Purchases and Sales Made in Q4 2023 in Five9, Inc. (FIVN)
This table provides information about the institutional ownership of Five9, Inc. (FIVN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
536+ 6.45% |
$29.8K - $45.8K
|
8.85K
$368K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
527+ 8.41% |
$29.3K - $45K
|
6.8K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
523+ 3.07% |
$29.1K - $44.7K
|
17.5K
$730K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
492New |
$27.4K - $42.1K
|
492
$20.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
441+ 115.14% |
$24.6K - $37.7K
|
824
$34.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
338+ 0.07% |
$18.8K - $28.9K
|
513K
$21.4M
|
|
|
Oct 07, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
338+ 0.07% |
$18.8K - $28.9K
|
513K
$21.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
310+ 0.99% |
$17.3K - $26.5K
|
31.5K
$1.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
306+ 136.0% |
$17K - $26.2K
|
531
$22.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
279+ 139.5% |
$15.5K - $23.8K
|
479
$19.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
228+ 1.36% |
$12.7K - $19.5K
|
17K
$709K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
220New |
$12.3K - $18.8K
|
220
$9.15K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
215+ 4.19% |
$12K - $18.4K
|
5.35K
$222K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
150New |
$8.35K - $12.8K
|
150
$6.24K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
144+ 46.75% |
$8.02K - $12.3K
|
452
$18.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
109+ 2.05% |
$6.07K - $9.32K
|
5.44K
$226K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
106+ 203.85% |
$5.9K - $9.06K
|
158
$6.57K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
100New |
$5.57K - $8.55K
|
100
$4.16K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
97New |
$5.4K - $8.29K
|
97
$4.04K
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
81+ 0.01% |
$4.51K - $6.92K
|
820K
$34.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
80New |
$4.46K - $6.84K
|
80
$3.33K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
77+ 7.97% |
$4.29K - $6.58K
|
1.04K
$43.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
67+ 56.78% |
$3.73K - $5.73K
|
185
$7.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
62+ 4.03% |
$3.45K - $5.3K
|
1.6K
$66.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
43New |
$2.39K - $3.68K
|
43
$1.79K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
41+ 0.25% |
$2.28K - $3.5K
|
16.5K
$688K
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
40+ 1.04% |
$2.23K - $3.42K
|
3.9K
$162K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
37+ 46.25% |
$2.06K - $3.16K
|
117
$4.87K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
37New |
$2.06K - $3.16K
|
37
$1.54K
|
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
24New |
$1.34K - $2.05K
|
24
$999
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
20+ 200.0% |
$1.11K - $1.71K
|
30
$1.25K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
16+ 5.76% |
$891 - $1.37K
|
294
$12.2K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
13+ 7.26% |
$724 - $1.11K
|
192
$7.99K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
10New |
$557 - $855
|
10
$416
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
7+ 0.2% |
$390 - $598
|
3.58K
$149K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3New |
$167 - $256
|
3
$125
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
3+ 3.23% |
$167 - $256
|
96
$3.99K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1+ 0.94% |
$55.7 - $85.5
|
107
$4.45K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1New |
$55.7 - $85.5
|
1
$41.6
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-1- 50.0% |
$55.7 - $85.5
|
1
$41.6
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-2- 0.38% |
$111 - $171
|
524
$21.8K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-3- 42.86% |
$167 - $256
|
4
$166
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-3- 0.02% |
$167 - $256
|
18.1K
$751K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-11- 0.34% |
$613 - $940
|
3.26K
$136K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-12- 0.34% |
$668 - $1.03K
|
3.48K
$145K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-13- 27.66% |
$724 - $1.11K
|
34
$1.41K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-14- 0.35% |
$780 - $1.2K
|
4.03K
$168K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-14- 0.35% |
$780 - $1.2K
|
4.03K
$168K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-19- 4.06% |
$1.06K - $1.62K
|
449
$18.7K
|