Institutional Owners for DOCU
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| FIRST PACIFIC FINANCIAL | COM | 1351 | $58,422 | 1,092 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| GLOBAL TRUST ASSET MANAGEMENT LLC | COM | 1352 | $58,208 | 1,088 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| BEL AIR INVESTMENT ADVISORS LLC | COM | 1353 | $296,000 | 1,060 | 0.01 | 0.01 | -775 | -42.23 | 06-30-2021 |
| CORECAP ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,034 | +Inf | 03-31-2024 |
