Purchases and Sales Made in Q1 2023 in Five9, Inc. (FIVN)
This table provides information about the institutional ownership of Five9, Inc. (FIVN) during Q1 2023. 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 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.34K+ 2.21% |
$80.8K - $114K
|
61.8K
$2.64M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.24K+ 25.75% |
$74.8K - $106K
|
6.05K
$258K
|
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.09KNew |
$66K - $93.6K
|
1.09K
$46.6K
|
|
|
May 15, 2023
Q1 2023
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
1K+ 0.38% |
$60.4K - $85.6K
|
264K
$11.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
941+ 1.7% |
$56.8K - $80.6K
|
56.4K
$2.41M
|
|
|
May 15, 2023
Q1 2023
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
893+ 4.21% |
$53.9K - $76.4K
|
22.1K
$943K
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
884+ 8.47% |
$53.4K - $75.7K
|
11.3K
$483K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
819+ 23.54% |
$49.5K - $70.1K
|
4.3K
$183K
|
|
|
May 15, 2023
Q1 2023
|
Connacht Asset Management LP
New York, NY |
BUY
|
- |
719+ 12.55% |
$43.4K - $61.6K
|
6.45K
$275K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
648+ 3.28% |
$39.1K - $55.5K
|
20.4K
$872K
|
|
|
May 15, 2023
Q1 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
641+ 1.55% |
$38.7K - $54.9K
|
42K
$1.79M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
625+ 14.43% |
$37.8K - $53.5K
|
4.96K
$212K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
592New |
$35.8K - $50.7K
|
592
$25.3K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
467+ 3.58% |
$28.2K - $40K
|
13.5K
$577K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
417+ 45.42% |
$25.2K - $35.7K
|
1.34K
$57K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
380+ 16.62% |
$23K - $32.5K
|
2.67K
$114K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
350+ 1944.44% |
$21.1K - $30K
|
368
$15.7K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
338+ 16.52% |
$20.4K - $28.9K
|
2.38K
$102K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
300+ 5.87% |
$18.1K - $25.7K
|
5.41K
$231K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
286+ 4.66% |
$17.3K - $24.5K
|
6.42K
$274K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
280+ 77.78% |
$16.9K - $24K
|
640
$27.3K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
278+ 0.73% |
$16.8K - $23.8K
|
38.2K
$1.63M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
249+ 0.48% |
$15K - $21.3K
|
51.6K
$2.2M
|
|
|
May 12, 2023
Q1 2023
|
Advent Capital Management
New York, NY |
BUY
|
- |
229+ 1272.22% |
$13.8K - $19.6K
|
247
$10.5K
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
220+ 0.72% |
$13.3K - $18.8K
|
30.6K
$1.31M
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
184+ 130.5% |
$11.1K - $15.8K
|
325
$13.9K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
179New |
$10.8K - $15.3K
|
179
$7.64K
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
172+ 0.03% |
$10.4K - $14.7K
|
518K
$22.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
167+ 1.78% |
$10.1K - $14.3K
|
9.56K
$408K
|
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
155+ 0.5% |
$9.36K - $13.3K
|
31.4K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
148New |
$8.94K - $12.7K
|
148
$6.32K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
143+ 4.97% |
$8.64K - $12.2K
|
3.02K
$129K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
114+ 1.03% |
$6.89K - $9.76K
|
11.2K
$477K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
100New |
$6.04K - $8.56K
|
100
$4.27K
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.81% |
$6.04K - $8.56K
|
12.4K
$529K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
100New |
$6.04K - $8.56K
|
100
$4.27K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
97New |
$5.86K - $8.3K
|
97
$4.14K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
94+ 2.18% |
$5.68K - $8.05K
|
4.41K
$188K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
94+ 23.27% |
$5.68K - $8.05K
|
498
$21.2K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
77+ 19.69% |
$4.65K - $6.59K
|
468
$20K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
71+ 0.66% |
$4.29K - $6.08K
|
10.8K
$462K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
68+ 453.33% |
$4.11K - $5.82K
|
83
$3.54K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
67+ 1.31% |
$4.05K - $5.74K
|
5.16K
$220K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
65+ 19.12% |
$3.93K - $5.56K
|
405
$17.3K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
65New |
$3.93K - $5.56K
|
65
$2.77K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
60New |
$3.62K - $5.14K
|
60
$2.56K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
55+ 33.13% |
$3.32K - $4.71K
|
221
$9.43K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
50New |
$3.02K - $4.28K
|
50
$2.13K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
33+ 18.03% |
$1.99K - $2.83K
|
216
$9.22K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
28New |
$1.69K - $2.4K
|
28
$1.19K
|