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 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1- 0.44% |
$47.3 - $81.5
|
225
$6.78K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-10- 0.24% |
$473 - $815
|
4.23K
$128K
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-10- 0.92% |
$473 - $815
|
1.07K
$32.3K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-19- 42.22% |
$899 - $1.55K
|
26
$784
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-21- 0.11% |
$993 - $1.71K
|
19.8K
$598K
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-28- 7.22% |
$1.32K - $2.28K
|
360
$10.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-31- 17.51% |
$1.47K - $2.52K
|
146
$4.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-39- 14.72% |
$1.84K - $3.18K
|
226
$6.81K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-50- 22.73% |
$2.37K - $4.07K
|
170
$5.12K
|
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-53- 1.24% |
$2.51K - $4.32K
|
4.23K
$128K
|
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-53- 1.24% |
$2.51K - $4.32K
|
4.23K
$128K
|
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-53- 1.24% |
$2.51K - $4.32K
|
4.23K
$128K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-72- 53.73% |
$3.41K - $5.86K
|
62
$1.87K
|
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-85- 29.82% |
$4.02K - $6.92K
|
200
$6.03K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-87- 81.31% |
$4.12K - $7.09K
|
20
$603
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-93- 86.11% |
$4.4K - $7.57K
|
15
$452
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-99- 66.89% |
$4.68K - $8.06K
|
49
$1.48K
|
|
|
Feb 14, 2024
Q4 2022
|
Kbc Group Nv
|
SELL
|
- |
-147- 4.0% |
$6.95K - $12K
|
3.53K
$106K
|
|
|
May 18, 2023
Q4 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-170- 3.21% |
$8.04K - $13.8K
|
5.12K
$154K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-171- 15.7% |
$8.09K - $13.9K
|
918
$27.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-187- 92.12% |
$8.85K - $15.2K
|
16
$482
|
|
|
Feb 14, 2023
Q4 2022
|
Water Island Capital LLC
New York, NY |
SELL
|
- |
-200- 4.65% |
$9.46K - $16.3K
|
4.1K
$124K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-281- 8.37% |
$13.3K - $22.9K
|
3.08K
$92.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-291- 8.05% |
$13.8K - $23.7K
|
3.32K
$100K
|
|
|
Feb 14, 2023
Q4 2022
|
Advent Capital Management
New York, NY |
SELL
|
- |
-329- 94.81% |
$15.6K - $26.8K
|
18
$543
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-405- 10.45% |
$19.2K - $33K
|
3.47K
$105K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-415- 5.29% |
$19.6K - $33.8K
|
7.42K
$224K
|
|
|
Feb 10, 2023
Q4 2022
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-473- 4.4% |
$22.4K - $38.5K
|
10.3K
$310K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-491- 3.03% |
$23.2K - $40K
|
15.7K
$474K
|
|
|
Feb 15, 2023
Q4 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-500- 66.67% |
$23.7K - $40.7K
|
250
$7.54K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-535- 8.02% |
$25.3K - $43.6K
|
6.14K
$185K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-546- 3.8% |
$25.8K - $44.5K
|
13.8K
$416K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-680- 16.35% |
$32.2K - $55.4K
|
3.48K
$105K
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-691- 1.79% |
$32.7K - $56.3K
|
37.9K
$1.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-750- 5.12% |
$35.5K - $61.1K
|
13.9K
$419K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-827- 28.79% |
$39.1K - $67.4K
|
2.05K
$61.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-858- 6.74% |
$40.6K - $69.9K
|
11.9K
$358K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-913- 10.54% |
$43.2K - $74.4K
|
7.75K
$233K
|
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-1.24K- 1.91% |
$58.8K - $101K
|
63.7K
$1.92M
|
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.37K- 11.57% |
$64.6K - $111K
|
10.4K
$315K
|
|
|
Feb 07, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.43K- 1.84% |
$67.6K - $116K
|
76.5K
$2.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.99K- 14.93% |
$93.9K - $162K
|
11.3K
$341K
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.02K- 38.36% |
$95.6K - $165K
|
3.25K
$97.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.08K- 35.55% |
$98.3K - $169K
|
3.77K
$114K
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-2.43K- 0.23% |
$115K - $198K
|
1.05M
$31.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-2.88K- 13.69% |
$136K - $235K
|
18.2K
$547K
|
|
|
Jan 24, 2023
Q4 2022
|
Oak Ridge Investments LLC
|
SELL
|
- |
-3.09K- 5.28% |
$146K - $252K
|
55.4K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.28K- 46.99% |
$155K - $267K
|
3.69K
$111K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-3.3K- 20.42% |
$156K - $269K
|
12.9K
$387K
|
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
SELL
|
- |
-3.47K- 11.76% |
$164K - $283K
|
26.1K
$786K
|