Lpl Financial LLC Five9, Inc. Transaction History

Lpl Financial LLC

$218 Billion
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 07, 2024	SELL	$39.54 - $61.93 $631,216 - $988,650	-15,964 Reduced 72.24%	6,135 $270,000
Q1 2024 May 10, 2024	BUY	$56.88 - $79.79 $259,202 - $363,603	4,557 Added 25.98%	22,099 $1.37 Million
Q4 2023 Feb 14, 2024	BUY	$55.69 - $85.47 $29,125 - $44,700	523 Added 3.07%	17,542 $1.38 Million
Q3 2023 Nov 13, 2023	BUY	$63.31 - $87.94 $72,933 - $101,306	1,152 Added 7.26%	17,019 $1.09 Million
Q2 2023 Jul 31, 2023	BUY	$51.5 - $82.45 $38,058 - $60,930	739 Added 4.88%	15,867 $1.31 Million
Q1 2023 May 10, 2023	BUY	$60.41 - $85.61 $121,726 - $172,504	2,015 Added 15.37%	15,128 $1.09 Million
Q4 2022 Feb 07, 2023	BUY	$47.3 - $81.45 $72,321 - $124,537	1,529 Added 13.2%	13,113 $889,000
Q3 2022 Nov 14, 2022	BUY	$74.98 - $118.02 $2,699 - $4,248	36 Added 0.31%	11,584 $869,000
Q2 2022 Aug 12, 2022	BUY	$82.23 - $119.09 $92,590 - $134,095	1,126 Added 10.8%	11,548 $1.08 Million
Q1 2022 May 16, 2022	BUY	$83.12 - $138.95 $562,722 - $940,691	6,770 Added 185.38%	10,422 $1.2 Million
Q4 2021 Feb 14, 2022	SELL	$128.25 - $167.26 $201,224 - $262,430	-1,569 Reduced 30.05%	3,652 $501,000
Q3 2021 Nov 15, 2021	BUY	$158.23 - $209.7 $24,209 - $32,084	153 Added 3.02%	5,221 $834,000
Q2 2021 Aug 13, 2021	SELL	$155.97 - $187.97 $204,164 - $246,052	-1,309 Reduced 20.53%	5,068 $929,000
Q1 2021 May 14, 2021	SELL	$151.44 - $197.79 $174,913 - $228,447	-1,155 Reduced 15.33%	6,377 $997,000
Q4 2020 Feb 12, 2021	BUY	$131.95 - $186.65 $524,237 - $741,560	3,973 Added 111.63%	7,532 $1.31 Million
Q3 2020 Nov 09, 2020	BUY	$110.56 - $129.86 $65,893 - $77,396	596 Added 20.11%	3,559 $462,000
Q2 2020 Aug 13, 2020	BUY	$73.74 - $110.67 $218,491 - $327,915	2,963 New	2,963 $328,000

Others Institutions Holding FIVN

# of Institutions

324

Shares Held

75.3M

Call Options Held

4.38M

Put Options Held

1.08M

Vanguard Group Inc Valley Forge, PA

9.01M
Shares

$346 Million
0.0% of portfolio
Pictet Asset Management Holding Sa Carouge, V8

6.78M
Shares

$261 Million
0.22% of portfolio
Alyeska Investment Group, L.P. Chicago, IL

4.4M
Shares

$169 Million
0.7% of portfolio
Black Rock Inc. New York, NY

4.22M
Shares

$162 Million
0.0% of portfolio
Pictet Asset Management Sa Geneva 73, V8

4.08M
Shares

$157 Million
0.4% of portfolio

View Full List

About Five9, Inc.

Ticker FIVN
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 70,103,000
Market Cap $2.7B
Description
Five9, Inc., together with its subsidiaries, provides cloud software for contact centers in the United States and internationally. The company offers virtual contact center cloud platform that delivers a suite of applications, which enables the breadth of contact center-related customer service, sales, and marketing functions. Its solution enabl...

More about FIVN

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