Purchases and Sales Made in Q1 2024 in Five9, Inc. (FIVN)
This table provides information about the institutional ownership of Five9, Inc. (FIVN) during Q1 2024. 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 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
273+ 1.13% |
$15.5K - $21.8K
|
24.4K
$997K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
257New |
$14.6K - $20.5K
|
257
$10.5K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
180+ 1.95% |
$10.2K - $14.4K
|
9.4K
$384K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
149+ 14.29% |
$8.48K - $11.9K
|
1.19K
$48.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
132+ 2.43% |
$7.51K - $10.5K
|
5.57K
$228K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
112+ 60.54% |
$6.37K - $8.94K
|
297
$12.1K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
101+ 6.67% |
$5.74K - $8.06K
|
1.62K
$66K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100New |
$5.69K - $7.98K
|
100
$4.09K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100New |
$5.69K - $7.98K
|
100
$4.09K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
97+ 2.71% |
$5.52K - $7.74K
|
3.68K
$150K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
50New |
$2.84K - $3.99K
|
50
$2.04K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
43+ 0.45% |
$2.45K - $3.43K
|
9.68K
$396K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
40+ 18.18% |
$2.28K - $3.19K
|
260
$10.6K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
36+ 33.64% |
$2.05K - $2.87K
|
143
$5.84K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
33+ 4.79% |
$1.88K - $2.63K
|
722
$29.5K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
29New |
$1.65K - $2.31K
|
29
$1.19K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
20+ 0.03% |
$1.14K - $1.6K
|
63.2K
$2.58M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
18New |
$1.02K - $1.44K
|
18
$736
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
17New |
$967 - $1.36K
|
17
$695
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
16+ 1600.0% |
$910 - $1.28K
|
17
$695
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
14New |
$796 - $1.12K
|
14
$572
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
11+ 3.74% |
$626 - $878
|
305
$12.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
10+ 2.23% |
$569 - $798
|
459
$18.8K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8New |
$455 - $638
|
8
$327
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
5+ 0.02% |
$284 - $399
|
31.8K
$1.3M
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
BUY
|
- |
4+ 0.23% |
$228 - $319
|
1.76K
$72K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 2.53% |
$228 - $319
|
162
$6.62K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2+ 5.41% |
$114 - $160
|
39
$1.59K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
2+ 0.17% |
$114 - $160
|
1.21K
$49.2K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2New |
$114 - $160
|
2
$81.7
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2New |
$114 - $160
|
2
$81.7
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1New |
$56.9 - $79.8
|
1
$40.9
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-4- 11.76% |
$228 - $319
|
30
$1.23K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5- 3.6% |
$284 - $399
|
134
$5.48K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-7- 0.64% |
$398 - $559
|
1.09K
$44.5K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-13- 6.77% |
$739 - $1.04K
|
179
$7.32K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-17- 80.95% |
$967 - $1.36K
|
4
$163
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-19- 2.57% |
$1.08K - $1.52K
|
721
$29.5K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-24- 55.81% |
$1.37K - $1.91K
|
19
$777
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-47- 30.52% |
$2.67K - $3.75K
|
107
$4.37K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-47- 73.44% |
$2.67K - $3.75K
|
17
$695
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-67- 8.13% |
$3.81K - $5.35K
|
757
$30.9K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-72- 33.64% |
$4.1K - $5.74K
|
142
$5.8K
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-77- 3.55% |
$4.38K - $6.14K
|
2.09K
$85.5K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-117- 4.41% |
$6.65K - $9.34K
|
2.54K
$104K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-123- 5.88% |
$7K - $9.81K
|
1.97K
$80.4K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-276- 0.07% |
$15.7K - $22K
|
407K
$16.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-343- 4.53% |
$19.5K - $27.4K
|
7.22K
$295K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-345- 3.96% |
$19.6K - $27.5K
|
8.36K
$342K
|