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
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
25New |
$1.51K - $2.14K
|
25
$1.07K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
14+ 0.16% |
$846 - $1.2K
|
9.04K
$386K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
10+ 0.24% |
$604 - $856
|
4.24K
$181K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
10New |
$604 - $856
|
10
$427
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5New |
$302 - $428
|
5
$213
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 1.37% |
$181 - $257
|
222
$9.47K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.44% |
$60.4 - $85.6
|
226
$9.64K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.93% |
$60.4 - $85.6
|
106
$4.52K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3- 0.09% |
$181 - $257
|
3.34K
$142K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3- 1.12% |
$181 - $257
|
264
$11.3K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-5- 1.18% |
$302 - $428
|
418
$17.8K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-8- 16.33% |
$483 - $685
|
41
$1.75K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-10- 1.19% |
$604 - $856
|
831
$35.5K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-10- 0.09% |
$604 - $856
|
11.3K
$482K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-11- 4.18% |
$665 - $942
|
252
$10.8K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-20Closed |
$1.21K - $1.71K
|
0
$0
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-23Closed |
$1.39K - $1.97K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-25- 48.08% |
$1.51K - $2.14K
|
27
$1.15K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-30- 4.66% |
$1.81K - $2.57K
|
614
$26.2K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-31- 2.89% |
$1.87K - $2.65K
|
1.04K
$44.4K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-37- 25.34% |
$2.24K - $3.17K
|
109
$4.65K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-37- 59.68% |
$2.24K - $3.17K
|
25
$1.07K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-39- 1.17% |
$2.36K - $3.34K
|
3.29K
$140K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-53- 23.45% |
$3.2K - $4.54K
|
173
$7.38K
|
|
|
May 22, 2023
Q1 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-70- 1.37% |
$4.23K - $5.99K
|
5.05K
$216K
|
|
|
May 15, 2023
Q1 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-83- 0.02% |
$5.01K - $7.11K
|
465K
$19.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-105- 25.86% |
$6.34K - $8.99K
|
301
$12.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-108- 18.09% |
$6.52K - $9.25K
|
489
$20.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-140- 29.05% |
$8.46K - $12K
|
342
$14.6K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-150- 58.59% |
$9.06K - $12.8K
|
106
$4.52K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-200- 1.68% |
$12.1K - $17.1K
|
11.7K
$498K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-280- 8.07% |
$16.9K - $24K
|
3.19K
$136K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-327- 10.56% |
$19.8K - $28K
|
2.77K
$118K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-444- 11.78% |
$26.8K - $38K
|
3.33K
$142K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-525- 54.07% |
$31.7K - $44.9K
|
446
$19K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-539- 7.26% |
$32.6K - $46.1K
|
6.89K
$294K
|
|
|
May 12, 2023
Q1 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-555- 1.94% |
$33.5K - $47.5K
|
28K
$1.19M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-641- 1.03% |
$38.7K - $54.9K
|
61.8K
$2.64M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-661- 15.22% |
$39.9K - $56.6K
|
3.68K
$157K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-787- 72.33% |
$47.5K - $67.4K
|
301
$12.8K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-796- 5.16% |
$48.1K - $68.1K
|
14.6K
$625K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-851- 20.19% |
$51.4K - $72.9K
|
3.36K
$144K
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-968- 1.09% |
$58.5K - $82.9K
|
88.1K
$3.76M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-1.11K- 51.37% |
$66.9K - $94.8K
|
1.05K
$44.7K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.23K- 76.99% |
$74.4K - $105K
|
368
$15.7K
|
|
|
May 15, 2023
Q1 2023
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-1.25K- 7.17% |
$75.3K - $107K
|
16.2K
$689K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.25K- 7.55% |
$75.3K - $107K
|
15.3K
$652K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.32K- 5.49% |
$79.9K - $113K
|
22.8K
$971K
|