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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
SELL
|
- |
-4.47K- 35.8% |
$249K - $382K
|
8.02K
$162K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-2- 0.38% |
$111 - $171
|
524
$10.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.93KNew |
$163K - $250K
|
2.93K
$59.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
100New |
$5.57K - $8.55K
|
100
$2.03K
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-597- 9.38% |
$33.2K - $51K
|
5.77K
$117K
|
|
| Q3 2023 | |||||||
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
PUT |
-88.1K- 67.56% |
$5.58M - $7.75M
|
42.3K
$857K
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
24.3KNew |
$1.54M - $2.14M
|
24.3K
$493K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
11+ 0.34% |
$696 - $967
|
3.28K
$66.4K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
32New |
$2.03K - $2.81K
|
32
$649
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
21New |
$1.33K - $1.85K
|
21
$426
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
73New |
$4.62K - $6.42K
|
73
$1.48K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-124- 3.7% |
$7.85K - $10.9K
|
3.23K
$65.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
33.4KNew |
$2.11M - $2.94M
|
33.4K
$677K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.37K- 42.34% |
$86.4K - $120K
|
1.86K
$37.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-311K- 79.17% |
$19.7M - $27.3M
|
81.8K
$1.66M
|
|
|
Nov 14, 2023
Q3 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
285KNew |
$18.1M - $25.1M
|
285K
$5.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Myda Advisors LLC
Inwood, NY |
SELL
|
- |
-11K- 55.0% |
$696K - $967K
|
9K
$182K
|
|
|
Nov 14, 2023
Q3 2023
|
Alta Park Capital, LP
San Francisco, CA |
BUY
|
- |
60.5K+ 28.73% |
$3.83M - $5.32M
|
271K
$5.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Connacht Asset Management LP
New York, NY |
SELL
|
- |
-1.15K- 17.59% |
$72.7K - $101K
|
5.38K
$109K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-349K- 76.55% |
$22.1M - $30.7M
|
107K
$2.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.26K- 40.43% |
$270K - $374K
|
6.27K
$127K
|
|
|
Nov 14, 2023
Q3 2023
|
Sylebra Capital LTD
Hong Kong, K3 |
SELL
|
- |
-542K- 21.22% |
$34.3M - $47.7M
|
2.01M
$40.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Atika Capital Management LLC
New York, NY |
BUY
|
- |
79K+ 438.89% |
$5M - $6.95M
|
97K
$1.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
11.4KNew |
$721K - $1M
|
11.4K
$231K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2+ 28.57% |
$127 - $176
|
9
$182
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
14.8K+ 357.16% |
$937K - $1.3M
|
19K
$384K
|
|
|
Nov 13, 2023
Q3 2023
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
1.28K+ 0.83% |
$81.2K - $113K
|
157K
$3.18M
|
|
|
Nov 08, 2023
Q3 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
10.5KNew |
$663K - $921K
|
10.5K
$212K
|
|
|
Nov 01, 2023
Q3 2023
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
6.58KNew |
$416K - $578K
|
6.58K
$133K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
452+ 15.72% |
$28.6K - $39.7K
|
3.33K
$67.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-12- 7.45% |
$760 - $1.06K
|
149
$3.02K
|
|
|
Oct 24, 2023
Q3 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
50KNew |
$3.17M - $4.4M
|
50K
$1.01M
|
|
| Q2 2023 | |||||||
|
May 15, 2025
Q2 2023
|
Clear Street LLC
|
BUY
|
- |
78KNew |
$4.02M - $6.43M
|
78K
$1.58M
|
|
|
May 15, 2025
Q2 2023
|
Clear Street LLC
|
BUY
|
PUT |
78KNew |
$4.02M - $6.43M
|
78K
$1.58M
|
|
|
Dec 09, 2024
Q2 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
110KNew |
$5.67M - $9.07M
|
110K
$2.23M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-29.1K- 40.02% |
$1.5M - $2.4M
|
43.6K
$884K
|
|
|
Aug 14, 2023
Q2 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
322KNew |
$16.6M - $26.6M
|
322K
$6.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3New |
$155 - $247
|
3
$60.8
|
|
|
Aug 14, 2023
Q2 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
3.22KNew |
$166K - $265K
|
3.22K
$65.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadian Capital Management, LP
New York, NY |
BUY
|
- |
85KNew |
$4.38M - $7.01M
|
85K
$1.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
- |
6.02KNew |
$310K - $496K
|
6.02K
$122K
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
5.88K+ 120.06% |
$303K - $485K
|
10.8K
$219K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.43KNew |
$125K - $200K
|
2.43K
$49.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-30- 7.61% |
$1.55K - $2.47K
|
364
$7.38K
|
|
|
Aug 11, 2023
Q2 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
13.3KNew |
$686K - $1.1M
|
13.3K
$270K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-97- 36.74% |
$5K - $8K
|
167
$3.39K
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
20New |
$1.03K - $1.65K
|
20
$405
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.56KNew |
$132K - $211K
|
2.56K
$51.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
221K+ 5.73% |
$11.4M - $18.2M
|
4.08M
$82.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
23New |
$1.18K - $1.9K
|
23
$466
|
|