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 |
---|---|---|---|---|---|---|---|
Nov 13, 2020
Q3 2020
|
Ovata Capital Management LTD
|
SELL
|
- |
-2.16KClosed |
$239K - $280K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-7.4KClosed |
$818K - $961K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Washington Trust CO
|
SELL
|
- |
-20Closed |
$2.21K - $2.6K
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
Pembroke Management, LTD
|
SELL
|
- |
-58.8KClosed |
$6.5M - $7.64M
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
Mackay Shields LLC
|
SELL
|
- |
-9.5KClosed |
$1.05M - $1.23M
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-8.21KClosed |
$907K - $1.07M
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
140New |
$15.5K - $18.2K
|
140
$4.02K
|
|
Oct 26, 2020
Q3 2020
|
Empowered Funds, LLC
|
SELL
|
- |
-12.7KClosed |
$1.4M - $1.65M
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-12.2KClosed |
$1.34M - $1.58M
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-21Closed |
$2.32K - $2.73K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-100Closed |
$11.1K - $13K
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-169Closed |
$18.7K - $21.9K
|
0
$0
|
|
Oct 19, 2020
Q3 2020
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.2KClosed |
$133K - $156K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-9Closed |
$995 - $1.17K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.83K+ 4721.67% |
$209K - $314K
|
2.89K
$83.1K
|
|
Aug 14, 2020
Q2 2020
|
Precept Management LLC
Dallas, TX |
BUY
|
PUT |
75KNew |
$5.53M - $8.3M
|
75K
$2.16M
|
|
Aug 14, 2020
Q2 2020
|
Linden Advisors LP
New York, NY |
SELL
|
- |
-2.85KClosed |
$210K - $315K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
19.1K+ 297.28% |
$1.41M - $2.12M
|
25.5K
$734K
|
|
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
|
|
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
$2.76K
|
|
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
$575K
|
|
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 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
$201K
|
|
Jul 24, 2019
Q2 2019
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1KClosed |
$46.9K - $54.9K
|
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
|