Institutional Ownership Five9, Inc. (FIVN)
This table provides information about the institutional ownership of Five9, Inc. (FIVN). We have compiled data on the 326 institutions that hold shares in the stock, with a total of 75.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
68
shares
|
$2,555
0.0% of portfolio
|
Q3 2024
Added 518.18%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
68
shares
|
$2,555
0.0% of portfolio
|
Q3 2024
Reduced 53.42%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
67
shares
|
$2,517
0.0% of portfolio
|
Q3 2024
Reduced 67.48%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
67
shares
|
$2,517
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
65
shares
|
$2,442
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
60
shares
|
$2,254
0.0% of portfolio
|
Q2 2020
Added 4721.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
59
shares
|
$2,217
0.0% of portfolio
|
Q3 2024
Reduced 10.61%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
57
shares
|
$2,142
0.0% of portfolio
|
Q3 2024
Reduced 89.98%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
45
shares
|
$1,691
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
39
shares
|
$1,465
0.0% of portfolio
|
Q3 2024
Added 56.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
39
shares
|
$1,465
0.0% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
38
shares
|
$1,428
0.0% of portfolio
|
Q3 2024
Reduced 97.86%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
34
shares
|
$1,277
0.0% of portfolio
|
Q3 2024
Reduced 60.92%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
32
shares
|
$1,202
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
29
shares
|
$1,089
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
28
shares
|
$1,052
0.0% of portfolio
|
Q3 2024
Reduced 86.85%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
26
shares
|
$977
0.0% of portfolio
|
Q3 2024
Reduced 21.21%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
23
shares
|
$864
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
23
shares
|
$864
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
21
shares
|
$789
0.0% of portfolio
|
Q3 2024
Added 600.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
21
shares
|
$789
0.0% of portfolio
|
Q3 2021
Reduced 51.16%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
21
shares
|
$789
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
20
shares
|
$751
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
19
shares
|
$714
0.0% of portfolio
|
Q3 2024
Reduced 57.78%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
18
shares
|
$676
0.0% of portfolio
|
Q4 2022
New holding
|