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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.42KNew |
$279K - $447K
|
5.42K
$231K
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.43KNew |
$125K - $200K
|
2.43K
$104K
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-30- 7.61% |
$1.55K - $2.47K
|
364
$15.5K
|
|
Aug 11, 2023
Q2 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
13.3KNew |
$686K - $1.1M
|
13.3K
$568K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-97- 36.74% |
$5K - $8K
|
167
$7.13K
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
20New |
$1.03K - $1.65K
|
20
$853
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.56KNew |
$132K - $211K
|
2.56K
$109K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
221K+ 5.73% |
$11.4M - $18.2M
|
4.08M
$174M
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
23New |
$1.18K - $1.9K
|
23
$981
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-11- 5.37% |
$567 - $907
|
194
$8.28K
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
5New |
$258 - $412
|
5
$213
|
|
Aug 03, 2023
Q2 2023
|
Jennison Associates LLC
|
SELL
|
- |
-72.4K- 24.32% |
$3.73M - $5.97M
|
225K
$9.61M
|
|
Aug 02, 2023
Q2 2023
|
First Growth Investment Manager LP
San Francisco, CA |
BUY
|
- |
17.3K+ 46.31% |
$888K - $1.42M
|
54.5K
$2.33M
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
23.1KNew |
$1.19M - $1.9M
|
23.1K
$985K
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-13- 0.25% |
$670 - $1.07K
|
5.15K
$220K
|
|
Jul 31, 2023
Q2 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
9.82KNew |
$505K - $809K
|
9.82K
$419K
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
6.79KNew |
$349K - $560K
|
6.79K
$290K
|
|
Jul 25, 2023
Q2 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
29.1KNew |
$1.5M - $2.4M
|
29.1K
$1.24M
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4- 0.07% |
$206 - $330
|
5.84K
$249K
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
145New |
$7.47K - $12K
|
145
$6.19K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.26KNew |
$374K - $598K
|
7.26K
$310K
|
|
Q1 2023 | |||||||
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-23Closed |
$1.39K - $1.97K
|
0
$0
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
10New |
$604 - $856
|
10
$427
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13.2K+ 118.55% |
$797K - $1.13M
|
24.3K
$1.04M
|
|
Apr 01, 2024
Q1 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-18.7KClosed |
$1.13M - $1.6M
|
0
$0
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-20Closed |
$1.21K - $1.71K
|
0
$0
|
|
May 25, 2023
Q1 2023
|
Legato Capital Management LLC
|
BUY
|
- |
7.22KNew |
$436K - $618K
|
7.22K
$308K
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.5M- 94.64% |
$90.9M - $129M
|
85.2K
$3.64M
|
|
May 15, 2023
Q1 2023
|
Dc Investments Management, LLC
Mclean, VA |
BUY
|
- |
4.36KNew |
$263K - $373K
|
4.36K
$186K
|
|
May 15, 2023
Q1 2023
|
Dorsal Capital Management, LLC
Redwood City, CA |
BUY
|
- |
700K+ 280.0% |
$42.3M - $59.9M
|
950K
$40.5M
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
4.7KNew |
$284K - $402K
|
4.7K
$201K
|
|
May 15, 2023
Q1 2023
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
168KNew |
$10.1M - $14.4M
|
168K
$7.16M
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
4.8KNew |
$290K - $411K
|
4.8K
$205K
|
|
May 15, 2023
Q1 2023
|
Cavalry Management Group, LLC
San Francisco, CA |
BUY
|
- |
84KNew |
$5.07M - $7.19M
|
84K
$3.58M
|
|
May 15, 2023
Q1 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
8.84KNew |
$534K - $757K
|
8.84K
$377K
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
13.4KNew |
$812K - $1.15M
|
13.4K
$574K
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
148New |
$8.94K - $12.7K
|
148
$6.32K
|
|
May 15, 2023
Q1 2023
|
Styrax Capital, LP
New York, NY |
BUY
|
- |
120KNew |
$7.27M - $10.3M
|
120K
$5.13M
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
172+ 0.03% |
$10.4K - $14.7K
|
518K
$22.1M
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-327- 10.56% |
$19.8K - $28K
|
2.77K
$118K
|
|
May 12, 2023
Q1 2023
|
Advent Capital Management
New York, NY |
BUY
|
- |
229+ 1272.22% |
$13.8K - $19.6K
|
247
$10.5K
|
|
May 12, 2023
Q1 2023
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
PUT |
40KNew |
$2.42M - $3.42M
|
40K
$1.71M
|
|
May 11, 2023
Q1 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
55.7KNew |
$3.36M - $4.77M
|
55.7K
$2.38M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
25New |
$1.51K - $2.14K
|
25
$1.07K
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
2.89KNew |
$174K - $247K
|
2.89K
$123K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
438KNew |
$26.4M - $37.5M
|
438K
$18.7M
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-150- 58.59% |
$9.06K - $12.8K
|
106
$4.52K
|
|
May 08, 2023
Q1 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
4.02KNew |
$243K - $344K
|
4.02K
$171K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
68+ 453.33% |
$4.11K - $5.82K
|
83
$3.54K
|