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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12.8K+ 116.37% |
$348K - $548K
|
23.8K
$684K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
400New |
$10.9K - $17.1K
|
400
$11.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-507- 5.18% |
$13.8K - $21.7K
|
9.29K
$267K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
30New |
$815 - $1.28K
|
30
$862
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
51.6KNew |
$1.4M - $2.21M
|
51.6K
$1.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
57New |
$1.55K - $2.44K
|
57
$1.64K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
26.8K+ 54.51% |
$729K - $1.15M
|
76.1K
$2.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8+ 32.0% |
$217 - $343
|
33
$948
|
|
|
Apr 21, 2025
Q1 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
378+ 1.07% |
$10.3K - $16.2K
|
35.8K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
111KNew |
$3.02M - $4.77M
|
111K
$3.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
75.6KNew |
$2.05M - $3.24M
|
75.6K
$2.17M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-20- 48.78% |
$543 - $856
|
21
$604
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.02K- 2.88% |
$27.7K - $43.6K
|
34.4K
$987K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-1.05K- 32.31% |
$28.5K - $45K
|
2.2K
$63.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
17New |
$462 - $728
|
17
$489
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
13.7K+ 124.62% |
$373K - $589K
|
24.8K
$712K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
7.5K+ 43.12% |
$204K - $321K
|
24.9K
$715K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 2.63% |
$27.2 - $42.8
|
37
$1.06K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
15New |
$407 - $642
|
15
$431
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
40.4KNew |
$1.1M - $1.73M
|
40.4K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-11.4K- 96.32% |
$310K - $488K
|
436
$12.5K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
232K+ 45.19% |
$6.32M - $10.1M
|
745K
$21.4M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
CALL |
12.2KNew |
$333K - $530K
|
12.2K
$351K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-127- 6.58% |
$3.46K - $5.51K
|
1.8K
$51.8K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
6.2K+ 7.45% |
$169K - $269K
|
89.5K
$2.57M
|
|
|
May 13, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
539New |
$14.7K - $23.4K
|
539
$15.5K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
5.06KNew |
$138K - $220K
|
5.06K
$145K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13+ 108.33% |
$354 - $564
|
25
$719
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.44K+ 1.07% |
$39.3K - $62.5K
|
137K
$3.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
656+ 7.16% |
$17.9K - $28.5K
|
9.82K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.66K- 38.78% |
$99.8K - $159K
|
5.78K
$166K
|
|
|
Feb 14, 2025
Q4 2024
|
Optimus Prime Fund Management Co., Ltd.
Grand Cayman, E9 |
SELL
|
- |
-50K- 24.45% |
$1.36M - $2.17M
|
155K
$4.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-11- 0.02% |
$300 - $478
|
66.9K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
561New |
$15.3K - $24.4K
|
561
$16.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-1.25K- 15.15% |
$34.1K - $54.3K
|
7K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-7.56K- 4.36% |
$206K - $328K
|
166K
$4.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Bullseye Asset Management LLC
Denver, CO |
SELL
|
- |
-1.23K- 1.18% |
$33.4K - $53.3K
|
103K
$2.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Hbk Investments L P
Dallas, TX |
BUY
|
CALL |
40.4KNew |
$1.1M - $1.75M
|
40.4K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Diker Management LLC
New York, NY |
BUY
|
- |
80K+ 200.6% |
$2.18M - $3.47M
|
120K
$3.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Tairen Capital LTD
Grand Cayman, E9 |
BUY
|
- |
4.3K+ 25.24% |
$117K - $187K
|
21.3K
$613K
|
|
|
Feb 14, 2025
Q4 2024
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
52.5K+ 14.41% |
$1.43M - $2.28M
|
417K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
171K+ 1203.6% |
$4.66M - $7.43M
|
185K
$5.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
900New |
$24.5K - $39.1K
|
900
$25.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
39.9KNew |
$1.09M - $1.73M
|
39.9K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
6.2KNew |
$169K - $269K
|
6.2K
$178K
|
|
|
Feb 14, 2025
Q4 2024
|
G2 Investment Partners Management LLC
New York, NY |
BUY
|
- |
82.2KNew |
$2.24M - $3.57M
|
82.2K
$2.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Legion Partners Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
41.9K+ 7.62% |
$1.14M - $1.82M
|
592K
$17M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
CALL |
40KNew |
$1.09M - $1.74M
|
40K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-64.1K- 85.02% |
$1.75M - $2.78M
|
11.3K
$324K
|
|
|
Feb 14, 2025
Q4 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-501K- 96.78% |
$13.7M - $21.7M
|
16.7K
$479K
|
|