Purchases and Sales Made in Q4 2023 in Five Below, Inc (FIVE)
This table provides information about the institutional ownership of Five Below, Inc (FIVE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
BUY
|
- |
76+ 3.24% |
$11.8K - $16.3K
|
2.42K
$331K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
76+ 1.72% |
$11.8K - $16.3K
|
4.5K
$616K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
75+ 3.72% |
$11.7K - $16K
|
2.09K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
73+ 2.6% |
$11.4K - $15.6K
|
2.89K
$395K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
59+ 4.68% |
$9.19K - $12.6K
|
1.32K
$181K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
51+ 85.0% |
$7.95K - $10.9K
|
111
$15.2K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
50+ 100.0% |
$7.79K - $10.7K
|
100
$13.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
43+ 0.35% |
$6.7K - $9.2K
|
12.4K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
40New |
$6.23K - $8.55K
|
40
$5.48K
|
|
|
Jan 24, 2024
Q4 2023
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
40+ 0.39% |
$6.23K - $8.55K
|
10.2K
$1.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
40+ 125.0% |
$6.23K - $8.55K
|
72
$9.87K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
35+ 184.21% |
$5.45K - $7.48K
|
54
$7.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
35New |
$5.45K - $7.48K
|
35
$4.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
28+ 1.97% |
$4.36K - $5.99K
|
1.45K
$199K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
27+ 4.78% |
$4.21K - $5.77K
|
592
$81.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
27+ 11.64% |
$4.21K - $5.77K
|
259
$35.5K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
26+ 17.45% |
$4.05K - $5.56K
|
175
$24K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
22+ 1.51% |
$3.43K - $4.7K
|
1.48K
$203K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
21New |
$3.27K - $4.49K
|
21
$2.88K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
20New |
$3.12K - $4.28K
|
20
$2.74K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
20+ 5.8% |
$3.12K - $4.28K
|
365
$50K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20+ 333.33% |
$3.12K - $4.28K
|
26
$3.56K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20+ 0.93% |
$3.12K - $4.28K
|
2.18K
$299K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
17New |
$2.65K - $3.64K
|
17
$2.33K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17+ 566.67% |
$2.65K - $3.64K
|
20
$2.74K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
17+ 212.5% |
$2.65K - $3.64K
|
25
$3.43K
|
|
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
17+ 0.02% |
$2.65K - $3.64K
|
102K
$14M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
15New |
$2.34K - $3.21K
|
15
$2.06K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
15New |
$2.34K - $3.21K
|
15
$2.06K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14+ 9.15% |
$2.18K - $2.99K
|
167
$22.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
14New |
$2.18K - $2.99K
|
14
$1.92K
|
|
|
Jan 31, 2024
Q4 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
12+ 0.51% |
$1.87K - $2.57K
|
2.35K
$322K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
10New |
$1.56K - $2.14K
|
10
$1.37K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9+ 40.91% |
$1.4K - $1.92K
|
31
$4.25K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
9New |
$1.4K - $1.92K
|
9
$1.23K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
9New |
$1.4K - $1.92K
|
9
$1.23K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
8New |
$1.25K - $1.71K
|
8
$1.1K
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
7New |
$1.09K - $1.5K
|
7
$959
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 70.0% |
$1.09K - $1.5K
|
17
$2.33K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
7+ 17.5% |
$1.09K - $1.5K
|
47
$6.44K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7+ 0.26% |
$1.09K - $1.5K
|
2.66K
$364K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
6+ 85.71% |
$935 - $1.28K
|
13
$1.78K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5New |
$779 - $1.07K
|
5
$685
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
5New |
$779 - $1.07K
|
5
$685
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
3+ 0.21% |
$467 - $642
|
1.46K
$201K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3+ 0.35% |
$467 - $642
|
852
$117K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$467 - $642
|
3
$411
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2New |
$312 - $428
|
2
$274
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2New |
$312 - $428
|
2
$274
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$156 - $214
|
1
$137
|