Purchases and Sales Made in Q3 2022 in Five9, Inc. (FIVN)
This table provides information about the institutional ownership of Five9, Inc. (FIVN) during Q3 2022. 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 14, 2022
Q3 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
2+ 0.01% |
$150 - $236
|
27.1K
$1.04M
|
|
Nov 14, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-1- 2.56% |
$75 - $118
|
38
$1.46K
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
SELL
|
- |
-1- 25.0% |
$75 - $118
|
3
$115
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3- 0.93% |
$225 - $354
|
320
$12.3K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-4- 50.0% |
$300 - $472
|
4
$154
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-5- 27.78% |
$375 - $590
|
13
$500
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7- 3.15% |
$525 - $826
|
215
$8.27K
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-11- 9.32% |
$825 - $1.3K
|
107
$4.12K
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-13- 4.68% |
$975 - $1.53K
|
265
$10.2K
|
|
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-13- 12.75% |
$975 - $1.53K
|
89
$3.42K
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-14- 3.48% |
$1.05K - $1.65K
|
388
$14.9K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-21- 7.42% |
$1.57K - $2.48K
|
262
$10.1K
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-26- 0.49% |
$1.95K - $3.07K
|
5.27K
$203K
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-31Closed |
$2.32K - $3.66K
|
0
$0
|
|
Nov 09, 2022
Q3 2022
|
Silvant Capital Management LLC
|
SELL
|
- |
-35- 0.22% |
$2.62K - $4.13K
|
16K
$616K
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-41- 1.48% |
$3.07K - $4.84K
|
2.72K
$105K
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-48- 1.22% |
$3.6K - $5.66K
|
3.88K
$149K
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-51- 20.08% |
$3.82K - $6.02K
|
203
$7.81K
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-63- 1.24% |
$4.72K - $7.44K
|
5.04K
$194K
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-68- 90.67% |
$5.1K - $8.03K
|
7
$269
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-76- 1.64% |
$5.7K - $8.97K
|
4.55K
$175K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-79- 40.31% |
$5.92K - $9.32K
|
117
$4.5K
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-111- 8.47% |
$8.32K - $13.1K
|
1.2K
$46.2K
|
|
Nov 14, 2022
Q3 2022
|
Water Island Capital LLC
New York, NY |
SELL
|
- |
-133- 3.0% |
$9.97K - $15.7K
|
4.3K
$165K
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-134- 3.51% |
$10K - $15.8K
|
3.68K
$141K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-145- 46.47% |
$10.9K - $17.1K
|
167
$6.42K
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-180- 3.61% |
$13.5K - $21.2K
|
4.81K
$185K
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-217- 85.1% |
$16.3K - $25.6K
|
38
$1.46K
|
|
Nov 14, 2022
Q3 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-240- 4.34% |
$18K - $28.3K
|
5.29K
$203K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-252- 57.93% |
$18.9K - $29.7K
|
183
$7.04K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-287- 1.48% |
$21.5K - $33.9K
|
19.1K
$735K
|
|
Oct 28, 2022
Q3 2022
|
Redwood Investments, LLC
|
SELL
|
- |
-294- 2.17% |
$22K - $34.7K
|
13.2K
$509K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-310- 6.05% |
$23.2K - $36.6K
|
4.81K
$185K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-342- 3.8% |
$25.6K - $40.4K
|
8.66K
$333K
|
|
Nov 03, 2022
Q3 2022
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-360- 3.24% |
$27K - $42.5K
|
10.8K
$414K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-486- 0.57% |
$36.4K - $57.4K
|
84.5K
$3.25M
|
|
Nov 14, 2022
Q3 2022
|
First Growth Investment Manager LP
San Francisco, CA |
SELL
|
- |
-500- 1.2% |
$37.5K - $59K
|
41K
$1.58M
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-509- 10.01% |
$38.2K - $60.1K
|
4.58K
$176K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-611- 7.23% |
$45.8K - $72.1K
|
7.84K
$301K
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-708- 1.15% |
$53.1K - $83.6K
|
60.6K
$2.33M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-879- 4.14% |
$65.9K - $104K
|
20.3K
$783K
|
|
Nov 14, 2022
Q3 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-949- 1.44% |
$71.2K - $112K
|
64.9K
$2.5M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.08K- 7.81% |
$80.9K - $127K
|
12.7K
$490K
|
|
Nov 14, 2022
Q3 2022
|
Gagnon Securities LLC
|
SELL
|
- |
-1.43K- 0.91% |
$107K - $168K
|
155K
$5.95M
|
|
Nov 14, 2022
Q3 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.43K- 5.43% |
$107K - $169K
|
24.9K
$958K
|
|
Nov 18, 2022
Q3 2022
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.45K- 1.63% |
$108K - $171K
|
87.3K
$3.36M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.45K- 8.23% |
$109K - $172K
|
16.2K
$624K
|