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 12, 2021
Q3 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-100- 7.09% |
$15.8K - $21K
|
1.31K
$32.2K
|
|
Nov 12, 2021
Q3 2021
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-100- 6.67% |
$15.8K - $21K
|
1.4K
$34.4K
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-100- 7.41% |
$15.8K - $21K
|
1.25K
$30.7K
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-107- 3.12% |
$16.9K - $22.4K
|
3.32K
$81.6K
|
|
Nov 12, 2021
Q3 2021
|
Pro Share Advisors LLC
|
SELL
|
- |
-119- 3.24% |
$18.8K - $25K
|
3.56K
$87.4K
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-142Closed |
$22.5K - $29.8K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-147- 3.18% |
$23.3K - $30.8K
|
4.48K
$110K
|
|
Mar 30, 2023
Q3 2021
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-147- 3.18% |
$23.3K - $30.8K
|
4.48K
$110K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-154- 1.25% |
$24.4K - $32.3K
|
12.2K
$300K
|
|
Nov 15, 2021
Q3 2021
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-172- 2.75% |
$27.2K - $36.1K
|
6.08K
$149K
|
|
Nov 09, 2021
Q3 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-175- 9.78% |
$27.7K - $36.7K
|
1.62K
$39.7K
|
|
Nov 15, 2021
Q3 2021
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-260Closed |
$41.1K - $54.5K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-268- 10.64% |
$42.4K - $56.2K
|
2.25K
$55.3K
|
|
Nov 05, 2021
Q3 2021
|
Xponance, Inc.
|
SELL
|
- |
-275- 3.53% |
$43.5K - $57.7K
|
7.51K
$184K
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-277- 7.15% |
$43.8K - $58.1K
|
3.6K
$88.4K
|
|
Nov 15, 2021
Q3 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-413- 2.82% |
$65.3K - $86.6K
|
14.2K
$350K
|
|
Nov 08, 2021
Q3 2021
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-471- 0.6% |
$74.5K - $98.8K
|
78K
$1.92M
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
SELL
|
- |
-472- 17.16% |
$74.7K - $99K
|
2.28K
$56K
|
|
Nov 12, 2021
Q3 2021
|
Tobam
|
SELL
|
- |
-500Closed |
$79.1K - $105K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-505- 6.74% |
$79.9K - $106K
|
6.99K
$172K
|
|
Nov 16, 2021
Q3 2021
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-600- 4.72% |
$94.9K - $126K
|
12.1K
$297K
|
|
Oct 29, 2021
Q3 2021
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-736- 5.11% |
$116K - $154K
|
13.7K
$336K
|
|
Nov 12, 2021
Q3 2021
|
Friess Associates LLC
Greenville, DE |
SELL
|
- |
-769Closed |
$122K - $161K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-813- 37.26% |
$129K - $170K
|
1.37K
$33.7K
|
|
Nov 12, 2021
Q3 2021
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-860Closed |
$136K - $180K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-863- 1.36% |
$137K - $181K
|
62.4K
$1.53M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-910- 19.12% |
$144K - $191K
|
3.85K
$94.6K
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-915- 1.27% |
$145K - $192K
|
71.2K
$1.75M
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-984Closed |
$156K - $206K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.07K- 15.27% |
$170K - $225K
|
5.95K
$146K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.12K- 45.9% |
$177K - $235K
|
1.32K
$32.4K
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.15K- 8.65% |
$182K - $241K
|
12.2K
$299K
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-1.16KClosed |
$184K - $243K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-1.19KClosed |
$189K - $250K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.2KClosed |
$189K - $251K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Foundry Partners, LLC
|
SELL
|
- |
-1.24KClosed |
$195K - $259K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Hardy Reed LLC
|
SELL
|
- |
-1.27KClosed |
$201K - $266K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.28KClosed |
$203K - $269K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.31KClosed |
$207K - $274K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.33K- 31.7% |
$211K - $280K
|
2.87K
$70.6K
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.35KClosed |
$214K - $284K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-1.36KClosed |
$214K - $284K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-1.47KClosed |
$233K - $308K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.49K- 96.63% |
$236K - $312K
|
52
$1.28K
|
|
Nov 12, 2021
Q3 2021
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.49KClosed |
$236K - $313K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-1.52K- 7.31% |
$240K - $318K
|
19.2K
$473K
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.52KClosed |
$241K - $319K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-1.54K- 6.02% |
$244K - $323K
|
24.1K
$591K
|
|
Oct 28, 2021
Q3 2021
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-1.68K- 30.9% |
$266K - $353K
|
3.76K
$92.4K
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-1.79KClosed |
$283K - $375K
|
0
$0
|