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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-150- 58.59% |
$9.06K - $12.8K
|
106
$4.54K
|
|
|
May 08, 2023
Q1 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
4.02KNew |
$243K - $344K
|
4.02K
$172K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
68+ 453.33% |
$4.11K - $5.82K
|
83
$3.55K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
300+ 5.87% |
$18.1K - $25.7K
|
5.41K
$232K
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
SELL
|
- |
-77.1K- 98.78% |
$4.66M - $6.6M
|
955
$40.9K
|
|
|
May 02, 2023
Q1 2023
|
Acuitas Investments, LLC
|
BUY
|
- |
5.9KNew |
$356K - $505K
|
5.9K
$253K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
467+ 3.58% |
$28.2K - $40K
|
13.5K
$579K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.77KNew |
$167K - $237K
|
2.77K
$119K
|
|
|
Apr 27, 2023
Q1 2023
|
Sarasin & Partners LLP
|
BUY
|
- |
12.2KNew |
$738K - $1.05M
|
12.2K
$523K
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-2.4K- 17.28% |
$145K - $206K
|
11.5K
$493K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
100New |
$6.04K - $8.56K
|
100
$4.28K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
97New |
$5.86K - $8.3K
|
97
$4.15K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
50New |
$3.02K - $4.28K
|
50
$2.14K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
60New |
$3.62K - $5.14K
|
60
$2.57K
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
941+ 1.7% |
$56.8K - $80.6K
|
56.4K
$2.41M
|
|
| Q4 2022 | |||||||
|
Nov 14, 2024
Q4 2022
|
Water Island Capital LLC
New York, NY |
BUY
|
- |
4.1KNew |
$194K - $334K
|
4.1K
$176K
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
200New |
$9.46K - $16.3K
|
200
$8.56K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
18New |
$851 - $1.47K
|
18
$771
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
29+ 17.37% |
$1.37K - $2.36K
|
196
$8.39K
|
|
|
Feb 15, 2023
Q4 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-500- 66.67% |
$23.7K - $40.7K
|
250
$10.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
128KNew |
$6.05M - $10.4M
|
128K
$5.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
100New |
$4.73K - $8.15K
|
100
$4.28K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-21- 0.11% |
$993 - $1.71K
|
19.8K
$849K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
156KNew |
$7.4M - $12.7M
|
156K
$6.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Divisadero Street Capital Management, LP
Miami, FL |
BUY
|
- |
10K+ 50.0% |
$473K - $815K
|
30K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Contour Asset Management LLC
New York, NY |
SELL
|
- |
-88.8K- 6.61% |
$4.2M - $7.24M
|
1.26M
$53.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Jericho Capital Asset Management L.P.
New York, NY |
BUY
|
- |
483KNew |
$22.8M - $39.3M
|
483K
$20.7M
|
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-85- 29.82% |
$4.02K - $6.92K
|
200
$8.56K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7New |
$331 - $570
|
7
$300
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
4.96KNew |
$234K - $404K
|
4.96K
$212K
|
|
|
Feb 13, 2023
Q4 2022
|
Archon Capital Management LLC
Seattle, WA |
BUY
|
- |
51.1KNew |
$2.42M - $4.16M
|
51.1K
$2.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.02K- 38.36% |
$95.6K - $165K
|
3.25K
$139K
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
7.24K+ 44.76% |
$342K - $590K
|
23.4K
$1M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
595+ 100.0% |
$28.1K - $48.5K
|
1.19K
$51K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
PUT |
250KNew |
$11.8M - $20.4M
|
250K
$10.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Soma Equity Partners LP
San Francisco, CA |
SELL
|
- |
-150K- 12.0% |
$7.1M - $12.2M
|
1.1M
$47.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Alkeon Capital Management LLC
New York, NY |
SELL
|
- |
-637K- 65.2% |
$30.1M - $51.9M
|
340K
$14.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.09K+ 55.13% |
$146K - $252K
|
8.69K
$372K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
176New |
$8.32K - $14.3K
|
176
$7.54K
|
|
|
Feb 09, 2023
Q4 2022
|
Jeneq Management LP
New York, NY |
BUY
|
- |
5.12K+ 12.98% |
$242K - $417K
|
44.6K
$1.91M
|
|
|
Feb 08, 2023
Q4 2022
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
191KNew |
$9.01M - $15.5M
|
191K
$8.16M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
50New |
$2.37K - $4.07K
|
50
$2.14K
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.97K+ 2215.73% |
$93.3K - $161K
|
2.06K
$88.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.32KNew |
$157K - $270K
|
3.32K
$142K
|
|
|
Feb 02, 2023
Q4 2022
|
Monarch Partners Asset Management LLC
|
BUY
|
- |
25.4KNew |
$1.2M - $2.07M
|
25.4K
$1.09M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
7New |
$331 - $570
|
7
$300
|
|
|
Jan 30, 2023
Q4 2022
|
Parnassus Investments, LLC
|
BUY
|
- |
80K+ 55.0% |
$3.79M - $6.52M
|
226K
$9.66M
|
|
|
Jan 25, 2023
Q4 2022
|
Connective Portfolio Management, LLC
|
BUY
|
- |
5KNew |
$237K - $407K
|
5K
$214K
|
|
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
5.09KNew |
$241K - $414K
|
5.09K
$218K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
399+ 14.65% |
$18.9K - $32.5K
|
3.12K
$134K
|
|