Purchases and Sales Made in Q3 2023 in Five Below, Inc (FIVE)
This table provides information about the institutional ownership of Five Below, Inc (FIVE) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Oct 30, 2023
Q3 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
303+ 0.99% |
$44.2K - $63.1K
|
30.8K
$3.18M
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
BUY
|
- |
302+ 8.08% |
$44.1K - $62.9K
|
4.04K
$417K
|
|
Oct 25, 2023
Q3 2023
|
Groesbeck Investment Management Corp
|
BUY
|
- |
300+ 6.03% |
$43.8K - $62.5K
|
5.28K
$544K
|
|
Oct 30, 2023
Q3 2023
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
294+ 0.39% |
$42.9K - $61.3K
|
75.1K
$7.75M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
282+ 23.94% |
$41.2K - $58.8K
|
1.46K
$151K
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
222+ 19.15% |
$32.4K - $46.3K
|
1.38K
$143K
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
216+ 1.38% |
$31.5K - $45K
|
15.8K
$1.64M
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
207+ 17.74% |
$30.2K - $43.1K
|
1.37K
$142K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
195New |
$28.5K - $40.6K
|
195
$20.1K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
191+ 93.63% |
$27.9K - $39.8K
|
395
$40.8K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
191+ 17.95% |
$27.9K - $39.8K
|
1.26K
$130K
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
184+ 3.07% |
$26.9K - $38.3K
|
6.18K
$638K
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
181+ 13.2% |
$26.4K - $37.7K
|
1.55K
$160K
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
162+ 5.18% |
$23.7K - $33.8K
|
3.29K
$340K
|
|
Oct 26, 2023
Q3 2023
|
Emerald Advisers, LLC
|
BUY
|
- |
148New |
$21.6K - $30.8K
|
148
$15.3K
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
129+ 10.0% |
$18.8K - $26.9K
|
1.42K
$146K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
124+ 0.46% |
$18.1K - $25.8K
|
26.9K
$2.78M
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
109+ 31.96% |
$15.9K - $22.7K
|
450
$46.4K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
102+ 1.5% |
$14.9K - $21.3K
|
6.91K
$713K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
96+ 2.02% |
$14K - $20K
|
4.86K
$501K
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
95+ 2.26% |
$13.9K - $19.8K
|
4.3K
$443K
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
76New |
$11.1K - $15.8K
|
76
$7.84K
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
71+ 2.22% |
$10.4K - $14.8K
|
3.27K
$337K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
67+ 2.21% |
$9.78K - $14K
|
3.1K
$320K
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
66+ 11.48% |
$9.64K - $13.8K
|
641
$66.2K
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
58New |
$8.47K - $12.1K
|
58
$5.99K
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
BUY
|
- |
56+ 2.45% |
$8.18K - $11.7K
|
2.34K
$242K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
53+ 49.53% |
$7.74K - $11K
|
160
$16.5K
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
50New |
$7.3K - $10.4K
|
50
$5.16K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
50+ 12.41% |
$7.3K - $10.4K
|
453
$46.7K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
46+ 4600.0% |
$6.72K - $9.58K
|
47
$4.85K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
38+ 14.9% |
$5.55K - $7.92K
|
293
$30.2K
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
37+ 4.62% |
$5.4K - $7.71K
|
838
$86.5K
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
36+ 1.82% |
$5.26K - $7.5K
|
2.02K
$208K
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
34New |
$4.96K - $7.08K
|
34
$3.51K
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
34New |
$4.96K - $7.08K
|
34
$3.51K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
28New |
$4.09K - $5.83K
|
28
$2.89K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25+ 1.4% |
$3.65K - $5.21K
|
1.81K
$187K
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
24+ 0.91% |
$3.5K - $5K
|
2.67K
$275K
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
20+ 0.28% |
$2.92K - $4.17K
|
7.14K
$737K
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
19+ 0.22% |
$2.77K - $3.96K
|
8.63K
$890K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
16New |
$2.34K - $3.33K
|
16
$1.65K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
15+ 4.55% |
$2.19K - $3.13K
|
345
$35.6K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
12New |
$1.75K - $2.5K
|
12
$1.24K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
10New |
$1.46K - $2.08K
|
10
$1.03K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
9+ 21.95% |
$1.31K - $1.88K
|
50
$5.16K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8+ 0.07% |
$1.17K - $1.67K
|
12.2K
$1.26M
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8New |
$1.17K - $1.67K
|
8
$826
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
7New |
$1.02K - $1.46K
|
7
$722
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
6+ 7.79% |
$876 - $1.25K
|
83
$8.57K
|