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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2020
Q2 2020
|
Sg Capital Management LLC
Chicago, IL |
SELL
|
- |
-34.7KClosed |
$2.56M - $3.84M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2.15KClosed |
$158K - $237K
|
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
|
|
|
Jul 21, 2020
Q2 2020
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.27KClosed |
$93.6K - $141K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-13.7KClosed |
$1.01M - $1.51M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Brown Advisory Inc
|
SELL
|
- |
-3.34KClosed |
$189K - $263K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-4.49KClosed |
$253K - $353K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-75Closed |
$4.23K - $5.91K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-272Closed |
$15.4K - $21.4K
|
0
$0
|
|
|
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
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Coatue Management LLC
New York, NY |
SELL
|
- |
-52.9KClosed |
$2.75M - $3.65M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
96New |
$4.99K - $6.63K
|
96
$3.59K
|
|
|
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 14, 2019
Q3 2019
|
G2 Investment Partners Management LLC
New York, NY |
SELL
|
PUT |
-5K- 20.0% |
$237K - $320K
|
20K
$748K
|
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-11KClosed |
$521K - $703K
|
0
$0
|
|
|
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
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-100Closed |
$4.69K - $5.49K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-22.4KClosed |
$1.05M - $1.23M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Cooper Creek Partners Management LLC
New York, NY |
SELL
|
- |
-90.3KClosed |
$4.23M - $4.96M
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-148Closed |
$6.94K - $8.13K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-5KClosed |
$235K - $275K
|
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
|
|
|
Aug 07, 2019
Q2 2019
|
Mckinley Capital Management LLC
|
SELL
|
- |
-989Closed |
$46.4K - $54.3K
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
1K+ 16.67% |
$46.9K - $54.9K
|
7K
$262K
|
|
|
Jul 24, 2019
Q2 2019
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1KClosed |
$46.9K - $54.9K
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Moody National Bank Trust Division
|
SELL
|
- |
-109Closed |
$5.11K - $5.99K
|
0
$0
|
|
| Q1 2019 | |||||||
|
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
|
|
|
May 14, 2019
Q1 2019
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-7.88KClosed |
$323K - $445K
|
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 13, 2019
Q4 2018
|
Oakworth Capital, Inc.
|
SELL
|
- |
-510Closed |
$18.1K - $22.5K
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Patten Group, Inc.
|
SELL
|
- |
-146Closed |
$5.18K - $6.43K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Sage Capital Advisors,Llc
|
BUY
|
CALL |
500New |
$17.7K - $22K
|
500
$18.7K
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-900Closed |
$31.9K - $39.6K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-234Closed |
$8.3K - $10.3K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-30Closed |
$1.06K - $1.32K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
160New |
$5.68K - $7.05K
|
160
$5.98K
|
|
| Q3 2018 | |||||||
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
17.7KNew |
$564K - $857K
|
17.7K
$661K
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
10.3KNew |
$329K - $500K
|
10.3K
$385K
|
|
|
Nov 14, 2018
Q3 2018
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1KClosed |
$31.9K - $48.5K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
120New |
$3.83K - $5.82K
|
120
$4.49K
|
|