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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
71.1KNew |
$1.94M - $3.09M
|
71.1K
$2.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.1KNew |
$303K - $482K
|
11.1K
$319K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
700New |
$19.1K - $30.4K
|
700
$20.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
100New |
$2.73K - $4.34K
|
100
$2.87K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
6K+ 57.14% |
$164K - $260K
|
16.5K
$474K
|
|
|
Feb 13, 2025
Q4 2024
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-19.8K- 5.63% |
$541K - $861K
|
332K
$9.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Archon Capital Management LLC
Seattle, WA |
BUY
|
- |
38KNew |
$1.04M - $1.65M
|
38K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
10.8KNew |
$296K - $471K
|
10.8K
$312K
|
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
5.17KNew |
$141K - $224K
|
5.17K
$149K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-21.3K- 99.94% |
$581K - $926K
|
13
$374
|
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
2.4K+ 10.49% |
$65.4K - $104K
|
25.3K
$727K
|
|
|
Feb 13, 2025
Q4 2024
|
Anson Funds Management LP
Dallas, TX |
SELL
|
- |
-704K- 47.67% |
$19.2M - $30.6M
|
773K
$22.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
60+ 42.86% |
$1.64K - $2.6K
|
200
$5.75K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
446+ 991.11% |
$12.2K - $19.4K
|
491
$14.1K
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
20.4K+ 34.12% |
$556K - $885K
|
80.1K
$2.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
3KNew |
$81.8K - $130K
|
3K
$86.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
7.44KNew |
$203K - $323K
|
7.44K
$214K
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
15.4KNew |
$420K - $669K
|
15.4K
$443K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
125New |
$3.41K - $5.43K
|
125
$3.59K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-267- 65.93% |
$7.28K - $11.6K
|
138
$3.97K
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
7.8KNew |
$213K - $338K
|
7.8K
$224K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
13.7KNew |
$375K - $596K
|
13.7K
$395K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
7KNew |
$191K - $304K
|
7K
$201K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
13.6KNew |
$371K - $591K
|
13.6K
$391K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
5.49KNew |
$150K - $238K
|
5.49K
$158K
|
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
5.23KNew |
$142K - $227K
|
5.23K
$150K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
24.7KNew |
$674K - $1.07M
|
24.7K
$710K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
32New |
$872 - $1.39K
|
32
$920
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
6New |
$164 - $260
|
6
$172
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
1.13K+ 10.23% |
$30.7K - $48.8K
|
12.1K
$348K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.58KNew |
$179K - $286K
|
6.58K
$189K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.85K+ 115.67% |
$160K - $254K
|
10.9K
$314K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.57K+ 3955.38% |
$70.1K - $112K
|
2.64K
$75.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
44New |
$1.2K - $1.91K
|
44
$1.26K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
116New |
$3.16K - $5.04K
|
116
$3.33K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3- 8.82% |
$81.8 - $130
|
31
$891
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.62KNew |
$180K - $287K
|
6.62K
$190K
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
214KNew |
$5.84M - $9.3M
|
214K
$6.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-490- 94.05% |
$13.4K - $21.3K
|
31
$891
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
59+ 256.52% |
$1.61K - $2.56K
|
82
$2.36K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-4.02K- 99.93% |
$110K - $175K
|
3
$86.2
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-14.1K- 18.04% |
$383K - $610K
|
63.9K
$1.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
9New |
$245 - $391
|
9
$259
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-23- 82.14% |
$627 - $998
|
5
$144
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
1.11K+ 49.25% |
$30.3K - $48.3K
|
3.37K
$96.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
24+ 126.32% |
$654 - $1.04K
|
43
$1.24K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
19New |
$518 - $825
|
19
$546
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
1New |
$27.3 - $43.4
|
1
$28.7
|
|
| Q3 2024 | |||||||
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
550New |
$14.8K - $25.7K
|
550
$15.8K
|
|