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 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.77KNew |
$167K - $237K
|
2.77K
$113K
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
941+ 1.7% |
$56.8K - $80.6K
|
56.4K
$2.3M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
467+ 3.58% |
$28.2K - $40K
|
13.5K
$552K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
300+ 5.87% |
$18.1K - $25.7K
|
5.41K
$221K
|
|
|
May 12, 2023
Q1 2023
|
Advent Capital Management
New York, NY |
BUY
|
- |
229+ 1272.22% |
$13.8K - $19.6K
|
247
$10.1K
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
172+ 0.03% |
$10.4K - $14.7K
|
518K
$21.2M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
148New |
$8.94K - $12.7K
|
148
$6.05K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
100New |
$6.04K - $8.56K
|
100
$4.09K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
97New |
$5.86K - $8.3K
|
97
$3.96K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
68+ 453.33% |
$4.11K - $5.82K
|
83
$3.39K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
60New |
$3.62K - $5.14K
|
60
$2.45K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
50New |
$3.02K - $4.28K
|
50
$2.04K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
25New |
$1.51K - $2.14K
|
25
$1.02K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
10New |
$604 - $856
|
10
$409
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Jericho Capital Asset Management L.P.
New York, NY |
BUY
|
- |
483KNew |
$22.8M - $39.3M
|
483K
$19.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
PUT |
250KNew |
$11.8M - $20.4M
|
250K
$10.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
191KNew |
$9.01M - $15.5M
|
191K
$7.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
156KNew |
$7.4M - $12.7M
|
156K
$6.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
128KNew |
$6.05M - $10.4M
|
128K
$5.23M
|
|
|
Jan 30, 2023
Q4 2022
|
Parnassus Investments, LLC
|
BUY
|
- |
80K+ 55.0% |
$3.79M - $6.52M
|
226K
$9.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Archon Capital Management LLC
Seattle, WA |
BUY
|
- |
51.1KNew |
$2.42M - $4.16M
|
51.1K
$2.09M
|
|
|
Feb 02, 2023
Q4 2022
|
Monarch Partners Asset Management LLC
|
BUY
|
- |
25.4KNew |
$1.2M - $2.07M
|
25.4K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Divisadero Street Capital Management, LP
Miami, FL |
BUY
|
- |
10K+ 50.0% |
$473K - $815K
|
30K
$1.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
7.24K+ 44.76% |
$342K - $590K
|
23.4K
$957K
|
|
|
Feb 09, 2023
Q4 2022
|
Jeneq Management LP
New York, NY |
BUY
|
- |
5.12K+ 12.98% |
$242K - $417K
|
44.6K
$1.82M
|
|
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
5.09KNew |
$241K - $414K
|
5.09K
$208K
|
|
|
Jan 25, 2023
Q4 2022
|
Connective Portfolio Management, LLC
|
BUY
|
- |
5KNew |
$237K - $407K
|
5K
$204K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
4.96KNew |
$234K - $404K
|
4.96K
$203K
|
|
|
Nov 14, 2024
Q4 2022
|
Water Island Capital LLC
New York, NY |
BUY
|
- |
4.1KNew |
$194K - $334K
|
4.1K
$168K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.32KNew |
$157K - $270K
|
3.32K
$136K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.09K+ 55.13% |
$146K - $252K
|
8.69K
$355K
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.97K+ 2215.73% |
$93.3K - $161K
|
2.06K
$84.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
595+ 100.0% |
$28.1K - $48.5K
|
1.19K
$48.6K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
406+ 12.45% |
$19.2K - $33.1K
|
3.67K
$150K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
399+ 14.65% |
$18.9K - $32.5K
|
3.12K
$128K
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
200New |
$9.46K - $16.3K
|
200
$8.17K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
176New |
$8.32K - $14.3K
|
176
$7.19K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
100New |
$4.73K - $8.15K
|
100
$4.09K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
72New |
$3.41K - $5.86K
|
72
$2.94K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
50New |
$2.37K - $4.07K
|
50
$2.04K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
29+ 17.37% |
$1.37K - $2.36K
|
196
$8.01K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
18New |
$851 - $1.47K
|
18
$736
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7New |
$331 - $570
|
7
$286
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
7New |
$331 - $570
|
7
$286
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
3New |
$142 - $244
|
3
$123
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Whale Rock Capital Management LLC
Boston, MA |
BUY
|
- |
554K+ 165.54% |
$41.5M - $65.4M
|
889K
$36.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
13.6K+ 28.16% |
$1.02M - $1.6M
|
61.9K
$2.53M
|
|
|
Oct 20, 2022
Q3 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
13KNew |
$975K - $1.53M
|
13K
$531K
|
|
|
Nov 14, 2022
Q3 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
11.9KNew |
$893K - $1.41M
|
11.9K
$487K
|
|