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 |
|---|---|---|---|---|---|---|---|
|
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
$14.4K
|
|
|
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
$4.6K
|
|
| Q3 2018 | |||||||
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
17.7KNew |
$564K - $857K
|
17.7K
$508K
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
10.3KNew |
$329K - $500K
|
10.3K
$296K
|
|
|
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
$3.45K
|
|
|
Oct 19, 2018
Q3 2018
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
62+ 35.03% |
$1.98K - $3.01K
|
239
$6.87K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-12.1KClosed |
$329K - $472K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-7.61KClosed |
$207K - $297K
|
0
$0
|
|
|
Aug 09, 2018
Q2 2018
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-13.7KClosed |
$373K - $534K
|
0
$0
|
|
|
Jul 31, 2018
Q2 2018
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-15.1KClosed |
$410K - $588K
|
0
$0
|
|
|
Jul 26, 2018
Q2 2018
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-7KClosed |
$190K - $273K
|
0
$0
|
|
| Q1 2018 | |||||||
|
Apr 16, 2018
Q1 2018
|
Santori & Peters, Inc.
|
SELL
|
- |
-286Closed |
$6.54K - $9.17K
|
0
$0
|
|
|
Apr 04, 2018
Q1 2018
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-200Closed |
$4.58K - $6.41K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-35.5KClosed |
$807K - $916K
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
PUT |
-15.6KClosed |
$355K - $403K
|
0
$0
|
|
|
Feb 13, 2018
Q4 2017
|
Golden Gate Private Equity, Inc.
San Francisco, CA |
SELL
|
- |
-219KClosed |
$4.99M - $5.66M
|
0
$0
|
|
|
Feb 13, 2018
Q4 2017
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-82.2KClosed |
$1.87M - $2.12M
|
0
$0
|
|
|
Feb 08, 2018
Q4 2017
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-207- 67.21% |
$4.71K - $5.34K
|
101
$2.9K
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-66.5KClosed |
$1.51M - $1.72M
|
0
$0
|
|