Purchases and Sales Made in Q1 2025 in Five9, Inc. (FIVN)
This table provides information about the institutional ownership of Five9, Inc. (FIVN) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
346+ 59.97% |
$9.39K - $14.8K
|
923
$26.5K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
325New |
$8.82K - $13.9K
|
325
$9.34K
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
315+ 0.22% |
$8.55K - $13.5K
|
144K
$4.15M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
263+ 15.35% |
$7.14K - $11.3K
|
1.98K
$56.8K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
182+ 1516.67% |
$4.94K - $7.79K
|
194
$5.58K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
155New |
$4.21K - $6.64K
|
155
$4.45K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
151+ 151.0% |
$4.1K - $6.47K
|
251
$7.21K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
148+ 19.81% |
$4.02K - $6.34K
|
895
$25.7K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
145New |
$3.94K - $6.21K
|
145
$4.17K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
141+ 12.26% |
$3.83K - $6.04K
|
1.29K
$37.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
116+ 2.34% |
$3.15K - $4.97K
|
5.07K
$146K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
114New |
$3.1K - $4.88K
|
114
$3.28K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
104+ 89.66% |
$2.82K - $4.45K
|
220
$6.32K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
92New |
$2.5K - $3.94K
|
92
$2.64K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
77+ 770.0% |
$2.09K - $3.3K
|
87
$2.5K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
77+ 265.52% |
$2.09K - $3.3K
|
106
$3.05K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
57New |
$1.55K - $2.44K
|
57
$1.64K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
47+ 33.1% |
$1.28K - $2.01K
|
189
$5.43K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
38+ 23.17% |
$1.03K - $1.63K
|
202
$5.81K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
37+ 35.58% |
$1K - $1.58K
|
141
$4.05K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
35+ 120.69% |
$950 - $1.5K
|
64
$1.84K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
35New |
$950 - $1.5K
|
35
$1.01K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
33New |
$896 - $1.41K
|
33
$948
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
30New |
$815 - $1.28K
|
30
$862
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
30New |
$815 - $1.28K
|
30
$862
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
27New |
$733 - $1.16K
|
27
$776
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20+ 18.87% |
$543 - $856
|
126
$3.62K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
17New |
$462 - $728
|
17
$489
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
15New |
$407 - $642
|
15
$431
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13+ 50.0% |
$353 - $557
|
39
$1.12K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
9+ 45.0% |
$244 - $385
|
29
$833
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8+ 32.0% |
$217 - $343
|
33
$948
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
7+ 35.0% |
$190 - $300
|
27
$776
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6+ 1.64% |
$163 - $257
|
372
$10.7K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
6New |
$163 - $257
|
6
$172
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5New |
$136 - $214
|
5
$144
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2+ 4.55% |
$54.3 - $85.6
|
46
$1.32K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 2.63% |
$27.2 - $42.8
|
37
$1.06K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-3- 9.68% |
$81.4 - $128
|
28
$805
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-3- 2.44% |
$81.4 - $128
|
120
$3.45K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5- -0.0% |
$136 - $214
|
145K
$4.16M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-7- 4.38% |
$190 - $300
|
153
$4.4K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-10- 0.22% |
$272 - $428
|
4.56K
$131K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-20- 48.78% |
$543 - $856
|
21
$604
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-30- 34.48% |
$815 - $1.28K
|
57
$1.64K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-33- 3.15% |
$896 - $1.41K
|
1.01K
$29.1K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-37- 0.47% |
$1K - $1.58K
|
7.88K
$226K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-76- 4.09% |
$2.06K - $3.25K
|
1.78K
$51.2K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-85- 1.09% |
$2.31K - $3.64K
|
7.73K
$222K
|