Purchases and Sales Made in Q4 2021 in Five9, Inc. (FIVN)
This table provides information about the institutional ownership of Five9, Inc. (FIVN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
11K+ 3.1% |
$1.41M - $1.84M
|
366K
$13.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11K+ 90.1% |
$1.41M - $1.83M
|
23.1K
$865K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
10.1K+ 256.86% |
$1.3M - $1.69M
|
14.1K
$526K
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
- |
9.54K+ 24.04% |
$1.22M - $1.59M
|
49.2K
$1.84M
|
|
|
Feb 16, 2022
Q4 2021
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
9.11K+ 409.81% |
$1.17M - $1.52M
|
11.3K
$424K
|
|
|
Feb 11, 2022
Q4 2021
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
9.08KNew |
$1.16M - $1.52M
|
9.08K
$339K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.55K+ 52.22% |
$1.1M - $1.43M
|
24.9K
$931K
|
|
|
Feb 11, 2022
Q4 2021
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
8.15K+ 1.63% |
$1.04M - $1.36M
|
509K
$19M
|
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
7.84K+ 16.2% |
$1.01M - $1.31M
|
56.3K
$2.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Gagnon Securities LLC
|
BUY
|
- |
7.83K+ 5.93% |
$1M - $1.31M
|
140K
$5.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
7.76K+ 32.25% |
$995K - $1.3M
|
31.8K
$1.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
7.51KNew |
$963K - $1.26M
|
7.51K
$281K
|
|
|
Feb 11, 2022
Q4 2021
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
6.33KNew |
$812K - $1.06M
|
6.33K
$237K
|
|
|
Mar 10, 2022
Q4 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
6.26KNew |
$802K - $1.05M
|
6.26K
$234K
|
|
|
Feb 14, 2022
Q4 2021
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
6.11KNew |
$784K - $1.02M
|
6.11K
$229K
|
|
|
Mar 25, 2022
Q4 2021
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
6KNew |
$770K - $1M
|
6K
$224K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
5.79KNew |
$743K - $969K
|
5.79K
$217K
|
|
|
Feb 09, 2022
Q4 2021
|
Wealth Effects LLC
|
BUY
|
- |
5.65KNew |
$724K - $944K
|
5.65K
$211K
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
5.37KNew |
$689K - $898K
|
5.37K
$201K
|
|
|
Feb 14, 2022
Q4 2021
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.75KNew |
$609K - $794K
|
4.75K
$177K
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
4.74KNew |
$607K - $792K
|
4.74K
$177K
|
|
|
Feb 14, 2022
Q4 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
4.5KNew |
$578K - $753K
|
4.5K
$168K
|
|
|
Jun 21, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
4.49KNew |
$576K - $751K
|
4.49K
$168K
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
4.25KNew |
$545K - $711K
|
4.25K
$159K
|
|
|
Feb 14, 2022
Q4 2021
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
4.11KNew |
$528K - $688K
|
4.11K
$154K
|
|
|
Nov 23, 2022
Q4 2021
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
4.11KNew |
$528K - $688K
|
4.11K
$154K
|
|
|
Feb 09, 2022
Q4 2021
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
4.05K+ 4.22% |
$520K - $678K
|
100K
$3.74M
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
3.79KNew |
$486K - $634K
|
3.79K
$142K
|
|
|
Feb 10, 2022
Q4 2021
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.73K+ 5.97% |
$478K - $623K
|
66.2K
$2.47M
|
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
3.52K+ 35.81% |
$451K - $588K
|
13.3K
$499K
|
|
|
Mar 22, 2022
Q4 2021
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
3.5K+ 58.33% |
$449K - $585K
|
9.5K
$355K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
3.11K+ 1994.87% |
$399K - $521K
|
3.27K
$122K
|
|
|
Feb 01, 2022
Q4 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.87K+ 42.74% |
$368K - $480K
|
9.58K
$358K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.79KNew |
$358K - $467K
|
2.79K
$104K
|
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.69KNew |
$345K - $449K
|
2.69K
$100K
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
2.69K+ 80.9% |
$344K - $449K
|
6.01K
$225K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
2.63K+ 70.5% |
$338K - $441K
|
6.37K
$238K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.55K+ 40.13% |
$327K - $426K
|
8.9K
$333K
|
|
|
Feb 09, 2022
Q4 2021
|
Stiles Financial Services Inc
|
BUY
|
- |
2.52KNew |
$323K - $421K
|
2.52K
$94K
|
|
|
Feb 11, 2022
Q4 2021
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.51KNew |
$321K - $419K
|
2.51K
$93.7K
|
|
|
Feb 08, 2022
Q4 2021
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.43KNew |
$312K - $407K
|
2.43K
$90.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.39KNew |
$307K - $400K
|
2.39K
$89.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.34K+ 48.94% |
$300K - $391K
|
7.11K
$266K
|
|
|
Feb 15, 2022
Q4 2021
|
Tobam
|
BUY
|
- |
2.1KNew |
$269K - $351K
|
2.1K
$78.5K
|
|
|
Feb 08, 2022
Q4 2021
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.06KNew |
$265K - $345K
|
2.06K
$77.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.78KNew |
$228K - $298K
|
1.78K
$66.6K
|
|
|
Jan 25, 2022
Q4 2021
|
Oak Thistle LLC
|
BUY
|
- |
1.76KNew |
$226K - $294K
|
1.76K
$65.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.76KNew |
$225K - $294K
|
1.76K
$65.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.73K+ 131.29% |
$222K - $290K
|
3.05K
$114K
|
|
|
Feb 14, 2022
Q4 2021
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
1.68KNew |
$215K - $281K
|
1.68K
$62.8K
|