Purchases and Sales Made in Q4 2024 in Five9, Inc. (FIVN)
This table provides information about the institutional ownership of Five9, Inc. (FIVN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
287KNew |
$7.83M - $12.5M
|
287K
$11.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
214KNew |
$5.84M - $9.3M
|
214K
$8.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
138K+ 35.89% |
$3.76M - $5.99M
|
523K
$21.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
79.5KNew |
$2.17M - $3.45M
|
79.5K
$3.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
49.2KNew |
$1.34M - $2.14M
|
49.2K
$2.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Gagnon Securities LLC
|
BUY
|
- |
34.6K+ 10.44% |
$943K - $1.5M
|
366K
$15M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
24.7KNew |
$674K - $1.07M
|
24.7K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
13.7KNew |
$375K - $596K
|
13.7K
$562K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
13.6KNew |
$371K - $591K
|
13.6K
$556K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10KNew |
$273K - $435K
|
10K
$409K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
9.1K+ 48.87% |
$248K - $395K
|
27.7K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
8.45K+ 1.85% |
$230K - $367K
|
466K
$19M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.14K+ 25.29% |
$195K - $310K
|
35.4K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.62KNew |
$180K - $287K
|
6.62K
$271K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.58KNew |
$179K - $286K
|
6.58K
$269K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.85K+ 115.67% |
$160K - $254K
|
10.9K
$446K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
5.49KNew |
$150K - $238K
|
5.49K
$224K
|
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
5.23KNew |
$142K - $227K
|
5.23K
$214K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
5K+ 7.68% |
$136K - $217K
|
70.1K
$2.87M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
4.82K+ 5.87% |
$131K - $209K
|
87K
$3.56M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
3.55K+ 2.71% |
$96.7K - $154K
|
135K
$5.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.3K+ 23.41% |
$90K - $143K
|
17.4K
$711K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.17K+ 40.51% |
$86.5K - $138K
|
11K
$450K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.57K+ 3955.38% |
$70.1K - $112K
|
2.64K
$108K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.5K+ 333.33% |
$68.2K - $109K
|
3.25K
$133K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.32K+ 7305.56% |
$35.8K - $57.1K
|
1.33K
$54.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
1.13K+ 10.23% |
$30.7K - $48.8K
|
12.1K
$496K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
1.11K+ 49.25% |
$30.3K - $48.3K
|
3.37K
$138K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.03K+ 100.29% |
$27.9K - $44.5K
|
2.05K
$83.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
670+ 3.51% |
$18.3K - $29.1K
|
19.7K
$807K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
539New |
$14.7K - $23.4K
|
539
$22K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
520+ 155.69% |
$14.2K - $22.6K
|
854
$34.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
520+ 912.28% |
$14.2K - $22.6K
|
577
$23.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
453+ 666.18% |
$12.3K - $19.7K
|
521
$21.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
424+ 1.99% |
$11.6K - $18.4K
|
21.7K
$887K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
366+ 31.63% |
$9.98K - $15.9K
|
1.52K
$62.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
365+ 10.52% |
$9.95K - $15.8K
|
3.84K
$157K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
254+ 32.44% |
$6.92K - $11K
|
1.04K
$42.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
153+ 71.83% |
$4.17K - $6.64K
|
366
$15K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
151+ 1161.54% |
$4.12K - $6.55K
|
164
$6.7K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
148+ 66.97% |
$4.03K - $6.42K
|
369
$15.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
123New |
$3.35K - $5.34K
|
123
$5.03K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
116New |
$3.16K - $5.04K
|
116
$4.74K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
112+ 3.39% |
$3.05K - $4.86K
|
3.41K
$140K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
81New |
$2.21K - $3.52K
|
81
$3.31K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
79+ 0.05% |
$2.15K - $3.43K
|
145K
$5.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
59+ 256.52% |
$1.61K - $2.56K
|
82
$3.35K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
48+ 123.08% |
$1.31K - $2.08K
|
87
$3.56K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
44New |
$1.2K - $1.91K
|
44
$1.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
44New |
$1.2K - $1.91K
|
44
$1.8K
|