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 01, 2022
Q4 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
1.62K+ 161.8% |
$208K - $271K
|
2.62K
$106K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
1.58KNew |
$203K - $264K
|
1.58K
$63.9K
|
|
|
Jan 28, 2022
Q4 2021
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
1.43KNew |
$183K - $239K
|
1.43K
$57.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Pro Share Advisors LLC
|
BUY
|
- |
1.35K+ 37.84% |
$173K - $225K
|
4.9K
$198K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.26K+ 17.66% |
$162K - $211K
|
8.42K
$340K
|
|
|
Feb 14, 2022
Q4 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.23KNew |
$157K - $205K
|
1.23K
$49.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.2K+ 9.19% |
$154K - $201K
|
14.3K
$577K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.2K+ 74.7% |
$154K - $201K
|
2.8K
$113K
|
|
|
Feb 14, 2022
Q4 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
985+ 13.75% |
$126K - $165K
|
8.15K
$330K
|
|
|
Feb 08, 2022
Q4 2021
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
900+ 0.61% |
$115K - $151K
|
149K
$6.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
868+ 12.25% |
$111K - $145K
|
7.95K
$322K
|
|
|
Feb 14, 2022
Q4 2021
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
839+ 95.56% |
$108K - $140K
|
1.72K
$69.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
821+ 6.56% |
$105K - $137K
|
13.3K
$539K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
717+ 13.35% |
$92K - $120K
|
6.09K
$246K
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
700+ 278.88% |
$89.8K - $117K
|
951
$38.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
694+ 4626.67% |
$89K - $116K
|
709
$28.7K
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
673+ 14.0% |
$86.3K - $113K
|
5.48K
$222K
|
|
|
Feb 14, 2022
Q4 2021
|
First Growth Investment Manager LP
San Francisco, CA |
BUY
|
- |
650+ 1.73% |
$83.4K - $109K
|
38.2K
$1.54M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
593+ 4.86% |
$76.1K - $99.2K
|
12.8K
$517K
|
|
|
Feb 15, 2022
Q4 2021
|
Amalgamated Bank
New York, NY |
BUY
|
- |
555+ 4.06% |
$71.2K - $92.8K
|
14.2K
$576K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
524New |
$67.2K - $87.6K
|
524
$21.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
503+ 17.5% |
$64.5K - $84.1K
|
3.38K
$137K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
433+ 13.19% |
$55.5K - $72.4K
|
3.72K
$150K
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
381New |
$48.9K - $63.7K
|
381
$15.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
366+ 5.31% |
$46.9K - $61.2K
|
7.26K
$294K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
363New |
$46.6K - $60.7K
|
363
$14.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
283+ 12.57% |
$36.3K - $47.3K
|
2.53K
$102K
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
272+ 3.93% |
$34.9K - $45.5K
|
7.19K
$291K
|
|
|
Feb 08, 2022
Q4 2021
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
255+ 0.33% |
$32.7K - $42.7K
|
78.2K
$3.16M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
254New |
$32.6K - $42.5K
|
254
$10.3K
|
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
238+ 8.76% |
$30.5K - $39.8K
|
2.95K
$119K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
214New |
$27.4K - $35.8K
|
214
$8.65K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
213+ 15.56% |
$27.3K - $35.6K
|
1.58K
$64K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
156New |
$20K - $26.1K
|
156
$6.31K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
153New |
$19.6K - $25.6K
|
153
$6.19K
|
|
|
Jan 31, 2022
Q4 2021
|
Xponance, Inc.
|
BUY
|
- |
128+ 1.71% |
$16.4K - $21.4K
|
7.63K
$309K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
125+ 0.99% |
$16K - $20.9K
|
12.8K
$516K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
113+ 56.5% |
$14.5K - $18.9K
|
313
$12.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
110New |
$14.1K - $18.4K
|
110
$4.45K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
105+ 41.5% |
$13.5K - $17.6K
|
358
$14.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
99+ 3.72% |
$12.7K - $16.6K
|
2.76K
$112K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
90+ 3.79% |
$11.5K - $15.1K
|
2.47K
$99.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
87New |
$11.2K - $14.6K
|
87
$3.52K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
75+ 21.25% |
$9.62K - $12.5K
|
428
$17.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
50New |
$6.41K - $8.36K
|
50
$2.02K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
41New |
$5.26K - $6.86K
|
41
$1.66K
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
40+ 3.54% |
$5.13K - $6.69K
|
1.17K
$47.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
40New |
$5.13K - $6.69K
|
40
$1.62K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
33New |
$4.23K - $5.52K
|
33
$1.33K
|
|
|
Feb 10, 2022
Q4 2021
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
32New |
$4.1K - $5.35K
|
32
$1.29K
|