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 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
76+ 1.72% |
$11.8K - $16.3K
|
4.5K
$437K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
75+ 3.72% |
$11.7K - $16K
|
2.09K
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
73+ 2.6% |
$11.4K - $15.6K
|
2.89K
$280K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
59+ 4.68% |
$9.19K - $12.6K
|
1.32K
$128K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
51+ 85.0% |
$7.95K - $10.9K
|
111
$10.8K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
50+ 100.0% |
$7.79K - $10.7K
|
100
$9.71K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
43+ 0.35% |
$6.7K - $9.2K
|
12.4K
$1.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
40+ 125.0% |
$6.23K - $8.55K
|
72
$6.99K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
40New |
$6.23K - $8.55K
|
40
$3.88K
|
|
|
Jan 24, 2024
Q4 2023
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
40+ 0.39% |
$6.23K - $8.55K
|
10.2K
$991K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
35+ 184.21% |
$5.45K - $7.48K
|
54
$5.24K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
35New |
$5.45K - $7.48K
|
35
$3.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
28+ 1.97% |
$4.36K - $5.99K
|
1.45K
$141K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
27+ 11.64% |
$4.21K - $5.77K
|
259
$25.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
27+ 4.78% |
$4.21K - $5.77K
|
592
$57.5K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
26+ 17.45% |
$4.05K - $5.56K
|
175
$17K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
22+ 1.51% |
$3.43K - $4.7K
|
1.48K
$144K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
21New |
$3.27K - $4.49K
|
21
$2.04K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
20+ 5.8% |
$3.12K - $4.28K
|
365
$35.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20+ 333.33% |
$3.12K - $4.28K
|
26
$2.52K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20+ 0.93% |
$3.12K - $4.28K
|
2.18K
$212K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
20New |
$3.12K - $4.28K
|
20
$1.94K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
17New |
$2.65K - $3.64K
|
17
$1.65K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17+ 566.67% |
$2.65K - $3.64K
|
20
$1.94K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
17+ 212.5% |
$2.65K - $3.64K
|
25
$2.43K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
15New |
$2.34K - $3.21K
|
15
$1.46K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
15New |
$2.34K - $3.21K
|
15
$1.46K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
14New |
$2.18K - $2.99K
|
14
$1.36K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14+ 9.15% |
$2.18K - $2.99K
|
167
$16.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
12+ 0.51% |
$1.87K - $2.57K
|
2.35K
$228K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
10New |
$1.56K - $2.14K
|
10
$971
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
9New |
$1.4K - $1.92K
|
9
$874
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
9New |
$1.4K - $1.92K
|
9
$874
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9+ 40.91% |
$1.4K - $1.92K
|
31
$3.01K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
8New |
$1.25K - $1.71K
|
8
$777
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 70.0% |
$1.09K - $1.5K
|
17
$1.65K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
7+ 17.5% |
$1.09K - $1.5K
|
47
$4.56K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7+ 0.26% |
$1.09K - $1.5K
|
2.66K
$258K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
6+ 85.71% |
$935 - $1.28K
|
13
$1.26K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5New |
$779 - $1.07K
|
5
$485
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
5New |
$779 - $1.07K
|
5
$485
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3+ 0.35% |
$467 - $642
|
852
$82.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$467 - $642
|
3
$291
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
3+ 0.21% |
$467 - $642
|
1.46K
$142K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2New |
$312 - $428
|
2
$194
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2New |
$312 - $428
|
2
$194
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$156 - $214
|
1
$97.1
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1+ 1.2% |
$156 - $214
|
84
$8.15K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 100.0% |
$156 - $214
|
2
$194
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 3.03% |
$156 - $214
|
34
$3.3K
|