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 |
|---|---|---|---|---|---|---|---|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
400+ 5.97% |
$20.6K - $33K
|
7.1K
$265K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
145New |
$7.47K - $12K
|
145
$5.42K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
75+ 300.0% |
$3.86K - $6.18K
|
100
$3.74K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
23New |
$1.18K - $1.9K
|
23
$860
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
20New |
$1.03K - $1.65K
|
20
$748
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
5New |
$258 - $412
|
5
$187
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3New |
$155 - $247
|
3
$112
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Dorsal Capital Management, LLC
Redwood City, CA |
BUY
|
- |
700K+ 280.0% |
$42.3M - $59.9M
|
950K
$35.5M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
438KNew |
$26.4M - $37.5M
|
438K
$16.4M
|
|
|
May 15, 2023
Q1 2023
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
168KNew |
$10.1M - $14.4M
|
168K
$6.28M
|
|
|
May 15, 2023
Q1 2023
|
Styrax Capital, LP
New York, NY |
BUY
|
- |
120KNew |
$7.27M - $10.3M
|
120K
$4.5M
|
|
|
May 15, 2023
Q1 2023
|
Cavalry Management Group, LLC
San Francisco, CA |
BUY
|
- |
84KNew |
$5.07M - $7.19M
|
84K
$3.14M
|
|
|
May 11, 2023
Q1 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
55.7KNew |
$3.36M - $4.77M
|
55.7K
$2.08M
|
|
|
May 12, 2023
Q1 2023
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
PUT |
40KNew |
$2.42M - $3.42M
|
40K
$1.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
29.4KNew |
$1.78M - $2.52M
|
29.4K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
13.4KNew |
$812K - $1.15M
|
13.4K
$503K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13.2K+ 118.55% |
$797K - $1.13M
|
24.3K
$910K
|
|
|
Apr 27, 2023
Q1 2023
|
Sarasin & Partners LLP
|
BUY
|
- |
12.2KNew |
$738K - $1.05M
|
12.2K
$457K
|
|
|
May 15, 2023
Q1 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
8.84KNew |
$534K - $757K
|
8.84K
$330K
|
|
|
May 25, 2023
Q1 2023
|
Legato Capital Management LLC
|
BUY
|
- |
7.22KNew |
$436K - $618K
|
7.22K
$270K
|
|
|
May 02, 2023
Q1 2023
|
Acuitas Investments, LLC
|
BUY
|
- |
5.9KNew |
$356K - $505K
|
5.9K
$221K
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
4.8KNew |
$290K - $411K
|
4.8K
$179K
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
4.7KNew |
$284K - $402K
|
4.7K
$176K
|
|
|
May 15, 2023
Q1 2023
|
Dc Investments Management, LLC
Mclean, VA |
BUY
|
- |
4.36KNew |
$263K - $373K
|
4.36K
$163K
|
|
|
May 08, 2023
Q1 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
4.02KNew |
$243K - $344K
|
4.02K
$150K
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
2.89KNew |
$174K - $247K
|
2.89K
$108K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.77KNew |
$167K - $237K
|
2.77K
$104K
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
941+ 1.7% |
$56.8K - $80.6K
|
56.4K
$2.11M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
467+ 3.58% |
$28.2K - $40K
|
13.5K
$505K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
300+ 5.87% |
$18.1K - $25.7K
|
5.41K
$202K
|
|
|
May 12, 2023
Q1 2023
|
Advent Capital Management
New York, NY |
BUY
|
- |
229+ 1272.22% |
$13.8K - $19.6K
|
247
$9.24K
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
172+ 0.03% |
$10.4K - $14.7K
|
518K
$19.4M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
148New |
$8.94K - $12.7K
|
148
$5.53K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
100New |
$6.04K - $8.56K
|
100
$3.74K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
97New |
$5.86K - $8.3K
|
97
$3.63K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
68+ 453.33% |
$4.11K - $5.82K
|
83
$3.1K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
65New |
$3.93K - $5.56K
|
65
$2.43K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
60New |
$3.62K - $5.14K
|
60
$2.24K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
50New |
$3.02K - $4.28K
|
50
$1.87K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
25New |
$1.51K - $2.14K
|
25
$935
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
10New |
$604 - $856
|
10
$374
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Jericho Capital Asset Management L.P.
New York, NY |
BUY
|
- |
483KNew |
$22.8M - $39.3M
|
483K
$18.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
PUT |
250KNew |
$11.8M - $20.4M
|
250K
$9.35M
|
|
|
Feb 08, 2023
Q4 2022
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
191KNew |
$9.01M - $15.5M
|
191K
$7.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
156KNew |
$7.4M - $12.7M
|
156K
$5.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
128KNew |
$6.05M - $10.4M
|
128K
$4.79M
|
|
|
Jan 30, 2023
Q4 2022
|
Parnassus Investments, LLC
|
BUY
|
- |
80K+ 55.0% |
$3.79M - $6.52M
|
226K
$8.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Archon Capital Management LLC
Seattle, WA |
BUY
|
- |
51.1KNew |
$2.42M - $4.16M
|
51.1K
$1.91M
|
|
|
Feb 02, 2023
Q4 2022
|
Monarch Partners Asset Management LLC
|
BUY
|
- |
25.4KNew |
$1.2M - $2.07M
|
25.4K
$951K
|
|