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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Jat Capital Mgmt LP
Greenwich, CT |
BUY
|
- |
2.83KNew |
$158K - $242K
|
2.83K
$81.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
24New |
$1.34K - $2.05K
|
24
$690
|
|
|
Feb 14, 2024
Q4 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
662New |
$36.9K - $56.6K
|
662
$19K
|
|
|
Feb 14, 2024
Q4 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
141K+ 417.99% |
$7.84M - $12M
|
175K
$5.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Thorn Tree Capital Partners LP
Boston, MA |
BUY
|
- |
247KNew |
$13.7M - $21.1M
|
247K
$7.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Harbour Partners LP
Arlington, VA |
BUY
|
- |
4.42K+ 32.07% |
$246K - $378K
|
18.2K
$523K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
7.5KNew |
$417K - $641K
|
7.5K
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
3+ 3.23% |
$167 - $256
|
96
$2.76K
|
|
|
Feb 14, 2024
Q4 2023
|
Napean Trading & Investment CO (Singapore) Pte LTD
Singapore, U0 |
BUY
|
- |
30.3KNew |
$1.69M - $2.59M
|
30.3K
$871K
|
|
|
Feb 13, 2024
Q4 2023
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
55.5KNew |
$3.09M - $4.74M
|
55.5K
$1.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Maytus Capital Management, LLC
New York, NY |
BUY
|
- |
18KNew |
$1M - $1.54M
|
18K
$517K
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3.05KNew |
$170K - $261K
|
3.05K
$87.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
3.32KNew |
$185K - $284K
|
3.32K
$95.5K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
12.4K+ 14.42% |
$691K - $1.06M
|
98.4K
$2.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
8.12KNew |
$452K - $694K
|
8.12K
$233K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
SELL
|
- |
-15.6K- 30.23% |
$869K - $1.33M
|
36K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
26.2KNew |
$1.46M - $2.24M
|
26.2K
$752K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-582- 15.55% |
$32.4K - $49.7K
|
3.16K
$90.8K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.55KNew |
$142K - $218K
|
2.55K
$73.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
39.7KNew |
$2.21M - $3.39M
|
39.7K
$1.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
527+ 8.41% |
$29.3K - $45K
|
6.8K
$195K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
150New |
$8.35K - $12.8K
|
150
$4.31K
|
|
|
Feb 08, 2024
Q4 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.73KNew |
$152K - $234K
|
2.73K
$78.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3.1KNew |
$173K - $265K
|
3.1K
$89.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-331- 9.73% |
$18.4K - $28.3K
|
3.07K
$88.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
10New |
$557 - $855
|
10
$287
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
40+ 1.04% |
$2.23K - $3.42K
|
3.9K
$112K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
279+ 139.5% |
$15.5K - $23.8K
|
479
$13.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.57KNew |
$143K - $219K
|
2.57K
$73.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
8.2KNew |
$457K - $701K
|
8.2K
$236K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-1- 50.0% |
$55.7 - $85.5
|
1
$28.7
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-119K- 51.38% |
$6.63M - $10.2M
|
113K
$3.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Valliance Asset Management LTD
|
BUY
|
- |
6.2KNew |
$345K - $530K
|
6.2K
$178K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
3.71KNew |
$206K - $317K
|
3.71K
$106K
|
|
|
Jan 25, 2024
Q4 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-8.76K- 28.17% |
$488K - $749K
|
22.3K
$642K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
20+ 200.0% |
$1.11K - $1.71K
|
30
$862
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
SELL
|
- |
-4.47K- 35.8% |
$249K - $382K
|
8.02K
$230K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-2- 0.38% |
$111 - $171
|
524
$15.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.93KNew |
$163K - $250K
|
2.93K
$84.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
100New |
$5.57K - $8.55K
|
100
$2.87K
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-597- 9.38% |
$33.2K - $51K
|
5.77K
$166K
|
|
| Q3 2023 | |||||||
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7Closed |
$443 - $616
|
0
$0
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
PUT |
-88.1K- 67.56% |
$5.58M - $7.75M
|
42.3K
$1.22M
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
24.3KNew |
$1.54M - $2.14M
|
24.3K
$699K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
11+ 0.34% |
$696 - $967
|
3.28K
$94.1K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
32New |
$2.03K - $2.81K
|
32
$920
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
21New |
$1.33K - $1.85K
|
21
$604
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
73New |
$4.62K - $6.42K
|
73
$2.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-124- 3.7% |
$7.85K - $10.9K
|
3.23K
$92.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
33.4KNew |
$2.11M - $2.94M
|
33.4K
$960K
|
|