Latest Institutional Transactions on Five9, Inc. (FIVN)

FIVN Quotes by TradingView

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
Aug 16, 2021 Q2 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-250
Closed
$39K - $47K
0 $0
Aug 16, 2021 Q2 2021
Nwk Group, Inc.

San Francisco, CA
SELL
 -
-105
Closed
$16.4K - $19.7K
0 $0
Aug 13, 2021 Q2 2021
Martingale Asset Management L P

Boston, MA
SELL
 -
-6.52K
Closed
$1.02M - $1.23M
0 $0
Aug 13, 2021 Q2 2021
S Squared Technology, LLC

New York, NY
SELL
 -
-12.9K
Closed
$2.02M - $2.43M
0 $0
Aug 13, 2021 Q2 2021
Wealthspire Advisors, LLC

New York, NY
SELL
 -
-2.54K
Closed
$397K - $478K
0 $0
Aug 13, 2021 Q2 2021
Toroso Investments, LLC

Massapequa, NY
SELL
 -
-1.42K
Closed
$222K - $267K
0 $0
Aug 12, 2021 Q2 2021
Scotia Capital Inc.

SELL
 -
-3.48K
Closed
$543K - $655K
0 $0
Aug 11, 2021 Q2 2021
Great Lakes Advisors, LLC

Chicago, IL
SELL
 -
-112K
Closed
$17.4M - $21M
0 $0
Aug 10, 2021 Q2 2021
Aviva PLC

SELL
 -
-7.5K
Closed
$1.17M - $1.41M
0 $0
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-1.29K
Closed
$201K - $242K
0 $0
Aug 02, 2021 Q2 2021
Sumitomo Mitsui Trust Holdings, Inc.

SELL
 -
-266K
Closed
$41.5M - $50.1M
0 $0
Jul 28, 2021 Q2 2021
Janiczek Wealth Management, LLC

SELL
 -
-3
Closed
$468 - $564
0 $0
Jul 28, 2021 Q2 2021
Sciencast Management LP

SELL
 -
-8.85K
Closed
$1.38M - $1.66M
0 $0
Jul 28, 2021 Q2 2021
Teachers Retirement System Of The State Of Kentucky

Frankfort, KY
SELL
 -
-9.4K
Closed
$1.47M - $1.77M
0 $0
Jul 27, 2021 Q2 2021
Advisor Shares Investments LLC

Bethesda, MD
SELL
 -
-10.4K
Closed
$1.62M - $1.95M
0 $0
Jul 22, 2021 Q2 2021
Valeo Financial Advisors, LLC

SELL
 -
-88
Closed
$13.7K - $16.5K
0 $0
Jul 20, 2021 Q2 2021
Concorde Asset Management, LLC

SELL
 -
-1.63K
Closed
$253K - $305K
0 $0
Jul 13, 2021 Q2 2021
Gilbert & Cook, Inc.

SELL
 -
-1.78K
Closed
$277K - $334K
0 $0
Jul 09, 2021 Q2 2021
Savior LLC

SELL
 -
-47
Closed
$7.33K - $8.83K
0 $0
Q1 2021
Nov 22, 2024 Q1 2021
Erste Asset Management Gmb H

Vienna, C4
SELL
 -
-3K
Closed
$454K - $593K
0 $0
Nov 09, 2023 Q1 2021
Brewin Dolphin LTD

London, X0
SELL
 -
-1.15K
Closed
$174K - $227K
0 $0
May 20, 2021 Q1 2021
Tru Independence LLC

SELL
 -
-4
Closed
$606 - $791
0 $0
May 18, 2021 Q1 2021
Wealth Alliance

Mellville, NY
SELL
 -
-1.47K
Closed
$222K - $290K
0 $0
May 17, 2021 Q1 2021
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-185
Closed
$28K - $36.6K
0 $0
May 17, 2021 Q1 2021
Putnam Investments LLC

