Purchases and Sales Made in Q4 2024 in Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
168+ 1527.27% |
$10.3K - $18K
|
179
$16.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
149+ 1.11% |
$9.15K - $15.9K
|
13.5K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
145+ 36.52% |
$8.91K - $15.5K
|
542
$49.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
109+ 2.39% |
$6.69K - $11.7K
|
4.67K
$429K
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
100New |
$6.14K - $10.7K
|
100
$9.18K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
100New |
$6.14K - $10.7K
|
100
$9.18K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
81+ 4.15% |
$4.98K - $8.67K
|
2.04K
$187K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
35+ 6.64% |
$2.15K - $3.74K
|
562
$51.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
30+ 0.21% |
$1.84K - $3.21K
|
14.6K
$1.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
27New |
$1.66K - $2.89K
|
27
$2.48K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
23New |
$1.41K - $2.46K
|
23
$2.11K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
20New |
$1.23K - $2.14K
|
20
$1.84K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
10+ 25.0% |
$614 - $1.07K
|
50
$4.59K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
9New |
$553 - $963
|
9
$826
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 160.0% |
$491 - $856
|
13
$1.19K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
8New |
$491 - $856
|
8
$734
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7+ 5.43% |
$430 - $749
|
136
$12.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 400.0% |
$246 - $428
|
5
$459
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 50.0% |
$246 - $428
|
12
$1.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
3New |
$184 - $321
|
3
$275
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2New |
$123 - $214
|
2
$184
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-10- 4.26% |
$614 - $1.07K
|
225
$20.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-16- 5.86% |
$983 - $1.71K
|
257
$23.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-30- 12.93% |
$1.84K - $3.21K
|
202
$18.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-33- 62.26% |
$2.03K - $3.53K
|
20
$1.84K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-37- 0.49% |
$2.27K - $3.96K
|
7.47K
$685K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-80- 1.71% |
$4.91K - $8.56K
|
4.59K
$422K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-88- 14.1% |
$5.4K - $9.42K
|
536
$49.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-102- 79.69% |
$6.26K - $10.9K
|
26
$2.39K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-151- 8.77% |
$9.27K - $16.2K
|
1.57K
$144K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-156- 11.23% |
$9.58K - $16.7K
|
1.23K
$113K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-196- 8.28% |
$12K - $21K
|
2.17K
$199K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-226- 82.48% |
$13.9K - $24.2K
|
48
$4.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-447- 4.24% |
$27.5K - $47.8K
|
10.1K
$927K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-656- 15.75% |
$40.3K - $70.2K
|
3.51K
$322K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-831- 21.91% |
$51K - $88.9K
|
2.96K
$272K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.27K- 28.26% |
$77.9K - $136K
|
3.22K
$295K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.51K- 23.68% |
$92.9K - $162K
|
4.87K
$447K
|
|
|
Jan 13, 2025
Q4 2024
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-1.58K- 12.98% |
$97.1K - $169K
|
10.6K
$972K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.6K- 46.04% |
$98.1K - $171K
|
1.87K
$172K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.71K- 17.0% |
$105K - $183K
|
8.36K
$767K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.01K- 21.81% |
$123K - $215K
|
7.2K
$661K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-2.03K- 2.46% |
$124K - $217K
|
80.4K
$7.38M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-2.8K- 21.39% |
$172K - $299K
|
10.3K
$944K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.91K- 28.15% |
$179K - $311K
|
7.42K
$681K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.75K- 53.82% |
$230K - $401K
|
3.22K
$295K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-5.94K- 40.5% |
$365K - $636K
|
8.73K
$801K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-6.1K- 11.33% |
$375K - $653K
|
47.8K
$4.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-6.15K- 50.58% |
$378K - $658K
|
6.01K
$552K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-9.69K- 46.85% |
$595K - $1.04M
|
11K
$1.01M
|