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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
1.02KNew |
$36K - $45K
|
1.02K
$30.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-424- 2.63% |
$15K - $18.7K
|
15.7K
$469K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
58.2KNew |
$2.05M - $2.56M
|
58.2K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-560- 2.03% |
$19.8K - $24.7K
|
27K
$807K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.51KNew |
$53.3K - $66.6K
|
1.51K
$45.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1K- 14.22% |
$35.4K - $44.3K
|
6.06K
$181K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-59- 68.6% |
$2.08K - $2.6K
|
27
$806
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
34New |
$1.2K - $1.5K
|
34
$1.01K
|
|
|
Jan 15, 2025
Q4 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
2.66K+ 38.22% |
$93.8K - $117K
|
9.61K
$287K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$35.3 - $44.1
|
9.81K
$293K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
8.31K+ 3.42% |
$293K - $366K
|
251K
$7.5M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
387New |
$13.7K - $17.1K
|
387
$11.5K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
29New |
$1.02K - $1.28K
|
29
$865
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-753- 5.04% |
$27.8K - $32.9K
|
14.2K
$423K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-55- 0.01% |
$2.03K - $2.4K
|
448K
$13.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Bares Capital Management, Inc.
Austin, TX |
SELL
|
- |
-455K- 97.42% |
$16.8M - $19.9M
|
12.1K
$360K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
40New |
$1.48K - $1.75K
|
40
$1.19K
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
6.98KNew |
$257K - $305K
|
6.98K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14New |
$516 - $612
|
14
$418
|
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
SELL
|
- |
-1.11K- 6.42% |
$40.9K - $48.5K
|
16.2K
$483K
|
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
93New |
$3.43K - $4.07K
|
93
$2.78K
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-390- 26.88% |
$14.4K - $17K
|
1.06K
$31.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
6New |
$221 - $262
|
6
$179
|
|
|
Nov 13, 2024
Q3 2024
|
Millrace Asset Group, Inc.
|
SELL
|
- |
-400- 0.9% |
$14.8K - $17.5K
|
44.1K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
26New |
$959 - $1.14K
|
26
$776
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
9.05KNew |
$334K - $396K
|
9.05K
$270K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.03K+ 47.2% |
$112K - $132K
|
9.45K
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
12New |
$443 - $525
|
12
$358
|
|
|
Nov 06, 2024
Q3 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-137- 15.59% |
$5.05K - $5.99K
|
742
$22.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-6.64K- 51.46% |
$245K - $290K
|
6.27K
$187K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
87New |
$3.21K - $3.8K
|
87
$2.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
3.5K+ 34.31% |
$129K - $153K
|
13.7K
$409K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
94+ 54.34% |
$3.47K - $4.11K
|
267
$7.97K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-617- 5.17% |
$22.8K - $27K
|
11.3K
$338K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
55New |
$2.03K - $2.4K
|
55
$1.64K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
8.57KNew |
$316K - $374K
|
8.57K
$256K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
13New |
$479 - $568
|
13
$388
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-1.64K- 11.11% |
$55.5K - $66.2K
|
13.1K
$390K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-228- 90.48% |
$7.74K - $9.22K
|
24
$716
|
|
|
Aug 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
3.28K+ 24.37% |
$111K - $133K
|
16.7K
$500K
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
686+ 11.28% |
$23.3K - $27.8K
|
6.77K
$202K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-76.1K- 6.1% |
$2.58M - $3.08M
|
1.17M
$35M
|
|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
11.9KNew |
$405K - $482K
|
11.9K
$356K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-442- 88.05% |
$15K - $17.9K
|
60
$1.79K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.24K- 47.98% |
$144K - $172K
|
4.6K
$137K
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
300New |
$10.2K - $12.1K
|
300
$8.95K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
5+ 0.1% |
$170 - $202
|
5.1K
$152K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5New |
$170 - $202
|
5
$149
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
11New |
$373 - $445
|
11
$328
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
35New |
$1.19K - $1.42K
|
35
$1.04K
|
|