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 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21- 24.14% |
$1.17K - $1.79K
|
66
$2.66K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-26- 15.76% |
$1.45K - $2.22K
|
139
$5.6K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-33- 2.67% |
$1.84K - $2.82K
|
1.2K
$48.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-42- 0.43% |
$2.34K - $3.59K
|
9.64K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-53- 0.17% |
$2.95K - $4.53K
|
31.8K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-59- 1.35% |
$3.29K - $5.04K
|
4.31K
$174K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-73- 32.16% |
$4.07K - $6.24K
|
154
$6.21K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-79- 0.39% |
$4.4K - $6.75K
|
20.2K
$814K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-90- 47.37% |
$5.01K - $7.69K
|
100
$4.03K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-96- 30.97% |
$5.35K - $8.21K
|
214
$8.63K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-96- 30.77% |
$5.35K - $8.21K
|
216
$8.71K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-96- 41.38% |
$5.35K - $8.21K
|
136
$5.48K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-131- 86.18% |
$7.3K - $11.2K
|
21
$847
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-188- 14.65% |
$10.5K - $16.1K
|
1.1K
$44.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-196- 0.37% |
$10.9K - $16.8K
|
53.1K
$2.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-198- 22.32% |
$11K - $16.9K
|
689
$27.8K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-199- 37.83% |
$11.1K - $17K
|
327
$13.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-206- 3.26% |
$11.5K - $17.6K
|
6.11K
$246K
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-233- 4.65% |
$13K - $19.9K
|
4.77K
$192K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-272- 0.43% |
$15.1K - $23.2K
|
63.1K
$2.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-280- 0.3% |
$15.6K - $23.9K
|
93.8K
$3.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-282- 3.14% |
$15.7K - $24.1K
|
8.71K
$351K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-311- 14.27% |
$17.3K - $26.6K
|
1.87K
$75.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-331- 9.73% |
$18.4K - $28.3K
|
3.07K
$124K
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-348- 0.91% |
$19.4K - $29.7K
|
37.8K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-402- 3.91% |
$22.4K - $34.4K
|
9.88K
$398K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-425- 13.81% |
$23.7K - $36.3K
|
2.65K
$107K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-505- 10.75% |
$28.1K - $43.2K
|
4.19K
$169K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-518- 11.25% |
$28.8K - $44.3K
|
4.09K
$165K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-542- 19.0% |
$30.2K - $46.3K
|
2.31K
$93.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-576- 5.88% |
$32.1K - $49.2K
|
9.22K
$372K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-582- 15.55% |
$32.4K - $49.7K
|
3.16K
$127K
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-582- 7.98% |
$32.4K - $49.7K
|
6.71K
$271K
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-597- 9.38% |
$33.2K - $51K
|
5.77K
$233K
|
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-600- 4.08% |
$33.4K - $51.3K
|
14.1K
$568K
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-650- 23.07% |
$36.2K - $55.6K
|
2.17K
$87.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-816- 4.61% |
$45.4K - $69.7K
|
16.9K
$681K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-839- 4.3% |
$46.7K - $71.7K
|
18.7K
$753K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-894- 4.1% |
$49.8K - $76.4K
|
20.9K
$843K
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-1.03K- 18.21% |
$57.5K - $88.3K
|
4.64K
$187K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.07KClosed |
$59.4K - $91.1K
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.23K- 14.03% |
$68.7K - $105K
|
7.56K
$305K
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.27K- 1.36% |
$70.9K - $109K
|
92.6K
$3.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-1.37K- 6.43% |
$76.3K - $117K
|
20K
$804K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.43K- 3.56% |
$79.9K - $123K
|
38.9K
$1.57M
|
|
|
Jan 26, 2024
Q4 2023
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-1.65K- 1.18% |
$91.6K - $141K
|
138K
$5.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.87K- 37.86% |
$104K - $160K
|
3.07K
$124K
|
|
|
Feb 14, 2024
Q4 2023
|
Gagnon Securities LLC
|
SELL
|
- |
-2.05K- 1.0% |
$114K - $175K
|
204K
$8.21M
|
|
|
Jan 11, 2024
Q4 2023
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-2.31K- 9.58% |
$129K - $197K
|
21.8K
$879K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-2.65K- 3.37% |
$148K - $227K
|
76.1K
$3.07M
|