Latest Institutional Sells of Five9, Inc. (FIVN)
This list provides information on the latest institutional transactions involving Five9, Inc. (FIVN) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2020
Q3 2020
|
Ovata Capital Management LTD
|
SELL
|
- |
-2.16KClosed |
$239K - $280K
|
0
$0
|
|
Oct 19, 2020
Q3 2020
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.2KClosed |
$133K - $156K
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-169Closed |
$18.7K - $21.9K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-100Closed |
$11.1K - $13K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-21Closed |
$2.32K - $2.73K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Washington Trust CO
|
SELL
|
- |
-20Closed |
$2.21K - $2.6K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-9Closed |
$995 - $1.17K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Sg Capital Management LLC
Chicago, IL |
SELL
|
- |
-34.7KClosed |
$2.56M - $3.84M
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-13.7KClosed |
$1.01M - $1.51M
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-8.9KClosed |
$656K - $985K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-5.21KClosed |
$384K - $576K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Linden Advisors LP
New York, NY |
SELL
|
- |
-2.85KClosed |
$210K - $315K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2.15KClosed |
$158K - $237K
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.27KClosed |
$93.6K - $141K
|
0
$0
|
|
Q1 2020 | |||||||
May 08, 2020
Q1 2020
|
Capital Advantage, Inc.
|
SELL
|
- |
-9.18KClosed |
$518K - $723K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Sheets Smith Wealth Management
|
SELL
|
- |
-9.07KClosed |
$512K - $714K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-5.65KClosed |
$319K - $445K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-4.49KClosed |
$253K - $353K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Brown Advisory Inc
|
SELL
|
- |
-3.34KClosed |
$189K - $263K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-272Closed |
$15.4K - $21.4K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-75Closed |
$4.23K - $5.91K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Coatue Management LLC
New York, NY |
SELL
|
- |
-52.9KClosed |
$2.75M - $3.65M
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-10.2KClosed |
$532K - $707K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-52Closed |
$2.7K - $3.59K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-11KClosed |
$521K - $703K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
G2 Investment Partners Management LLC
New York, NY |
SELL
|
PUT |
-5K- 20.0% |
$237K - $320K
|
20K
$853K
|
|
Oct 31, 2019
Q3 2019
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-4.51KClosed |
$214K - $289K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
James Investment Research Inc
|
SELL
|
- |
-1.36KClosed |
$64.6K - $87K
|
0
$0
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-179Closed |
$8.5K - $11.5K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Cooper Creek Partners Management LLC
New York, NY |
SELL
|
- |
-90.3KClosed |
$4.23M - $4.96M
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-22.4KClosed |
$1.05M - $1.23M
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-5KClosed |
$235K - $275K
|
0
$0
|
|
Jul 24, 2019
Q2 2019
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1KClosed |
$46.9K - $54.9K
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Mckinley Capital Management LLC
|
SELL
|
- |
-989Closed |
$46.4K - $54.3K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-148Closed |
$6.94K - $8.13K
|
0
$0
|
|
Jul 22, 2019
Q2 2019
|
Moody National Bank Trust Division
|
SELL
|
- |
-109Closed |
$5.11K - $5.99K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-100Closed |
$4.69K - $5.49K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-100Closed |
$4.69K - $5.49K
|
0
$0
|
|
Aug 09, 2019
Q2 2019
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-100Closed |
$4.69K - $5.49K
|
0
$0
|
|
Q1 2019 | |||||||
May 14, 2019
Q1 2019
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-7.88KClosed |
$323K - $445K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-4.99KClosed |
$205K - $282K
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-198Closed |
$8.11K - $11.2K
|
0
$0
|
|
Apr 29, 2019
Q1 2019
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Crawford Lake Capital Management, LLC
Lakewood, NJ |
SELL
|
CALL |
-280KClosed |
$9.93M - $12.3M
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Ibex Investors LLC
|
SELL
|
- |
-4.8KClosed |
$170K - $212K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-900Closed |
$31.9K - $39.6K
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Oakworth Capital, Inc.
|
SELL
|
- |
-510Closed |
$18.1K - $22.5K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-234Closed |
$8.3K - $10.3K
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
Patten Group, Inc.
|
SELL
|
- |
-146Closed |
$5.18K - $6.43K
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-30Closed |
$1.06K - $1.32K
|
0
$0
|