Purchases and Sales Made in Q2 2023 in Five9, Inc. (FIVN)
This table provides information about the institutional ownership of Five9, Inc. (FIVN) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
739+ 4.88% |
$38.1K - $60.9K
|
15.9K
$431K
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
600+ 3.44% |
$30.9K - $49.5K
|
18K
$490K
|
|
|
Jul 28, 2023
Q2 2023
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
577+ 0.42% |
$29.7K - $47.6K
|
138K
$3.76M
|
|
|
Jul 25, 2023
Q2 2023
|
Silvant Capital Management LLC
|
BUY
|
- |
572+ 1.85% |
$29.5K - $47.2K
|
31.5K
$856K
|
|
|
Aug 14, 2023
Q2 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
493+ 1.53% |
$25.4K - $40.6K
|
32.7K
$887K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
468+ 14.02% |
$24.1K - $38.6K
|
3.81K
$103K
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
460+ 1.5% |
$23.7K - $37.9K
|
31.1K
$843K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
440+ 10.24% |
$22.7K - $36.3K
|
4.74K
$129K
|
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
400+ 5.97% |
$20.6K - $33K
|
7.1K
$193K
|
|
|
Aug 02, 2023
Q2 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
386+ 4.05% |
$19.9K - $31.8K
|
9.91K
$269K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
309+ 7.01% |
$15.9K - $25.5K
|
4.71K
$128K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
281+ 26.99% |
$14.5K - $23.2K
|
1.32K
$35.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
269+ 43.81% |
$13.9K - $22.2K
|
883
$24K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
261+ 7.85% |
$13.4K - $21.5K
|
3.59K
$97.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
BUY
|
- |
257New |
$13.2K - $21.2K
|
257
$6.98K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
234+ 4.0% |
$12.1K - $19.3K
|
6.08K
$165K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
223+ 21.28% |
$11.5K - $18.4K
|
1.27K
$34.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
209+ 1.31% |
$10.8K - $17.2K
|
16.2K
$440K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
200New |
$10.3K - $16.5K
|
200
$5.43K
|
|
|
Aug 03, 2023
Q2 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
190+ 1.91% |
$9.79K - $15.7K
|
10.2K
$276K
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
183+ 1.91% |
$9.42K - $15.1K
|
9.74K
$264K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
145New |
$7.47K - $12K
|
145
$3.94K
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
125+ 2.95% |
$6.44K - $10.3K
|
4.37K
$119K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
95+ 2375.0% |
$4.89K - $7.83K
|
99
$2.69K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
89+ 39.38% |
$4.58K - $7.34K
|
315
$8.55K
|
|
|
Aug 14, 2023
Q2 2023
|
Connacht Asset Management LP
New York, NY |
BUY
|
- |
81+ 1.26% |
$4.17K - $6.68K
|
6.53K
$177K
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
76New |
$3.91K - $6.27K
|
76
$2.06K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
75+ 300.0% |
$3.86K - $6.18K
|
100
$2.72K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
74+ 0.79% |
$3.81K - $6.1K
|
9.46K
$257K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
60New |
$3.09K - $4.95K
|
60
$1.63K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
52+ 1.58% |
$2.68K - $4.29K
|
3.35K
$91K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
45+ 900.0% |
$2.32K - $3.71K
|
50
$1.36K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
44+ 122.22% |
$2.27K - $3.63K
|
80
$2.17K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
44+ 1.55% |
$2.27K - $3.63K
|
2.88K
$78.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
35+ 4.21% |
$1.8K - $2.89K
|
866
$23.5K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
32+ 290.91% |
$1.65K - $2.64K
|
43
$1.17K
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
28+ 0.09% |
$1.44K - $2.31K
|
31.4K
$852K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
23New |
$1.18K - $1.9K
|
23
$624
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
20New |
$1.03K - $1.65K
|
20
$543
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
17+ 0.52% |
$876 - $1.4K
|
3.3K
$89.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
6+ 14.63% |
$309 - $495
|
47
$1.28K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
5New |
$258 - $412
|
5
$136
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3New |
$155 - $247
|
3
$81.4
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4- 0.07% |
$206 - $330
|
5.84K
$158K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7- 6.42% |
$361 - $577
|
102
$2.77K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-9- 4.05% |
$464 - $742
|
213
$5.78K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-10- 0.37% |
$515 - $825
|
2.66K
$72.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-11- 5.37% |
$567 - $907
|
194
$5.27K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-12- 6.94% |
$618 - $989
|
161
$4.37K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-13- 0.25% |
$670 - $1.07K
|
5.15K
$140K
|