Latest Institutional Purchases of Five9, Inc. (FIVN)
This list provides information on the latest institutional transactions involving Five9, Inc. (FIVN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
57New |
$1.55K - $2.44K
|
57
$1.16K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
38+ 23.17% |
$1.03K - $1.63K
|
202
$4.09K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
37+ 35.58% |
$1K - $1.58K
|
141
$2.86K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
33New |
$896 - $1.41K
|
33
$669
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
30New |
$815 - $1.28K
|
30
$608
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
30New |
$815 - $1.28K
|
30
$608
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
17New |
$462 - $728
|
17
$345
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
15New |
$407 - $642
|
15
$304
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8+ 32.0% |
$217 - $343
|
33
$669
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
6New |
$163 - $257
|
6
$122
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5New |
$136 - $214
|
5
$101
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
214KNew |
$5.84M - $9.3M
|
214K
$4.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
171K+ 1203.6% |
$4.66M - $7.43M
|
185K
$3.76M
|
|
|
Feb 14, 2025
Q4 2024
|
G2 Investment Partners Management LLC
New York, NY |
BUY
|
- |
82.2KNew |
$2.24M - $3.57M
|
82.2K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Diker Management LLC
New York, NY |
BUY
|
- |
80K+ 200.6% |
$2.18M - $3.47M
|
120K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
71.1KNew |
$1.94M - $3.09M
|
71.1K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Legion Partners Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
41.9K+ 7.62% |
$1.14M - $1.82M
|
592K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Hbk Investments L P
Dallas, TX |
BUY
|
CALL |
40.4KNew |
$1.1M - $1.75M
|
40.4K
$819K
|
|
|
Feb 14, 2025
Q4 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
39.9KNew |
$1.09M - $1.73M
|
39.9K
$808K
|
|
|
Feb 13, 2025
Q4 2024
|
Archon Capital Management LLC
Seattle, WA |
BUY
|
- |
38KNew |
$1.04M - $1.65M
|
38K
$770K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
24.7KNew |
$674K - $1.07M
|
24.7K
$501K
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
20.4K+ 34.12% |
$556K - $885K
|
80.1K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
13.7KNew |
$375K - $596K
|
13.7K
$278K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
13.6KNew |
$371K - $591K
|
13.6K
$276K
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
10.8KNew |
$296K - $471K
|
10.8K
$220K
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
7.8KNew |
$213K - $338K
|
7.8K
$158K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
7.44KNew |
$203K - $323K
|
7.44K
$151K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
7KNew |
$191K - $304K
|
7K
$142K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.62KNew |
$180K - $287K
|
6.62K
$134K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
6.2KNew |
$169K - $269K
|
6.2K
$126K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
5.49KNew |
$150K - $238K
|
5.49K
$111K
|
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
5.23KNew |
$142K - $227K
|
5.23K
$106K
|
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
5.17KNew |
$141K - $224K
|
5.17K
$105K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
5.06KNew |
$138K - $220K
|
5.06K
$103K
|
|
|
Feb 14, 2025
Q4 2024
|
Tairen Capital LTD
Grand Cayman, E9 |
BUY
|
- |
4.3K+ 25.24% |
$117K - $187K
|
21.3K
$433K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
3KNew |
$81.8K - $130K
|
3K
$60.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.57K+ 3955.38% |
$70.1K - $112K
|
2.64K
$53.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.44K+ 1.07% |
$39.3K - $62.5K
|
137K
$2.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
1.13K+ 10.23% |
$30.7K - $48.8K
|
12.1K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
561New |
$15.3K - $24.4K
|
561
$11.4K
|
|
|
May 13, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
539New |
$14.7K - $23.4K
|
539
$10.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
446+ 991.11% |
$12.2K - $19.4K
|
491
$9.95K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
125New |
$3.41K - $5.43K
|
125
$2.53K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
116New |
$3.16K - $5.04K
|
116
$2.35K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
100New |
$2.73K - $4.34K
|
100
$2.03K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
44New |
$1.2K - $1.91K
|
44
$892
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
19New |
$518 - $825
|
19
$385
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13+ 108.33% |
$354 - $564
|
25
$507
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
6New |
$164 - $260
|
6
$122
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
1New |
$27.3 - $43.4
|
1
$20.3
|
|