Latest Institutional Purchases of Five9, Inc. (FIVN)

FIVN Quotes by TradingView

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 09, 2023 Q4 2022
Jeneq Management LP

New York, NY
BUY
 -
5.12K
+ 12.98%
$242K - $417K
44.6K $1.83M
Jan 17, 2023 Q4 2022
Maryland State Retirement & Pension System

BUY
 -
5.09K
New
$241K - $414K
5.09K $209K
Jan 25, 2023 Q4 2022
Connective Portfolio Management, LLC

BUY
 -
5K
New
$237K - $407K
5K $205K
Feb 14, 2023 Q4 2022
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
4.96K
New
$234K - $404K
4.96K $203K
Nov 14, 2024 Q4 2022
Water Island Capital LLC

New York, NY
BUY
 -
4.1K
New
$194K - $334K
4.1K $168K
Feb 06, 2023 Q4 2022
Brinker Capital Investments, LLC

BUY
 -
3.32K
New
$157K - $270K
3.32K $136K
Feb 10, 2023 Q4 2022
Svb Wealth LLC

Boston, MA
BUY
 -
3.09K
+ 55.13%
$146K - $252K
8.69K $357K
Feb 06, 2023 Q4 2022
Harvest Fund Management Co., LTD

Beijing, F4
BUY
 -
1.97K
+ 2215.73%
$93.3K - $161K
2.06K $84.6K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
595
+ 100.0%
$28.1K - $48.5K
1.19K $48.8K
Jan 12, 2023 Q4 2022
One Ascent Wealth Management LLC

Birmingham, AL
BUY
 -
406
+ 12.45%
$19.2K - $33.1K
3.67K $150K
Nov 30, 2023 Q4 2022
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
200
New
$9.46K - $16.3K
200 $8.21K
Feb 09, 2023 Q4 2022
Brown Brothers Harriman & CO

New York, NY
BUY
 -
176
New
$8.32K - $14.3K
176 $7.22K
Feb 14, 2023 Q4 2022
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
100
New
$4.73K - $8.15K
100 $4.1K
Jan 09, 2023 Q4 2022
Minich Mac Gregor Wealth Management, LLC

BUY
 -
72
New
$3.41K - $5.86K
72 $2.95K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
50
New
$2.37K - $4.07K
50 $2.05K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
29
+ 17.37%
$1.37K - $2.36K
196 $8.04K
Nov 07, 2023 Q4 2022
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
18
New
$851 - $1.47K
18 $739
Feb 14, 2023 Q4 2022
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
7
New
$331 - $570
7 $287
Jan 31, 2023 Q4 2022
Bergan Kdv Wealth Management, LLC

BUY
 -
7
New
$331 - $570
7 $287
Jan 11, 2023 Q4 2022
My Personal Cfo, LLC

BUY
 -
3
New
$142 - $244
3 $123
Q3 2022
Nov 14, 2022 Q3 2022
Whale Rock Capital Management LLC

Boston, MA
BUY
 -
554K
+ 165.54%
$41.5M - $65.4M
889K $36.5M
Nov 15, 2022 Q3 2022
Castleark Management LLC

Chicago, IL
BUY
 -
13.6K
+ 28.16%
$1.02M - $1.6M
61.9K $2.54M
Oct 20, 2022 Q3 2022
State Of Alaska, Department Of Revenue

BUY
 -
13K
New
$975K - $1.53M
13K $534K
Nov 14, 2022 Q3 2022
Cornercap Investment Counsel Inc

Atlanta, GA
BUY
 -
11.9K
New
$893K - $1.41M
11.9K $489K
Nov 14, 2022 Q3 2022
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
11.9K
New
$891K - $1.4M
11.9K $488K
Nov 14, 2022 Q3 2022
Alpha Crest Capital Management LLC

New York, NY
BUY
 -
11.2K
+ 465.75%
$838K - $1.32M
13.6K $557K
Nov 10, 2022 Q3 2022
Cna Financial Corp

Chicago, IL
BUY
 -
8.08K
New
$606K - $954K
8.08K $332K
Nov 14, 2022 Q3 2022
Pdt Partners, LLC

New York, NY
BUY
 -
7.38K
New
$553K - $871K
7.38K $303K
Nov 09, 2022 Q3 2022
Boussard & Gavaudan Investment Management LLP

London, X0
BUY
 -
4.64K
New
$348K - $548K
4.64K $190K
Nov 14, 2022 Q3 2022
Nine Point Two Capital LLC

Los Angeles, CA
BUY
 -
4.01K
New
$301K - $473K
4.01K $165K
Sep 21, 2023 Q3 2022
Jefferies Group LLC

New York, NY
BUY
 -
1.74K
+ 26.52%
$131K - $205K
8.31K $341K
Nov 14, 2022 Q3 2022
First Growth Investment Manager LP

San Francisco, CA
BUY
 CALL
1.5K
+ 20.0%
$112K - $177K
9K $369K
Oct 23, 2023 Q3 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
1.01K
+ 26.26%
$75.6K - $119K
4.85K $199K
Oct 18, 2022 Q3 2022
Moody Aldrich Partners LLC

BUY
 -
528
+ 18.91%
$39.6K - $62.3K
3.32K $136K
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
BUY
 -
500
+ 1.96%
$37.5K - $59K
26K $1.07M
Nov 14, 2022 Q3 2022
Resolute Advisors LLC

BUY
 -
476
New
$35.7K - $56.2K
476 $19.5K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
84
New
$6.3K - $9.91K
84 $3.45K
Nov 14, 2022 Q3 2022
Standard Family Office LLC

Sioux Falls, SD
BUY
 -
32
New
$2.4K - $3.78K
32 $1.31K
Nov 09, 2022 Q3 2022
Edmond De Rothschild Holding S.A.

Chambesy, V8
BUY
 -
30
+ 1.57%
$2.25K - $3.54K
1.94K $79.8K
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
13
New
$975 - $1.53K
13 $534
Q2 2022
Aug 15, 2022 Q2 2022
Moore Capital Management, LP

New York, NY
BUY
 -
54K
New
$4.44M - $6.43M
54K $2.22M
Aug 03, 2022 Q2 2022
Lisanti Capital Growth, LLC

BUY
 -
50.6K
New
$4.16M - $6.02M
50.6K $2.07M
Aug 11, 2022 Q2 2022
Icapital Wealth LLC

Walnut Creek, CA
BUY
 -
27K
New
$2.22M - $3.21M
27K $1.11M
Aug 15, 2022 Q2 2022
Balyasny Asset Management LLC

Chicago, IL
BUY
 CALL
14.9K
New
$1.23M - $1.77M
14.9K $611K
Aug 15, 2022 Q2 2022
Alight Capital Management LP

New York, NY
BUY
 -
12K
New
$987K - $1.43M
12K $492K
Aug 15, 2022 Q2 2022
Flight Deck Capital, LP

San Francisco, CA
BUY
 -
4K
+ 3.59%
$329K - $476K
115K $4.74M
Aug 11, 2022 Q2 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
87
New
$7.15K - $10.4K
87 $3.57K
Aug 02, 2022 Q2 2022
Crewe Advisors LLC

BUY
 -
30
New
$2.47K - $3.57K
30 $1.23K
Jul 19, 2022 Q2 2022
Tci Wealth Advisors, Inc.

BUY
 -
5
+ 2.84%
$411 - $595
181 $7.43K

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