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 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.02K- 38.36% |
$95.6K - $165K
|
3.25K
$93.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
7.24K+ 44.76% |
$342K - $590K
|
23.4K
$673K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
595+ 100.0% |
$28.1K - $48.5K
|
1.19K
$34.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
PUT |
250KNew |
$11.8M - $20.4M
|
250K
$7.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Soma Equity Partners LP
San Francisco, CA |
SELL
|
- |
-150K- 12.0% |
$7.1M - $12.2M
|
1.1M
$31.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Alkeon Capital Management LLC
New York, NY |
SELL
|
- |
-637K- 65.2% |
$30.1M - $51.9M
|
340K
$9.77M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.09K+ 55.13% |
$146K - $252K
|
8.69K
$250K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
176New |
$8.32K - $14.3K
|
176
$5.06K
|
|
|
Feb 09, 2023
Q4 2022
|
Jeneq Management LP
New York, NY |
BUY
|
- |
5.12K+ 12.98% |
$242K - $417K
|
44.6K
$1.28M
|
|
|
Feb 08, 2023
Q4 2022
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
191KNew |
$9.01M - $15.5M
|
191K
$5.47M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
50New |
$2.37K - $4.07K
|
50
$1.44K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.32KNew |
$157K - $270K
|
3.32K
$95.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Monarch Partners Asset Management LLC
|
BUY
|
- |
25.4KNew |
$1.2M - $2.07M
|
25.4K
$731K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
7New |
$331 - $570
|
7
$201
|
|
|
Jan 30, 2023
Q4 2022
|
Parnassus Investments, LLC
|
BUY
|
- |
80K+ 55.0% |
$3.79M - $6.52M
|
226K
$6.48M
|
|
|
Jan 25, 2023
Q4 2022
|
Connective Portfolio Management, LLC
|
BUY
|
- |
5KNew |
$237K - $407K
|
5K
$144K
|
|
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
5.09KNew |
$241K - $414K
|
5.09K
$146K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
399+ 14.65% |
$18.9K - $32.5K
|
3.12K
$89.8K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
406+ 12.45% |
$19.2K - $33.1K
|
3.67K
$105K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
3New |
$142 - $244
|
3
$86.2
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-187- 92.12% |
$8.85K - $15.2K
|
16
$460
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
72New |
$3.41K - $5.86K
|
72
$2.07K
|
|
| Q3 2022 | |||||||
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.01K+ 26.26% |
$75.6K - $119K
|
4.85K
$139K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
1.74K+ 26.52% |
$131K - $205K
|
8.31K
$239K
|
|
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-14.1K- 73.38% |
$1.06M - $1.67M
|
5.13K
$147K
|
|
|
Nov 15, 2022
Q3 2022
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
13.6K+ 28.16% |
$1.02M - $1.6M
|
61.9K
$1.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Shannon River Fund Management LLC
|
SELL
|
- |
-39.6K- 20.09% |
$2.97M - $4.68M
|
158K
$4.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
11.9KNew |
$893K - $1.41M
|
11.9K
$342K
|
|
|
Nov 14, 2022
Q3 2022
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-605K- 49.67% |
$45.4M - $71.5M
|
613K
$17.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
11.9KNew |
$891K - $1.4M
|
11.9K
$342K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Effects LLC
|
SELL
|
- |
-1.97K- 40.62% |
$148K - $232K
|
2.88K
$82.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-13.5K- 57.52% |
$1.02M - $1.6M
|
10K
$287K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Advisors LLC
|
BUY
|
- |
476New |
$35.7K - $56.2K
|
476
$13.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
32New |
$2.4K - $3.78K
|
32
$920
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
500+ 1.96% |
$37.5K - $59K
|
26K
$748K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-7.27KClosed |
$545K - $858K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
First Growth Investment Manager LP
San Francisco, CA |
BUY
|
CALL |
1.5K+ 20.0% |
$112K - $177K
|
9K
$259K
|
|
|
Nov 14, 2022
Q3 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
4.01KNew |
$301K - $473K
|
4.01K
$115K
|
|
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
7.38KNew |
$553K - $871K
|
7.38K
$212K
|
|
|
Nov 14, 2022
Q3 2022
|
Scge Management, L.P.
Menlo Park, CA |
SELL
|
- |
-598K- 38.9% |
$44.9M - $70.6M
|
940K
$27M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
11.2K+ 465.75% |
$838K - $1.32M
|
13.6K
$390K
|
|
|
Nov 14, 2022
Q3 2022
|
Park West Asset Management LLC
Larkspur, CA |
SELL
|
- |
-89.3K- 11.85% |
$6.7M - $10.5M
|
664K
$19.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Untitled Investments LP
New York, NY |
SELL
|
- |
-56.1K- 31.09% |
$4.21M - $6.62M
|
124K
$3.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Whale Rock Capital Management LLC
Boston, MA |
BUY
|
- |
554K+ 165.54% |
$41.5M - $65.4M
|
889K
$25.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.32K- 18.64% |
$249K - $392K
|
14.5K
$416K
|
|
|
Nov 10, 2022
Q3 2022
|
Cna Financial Corp
Chicago, IL |
BUY
|
- |
8.08KNew |
$606K - $954K
|
8.08K
$232K
|
|
|
Nov 09, 2022
Q3 2022
|
Boussard & Gavaudan Investment Management LLP
London, X0 |
BUY
|
- |
4.64KNew |
$348K - $548K
|
4.64K
$133K
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
30+ 1.57% |
$2.25K - $3.54K
|
1.94K
$55.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
13New |
$975 - $1.53K
|
13
$374
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-509- 10.01% |
$38.2K - $60.1K
|
4.58K
$132K
|
|