Purchases and Sales Made in Q3 2021 in Five9, Inc. (FIVN)
This table provides information about the institutional ownership of Five9, Inc. (FIVN) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
116+ 69.05% |
$18.4K - $24.3K
|
284
$6.98K
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
98+ 3.92% |
$15.5K - $20.6K
|
2.6K
$63.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
93+ 6.15% |
$14.7K - $19.5K
|
1.61K
$39.5K
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
39+ 69.64% |
$6.17K - $8.18K
|
95
$2.34K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
39+ 62.9% |
$6.17K - $8.18K
|
101
$2.48K
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
30+ 3.09% |
$4.75K - $6.29K
|
1K
$24.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
25+ 36.76% |
$3.96K - $5.24K
|
93
$2.29K
|
|
|
Nov 16, 2021
Q3 2021
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
20+ 0.02% |
$3.16K - $4.19K
|
91.5K
$2.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
16New |
$2.53K - $3.36K
|
16
$393
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
14+ 7.41% |
$2.22K - $2.94K
|
203
$4.99K
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
14New |
$2.22K - $2.94K
|
14
$344
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
14New |
$2.22K - $2.94K
|
14
$344
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
11+ 0.52% |
$1.74K - $2.31K
|
2.13K
$52.3K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8+ 4.17% |
$1.27K - $1.68K
|
200
$4.92K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
6+ 0.13% |
$949 - $1.26K
|
4.58K
$112K
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
4New |
$633 - $839
|
4
$98.3
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.64% |
$475 - $629
|
474
$11.7K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 25.0% |
$475 - $629
|
15
$369
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3New |
$475 - $629
|
3
$73.7
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3+ 1.2% |
$475 - $629
|
253
$6.22K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2+ 33.33% |
$316 - $419
|
8
$197
|
|
|
Apr 01, 2024
Q3 2021
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1+ 0.01% |
$158 - $210
|
13.7K
$337K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-1Closed |
$158 - $210
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
SELL
|
- |
-1- 16.67% |
$158 - $210
|
5
$123
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
SELL
|
- |
-1- 0.77% |
$158 - $210
|
129
$3.17K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-7Closed |
$1.11K - $1.47K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-7- 70.0% |
$1.11K - $1.47K
|
3
$73.7
|
|
|
Nov 10, 2021
Q3 2021
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-11- 0.62% |
$1.74K - $2.31K
|
1.76K
$43.4K
|
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-11- 1.21% |
$1.74K - $2.31K
|
897
$22K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
SELL
|
- |
-13Closed |
$2.06K - $2.73K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-20- 0.31% |
$3.16K - $4.19K
|
6.51K
$160K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-21- 5.26% |
$3.32K - $4.4K
|
378
$9.29K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-22- 51.16% |
$3.48K - $4.61K
|
21
$516
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-24Closed |
$3.8K - $5.03K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-25- 4.75% |
$3.96K - $5.24K
|
501
$12.3K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-27- 45.0% |
$4.27K - $5.66K
|
33
$811
|
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-35- 1.07% |
$5.54K - $7.34K
|
3.22K
$79.2K
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-42- 89.36% |
$6.65K - $8.81K
|
5
$123
|
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-46- 0.68% |
$7.28K - $9.65K
|
6.74K
$166K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-48- 0.89% |
$7.6K - $10.1K
|
5.37K
$132K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-50- 84.75% |
$7.91K - $10.5K
|
9
$221
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-53Closed |
$8.39K - $11.1K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-58- 1.05% |
$9.18K - $12.2K
|
5.49K
$135K
|
|
|
Oct 21, 2021
Q3 2021
|
Jackson Square Capital, LLC
|
SELL
|
- |
-60- 0.72% |
$9.49K - $12.6K
|
8.24K
$203K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-73Closed |
$11.6K - $15.3K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-81- 6.68% |
$12.8K - $17K
|
1.13K
$27.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
SELL
|
- |
-82- 2.66% |
$13K - $17.2K
|
3.01K
$73.9K
|