Boston, MA
SELL
 -
-51.8K
Closed
$7.84M - $10.2M
0 $0
May 14, 2021 Q1 2021
Vantage Consulting Group Inc

Virginia Beach, VA
SELL
 -
-5
Closed
$757 - $989
0 $0
May 14, 2021 Q1 2021
Center Lake Capital Management, LLC

New York, NY
SELL
 -
-26.2K
Closed
$3.96M - $5.17M
0 $0
May 13, 2021 Q1 2021
Altshuler Shaham LTD

SELL
 -
-343
Closed
$51.9K - $67.8K
0 $0
May 13, 2021 Q1 2021
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-260
Closed
$39.4K - $51.4K
0 $0
May 13, 2021 Q1 2021
Ten Capital Wealth Advisors, LLC

Spokane, WA
SELL
 -
-70
Closed
$10.6K - $13.8K
0 $0
May 12, 2021 Q1 2021
Navellier & Associates Inc

Reno, NV
SELL
 -
-1.77K
Closed
$268K - $350K
0 $0
May 12, 2021 Q1 2021
Ropes Wealth Advisors LLC

Boston, MA
SELL
 -
-12
Closed
$1.82K - $2.37K
0 $0
May 12, 2021 Q1 2021
Essex Investment Management CO LLC

Boston, MA
SELL
 -
-6.67K
Closed
$1.01M - $1.32M
0 $0
May 11, 2021 Q1 2021
Cibc World Market Inc.

Toronto, A6
SELL
 -
-23.7K
Closed
$3.58M - $4.68M
0 $0
May 10, 2021 Q1 2021
Mai Capital Management

BUY
 PUT
300
New
$45.4K - $59.3K
300 $8.96K
May 06, 2021 Q1 2021
Annapolis Financial Services, LLC

SELL
 -
-100
Closed
$15.1K - $19.8K
0 $0
May 06, 2021 Q1 2021
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-3.89K
Closed
$589K - $769K
0 $0
May 05, 2021 Q1 2021
Associated Banc Corp

Green Bay, WI
SELL
 -
-21
Closed
$3.18K - $4.15K
0 $0
May 04, 2021 Q1 2021
Laurel Wealth Advisors LLC

Charlotte, NC
SELL
 -
-34
Closed
$5.15K - $6.72K
0 $0
May 03, 2021 Q1 2021
Nikko Asset Management Americas, Inc.

SELL
 -
-273K
Closed
$41.3M - $53.9M
0 $0
Apr 30, 2021 Q1 2021
Inspire Investing, LLC

Meridian, ID
SELL
 -
-1.26K
Closed
$191K - $249K
0 $0
Apr 29, 2021 Q1 2021
Ziegler Capital Management, LLC

SELL
 -
-2.75K
Closed
$417K - $545K
0 $0
Apr 29, 2021 Q1 2021
Pinnacle Wealth Planning Services, Inc.

SELL
 -
-1.11K
Closed
$167K - $219K
0 $0
Apr 28, 2021 Q1 2021
Csenge Advisory Group

SELL
 -
-7.28K
Closed
$1.1M - $1.44M
0 $0
Apr 28, 2021 Q1 2021
Regent Peak Wealth Advisors LLC

Atlanta, GA
SELL
 -
-23
Closed
$3.48K - $4.55K
0 $0
Apr 27, 2021 Q1 2021
Dorsey Wright & Associates

SELL
 -
-11.9K
Closed
$1.8M - $2.35M
0 $0
Apr 19, 2021 Q1 2021
North Star Investment Management Corp.

Chicago, IL
SELL
 -
-1
Closed
$151 - $198
0 $0
Apr 13, 2021 Q1 2021
Ballew Advisors, Inc

SELL
 -
-1.87K
Closed
$283K - $369K
0 $0
Q4 2020
Mar 05, 2021 Q4 2020
Chiron Capital Management, LLC

SELL
 -
-16
Closed
$2.11K - $2.99K
0 $0

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