Purchases and Sales Made in Q1 2022 in Five9, Inc. (FIVN)
This table provides information about the institutional ownership of Five9, Inc. (FIVN) during Q1 2022. The information is specifically focused on institutions that hold shares of Five9, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
365+ 11.31% |
$30.3K - $50.7K
|
3.59K
$147K
|
|
|
May 12, 2022
Q1 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
327+ 13.45% |
$27.2K - $45.4K
|
2.76K
$113K
|
|
|
May 06, 2022
Q1 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
310+ 2.32% |
$25.8K - $43.1K
|
13.6K
$558K
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
306+ 12.79% |
$25.4K - $42.5K
|
2.7K
$110K
|
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
BUY
|
- |
301+ 0.61% |
$25K - $41.8K
|
49.5K
$2.02M
|
|
|
May 12, 2022
Q1 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
300+ 14.54% |
$24.9K - $41.7K
|
2.36K
$96.6K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
286+ 2.24% |
$23.8K - $39.7K
|
13.1K
$534K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
282+ 11.44% |
$23.4K - $39.2K
|
2.75K
$112K
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
272+ 10.73% |
$22.6K - $37.8K
|
2.81K
$115K
|
|
|
Apr 19, 2022
Q1 2022
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
240+ 16.81% |
$19.9K - $33.3K
|
1.67K
$68.2K
|
|
|
May 16, 2022
Q1 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
172New |
$14.3K - $23.9K
|
172
$7.03K
|
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
BUY
|
- |
166+ 0.91% |
$13.8K - $23.1K
|
18.4K
$752K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
165+ 343.75% |
$13.7K - $22.9K
|
213
$8.71K
|
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
136New |
$11.3K - $18.9K
|
136
$5.56K
|
|
|
Jun 20, 2023
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
123+ 2.9% |
$10.2K - $17.1K
|
4.37K
$178K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
115+ 107.48% |
$9.56K - $16K
|
222
$9.07K
|
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
112+ 9.56% |
$9.31K - $15.6K
|
1.28K
$52.4K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
111+ 584.21% |
$9.23K - $15.4K
|
130
$5.31K
|
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
102+ 29.48% |
$8.48K - $14.2K
|
448
$18.3K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
100New |
$8.31K - $13.9K
|
100
$4.09K
|
|
|
May 16, 2022
Q1 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
81+ 0.4% |
$6.73K - $11.3K
|
20.2K
$824K
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
31New |
$2.58K - $4.31K
|
31
$1.27K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
27New |
$2.24K - $3.75K
|
27
$1.1K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
26New |
$2.16K - $3.61K
|
26
$1.06K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
25+ 62.5% |
$2.08K - $3.47K
|
65
$2.66K
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
24+ 0.45% |
$1.99K - $3.33K
|
5.39K
$220K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22New |
$1.83K - $3.06K
|
22
$899
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
22+ 100.0% |
$1.83K - $3.06K
|
44
$1.8K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
21New |
$1.75K - $2.92K
|
21
$858
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 2.4% |
$1.41K - $2.36K
|
726
$29.7K
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
16New |
$1.33K - $2.22K
|
16
$654
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
15+ 2.86% |
$1.25K - $2.08K
|
539
$22K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
10+ 111.11% |
$831 - $1.39K
|
19
$777
|
|
|
May 12, 2022
Q1 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
10+ 0.29% |
$831 - $1.39K
|
3.49K
$143K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 5.36% |
$249 - $417
|
59
$2.41K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
3+ 20.0% |
$249 - $417
|
18
$736
|
|
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-1Closed |
$83.1 - $139
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.56% |
$83.1 - $139
|
176
$7.19K
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-2- 0.07% |
$166 - $278
|
3.01K
$123K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
SELL
|
- |
-3Closed |
$249 - $417
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-3Closed |
$249 - $417
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4Closed |
$332 - $556
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5- 0.08% |
$416 - $695
|
5.88K
$240K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6Closed |
$499 - $834
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-7Closed |
$582 - $973
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-15Closed |
$1.25K - $2.08K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-23- 60.53% |
$1.91K - $3.2K
|
15
$613
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-25Closed |
$2.08K - $3.47K
|
0
$0
|