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 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1K- 0.69% |
$27K - $46.8K
|
144K
$5.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-109- 5.54% |
$2.94K - $5.1K
|
1.86K
$69.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
200+ 15.76% |
$5.4K - $9.35K
|
1.47K
$54.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
24.2K+ 6.65% |
$653K - $1.13M
|
388K
$14.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
3.3KNew |
$89.1K - $154K
|
3.3K
$123K
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.25K+ 13.4% |
$60.8K - $105K
|
19.1K
$713K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-66- 21.5% |
$1.78K - $3.09K
|
241
$9.01K
|
|
|
Nov 06, 2024
Q3 2024
|
Royce & Associates LP
|
SELL
|
- |
-82.5K- 76.74% |
$2.23M - $3.86M
|
25K
$935K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
23.6KNew |
$638K - $1.11M
|
23.6K
$884K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-32.9K- 50.35% |
$889K - $1.54M
|
32.5K
$1.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-6- 33.33% |
$162 - $281
|
12
$449
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-23.6K- 57.82% |
$637K - $1.1M
|
17.2K
$643K
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-4.84K- 40.37% |
$130K - $226K
|
7.14K
$267K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-166K- 94.68% |
$4.47M - $7.74M
|
9.31K
$348K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-185- 86.85% |
$4.99K - $8.65K
|
28
$1.05K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-66- 36.87% |
$1.78K - $3.09K
|
113
$4.23K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
18+ 600.0% |
$486 - $842
|
21
$785
|
|
|
Nov 04, 2024
Q3 2024
|
Van Berkom & Associates Inc.
|
BUY
|
- |
645K+ 49.62% |
$17.4M - $30.2M
|
1.94M
$72.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
67New |
$1.81K - $3.13K
|
67
$2.51K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
20K+ 51.48% |
$541K - $937K
|
59K
$2.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
49K+ 14.59% |
$1.32M - $2.29M
|
385K
$14.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
12.1KNew |
$326K - $565K
|
12.1K
$452K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
100+ 0.89% |
$2.7K - $4.68K
|
11.3K
$423K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
397+ 131.02% |
$10.7K - $18.6K
|
700
$26.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
180+ 116.88% |
$4.86K - $8.42K
|
334
$12.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Harvey Capital Management Inc
|
BUY
|
- |
59.8KNew |
$1.61M - $2.8M
|
59.8K
$2.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
14+ 56.0% |
$378 - $655
|
39
$1.46K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-569- 5.84% |
$15.4K - $26.6K
|
9.17K
$343K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-5.54K- 44.41% |
$150K - $259K
|
6.94K
$260K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-16.5K- 20.24% |
$446K - $772K
|
65.1K
$2.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-877- 35.22% |
$23.7K - $41K
|
1.61K
$60.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
115KNew |
$3.1M - $5.38M
|
115K
$4.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
SELL
|
- |
-46.1K- 12.03% |
$1.24M - $2.16M
|
337K
$12.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.96K- 12.08% |
$52.8K - $91.5K
|
14.2K
$532K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-512- 89.98% |
$13.8K - $23.9K
|
57
$2.13K
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
59.7KNew |
$1.61M - $2.79M
|
59.7K
$2.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
11KNew |
$297K - $514K
|
11K
$411K
|
|
|
Oct 21, 2024
Q3 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-57- 0.16% |
$1.54K - $2.67K
|
35.4K
$1.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
984+ 1892.31% |
$26.6K - $46K
|
1.04K
$38.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-6.36K- 7.55% |
$172K - $297K
|
77.9K
$2.91M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-78- 53.42% |
$2.11K - $3.65K
|
68
$2.54K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1K- 12.06% |
$27.1K - $46.9K
|
7.32K
$274K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
4.9KNew |
$132K - $229K
|
4.9K
$183K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-53- 60.92% |
$1.43K - $2.48K
|
34
$1.27K
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-42K- 6.0% |
$1.13M - $1.96M
|
659K
$24.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
12New |
$324 - $561
|
12
$449
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 36.36% |
$108 - $187
|
15
$561
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7- 10.61% |
$189 - $327
|
59
$2.21K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-8- 2.67% |
$216 - $374
|
292
$10.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
193+ 23.28% |
$5.21K - $9.02K
|
1.02K
$38.2K
|