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 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
CALL |
14.8KNew |
$824K - $1.26M
|
14.8K
$300K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
97New |
$5.4K - $8.29K
|
97
$1.97K
|
|
|
Feb 14, 2024
Q4 2023
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
- |
-139K- 41.54% |
$7.71M - $11.8M
|
195K
$3.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
CALL |
20KNew |
$1.11M - $1.71M
|
20K
$405K
|
|
|
Feb 14, 2024
Q4 2023
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
CALL |
3KNew |
$167K - $256K
|
3K
$60.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
75KNew |
$4.18M - $6.41M
|
75K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Eulav Asset Management
|
SELL
|
- |
-38K- 45.29% |
$2.12M - $3.25M
|
45.9K
$930K
|
|
|
Feb 14, 2024
Q4 2023
|
Ophir Asset Management Pty LTD
|
SELL
|
- |
-117K- 38.11% |
$6.51M - $9.99M
|
190K
$3.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Bwcp, LP
Dallas, TX |
SELL
|
- |
-42.2K- 24.21% |
$2.35M - $3.61M
|
132K
$2.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.91KNew |
$162K - $248K
|
2.91K
$58.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
360KNew |
$20M - $30.8M
|
360K
$7.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
4.09K+ 5.4% |
$227K - $349K
|
79.7K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Shay Capital LLC
New York, NY |
BUY
|
CALL |
5KNew |
$278K - $427K
|
5K
$101K
|
|
|
Feb 14, 2024
Q4 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-525K- 27.09% |
$29.2M - $44.9M
|
1.41M
$28.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-402- 3.91% |
$22.4K - $34.4K
|
9.88K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
CALL |
275KNew |
$15.3M - $23.5M
|
275K
$5.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
30KNew |
$1.67M - $2.56M
|
30K
$608K
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
25.5KNew |
$1.42M - $2.18M
|
25.5K
$518K
|
|
|
Feb 14, 2024
Q4 2023
|
Jat Capital Mgmt LP
Greenwich, CT |
BUY
|
- |
2.83KNew |
$158K - $242K
|
2.83K
$57.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
24New |
$1.34K - $2.05K
|
24
$486
|
|
|
Feb 14, 2024
Q4 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
662New |
$36.9K - $56.6K
|
662
$13.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Thorn Tree Capital Partners LP
Boston, MA |
BUY
|
- |
247KNew |
$13.7M - $21.1M
|
247K
$5M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Harbour Partners LP
Arlington, VA |
BUY
|
- |
4.42K+ 32.07% |
$246K - $378K
|
18.2K
$369K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
7.5KNew |
$417K - $641K
|
7.5K
$152K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
3+ 3.23% |
$167 - $256
|
96
$1.95K
|
|
|
Feb 14, 2024
Q4 2023
|
Napean Trading & Investment CO (Singapore) Pte LTD
Singapore, U0 |
BUY
|
- |
30.3KNew |
$1.69M - $2.59M
|
30.3K
$614K
|
|
|
Feb 13, 2024
Q4 2023
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
55.5KNew |
$3.09M - $4.74M
|
55.5K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Maytus Capital Management, LLC
New York, NY |
BUY
|
- |
18KNew |
$1M - $1.54M
|
18K
$365K
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3.05KNew |
$170K - $261K
|
3.05K
$61.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
3.32KNew |
$185K - $284K
|
3.32K
$67.4K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
12.4K+ 14.42% |
$691K - $1.06M
|
98.4K
$1.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
8.12KNew |
$452K - $694K
|
8.12K
$165K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
SELL
|
- |
-15.6K- 30.23% |
$869K - $1.33M
|
36K
$730K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
26.2KNew |
$1.46M - $2.24M
|
26.2K
$530K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-582- 15.55% |
$32.4K - $49.7K
|
3.16K
$64.1K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.55KNew |
$142K - $218K
|
2.55K
$51.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
39.7KNew |
$2.21M - $3.39M
|
39.7K
$805K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
527+ 8.41% |
$29.3K - $45K
|
6.8K
$138K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3.1KNew |
$173K - $265K
|
3.1K
$62.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
10New |
$557 - $855
|
10
$203
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
40+ 1.04% |
$2.23K - $3.42K
|
3.9K
$79.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
279+ 139.5% |
$15.5K - $23.8K
|
479
$9.71K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.57KNew |
$143K - $219K
|
2.57K
$52.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
8.2KNew |
$457K - $701K
|
8.2K
$166K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-1- 50.0% |
$55.7 - $85.5
|
1
$20.3
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-119K- 51.38% |
$6.63M - $10.2M
|
113K
$2.28M
|
|
|
Jan 30, 2024
Q4 2023
|
Valliance Asset Management LTD
|
BUY
|
- |
6.2KNew |
$345K - $530K
|
6.2K
$126K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
3.71KNew |
$206K - $317K
|
3.71K
$75.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-8.76K- 28.17% |
$488K - $749K
|
22.3K
$453K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
20+ 200.0% |
$1.11K - $1.71K
|
30
$608
|
|