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 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-85- 1.09% |
$2.31K - $3.64K
|
7.73K
$222K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
20.4KNew |
$553K - $873K
|
20.4K
$586K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5- -0.0% |
$136 - $214
|
145K
$4.16M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20+ 18.87% |
$543 - $856
|
126
$3.62K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
15.3K+ 59.3% |
$415K - $655K
|
41.1K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.2K- 26.41% |
$32.6K - $51.4K
|
3.34K
$96.1K
|
|
|
May 07, 2025
Q1 2025
|
Van Berkom & Associates Inc.
|
BUY
|
- |
266K+ 14.22% |
$7.24M - $11.4M
|
2.14M
$61.5M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.62K+ 13.27% |
$71.1K - $112K
|
22.4K
$643K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.05K+ 99.65% |
$219K - $345K
|
16.1K
$464K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
23.8KNew |
$646K - $1.02M
|
23.8K
$683K
|
|
|
May 07, 2025
Q1 2025
|
Summit Creek Advisors LLC
Minneapolis, MN |
SELL
|
- |
-268- 0.12% |
$7.28K - $11.5K
|
217K
$6.23M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
35New |
$950 - $1.5K
|
35
$1.01K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-103- 1.03% |
$2.8K - $4.41K
|
9.91K
$285K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
8.42KNew |
$229K - $361K
|
8.42K
$242K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
325New |
$8.82K - $13.9K
|
325
$9.34K
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
34.6KNew |
$939K - $1.48M
|
34.6K
$994K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.42K+ 33.0% |
$120K - $189K
|
17.8K
$512K
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
BUY
|
- |
33.8K+ 10.24% |
$917K - $1.45M
|
364K
$10.4M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-3- 9.68% |
$81.4 - $128
|
28
$805
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-882K- 13.39% |
$23.9M - $37.7M
|
5.7M
$164M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
7+ 35.0% |
$190 - $300
|
27
$776
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-310- 36.3% |
$8.42K - $13.3K
|
544
$15.6K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.73K+ 28.0% |
$128K - $202K
|
21.6K
$621K
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-369K- 50.14% |
$10M - $15.8M
|
367K
$10.5M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
92New |
$2.5K - $3.94K
|
92
$2.64K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2+ 4.55% |
$54.3 - $85.6
|
46
$1.32K
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
548K+ 254.18% |
$14.9M - $23.5M
|
763K
$21.9M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-194- 2.12% |
$5.27K - $8.31K
|
8.97K
$258K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-30- 34.48% |
$815 - $1.28K
|
57
$1.64K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
24.3KNew |
$659K - $1.04M
|
24.3K
$697K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
16.2K+ 23.12% |
$440K - $694K
|
86.3K
$2.48M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-145- 0.67% |
$3.94K - $6.21K
|
21.5K
$619K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-645- 31.51% |
$17.5K - $27.6K
|
1.4K
$40.3K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-33- 3.15% |
$896 - $1.41K
|
1.01K
$29.1K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
182+ 1516.67% |
$4.94K - $7.79K
|
194
$5.58K
|
|
|
Apr 30, 2025
Q1 2025
|
Harvey Capital Management Inc
|
BUY
|
- |
8.62K+ 17.81% |
$234K - $369K
|
57K
$1.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
346+ 59.97% |
$9.39K - $14.8K
|
923
$26.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
414+ 4.39% |
$11.2K - $17.7K
|
9.84K
$283K
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
9.6KNew |
$261K - $411K
|
9.6K
$276K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
626New |
$17K - $26.8K
|
626
$18K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
38+ 23.17% |
$1.03K - $1.63K
|
202
$5.81K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.3K+ 55.19% |
$469K - $739K
|
48.5K
$1.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
391+ 482.72% |
$10.6K - $16.7K
|
472
$13.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
1.3K+ 0.25% |
$35.3K - $55.7K
|
524K
$15.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-3- 2.44% |
$81.4 - $128
|
120
$3.45K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
33New |
$896 - $1.41K
|
33
$948
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
364+ 313.79% |
$9.88K - $15.6K
|
480
$13.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
16KNew |
$433K - $683K
|
16K
$459K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
44.2KNew |
$1.2M - $1.89M
|
44.2K
$1.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
116+ 2.34% |
$3.15K - $4.97K
|
5.07K
$146K
|