Purchases and Sales Made in Q2 2024 in Five9, Inc. (FIVN)
This table provides information about the institutional ownership of Five9, Inc. (FIVN) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
38New |
$1.5K - $2.35K
|
38
$1.55K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
30New |
$1.19K - $1.86K
|
30
$1.23K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
28New |
$1.11K - $1.73K
|
28
$1.14K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
23New |
$909 - $1.42K
|
23
$940
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
20New |
$791 - $1.24K
|
20
$817
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
20New |
$791 - $1.24K
|
20
$817
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
20+ 14.93% |
$791 - $1.24K
|
154
$6.29K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
18New |
$712 - $1.11K
|
18
$736
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
17New |
$672 - $1.05K
|
17
$695
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
15+ 0.15% |
$593 - $929
|
9.89K
$404K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
11New |
$435 - $681
|
11
$450
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11New |
$435 - $681
|
11
$450
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
8+ 47.06% |
$316 - $495
|
25
$1.02K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
7+ 175.0% |
$277 - $434
|
11
$450
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 2.02% |
$237 - $372
|
303
$12.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 50.0% |
$39.5 - $61.9
|
3
$123
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-8- 6.84% |
$316 - $495
|
109
$4.45K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-9- 23.68% |
$356 - $557
|
29
$1.19K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 27.27% |
$356 - $557
|
24
$981
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-10- 6.99% |
$395 - $619
|
133
$5.44K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10- 3.06% |
$395 - $619
|
317
$13K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-25- 83.33% |
$989 - $1.55K
|
5
$204
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-30- 44.78% |
$1.19K - $1.86K
|
37
$1.51K
|
|
|
Aug 05, 2024
Q2 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-34- 7.52% |
$1.34K - $2.11K
|
418
$17.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-49- 36.03% |
$1.94K - $3.03K
|
87
$3.56K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-55- 51.4% |
$2.17K - $3.41K
|
52
$2.13K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-79- 7.26% |
$3.12K - $4.89K
|
1.01K
$41.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-92- 30.16% |
$3.64K - $5.7K
|
213
$8.71K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-102- 13.47% |
$4.03K - $6.32K
|
655
$26.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-103- 72.54% |
$4.07K - $6.38K
|
39
$1.59K
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-120- 1.45% |
$4.74K - $7.43K
|
8.18K
$334K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-123- 1.92% |
$4.86K - $7.62K
|
6.29K
$257K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-129- 79.63% |
$5.1K - $7.99K
|
33
$1.35K
|
|
|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-139- 2.31% |
$5.5K - $8.61K
|
5.88K
$240K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-159- 34.64% |
$6.29K - $9.85K
|
300
$12.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-222- 1.3% |
$8.78K - $13.7K
|
16.9K
$691K
|
|
|
Aug 12, 2024
Q2 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-266- 0.71% |
$10.5K - $16.5K
|
37.2K
$1.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-373- 1.17% |
$14.7K - $23.1K
|
31.4K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-380- 1.18% |
$15K - $23.5K
|
31.9K
$1.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-383- 2.98% |
$15.1K - $23.7K
|
12.5K
$510K
|
|
|
Aug 14, 2024
Q2 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-646- 1.58% |
$25.5K - $40K
|
40.3K
$1.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-662- 3.61% |
$26.2K - $41K
|
17.7K
$723K
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-840- 11.63% |
$33.2K - $52K
|
6.38K
$261K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-955- 40.53% |
$37.8K - $59.1K
|
1.4K
$57.3K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-965- 5.04% |
$38.2K - $59.8K
|
18.2K
$744K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.05K- 15.95% |
$41.5K - $65K
|
5.53K
$226K
|
|
|
Jul 26, 2024
Q2 2024
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-1.08K- 4.85% |
$42.6K - $66.8K
|
21.1K
$864K
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.33K- 1.73% |
$52.4K - $82.1K
|
75.2K
$3.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.39KClosed |
$55K - $86.1K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.44K- 21.98% |
$57K - $89.3K
|
5.12K
$209K
|