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 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-17- 5.23% |
$876 - $1.4K
|
308
$13.1K
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-21- 75.0% |
$1.08K - $1.73K
|
7
$298
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-30- 7.61% |
$1.55K - $2.47K
|
364
$15.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-32- 0.1% |
$1.65K - $2.64K
|
31.9K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-63- 14.13% |
$3.24K - $5.19K
|
383
$16.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-70- 41.18% |
$3.61K - $5.77K
|
100
$4.26K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-97- 36.74% |
$5K - $8K
|
167
$7.12K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-119- 1.85% |
$6.13K - $9.81K
|
6.3K
$269K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-133- 60.18% |
$6.85K - $11K
|
88
$3.75K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-143- 4.74% |
$7.36K - $11.8K
|
2.88K
$123K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-144- 42.11% |
$7.42K - $11.9K
|
198
$8.44K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-155- 4.61% |
$7.98K - $12.8K
|
3.21K
$137K
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-200- 1.61% |
$10.3K - $16.5K
|
12.2K
$520K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-204- 6.39% |
$10.5K - $16.8K
|
2.99K
$127K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-215- 53.09% |
$11.1K - $17.7K
|
190
$8.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-222- 9.31% |
$11.4K - $18.3K
|
2.16K
$92.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-223- 88.49% |
$11.5K - $18.4K
|
29
$1.24K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-266- 63.64% |
$13.7K - $21.9K
|
152
$6.48K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-268- 54.81% |
$13.8K - $22.1K
|
221
$9.42K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-297- 2.74% |
$15.3K - $24.5K
|
10.5K
$449K
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-300- 6.66% |
$15.5K - $24.7K
|
4.2K
$179K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-324- 50.63% |
$16.7K - $26.7K
|
316
$13.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-335- 1.64% |
$17.3K - $27.6K
|
20.1K
$857K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-351- 59.29% |
$18.1K - $28.9K
|
241
$10.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-458- 12.44% |
$23.6K - $37.8K
|
3.22K
$137K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-544- 7.9% |
$28K - $44.9K
|
6.34K
$270K
|
|
|
Jul 27, 2023
Q2 2023
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-630- 3.94% |
$32.4K - $51.9K
|
15.4K
$655K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
SELL
|
- |
-800- 1.56% |
$41.2K - $66K
|
50.4K
$2.15M
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-830- 18.82% |
$42.7K - $68.4K
|
3.58K
$153K
|
|
|
Aug 14, 2023
Q2 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-845- 3.68% |
$43.5K - $69.7K
|
22.1K
$944K
|
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-926- 18.33% |
$47.7K - $76.3K
|
4.13K
$176K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.04K- 2.01% |
$53.5K - $85.7K
|
50.6K
$2.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.08K- 17.58% |
$55.8K - $89.3K
|
5.08K
$216K
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.09KClosed |
$56.3K - $90.1K
|
0
$0
|
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.33K- 1.51% |
$68.7K - $110K
|
86.8K
$3.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.36K- 31.96% |
$69.9K - $112K
|
2.89K
$123K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.15K- 18.38% |
$111K - $177K
|
9.53K
$406K
|
|
|
Aug 11, 2023
Q2 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-2.52K- 3.29% |
$130K - $208K
|
74K
$3.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.05K- 15.73% |
$157K - $252K
|
16.4K
$698K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-3.23K- 3.37% |
$166K - $266K
|
92.5K
$3.94M
|
|
|
Jul 27, 2023
Q2 2023
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-3.93K- 14.6% |
$202K - $324K
|
23K
$980K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.64K- 11.84% |
$239K - $383K
|
34.6K
$1.47M
|
|
|
Aug 09, 2023
Q2 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-5.45K- 4.99% |
$281K - $449K
|
104K
$4.42M
|
|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-5.5K- 37.53% |
$283K - $453K
|
9.15K
$390K
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-6.09K- 5.62% |
$313K - $502K
|
102K
$4.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-6.26K- 49.37% |
$323K - $516K
|
6.42K
$274K
|
|
|
Aug 09, 2023
Q2 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-7.73K- 1.04% |
$398K - $637K
|
738K
$31.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-8.44K- 74.67% |
$435K - $696K
|
2.86K
$122K
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-10.6K- 68.74% |
$547K - $876K
|
4.83K
$206K
|
|
|
Aug 14, 2023
Q2 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-10.8K- 75.33% |
$554K - $888K
|
3.53K
$150K
|