Purchases and Sales Made in Q2 2022 in Five9, Inc. (FIVN)
This table provides information about the institutional ownership of Five9, Inc. (FIVN) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
297+ 1142.31% |
$24.4K - $35.4K
|
323
$13.8K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
262+ 1247.62% |
$21.5K - $31.2K
|
283
$12.1K
|
|
|
Aug 16, 2022
Q2 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
254+ 117.59% |
$20.9K - $30.2K
|
470
$20.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
221+ 650.0% |
$18.2K - $26.3K
|
255
$10.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
171+ 64.77% |
$14.1K - $20.4K
|
435
$18.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
131+ 72.38% |
$10.8K - $15.6K
|
312
$13.3K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
130New |
$10.7K - $15.5K
|
130
$5.55K
|
|
|
Aug 12, 2022
Q2 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
114+ 2.2% |
$9.37K - $13.6K
|
5.3K
$226K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
107New |
$8.8K - $12.7K
|
107
$4.57K
|
|
|
Aug 09, 2022
Q2 2022
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
95+ 0.07% |
$7.81K - $11.3K
|
132K
$5.63M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
87New |
$7.15K - $10.4K
|
87
$3.71K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
77+ 64.71% |
$6.33K - $9.17K
|
196
$8.36K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
60+ 400.0% |
$4.93K - $7.15K
|
75
$3.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
49+ 0.64% |
$4.03K - $5.84K
|
7.75K
$331K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
43+ 66.15% |
$3.54K - $5.12K
|
108
$4.61K
|
|
|
Jun 20, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
40+ 0.94% |
$3.29K - $4.76K
|
4.28K
$183K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
30New |
$2.47K - $3.57K
|
30
$1.28K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
19+ 2.62% |
$1.56K - $2.26K
|
745
$31.8K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
16+ 36.36% |
$1.32K - $1.91K
|
60
$2.56K
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
11+ 10.28% |
$905 - $1.31K
|
118
$5.04K
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
7+ 10.29% |
$576 - $834
|
75
$3.2K
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
7New |
$576 - $834
|
7
$299
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5+ 2.84% |
$411 - $595
|
181
$7.72K
|
|
|
Aug 11, 2022
Q2 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3+ 1.74% |
$247 - $357
|
175
$7.47K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2New |
$164 - $238
|
2
$85.3
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2New |
$164 - $238
|
2
$85.3
|
|
|
Jan 10, 2025
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
SELL
|
- |
-1- 20.0% |
$82.2 - $119
|
4
$171
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1- 0.31% |
$82.2 - $119
|
319
$13.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-2- 66.67% |
$164 - $238
|
1
$42.7
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3- 50.0% |
$247 - $357
|
3
$128
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 5.08% |
$247 - $357
|
56
$2.39K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-10Closed |
$822 - $1.19K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-11Closed |
$905 - $1.31K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 70.59% |
$987 - $1.43K
|
5
$213
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-13- 61.9% |
$1.07K - $1.55K
|
8
$341
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14- 63.64% |
$1.15K - $1.67K
|
8
$341
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-15- 2.78% |
$1.23K - $1.79K
|
524
$22.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15- 8.38% |
$1.23K - $1.79K
|
164
$7K
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-16Closed |
$1.32K - $1.91K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-20Closed |
$1.64K - $2.38K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-27Closed |
$2.22K - $3.22K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-28- 0.99% |
$2.3K - $3.33K
|
2.79K
$119K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-28- 0.75% |
$2.3K - $3.33K
|
3.7K
$158K
|
|
|
Aug 12, 2022
Q2 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-35- 0.63% |
$2.88K - $4.17K
|
5.53K
$236K
|
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-46- 10.27% |
$3.78K - $5.48K
|
402
$17.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-50Closed |
$4.11K - $5.95K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-55- 0.35% |
$4.52K - $6.55K
|
15.6K
$664K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-56- 21.96% |
$4.6K - $6.67K
|
199
$8.49K
|