Latest Institutional Transactions on Five9, Inc. (FIVN)
This table provides information on the latest institutional transactions involving Five9, Inc. (FIVN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
24.7KNew |
$674K - $1.07M
|
24.7K
$1.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.31K- 89.11% |
$35.7K - $56.8K
|
160
$6.83K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
123New |
$3.35K - $5.34K
|
123
$5.25K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.4K- 34.55% |
$65.4K - $104K
|
4.54K
$194K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.66K- 0.22% |
$45.2K - $72K
|
760K
$32.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
32New |
$872 - $1.39K
|
32
$1.37K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
153+ 71.83% |
$4.17K - $6.64K
|
366
$15.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-67.2K- 79.93% |
$1.83M - $2.92M
|
16.9K
$720K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.03K+ 100.29% |
$27.9K - $44.5K
|
2.05K
$87.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
6New |
$164 - $260
|
6
$256
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
49.2KNew |
$1.34M - $2.14M
|
49.2K
$2.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.3K+ 23.41% |
$90K - $143K
|
17.4K
$742K
|
|
|
Feb 03, 2025
Q4 2024
|
Van Berkom & Associates Inc.
|
SELL
|
- |
-70K- 3.6% |
$1.91M - $3.04M
|
1.87M
$80M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
17.4K+ 153.98% |
$474K - $755K
|
28.7K
$1.22M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-159- 57.82% |
$4.33K - $6.9K
|
116
$4.95K
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
1.13K+ 10.23% |
$30.7K - $48.8K
|
12.1K
$517K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.58KNew |
$179K - $286K
|
6.58K
$281K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-3.26K- 5.52% |
$88.7K - $141K
|
55.7K
$2.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.85K+ 115.67% |
$160K - $254K
|
10.9K
$466K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.57K+ 3955.38% |
$70.1K - $112K
|
2.64K
$112K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
44New |
$1.2K - $1.91K
|
44
$1.88K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
5K+ 7.68% |
$136K - $217K
|
70.1K
$2.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
116New |
$3.16K - $5.04K
|
116
$4.95K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3- 8.82% |
$81.8 - $130
|
31
$1.32K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.62KNew |
$180K - $287K
|
6.62K
$282K
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
214KNew |
$5.84M - $9.3M
|
214K
$9.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-490- 94.05% |
$13.4K - $21.3K
|
31
$1.32K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-577- 0.64% |
$15.7K - $25K
|
89.5K
$3.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
8+ 66.67% |
$218 - $347
|
20
$853
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
520+ 912.28% |
$14.2K - $22.6K
|
577
$24.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
59+ 256.52% |
$1.61K - $2.56K
|
82
$3.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-4.02K- 99.93% |
$110K - $175K
|
3
$128
|
|
|
Jan 29, 2025
Q4 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-11.4K- 19.01% |
$310K - $493K
|
48.4K
$2.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-14.1K- 18.04% |
$383K - $610K
|
63.9K
$2.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
9New |
$245 - $391
|
9
$384
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-23- 82.14% |
$627 - $998
|
5
$213
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
79+ 0.05% |
$2.15K - $3.43K
|
145K
$6.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
138K+ 35.89% |
$3.76M - $5.99M
|
523K
$22.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-4.44K- 31.18% |
$121K - $193K
|
9.79K
$418K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10KNew |
$273K - $435K
|
10K
$427K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
48+ 123.08% |
$1.31K - $2.08K
|
87
$3.71K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
20+ 95.24% |
$545 - $868
|
41
$1.75K
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-62K- 18.37% |
$1.69M - $2.69M
|
275K
$11.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-55- 0.16% |
$1.5K - $2.39K
|
35.4K
$1.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
539New |
$14.7K - $23.4K
|
539
$23K
|
|
|
Jan 23, 2025
Q4 2024
|
Gagnon Securities LLC
|
BUY
|
- |
34.6K+ 10.44% |
$943K - $1.5M
|
366K
$15.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
1.11K+ 49.25% |
$30.3K - $48.3K
|
3.37K
$144K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
24+ 126.32% |
$654 - $1.04K
|
43
$1.83K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12- 6.03% |
$327 - $521
|
187
$7.98K
|