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 |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.43KNew |
$280K - $448K
|
5.43K
$232K
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.42KNew |
$279K - $447K
|
5.42K
$231K
|
|
Aug 09, 2023
Q2 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
5.28K+ 53.78% |
$272K - $436K
|
15.1K
$644K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.02K+ 5.93% |
$258K - $414K
|
89.6K
$3.82M
|
|
Apr 29, 2024
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4.37KNew |
$225K - $360K
|
4.37K
$186K
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
4.15KNew |
$214K - $342K
|
4.15K
$177K
|
|
Aug 02, 2023
Q2 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
4.1K+ 38.7% |
$211K - $338K
|
14.7K
$626K
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
3.98K+ 0.36% |
$205K - $328K
|
1.11M
$47.4M
|
|
Aug 07, 2023
Q2 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
3.97K+ 1.02% |
$205K - $327K
|
393K
$16.7M
|
|
Aug 09, 2023
Q2 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
3.5K+ 2.3% |
$180K - $289K
|
156K
$6.64M
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.32KNew |
$171K - $274K
|
3.32K
$141K
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
3.31K+ 71.65% |
$171K - $273K
|
7.94K
$338K
|
|
Aug 14, 2023
Q2 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.23KNew |
$166K - $266K
|
3.23K
$138K
|
|
Aug 14, 2023
Q2 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
3.22KNew |
$166K - $265K
|
3.22K
$137K
|
|
Aug 14, 2023
Q2 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
3.13KNew |
$161K - $258K
|
3.13K
$134K
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.08K+ 62.17% |
$159K - $254K
|
8.04K
$343K
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.05KNew |
$157K - $252K
|
3.05K
$130K
|
|
Aug 08, 2023
Q2 2023
|
Gagnon Securities LLC
|
BUY
|
- |
3.01K+ 1.49% |
$155K - $248K
|
205K
$8.76M
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.98KNew |
$153K - $246K
|
2.98K
$127K
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
2.95KNew |
$152K - $243K
|
2.95K
$126K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.92K+ 7.64% |
$150K - $241K
|
41.1K
$1.75M
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.91K+ 0.69% |
$150K - $240K
|
422K
$18M
|
|
Dec 01, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.91KNew |
$150K - $240K
|
2.91K
$124K
|
|
Aug 14, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.9K+ 99.93% |
$150K - $239K
|
5.81K
$248K
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.85KNew |
$147K - $235K
|
2.85K
$122K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.84K+ 19.37% |
$146K - $234K
|
17.5K
$745K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.56KNew |
$132K - $211K
|
2.56K
$109K
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
2.51KNew |
$129K - $207K
|
2.51K
$107K
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.43KNew |
$125K - $200K
|
2.43K
$104K
|
|
Aug 14, 2023
Q2 2023
|
Tremblant Capital Group
Stamford, CT |
BUY
|
- |
2.4K+ 0.39% |
$124K - $198K
|
612K
$26.1M
|
|
Aug 14, 2023
Q2 2023
|
Prospect Capital Advisors, LLC
Sausalito, CA |
BUY
|
- |
2.4K+ 1.07% |
$124K - $198K
|
227K
$9.66M
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.64KNew |
$84.4K - $135K
|
1.64K
$69.9K
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.62K+ 2.62% |
$83.3K - $133K
|
63.4K
$2.7M
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.62KNew |
$83.3K - $133K
|
1.62K
$68.9K
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.59K+ 15920.0% |
$82K - $131K
|
1.6K
$68.3K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.41K+ 3.31% |
$72.8K - $117K
|
44.1K
$1.88M
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.33K+ 11.73% |
$68.4K - $109K
|
12.6K
$539K
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.29K+ 1.71% |
$66.3K - $106K
|
76.6K
$3.27M
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.28K+ 2.11% |
$65.8K - $105K
|
61.8K
$2.63M
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.16K+ 1.67% |
$59.6K - $95.5K
|
70.4K
$3M
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.15K+ 311.41% |
$59K - $94.5K
|
1.51K
$64.5K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.15K+ 311.41% |
$59K - $94.5K
|
1.51K
$64.5K
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.12K+ 15.16% |
$57.6K - $92.2K
|
8.49K
$362K
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.03K+ 1.51% |
$52.8K - $84.6K
|
69.1K
$2.95M
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
986+ 327.57% |
$50.8K - $81.3K
|
1.29K
$54.9K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
986+ 327.57% |
$50.8K - $81.3K
|
1.29K
$54.9K
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
953New |
$49.1K - $78.6K
|
953
$40.6K
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
877+ 1.46% |
$45.2K - $72.3K
|
61K
$2.6M
|
|
Aug 08, 2023
Q2 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
845+ 4.83% |
$43.5K - $69.7K
|
18.3K
$782K
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
841+ 5.69% |
$43.3K - $69.3K
|
15.6K
$666K
|