Purchases and Sales Made in Q4 2022 in Five9, Inc. (FIVN)
This table provides information about the institutional ownership of Five9, Inc. (FIVN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
595+ 100.0% |
$28.1K - $48.5K
|
1.19K
$35.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
497+ 10.81% |
$23.5K - $40.5K
|
5.1K
$154K
|
|
|
Feb 14, 2023
Q4 2022
|
Connacht Asset Management LP
New York, NY |
BUY
|
- |
496+ 9.47% |
$23.5K - $40.4K
|
5.73K
$173K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
414+ 226.23% |
$19.6K - $33.7K
|
597
$18K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
406+ 12.45% |
$19.2K - $33.1K
|
3.67K
$111K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
402+ 28.9% |
$19K - $32.7K
|
1.79K
$54K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
399+ 14.65% |
$18.9K - $32.5K
|
3.12K
$94.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
396+ 13.45% |
$18.7K - $32.3K
|
3.34K
$101K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
391New |
$18.5K - $31.8K
|
391
$11.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
385+ 1013.16% |
$18.2K - $31.4K
|
423
$12.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
362+ 2.29% |
$17.1K - $29.5K
|
16.2K
$488K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
289+ 247.01% |
$13.7K - $23.5K
|
406
$12.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
271+ 2.1% |
$12.8K - $22.1K
|
13.2K
$397K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
243+ 1215.0% |
$11.5K - $19.8K
|
263
$7.93K
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
200New |
$9.46K - $16.3K
|
200
$6.03K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
192+ 1476.92% |
$9.08K - $15.6K
|
205
$6.18K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
183New |
$8.66K - $14.9K
|
183
$5.52K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
176New |
$8.32K - $14.3K
|
176
$5.3K
|
|
|
Apr 01, 2024
Q4 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
167+ 0.9% |
$7.9K - $13.6K
|
18.7K
$564K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
162+ 50.63% |
$7.66K - $13.2K
|
482
$14.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
162+ 7.62% |
$7.66K - $13.2K
|
2.29K
$68.9K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
142+ 54.2% |
$6.72K - $11.6K
|
404
$12.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
141New |
$6.67K - $11.5K
|
141
$4.25K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
117+ 238.78% |
$5.53K - $9.53K
|
166
$5K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
100New |
$4.73K - $8.15K
|
100
$3.01K
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
87+ 1.09% |
$4.12K - $7.09K
|
8.04K
$242K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
76+ 1.1% |
$3.59K - $6.19K
|
6.96K
$210K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
75+ 1.49% |
$3.55K - $6.11K
|
5.11K
$154K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
72New |
$3.41K - $5.86K
|
72
$2.17K
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
70+ 0.17% |
$3.31K - $5.7K
|
42.1K
$1.27M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
67+ 11.61% |
$3.17K - $5.46K
|
644
$19.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
50New |
$2.37K - $4.07K
|
50
$1.51K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
47+ 940.0% |
$2.22K - $3.83K
|
52
$1.57K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
36New |
$1.7K - $2.93K
|
36
$1.09K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
29+ 17.37% |
$1.37K - $2.36K
|
196
$5.91K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
23+ 2.81% |
$1.09K - $1.87K
|
841
$25.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
21+ 75.0% |
$993 - $1.71K
|
49
$1.48K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20New |
$946 - $1.63K
|
20
$603
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18New |
$851 - $1.47K
|
18
$543
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
18New |
$851 - $1.47K
|
18
$543
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11New |
$520 - $896
|
11
$332
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
7New |
$331 - $570
|
7
$211
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7New |
$331 - $570
|
7
$211
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7New |
$331 - $570
|
7
$211
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 1.86% |
$189 - $326
|
219
$6.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4New |
$189 - $326
|
4
$121
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
3New |
$142 - $244
|
3
$90.4
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.93% |
$47.3 - $81.5
|
107
$3.22K
|