Institutional Owners for DOCU
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
PRINCIPAL SECURITIES INC COM 1251 $89,183 1,667 0.00 0.00 -228 -12.03 06-30-2024
LIVINGSTON GROUP ASSET MANAGEMENT CO (OPERATING AS SOUTHPORT CAPITAL MANAGEMENT) COM 1252 $254,000 1,665 0.04 0.22 -418 -20.07 12-31-2021
SIGNATUREFD LLC COM 1253 $86,617 1,619 0.00 0.00 -130 -7.43 06-30-2024
WIPFLI FINANCIAL ADVISORS LLC COM 1254 $86,000 1,607 0.01 1,607 +Inf 09-30-2022
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