Latest Institutional Transactions on Franklin Covey CO (FC)
This table provides information on the latest institutional transactions involving Franklin Covey CO (FC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4.67K- 31.77% |
$91.8K - $131K
|
10K
$150K
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-15.4K- 48.56% |
$303K - $432K
|
16.3K
$245K
|
|
|
Aug 13, 2025
Q2 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
69.2K+ 54.1% |
$1.36M - $1.94M
|
197K
$2.95M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
843+ 2.42% |
$16.6K - $23.6K
|
35.6K
$534K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-26- 0.01% |
$511 - $728
|
234K
$3.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
242New |
$4.75K - $6.78K
|
242
$3.63K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.43K- 2.77% |
$47.7K - $68K
|
85.2K
$1.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-24.1K- 59.44% |
$473K - $675K
|
16.4K
$247K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-1.71K- 58.09% |
$33.5K - $47.8K
|
1.23K
$18.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-7.62K- 22.81% |
$150K - $213K
|
25.8K
$387K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
200New |
$3.93K - $5.6K
|
200
$3K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-86- 0.76% |
$1.69K - $2.41K
|
11.2K
$168K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
15.9KNew |
$311K - $444K
|
15.9K
$238K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.53KNew |
$187K - $267K
|
9.53K
$143K
|
|
|
Aug 07, 2025
Q2 2025
|
Aviva PLC
|
BUY
|
- |
775+ 3.9% |
$15.2K - $21.7K
|
20.6K
$309K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
25New |
$491 - $700
|
25
$375
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-104- 62.65% |
$2.04K - $2.91K
|
62
$929
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
1.3K+ 7.43% |
$25.5K - $36.4K
|
18.8K
$282K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
46KNew |
$903K - $1.29M
|
46K
$689K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
95New |
$1.87K - $2.66K
|
95
$1.42K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-204- 8.98% |
$4.01K - $5.71K
|
2.07K
$31K
|
|
|
Jul 22, 2025
Q2 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
4.45K+ 35.65% |
$87.4K - $125K
|
16.9K
$254K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
42New |
$825 - $1.18K
|
42
$630
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
52+ 866.67% |
$1.02K - $1.46K
|
58
$869
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14- 16.47% |
$387 - $543
|
71
$1.06K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
4.54K+ 83.87% |
$125K - $176K
|
9.94K
$149K
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
29.8K+ 379.53% |
$822K - $1.15M
|
37.6K
$564K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
33.9KNew |
$936K - $1.31M
|
33.9K
$508K
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
9.99KNew |
$276K - $387K
|
9.99K
$150K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
930New |
$25.7K - $36K
|
930
$13.9K
|
|
|
May 15, 2025
Q1 2025
|
Nine Ten Capital Management LLC
Evanston, IL |
SELL
|
- |
-303K- 72.54% |
$8.38M - $11.8M
|
115K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
7.25K+ 131.1% |
$200K - $281K
|
12.8K
$192K
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-5.73K- 41.35% |
$158K - $222K
|
8.13K
$122K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
1.08K+ 13.11% |
$29.8K - $41.8K
|
9.3K
$139K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.06K- 11.35% |
$56.8K - $79.7K
|
16.1K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
2.09KNew |
$57.8K - $81.1K
|
2.09K
$31.4K
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
2.69K+ 28.36% |
$74.4K - $104K
|
12.2K
$183K
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
11.9KNew |
$329K - $462K
|
11.9K
$179K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-203- 3.0% |
$5.61K - $7.87K
|
6.56K
$98.4K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-21K- 38.57% |
$580K - $813K
|
33.4K
$501K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-276- 1.76% |
$7.62K - $10.7K
|
15.4K
$231K
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-1.6K- 29.68% |
$44.2K - $62K
|
3.79K
$56.8K
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
23.7KNew |
$655K - $918K
|
23.7K
$355K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1+ 4.17% |
$27.6 - $38.8
|
25
$375
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
20New |
$552 - $775
|
20
$300
|
|
|
May 12, 2025
Q1 2025
|
Herald Investment Management LTD
|
BUY
|
- |
15K+ 9.38% |
$414K - $581K
|
175K
$2.62M
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
SELL
|
- |
-8.47K- 31.31% |
$234K - $328K
|
18.6K
$278K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.5K+ 18.29% |
$41.4K - $58.1K
|
9.7K
$145K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-4.15K- 12.47% |
$115K - $161K
|
29.1K
$436K
|
|