Purchases and Sales Made in Q2 2024 in Five Below, Inc (FIVE)
This table provides information about the institutional ownership of Five Below, Inc (FIVE) during Q2 2024. The information is specifically focused on institutions that hold shares of FIVE BELOW, INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
14New |
$1.53K - $2.5K
|
14
$1.44K
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
14+ 140.0% |
$1.53K - $2.5K
|
24
$2.48K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
13New |
$1.42K - $2.33K
|
13
$1.34K
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
10+ 1.21% |
$1.09K - $1.79K
|
838
$86.5K
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9New |
$981 - $1.61K
|
9
$929
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
9+ 0.07% |
$981 - $1.61K
|
12.3K
$1.27M
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7+ 70.0% |
$763 - $1.25K
|
17
$1.75K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6+ 1.55% |
$654 - $1.07K
|
393
$40.6K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6New |
$654 - $1.07K
|
6
$619
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
5New |
$545 - $894
|
5
$516
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5+ 5.43% |
$545 - $894
|
97
$10K
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 133.33% |
$436 - $716
|
7
$722
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4+ 200.0% |
$436 - $716
|
6
$619
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4New |
$436 - $716
|
4
$413
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
3New |
$327 - $537
|
3
$310
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
3New |
$327 - $537
|
3
$310
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 2.86% |
$218 - $358
|
72
$7.43K
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1+ 2.33% |
$109 - $179
|
44
$4.54K
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 25.0% |
$109 - $179
|
5
$516
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$109 - $179
|
1
$103
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 50.0% |
$109 - $179
|
3
$310
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1New |
$109 - $179
|
1
$103
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1New |
$109 - $179
|
1
$103
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 12.5% |
$109 - $179
|
7
$722
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 33.33% |
$436 - $716
|
8
$826
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-4- 23.53% |
$436 - $716
|
13
$1.34K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-5- 0.09% |
$545 - $894
|
5.51K
$568K
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5- 83.33% |
$545 - $894
|
1
$103
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-7- 6.48% |
$763 - $1.25K
|
101
$10.4K
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-7- 8.05% |
$763 - $1.25K
|
80
$8.26K
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-9- 0.28% |
$981 - $1.61K
|
3.23K
$334K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-9- 8.04% |
$981 - $1.61K
|
103
$10.6K
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-12- 70.59% |
$1.31K - $2.15K
|
5
$516
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-12- 36.36% |
$1.31K - $2.15K
|
21
$2.17K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-12- 24.49% |
$1.31K - $2.15K
|
37
$3.82K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-16- 0.83% |
$1.74K - $2.86K
|
1.9K
$196K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-19- 39.58% |
$2.07K - $3.4K
|
29
$2.99K
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-23- 0.99% |
$2.51K - $4.11K
|
2.31K
$239K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-28- 84.85% |
$3.05K - $5.01K
|
5
$516
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-30- 0.84% |
$3.27K - $5.37K
|
3.56K
$367K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-30- 51.72% |
$3.27K - $5.37K
|
28
$2.89K
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-40- 55.56% |
$4.36K - $7.16K
|
32
$3.3K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-41- 36.61% |
$4.47K - $7.33K
|
71
$7.33K
|
|
Aug 12, 2024
Q2 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-47- 12.57% |
$5.12K - $8.41K
|
327
$33.7K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-56- 31.11% |
$6.1K - $10K
|
124
$12.8K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-56- 7.63% |
$6.1K - $10K
|
678
$70K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-59- 17.72% |
$6.43K - $10.6K
|
274
$28.3K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-61- 9.33% |
$6.65K - $10.9K
|
593
$61.2K
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-72- 3.43% |
$7.85K - $12.9K
|
2.03K
$209K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-77- 49.04% |
$8.39K - $13.8K
|
80
$8.26K
|