Purchases and Sales Made in Q3 2022 in Five9, Inc. (FIVN)
This table provides information about the institutional ownership of Five9, Inc. (FIVN) during Q3 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 |
---|---|---|---|---|---|---|---|
Dec 02, 2022
Q3 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
490+ 4.85% |
$36.7K - $57.8K
|
10.6K
$433K
|
|
Nov 07, 2022
Q3 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
476+ 0.05% |
$35.7K - $56.2K
|
996K
$40.7M
|
|
Nov 14, 2022
Q3 2022
|
Resolute Advisors LLC
|
BUY
|
- |
476New |
$35.7K - $56.2K
|
476
$19.5K
|
|
Nov 08, 2022
Q3 2022
|
Oak Ridge Investments LLC
|
BUY
|
- |
436+ 0.75% |
$32.7K - $51.5K
|
58.5K
$2.39M
|
|
Nov 08, 2022
Q3 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
380+ 1.3% |
$28.5K - $44.8K
|
29.6K
$1.21M
|
|
Nov 14, 2022
Q3 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
304+ 12.16% |
$22.8K - $35.9K
|
2.8K
$115K
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
279+ 3.64% |
$20.9K - $32.9K
|
7.95K
$325K
|
|
Nov 09, 2022
Q3 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
275+ 1.77% |
$20.6K - $32.5K
|
15.8K
$647K
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
273+ 0.31% |
$20.5K - $32.2K
|
89.7K
$3.67M
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
257+ 3.83% |
$19.3K - $30.3K
|
6.97K
$285K
|
|
Nov 08, 2022
Q3 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
240+ 0.31% |
$18K - $28.3K
|
77.9K
$3.18M
|
|
Oct 24, 2022
Q3 2022
|
Xponance, Inc.
|
BUY
|
- |
224+ 2.8% |
$16.8K - $26.4K
|
8.21K
$336K
|
|
Nov 14, 2022
Q3 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 1.65% |
$15K - $23.6K
|
12.3K
$503K
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
BUY
|
- |
162+ 0.86% |
$12.1K - $19.1K
|
18.9K
$773K
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
122+ 6.09% |
$9.15K - $14.4K
|
2.13K
$86.8K
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
120+ 0.03% |
$9K - $14.2K
|
350K
$14.3M
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
119+ 4.25% |
$8.92K - $14K
|
2.92K
$119K
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
92+ 164.29% |
$6.9K - $10.9K
|
148
$6.05K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
84New |
$6.3K - $9.91K
|
84
$3.43K
|
|
Nov 01, 2022
Q3 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
82+ 1.82% |
$6.15K - $9.68K
|
4.6K
$188K
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
73+ 9.8% |
$5.47K - $8.62K
|
818
$33.4K
|
|
Nov 14, 2022
Q3 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
64New |
$4.8K - $7.55K
|
64
$2.62K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
61+ 2.17% |
$4.57K - $7.2K
|
2.87K
$117K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
60New |
$4.5K - $7.08K
|
60
$2.45K
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
52+ 1.27% |
$3.9K - $6.14K
|
4.16K
$170K
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
51+ 1.43% |
$3.82K - $6.02K
|
3.62K
$148K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
49New |
$3.67K - $5.78K
|
49
$2K
|
|
Jun 14, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
43+ 1.01% |
$3.22K - $5.07K
|
4.29K
$175K
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
43+ 2150.0% |
$3.22K - $5.07K
|
45
$1.84K
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
37+ 1.15% |
$2.77K - $4.37K
|
3.26K
$133K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36+ 0.31% |
$2.7K - $4.25K
|
11.6K
$473K
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
33+ 44.0% |
$2.47K - $3.89K
|
108
$4.41K
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
32New |
$2.4K - $3.78K
|
32
$1.31K
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
30+ 1.57% |
$2.25K - $3.54K
|
1.94K
$79.5K
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
28New |
$2.1K - $3.3K
|
28
$1.14K
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
27+ 13.57% |
$2.02K - $3.19K
|
226
$9.24K
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
25+ 18.38% |
$1.87K - $2.95K
|
161
$6.58K
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
23New |
$1.72K - $2.71K
|
23
$940
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
19+ 17.76% |
$1.42K - $2.24K
|
126
$5.15K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
19+ 1900.0% |
$1.42K - $2.24K
|
20
$817
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
13New |
$975 - $1.53K
|
13
$531
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13+ 7.93% |
$975 - $1.53K
|
177
$7.23K
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
11+ 0.3% |
$825 - $1.3K
|
3.7K
$151K
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
11+ 0.16% |
$825 - $1.3K
|
6.89K
$281K
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
11+ 0.3% |
$825 - $1.3K
|
3.7K
$151K
|
|
Nov 14, 2022
Q3 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
4+ 0.37% |
$300 - $472
|
1.08K
$44.2K
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
4+ 0.15% |
$300 - $472
|
2.7K
$110K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 3.08% |
$300 - $472
|
134
$5.48K
|
|
May 10, 2024
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3+ 0.07% |
$225 - $354
|
4.29K
$175K
|
|
Nov 14, 2022
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3+ 0.07% |
$225 - $354
|
4.29K
$175K
|