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 |
---|---|---|---|---|---|---|---|
Oct 25, 2021
Q3 2021
|
Junson Asset Management (Hong Kong) LTD
|
SELL
|
- |
-87.8KClosed |
$13.9M - $18.4M
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-1.19KClosed |
$189K - $250K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
168New |
$26.6K - $35.2K
|
168
$6.88K
|
|
Oct 19, 2021
Q3 2021
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-415KClosed |
$65.7M - $87.1M
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-984Closed |
$156K - $206K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Foundry Partners, LLC
|
SELL
|
- |
-1.24KClosed |
$195K - $259K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.48KClosed |
$708K - $938K
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Hodges Capital Management Inc.
|
SELL
|
- |
-28.4KClosed |
$4.5M - $5.96M
|
0
$0
|
|
Q2 2021 | |||||||
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
97+ 1.48% |
$15.1K - $18.2K
|
6.67K
$273K
|
|
Aug 16, 2021
Q2 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-2.69KClosed |
$420K - $506K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Kcl Capital, L.P.
New York, NY |
SELL
|
- |
-25KClosed |
$3.9M - $4.7M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Collaborative Holdings Management LP
New York, NY |
SELL
|
- |
-27.7KClosed |
$4.32M - $5.2M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-1.3KClosed |
$203K - $244K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Graticule Asia Macro Advisors LLC
New York, NY |
SELL
|
- |
-33.8KClosed |
$5.28M - $6.36M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
3.87KNew |
$604K - $728K
|
3.87K
$159K
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-2.37KClosed |
$369K - $445K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-250Closed |
$39K - $47K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-105Closed |
$16.4K - $19.7K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-6.52KClosed |
$1.02M - $1.23M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
S Squared Technology, LLC
New York, NY |
SELL
|
- |
-12.9KClosed |
$2.02M - $2.43M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.54KClosed |
$397K - $478K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.42KClosed |
$222K - $267K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-3.48KClosed |
$543K - $655K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-112KClosed |
$17.4M - $21M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Aviva PLC
|
SELL
|
- |
-7.5KClosed |
$1.17M - $1.41M
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.29KClosed |
$201K - $242K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-87Closed |
$13.6K - $16.4K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-266KClosed |
$41.5M - $50.1M
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-3Closed |
$468 - $564
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Sciencast Management LP
|
SELL
|
- |
-8.85KClosed |
$1.38M - $1.66M
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-9.4KClosed |
$1.47M - $1.77M
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-10.4KClosed |
$1.62M - $1.95M
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-88Closed |
$13.7K - $16.5K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.63KClosed |
$253K - $305K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.78KClosed |
$277K - $334K
|
0
$0
|
|
Jul 09, 2021
Q2 2021
|
Savior LLC
|
SELL
|
- |
-47Closed |
$7.33K - $8.83K
|
0
$0
|
|
Q1 2021 | |||||||
Nov 22, 2024
Q1 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-3KClosed |
$454K - $593K
|
0
$0
|
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-1.15KClosed |
$174K - $227K
|
0
$0
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-4Closed |
$606 - $791
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.47KClosed |
$222K - $290K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-185Closed |
$28K - $36.6K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-51.8KClosed |
$7.84M - $10.2M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-5Closed |
$757 - $989
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Center Lake Capital Management, LLC
New York, NY |
SELL
|
- |
-26.2KClosed |
$3.96M - $5.17M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-343Closed |
$51.9K - $67.8K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-260Closed |
$39.4K - $51.4K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-70Closed |
$10.6K - $13.8K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-1.77KClosed |
$268K - $350K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-12Closed |
$1.82K - $2.37K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-6.67KClosed |
$1.01M - $1.32M
|
0
$0
|