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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
7.58KNew |
$286K - $325K
|
7.58K
$226K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
6.21K+ 4.61% |
$234K - $266K
|
141K
$4.2M
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-10.5K- 65.98% |
$395K - $450K
|
5.41K
$161K
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
6.19KNew |
$233K - $265K
|
6.19K
$185K
|
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
1.28K+ 15.9% |
$48.2K - $54.8K
|
9.32K
$278K
|
|
|
May 15, 2024
Q1 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-45.1K- 50.35% |
$1.7M - $1.94M
|
44.5K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Blue Grotto Capital, LLC
Atlanta, GA |
SELL
|
- |
-43.6K- 30.34% |
$1.64M - $1.87M
|
100K
$2.98M
|
|
|
May 14, 2024
Q1 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-990- 3.06% |
$37.3K - $42.5K
|
31.3K
$935K
|
|
|
May 14, 2024
Q1 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
11.7KNew |
$443K - $504K
|
11.7K
$350K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-50- 0.86% |
$1.88K - $2.14K
|
5.73K
$171K
|
|
|
May 13, 2024
Q1 2024
|
Herald Investment Management LTD
|
BUY
|
- |
110K+ 220.0% |
$4.15M - $4.72M
|
160K
$4.77M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.1KNew |
$41.5K - $47.2K
|
1.1K
$32.8K
|
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
6.27KNew |
$236K - $269K
|
6.27K
$187K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2New |
$75.4 - $85.8
|
2
$59.7
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
640+ 10.4% |
$24.1K - $27.4K
|
6.79K
$203K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
14.6KNew |
$550K - $626K
|
14.6K
$436K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
9New |
$339 - $386
|
9
$269
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.32K- 75.2% |
$49.6K - $56.4K
|
434
$13K
|
|
|
Apr 18, 2024
Q1 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
175KNew |
$6.59M - $7.5M
|
175K
$5.22M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.69KNew |
$63.5K - $72.3K
|
1.69K
$50.3K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
4.96KNew |
$173K - $216K
|
4.96K
$148K
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
1.23KNew |
$42.8K - $53.4K
|
1.23K
$36.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5New |
$175 - $218
|
5
$149
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
608KNew |
$21.3M - $26.5M
|
608K
$18.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
707+ 30.97% |
$24.7K - $30.8K
|
2.99K
$89.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.8K+ 19.47% |
$62.8K - $78.3K
|
11K
$329K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-289- 5.73% |
$10.1K - $12.6K
|
4.75K
$142K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-6K- 73.17% |
$210K - $261K
|
2.2K
$65.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Worth Venture Partners, LLC
Fort Lee, NJ |
SELL
|
- |
-13.8K- 28.59% |
$481K - $600K
|
34.4K
$1.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.15K- 10.59% |
$40.3K - $50.2K
|
9.73K
$290K
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-4K- 15.33% |
$140K - $174K
|
22.1K
$659K
|
|
|
Feb 02, 2024
Q4 2023
|
Acuitas Investments, LLC
|
SELL
|
- |
-27K- 28.56% |
$942K - $1.17M
|
67.4K
$2.01M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-75- 0.81% |
$3.07K - $3.63K
|
9.19K
$274K
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
7.59KNew |
$310K - $367K
|
7.59K
$226K
|
|
|
Nov 14, 2023
Q3 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
22.3KNew |
$913K - $1.08M
|
22.3K
$666K
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
4.64KNew |
$190K - $224K
|
4.64K
$138K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
196+ 19.46% |
$8.01K - $9.48K
|
1.2K
$35.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
24New |
$981 - $1.16K
|
24
$716
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-10.2K- 56.98% |
$417K - $493K
|
7.7K
$230K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Kent Lake Capital LLC
Mill Valley, CA |
BUY
|
- |
20K+ 16.64% |
$699K - $901K
|
140K
$4.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
385New |
$13.5K - $17.4K
|
385
$11.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
668New |
$23.4K - $30.1K
|
668
$19.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
9.03KNew |
$316K - $407K
|
9.03K
$269K
|
|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
3.44K+ 22.12% |
$120K - $155K
|
19K
$567K
|
|
|
Aug 04, 2023
Q2 2023
|
Lapides Asset Management, LLC
|
SELL
|
- |
-15.1K- 15.35% |
$528K - $681K
|
83.3K
$2.49M
|
|
| Q1 2023 | |||||||
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
5.75KNew |
$208K - $283K
|
5.75K
$172K
|
|
|
May 15, 2024
Q1 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
103KNew |
$3.73M - $5.06M
|
103K
$3.07M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-977- 9.38% |
$35.4K - $48K
|
9.44K
$282K
|
|
|
May 15, 2023
Q1 2023
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
21.9K+ 47.3% |
$794K - $1.08M
|
68.2K
$2.04M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
19+ 15.2% |
$689 - $934
|
144
$4.3K
|
|