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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
141+ 12.26% |
$3.83K - $6.04K
|
1.29K
$34.1K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
114New |
$3.1K - $4.88K
|
114
$3.01K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
104+ 89.66% |
$2.82K - $4.45K
|
220
$5.8K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
92New |
$2.5K - $3.94K
|
92
$2.43K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
77+ 265.52% |
$2.09K - $3.3K
|
106
$2.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
57New |
$1.55K - $2.44K
|
57
$1.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
38+ 23.17% |
$1.03K - $1.63K
|
202
$5.33K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
37+ 35.58% |
$1K - $1.58K
|
141
$3.72K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
35New |
$950 - $1.5K
|
35
$923
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
33New |
$896 - $1.41K
|
33
$871
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
30New |
$815 - $1.28K
|
30
$791
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
30New |
$815 - $1.28K
|
30
$791
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
17New |
$462 - $728
|
17
$448
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
15New |
$407 - $642
|
15
$396
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8+ 32.0% |
$217 - $343
|
33
$871
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
6New |
$163 - $257
|
6
$158
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5New |
$136 - $214
|
5
$132
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
214KNew |
$5.84M - $9.3M
|
214K
$5.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
171K+ 1203.6% |
$4.66M - $7.43M
|
185K
$4.89M
|
|
|
Feb 14, 2025
Q4 2024
|
G2 Investment Partners Management LLC
New York, NY |
BUY
|
- |
82.2KNew |
$2.24M - $3.57M
|
82.2K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Diker Management LLC
New York, NY |
BUY
|
- |
80K+ 200.6% |
$2.18M - $3.47M
|
120K
$3.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
71.1KNew |
$1.94M - $3.09M
|
71.1K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
52.5K+ 14.41% |
$1.43M - $2.28M
|
417K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Legion Partners Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
41.9K+ 7.62% |
$1.14M - $1.82M
|
592K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Hbk Investments L P
Dallas, TX |
BUY
|
CALL |
40.4KNew |
$1.1M - $1.75M
|
40.4K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
39.9KNew |
$1.09M - $1.73M
|
39.9K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Archon Capital Management LLC
Seattle, WA |
BUY
|
- |
38KNew |
$1.04M - $1.65M
|
38K
$1M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
24.7KNew |
$674K - $1.07M
|
24.7K
$652K
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
20.4K+ 34.12% |
$556K - $885K
|
80.1K
$2.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
13.7KNew |
$375K - $596K
|
13.7K
$362K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
13.6KNew |
$371K - $591K
|
13.6K
$359K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
CALL |
12.2KNew |
$333K - $530K
|
12.2K
$322K
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
10.8KNew |
$296K - $471K
|
10.8K
$286K
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
7.8KNew |
$213K - $338K
|
7.8K
$206K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
7.44KNew |
$203K - $323K
|
7.44K
$196K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
7KNew |
$191K - $304K
|
7K
$185K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.62KNew |
$180K - $287K
|
6.62K
$175K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.58KNew |
$179K - $286K
|
6.58K
$174K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
6.2KNew |
$169K - $269K
|
6.2K
$163K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.85K+ 115.67% |
$160K - $254K
|
10.9K
$288K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
5.49KNew |
$150K - $238K
|
5.49K
$145K
|
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
5.23KNew |
$142K - $227K
|
5.23K
$138K
|
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
5.17KNew |
$141K - $224K
|
5.17K
$136K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
5.06KNew |
$138K - $220K
|
5.06K
$134K
|
|
|
Feb 14, 2025
Q4 2024
|
Tairen Capital LTD
Grand Cayman, E9 |
BUY
|
- |
4.3K+ 25.24% |
$117K - $187K
|
21.3K
$563K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
3KNew |
$81.8K - $130K
|
3K
$79.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.57K+ 3955.38% |
$70.1K - $112K
|
2.64K
$69.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
2.4K+ 10.49% |
$65.4K - $104K
|
25.3K
$667K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.44K+ 1.07% |
$39.3K - $62.5K
|
137K
$3.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
1.13K+ 10.23% |
$30.7K - $48.8K
|
12.1K
$320K
|
|