Latest Institutional Purchases of Five9, Inc. (FIVN)
This list provides information on the latest institutional transactions involving Five9, Inc. (FIVN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
50New |
$2.37K - $4.07K
|
50
$1.44K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
29+ 17.37% |
$1.37K - $2.36K
|
196
$5.63K
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
18New |
$851 - $1.47K
|
18
$517
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7New |
$331 - $570
|
7
$201
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
7New |
$331 - $570
|
7
$201
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
3New |
$142 - $244
|
3
$86.2
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Whale Rock Capital Management LLC
Boston, MA |
BUY
|
- |
554K+ 165.54% |
$41.5M - $65.4M
|
889K
$25.5M
|
|
Nov 15, 2022
Q3 2022
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
13.6K+ 28.16% |
$1.02M - $1.6M
|
61.9K
$1.78M
|
|
Oct 20, 2022
Q3 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
13KNew |
$975K - $1.53M
|
13K
$374K
|
|
Nov 14, 2022
Q3 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
11.9KNew |
$893K - $1.41M
|
11.9K
$342K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
11.9KNew |
$891K - $1.4M
|
11.9K
$342K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
11.2K+ 465.75% |
$838K - $1.32M
|
13.6K
$390K
|
|
Nov 10, 2022
Q3 2022
|
Cna Financial Corp
Chicago, IL |
BUY
|
- |
8.08KNew |
$606K - $954K
|
8.08K
$232K
|
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
7.38KNew |
$553K - $871K
|
7.38K
$212K
|
|
Nov 09, 2022
Q3 2022
|
Boussard & Gavaudan Investment Management LLP
London, X0 |
BUY
|
- |
4.64KNew |
$348K - $548K
|
4.64K
$133K
|
|
Nov 14, 2022
Q3 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
4.01KNew |
$301K - $473K
|
4.01K
$115K
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
1.74K+ 26.52% |
$131K - $205K
|
8.31K
$239K
|
|
Nov 14, 2022
Q3 2022
|
First Growth Investment Manager LP
San Francisco, CA |
BUY
|
CALL |
1.5K+ 20.0% |
$112K - $177K
|
9K
$259K
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.01K+ 26.26% |
$75.6K - $119K
|
4.85K
$139K
|
|
Oct 18, 2022
Q3 2022
|
Moody Aldrich Partners LLC
|
BUY
|
- |
528+ 18.91% |
$39.6K - $62.3K
|
3.32K
$95.4K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
500+ 1.96% |
$37.5K - $59K
|
26K
$748K
|
|
Nov 14, 2022
Q3 2022
|
Resolute Advisors LLC
|
BUY
|
- |
476New |
$35.7K - $56.2K
|
476
$13.7K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
84New |
$6.3K - $9.91K
|
84
$2.41K
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
32New |
$2.4K - $3.78K
|
32
$920
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
30+ 1.57% |
$2.25K - $3.54K
|
1.94K
$55.9K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
13New |
$975 - $1.53K
|
13
$374
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
54KNew |
$4.44M - $6.43M
|
54K
$1.55M
|
|
Aug 03, 2022
Q2 2022
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
50.6KNew |
$4.16M - $6.02M
|
50.6K
$1.45M
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
27KNew |
$2.22M - $3.21M
|
27K
$775K
|
|
Aug 15, 2022
Q2 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
CALL |
14.9KNew |
$1.23M - $1.77M
|
14.9K
$428K
|
|
Aug 15, 2022
Q2 2022
|
Alight Capital Management LP
New York, NY |
BUY
|
- |
12KNew |
$987K - $1.43M
|
12K
$345K
|
|
Aug 15, 2022
Q2 2022
|
Flight Deck Capital, LP
San Francisco, CA |
BUY
|
- |
4K+ 3.59% |
$329K - $476K
|
115K
$3.32M
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
30New |
$2.47K - $3.57K
|
30
$862
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5+ 2.84% |
$411 - $595
|
181
$5.2K
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2New |
$164 - $238
|
2
$57.5
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
BUY
|
CALL |
70.4K+ 39.44% |
$5.85M - $9.78M
|
249K
$7.15M
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Soma Equity Partners LP
San Francisco, CA |
BUY
|
CALL |
500KNew |
$64.1M - $83.6M
|
500K
$14.4M
|
|
Feb 15, 2022
Q4 2021
|
Employees Retirement System Of Texas
|
BUY
|
- |
30KNew |
$3.85M - $5.02M
|
30K
$862K
|
|
Jan 18, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
28KNew |
$3.59M - $4.68M
|
28K
$805K
|
|
Feb 14, 2022
Q4 2021
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
5.1KNew |
$654K - $853K
|
5.1K
$147K
|
|
Nov 23, 2022
Q4 2021
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
4.11KNew |
$528K - $688K
|
4.11K
$118K
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.69KNew |
$345K - $449K
|
2.69K
$77.2K
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
41New |
$5.26K - $6.86K
|
41
$1.18K
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3+ 10.71% |
$385 - $502
|
31
$891
|
|
Q3 2021 | |||||||
Aug 15, 2022
Q3 2021
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
925K+ 2831.02% |
$146M - $194M
|
957K
$27.5M
|
|
Nov 15, 2021
Q3 2021
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
CALL |
300KNew |
$47.5M - $62.9M
|
300K
$8.62M
|
|
Nov 15, 2021
Q3 2021
|
Cavalry Management Group, LLC
San Francisco, CA |
BUY
|
CALL |
186KNew |
$29.4M - $39M
|
186K
$5.34M
|
|
Nov 15, 2021
Q3 2021
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
185K+ 130.8% |
$29.3M - $38.8M
|
327K
$9.39M
|
|
Nov 15, 2021
Q3 2021
|
Farallon Capital Management LLC
San Francisco, CA |
BUY
|
- |
116KNew |
$18.4M - $24.3M
|
116K
$3.33M
|
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
70KNew |
$11.1M - $14.7M
|
70K
$2.01M
|