Purchases and Sales Made in Q3 2023 in Five9, Inc. (FIVN)

FIVN Quotes by TradingView

This table provides information about the institutional ownership of Five9, Inc. (FIVN) during Q3 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
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
147
+ 1.54%
$9.31K - $12.9K
9.68K $292K
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
144
+ 2.84%
$9.12K - $12.7K
5.22K $157K
May 09, 2024 Q3 2023
Met Life Investment Management, LLC

Whippany, NJ
BUY
 -
127
+ 2.99%
$8.04K - $11.2K
4.37K $132K
Nov 13, 2023 Q3 2023
Left Brain Wealth Management, LLC

Naperville, IL
BUY
 -
119
+ 1.17%
$7.53K - $10.5K
10.3K $310K
Nov 08, 2023 Q3 2023
State Board Of Administration Of Florida Retirement System

BUY
 -
100
+ 0.14%
$6.33K - $8.79K
74.1K $2.23M
Nov 13, 2023 Q3 2023
Parkside Financial Bank & Trust

BUY
 -
100
+ 11.55%
$6.33K - $8.79K
966 $29.1K
Nov 14, 2023 Q3 2023
Utah Retirement Systems

Salt Lake City, UT
BUY
 -
100
+ 0.82%
$6.33K - $8.79K
12.3K $371K
Nov 14, 2023 Q3 2023
West Tower Group, LLC

Richmond, VA
BUY
 -
93
New
$5.89K - $8.18K
93 $2.8K
Nov 15, 2023 Q3 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
73
New
$4.62K - $6.42K
73 $2.2K
Nov 14, 2023 Q3 2023
Next Century Growth Investors LLC

Minneapolis, MN
BUY
 -
71
+ 0.11%
$4.5K - $6.24K
65.8K $1.98M
Oct 23, 2023 Q3 2023
Xponance, Inc.

BUY
 -
57
+ 0.59%
$3.61K - $5.01K
9.8K $295K
Nov 07, 2023 Q3 2023
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.

BUY
 -
45
New
$2.85K - $3.96K
45 $1.36K
Jan 05, 2024 Q3 2023
Jamison Private Wealth Management, Inc.

Milton, GA
BUY
 -
32
New
$2.03K - $2.81K
32 $964
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
28
+ 5.62%
$1.77K - $2.46K
526 $15.9K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
23
+ 1.52%
$1.46K - $2.02K
1.54K $46.3K
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
BUY
 -
21
New
$1.33K - $1.85K
21 $633
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
21
New
$1.33K - $1.85K
21 $633
Nov 14, 2023 Q3 2023
Bokf, Na

Tulsa, OK
BUY
 -
19
New
$1.2K - $1.67K
19 $573
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
19
+ 8.92%
$1.2K - $1.67K
232 $6.99K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
17
+ 34.0%
$1.08K - $1.49K
67 $2.02K
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
17
+ 0.79%
$1.08K - $1.49K
2.18K $65.7K
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
15
+ 51.72%
$950 - $1.32K
44 $1.33K
Nov 13, 2023 Q3 2023
Covestor LTD

Boston, MA
BUY
 -
12
+ 11.32%
$760 - $1.06K
118 $3.56K
Feb 21, 2024 Q3 2023
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
11
+ 0.34%
$696 - $967
3.28K $98.7K
Nov 13, 2023 Q3 2023
Valley National Advisers Inc

BUY
 -
10
New
$633 - $879
10 $301
Nov 13, 2023 Q3 2023
Ci Investments Inc.

Toronto, A6
BUY
 -
7
+ 7.07%
$443 - $616
106 $3.19K
Nov 08, 2023 Q3 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
6
+ 22.22%
$380 - $528
33 $995
Nov 14, 2023 Q3 2023
Janus Henderson Group PLC

London, X0
BUY
 -
6
+ 0.02%
$380 - $528
31.9K $960K
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
6
+ 2.71%
$380 - $528
227 $6.84K
Nov 13, 2023 Q3 2023
Wolverine Asset Management LLC

BUY
 -
5
New
$317 - $440
5 $151
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
4
+ 0.45%
$253 - $352
887 $26.7K
Apr 29, 2024 Q3 2023
Met Life Investment Management, LLC

Whippany, NJ
BUY
 -
2
+ 0.05%
$127 - $176
4.37K $132K
Oct 27, 2023 Q3 2023
Whittier Trust CO

BUY
 -
2
+ 0.38%
$127 - $176
526 $15.9K
Nov 13, 2023 Q3 2023
Institutional & Family Asset Management, LLC

BUY
 -
2
+ 28.57%
$127 - $176
9 $271
Nov 14, 2023 Q3 2023
Met Life Investment Management, LLC

Whippany, NJ
BUY
 -
2
+ 0.05%
$127 - $176
4.37K $132K
Nov 03, 2023 Q3 2023
New Square Capital LLC

SELL
 -
-1
- 33.33%
$63.3 - $87.9
2 $60.3
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
SELL
 -
-3
- 0.95%
$190 - $264
312 $9.4K
May 20, 2024 Q3 2023
Parallel Advisors, LLC

SELL
 -
-4
- 0.31%
$253 - $352
1.28K $38.7K
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

SELL
 -
-4
- 0.31%
$253 - $352
1.28K $38.7K
Aug 16, 2024 Q3 2023
Td Private Client Wealth LLC

New York, NY
SELL
 -
-7
Closed
$443 - $616
0 $0
Oct 30, 2023 Q3 2023
Harel Insurance Investments & Financial Services Ltd.

SELL
 -
-12
- 7.45%
$760 - $1.06K
149 $4.49K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-15
- 14.71%
$950 - $1.32K
87 $2.62K
Nov 14, 2023 Q3 2023
Wetherby Asset Management Inc

San Francisco, CA
SELL
 -
-31
- 0.05%
$1.96K - $2.73K
63.4K $1.91M
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-32
- 74.42%
$2.03K - $2.81K
11 $332
Oct 25, 2023 Q3 2023
Lindbrook Capital, LLC

SELL
 -
-33
- 16.67%
$2.09K - $2.9K
165 $4.97K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-36
- 40.91%
$2.28K - $3.17K
52 $1.57K
Oct 25, 2023 Q3 2023
Migdal Insurance & Financial Holdings Ltd.

SELL
 -
-38
- 12.03%
$2.41K - $3.34K
278 $8.38K
Nov 08, 2023 Q3 2023
Shell Asset Management CO

The Hague, P7
SELL
 -
-44
- 1.54%
$2.79K - $3.87K
2.82K $84.9K
Oct 18, 2023 Q3 2023
Counterpoint Mutual Funds LLC

SELL
 -
-51
- 3.11%
$3.23K - $4.48K
1.59K $47.9K

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