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 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
13.7KNew |
$375K - $596K
|
13.7K
$395K
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
13.6KNew |
$371K - $591K
|
13.6K
$391K
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
CALL |
12.2KNew |
$333K - $530K
|
12.2K
$351K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.1KNew |
$303K - $482K
|
11.1K
$319K
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
10.8KNew |
$296K - $471K
|
10.8K
$312K
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
7.8KNew |
$213K - $338K
|
7.8K
$224K
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
7.44KNew |
$203K - $323K
|
7.44K
$214K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
7KNew |
$191K - $304K
|
7K
$201K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.62KNew |
$180K - $287K
|
6.62K
$190K
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.58KNew |
$179K - $286K
|
6.58K
$189K
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
6.2K+ 7.45% |
$169K - $269K
|
89.5K
$2.57M
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
6.2KNew |
$169K - $269K
|
6.2K
$178K
|
|
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
6K+ 57.14% |
$164K - $260K
|
16.5K
$474K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.85K+ 115.67% |
$160K - $254K
|
10.9K
$314K
|
|
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 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
5.17KNew |
$141K - $224K
|
5.17K
$149K
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
5.06KNew |
$138K - $220K
|
5.06K
$145K
|
|
Feb 14, 2025
Q4 2024
|
Tairen Capital LTD
Grand Cayman, E9 |
BUY
|
- |
4.3K+ 25.24% |
$117K - $187K
|
21.3K
$613K
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
3KNew |
$81.8K - $130K
|
3K
$86.2K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.57K+ 3955.38% |
$70.1K - $112K
|
2.64K
$75.8K
|
|
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 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.44K+ 1.07% |
$39.3K - $62.5K
|
137K
$3.93M
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
1.13K+ 10.23% |
$30.7K - $48.8K
|
12.1K
$348K
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
1.11K+ 49.25% |
$30.3K - $48.3K
|
3.37K
$96.9K
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
900New |
$24.5K - $39.1K
|
900
$25.9K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
700New |
$19.1K - $30.4K
|
700
$20.1K
|
|
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
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
561New |
$15.3K - $24.4K
|
561
$16.1K
|
|
May 13, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
539New |
$14.7K - $23.4K
|
539
$15.5K
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
446+ 991.11% |
$12.2K - $19.4K
|
491
$14.1K
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
125New |
$3.41K - $5.43K
|
125
$3.59K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
116New |
$3.16K - $5.04K
|
116
$3.33K
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
100New |
$2.73K - $4.34K
|
100
$2.87K
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
60+ 42.86% |
$1.64K - $2.6K
|
200
$5.75K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
59+ 256.52% |
$1.61K - $2.56K
|
82
$2.36K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
44New |
$1.2K - $1.91K
|
44
$1.26K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
32New |
$872 - $1.39K
|
32
$920
|
|
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
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13+ 108.33% |
$354 - $564
|
25
$719
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
9New |
$245 - $391
|
9
$259
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
6New |
$164 - $260
|
6
$172
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
1New |
$27.3 - $43.4
|
1
$28.7
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
2.45MNew |
$66.2M - $115M
|
2.45M
$70.5M
|
|
Nov 14, 2024
Q3 2024
|
Potrero Capital Research LLC
San Francisco, CA |
BUY
|
- |
543KNew |
$14.7M - $25.4M
|
543K
$15.6M
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
500KNew |
$13.5M - $23.4M
|
500K
$14.4M
|
|
Nov 14, 2024
Q3 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
280KNew |
$7.56M - $13.1M
|
280K
$8.05M
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
183KNew |
$4.93M - $8.53M
|
183K
$5.25M
|