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 |
---|---|---|---|---|---|---|---|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
73New |
$4.62K - $6.42K
|
73
$3.02K
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-124- 3.7% |
$7.85K - $10.9K
|
3.23K
$133K
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
33.4KNew |
$2.11M - $2.94M
|
33.4K
$1.38M
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.37K- 42.34% |
$86.4K - $120K
|
1.86K
$76.9K
|
|
Nov 14, 2023
Q3 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-311K- 79.17% |
$19.7M - $27.3M
|
81.8K
$3.38M
|
|
Nov 14, 2023
Q3 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
285KNew |
$18.1M - $25.1M
|
285K
$11.8M
|
|
Nov 14, 2023
Q3 2023
|
Myda Advisors LLC
Inwood, NY |
SELL
|
- |
-11K- 55.0% |
$696K - $967K
|
9K
$372K
|
|
Nov 14, 2023
Q3 2023
|
Alta Park Capital, LP
San Francisco, CA |
BUY
|
- |
60.5K+ 28.73% |
$3.83M - $5.32M
|
271K
$11.2M
|
|
Nov 14, 2023
Q3 2023
|
Connacht Asset Management LP
New York, NY |
SELL
|
- |
-1.15K- 17.59% |
$72.7K - $101K
|
5.38K
$223K
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-349K- 76.55% |
$22.1M - $30.7M
|
107K
$4.42M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.26K- 40.43% |
$270K - $374K
|
6.27K
$259K
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
746+ 23.08% |
$47.2K - $65.6K
|
3.98K
$164K
|
|
Nov 14, 2023
Q3 2023
|
Sylebra Capital LTD
Hong Kong, K3 |
SELL
|
- |
-542K- 21.22% |
$34.3M - $47.7M
|
2.01M
$83.3M
|
|
Nov 13, 2023
Q3 2023
|
Atika Capital Management LLC
New York, NY |
BUY
|
- |
79K+ 438.89% |
$5M - $6.95M
|
97K
$4.01M
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
11.4KNew |
$721K - $1M
|
11.4K
$471K
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2+ 28.57% |
$127 - $176
|
9
$372
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.23KNew |
$521K - $724K
|
8.23K
$340K
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
14.8K+ 357.16% |
$937K - $1.3M
|
19K
$784K
|
|
Nov 13, 2023
Q3 2023
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
1.28K+ 0.83% |
$81.2K - $113K
|
157K
$6.48M
|
|
Nov 08, 2023
Q3 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
10.5KNew |
$663K - $921K
|
10.5K
$433K
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
45New |
$2.85K - $3.96K
|
45
$1.86K
|
|
Nov 01, 2023
Q3 2023
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
6.58KNew |
$416K - $578K
|
6.58K
$272K
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
452+ 15.72% |
$28.6K - $39.7K
|
3.33K
$138K
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-12- 7.45% |
$760 - $1.06K
|
149
$6.16K
|
|
Oct 24, 2023
Q3 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
50KNew |
$3.17M - $4.4M
|
50K
$2.07M
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-50K- 20.0% |
$3.17M - $4.4M
|
200K
$8.27M
|
|
Q2 2023 | |||||||
Dec 09, 2024
Q2 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
110KNew |
$5.67M - $9.07M
|
110K
$4.55M
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-29.1K- 40.02% |
$1.5M - $2.4M
|
43.6K
$1.8M
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
400+ 5.97% |
$20.6K - $33K
|
7.1K
$294K
|
|
Aug 14, 2023
Q2 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
322KNew |
$16.6M - $26.6M
|
322K
$13.3M
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3New |
$155 - $247
|
3
$124
|
|
Aug 14, 2023
Q2 2023
|
Clear Street LLC
|
BUY
|
- |
78KNew |
$4.02M - $6.43M
|
78K
$3.23M
|
|
Aug 14, 2023
Q2 2023
|
Clear Street LLC
|
BUY
|
PUT |
78KNew |
$4.02M - $6.43M
|
78K
$3.23M
|
|
Aug 14, 2023
Q2 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
3.22KNew |
$166K - $265K
|
3.22K
$133K
|
|
Aug 14, 2023
Q2 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-124K- 91.03% |
$6.41M - $10.3M
|
12.3K
$507K
|
|
Aug 14, 2023
Q2 2023
|
Cadian Capital Management, LP
New York, NY |
BUY
|
- |
85KNew |
$4.38M - $7.01M
|
85K
$3.51M
|
|
Aug 14, 2023
Q2 2023
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
- |
6.02KNew |
$310K - $496K
|
6.02K
$249K
|
|
Aug 14, 2023
Q2 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
5.88K+ 120.06% |
$303K - $485K
|
10.8K
$446K
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.42KNew |
$279K - $447K
|
5.42K
$224K
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.43KNew |
$125K - $200K
|
2.43K
$100K
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-30- 7.61% |
$1.55K - $2.47K
|
364
$15.1K
|
|
Aug 11, 2023
Q2 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
13.3KNew |
$686K - $1.1M
|
13.3K
$551K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-97- 36.74% |
$5K - $8K
|
167
$6.91K
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
20New |
$1.03K - $1.65K
|
20
$827
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.56KNew |
$132K - $211K
|
2.56K
$106K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
221K+ 5.73% |
$11.4M - $18.2M
|
4.08M
$169M
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
23New |
$1.18K - $1.9K
|
23
$951
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-11- 5.37% |
$567 - $907
|
194
$8.02K
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
5New |
$258 - $412
|
5
$207
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
75+ 300.0% |
$3.86K - $6.18K
|
100
$4.14K
|