60.6K
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
620+ 1240.0% |
$83.8K - $176K
|
670
$61.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
620+ 0.44% |
$83.8K - $176K
|
142K
$13M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
617+ 8.14% |
$83.4K - $175K
|
8.2K
$752K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
603+ 46.31% |
$81.5K - $171K
|
1.91K
$175K
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
600+ 1.74% |
$81.1K - $170K
|
35.1K
$3.22M
|
|
|
Jan 31, 2022
Q4 2021
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
582New |
$78.6K - $165K
|
582
$53.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
576+ 576.0% |
$77.8K - $164K
|
676
$62K
|
|
|
Feb 14, 2022
Q4 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
574+ 18.15% |
$77.5K - $163K
|
3.74K
$343K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
544New |
$73.5K - $155K
|
544
$49.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
530+ 64.71% |
$71.6K - $151K
|
1.35K
$124K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
527New |
$71.2K - $150K
|
527
$48.4K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
523+ 3.37% |
$70.7K - $149K
|
16K
$1.47M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
514New |
$69.4K - $146K
|
514
$47.2K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
506+ 13.32% |
$68.4K - $144K
|
4.31K
$395K
|
|
|
Feb 09, 2022
Q4 2021
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
490+ 51.04% |
$66.2K - $139K
|
1.45K
$133K
|
|
|
Feb 08, 2022
Q4 2021
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
485New |
$65.5K - $138K
|
485
$44.5K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
483+ 36.93% |
$65.2K - $137K
|
1.79K
$164K
|
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
481+ 13.1% |
$65K - $137K
|
4.15K
$381K
|
|
|
Feb 11, 2022
Q4 2021
|
Sona Asset Management (Us) LLC
New York, NY |
BUY
|
- |
480New |
$64.8K - $136K
|
480
$44K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
479+ 13.24% |
$64.7K - $136K
|
4.1K
$376K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
473+ 21.47% |
$63.9K - $134K
|
2.68K
$246K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
467+ 43.36% |
$63.1K - $133K
|
1.54K
$142K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
456+ 342.86% |
$61.6K - $130K
|
589
$54K
|
|
|
Jan 28, 2022
Q4 2021
|
Mizuho Markets Americas LLC
|
BUY
|
- |
449+ 1.03% |
$60.7K - $128K
|
44K
$4.03M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
435+ 5.43% |
$58.8K - $124K
|
8.45K
$775K
|
|
|
Feb 09, 2022
Q4 2021
|
Maryland State Retirement & Pension System
|
BUY
|
- |
425+ 2.96% |
$57.4K - $121K
|
14.8K
$1.36M
|
|
|
Feb 03, 2022
Q4 2021
|
Manchester Financial Inc
|
BUY
|
- |
422+ 8.18% |
$57K - $120K
|
5.58K
$512K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
420+ 1.63% |
$56.7K - $119K
|
26.3K
$2.41M
|
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
415+ 10.16% |
$56.1K - $118K
|
4.5K
$413K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
414+ 13.71% |
$55.9K - $118K
|
3.43K
$315K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
411New |
$55.5K - $117K
|
411
$37.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Advisory Resource Group
|
BUY
|
- |
410+ 18.1% |
$55.4K - $116K
|
2.68K
$245K
|
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
400+ 3.96% |
$54K - $114K
|
10.5K
$963K
|
|
|
Jan 19, 2022
Q4 2021
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
393+ 7.69% |
$53.1K - $112K
|
5.5K
$505K
|
|
|
Feb 10, 2022
Q4 2021
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
390New |
$52.7K - $111K
|
390
$35.8K
|
|
|
Feb 11, 2022
Q4 2021
|
American International Group, Inc.
New York, NY |
BUY
|
- |
384+ 2.41% |
$51.9K - $109K
|
16.3K
$1.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
382+ 26.66% |
$51.6K - $109K
|
1.82K
$167K
|
|
|
Jan 04, 2022
Q4 2021
|
Modus Advisors, LLC
|
BUY
|
- |
376+ 3.86% |
$50.8K - $107K
|
10.1K
$928K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
361New |
$48.8K - $103K
|
361
$33.1K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
361+ 29.81% |
$48.8K - $103K
|
1.57K
$144K
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
361+ 3.78% |
$48.8K - $103K
|
9.91K
$910K
|