Latest Institutional Purchases of Franklin Covey CO (FC)
This list provides information on the latest institutional transactions involving Franklin Covey CO (FC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.36K+ 6.67% |
$48.1K - $60.1K
|
21.8K
$667K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.22K+ 22.77% |
$42.9K - $53.6K
|
6.55K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.17K+ 1.35% |
$41.4K - $51.8K
|
87.9K
$2.69M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
1.02KNew |
$36K - $45K
|
1.02K
$31.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
918+ 0.97% |
$32.4K - $40.5K
|
95.5K
$2.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
907+ 100.22% |
$32K - $40K
|
1.81K
$55.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
800+ 114.29% |
$28.2K - $35.3K
|
1.5K
$45.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
704New |
$24.8K - $31K
|
704
$21.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
608+ 7.38% |
$21.5K - $26.8K
|
8.84K
$271K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
539+ 0.58% |
$19K - $23.8K
|
92.7K
$2.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
438+ 4.52% |
$15.5K - $19.3K
|
10.1K
$310K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
387New |
$13.7K - $17.1K
|
387
$11.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
319+ 1.79% |
$11.3K - $14.1K
|
18.1K
$555K
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
200+ 0.19% |
$7.06K - $8.82K
|
104K
$3.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
182+ 2.93% |
$6.42K - $8.02K
|
6.39K
$196K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
97+ 0.63% |
$3.42K - $4.28K
|
15.4K
$471K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
58+ 109.43% |
$2.05K - $2.56K
|
111
$3.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
34+ 0.27% |
$1.2K - $1.5K
|
12.4K
$381K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
34New |
$1.2K - $1.5K
|
34
$1.04K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
29New |
$1.02K - $1.28K
|
29
$887
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
15New |
$529 - $661
|
15
$459
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11New |
$388 - $485
|
11
$337
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 6.25% |
$176 - $220
|
85
$2.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5New |
$176 - $220
|
5
$153
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
9.05KNew |
$334K - $396K
|
9.05K
$277K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
8.57KNew |
$316K - $374K
|
8.57K
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
6.98KNew |
$257K - $305K
|
6.98K
$213K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
3.5K+ 34.31% |
$129K - $153K
|
13.7K
$419K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.03K+ 47.2% |
$112K - $132K
|
9.45K
$289K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
94+ 54.34% |
$3.47K - $4.11K
|
267
$8.17K
|
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
93New |
$3.43K - $4.07K
|
93
$2.85K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
87New |
$3.21K - $3.8K
|
87
$2.66K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
55New |
$2.03K - $2.4K
|
55
$1.68K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
40New |
$1.48K - $1.75K
|
40
$1.22K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
26New |
$959 - $1.14K
|
26
$796
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14New |
$516 - $612
|
14
$428
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
13New |
$479 - $568
|
13
$398
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
12New |
$443 - $525
|
12
$367
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
6New |
$221 - $262
|
6
$184
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
11.9KNew |
$405K - $482K
|
11.9K
$365K
|
|
|
Aug 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
3.28K+ 24.37% |
$111K - $133K
|
16.7K
$512K
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
686+ 11.28% |
$23.3K - $27.8K
|
6.77K
$207K
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
300New |
$10.2K - $12.1K
|
300
$9.18K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
35New |
$1.19K - $1.42K
|
35
$1.07K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
11New |
$373 - $445
|
11
$337
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
5+ 0.1% |
$170 - $202
|
5.1K
$156K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5New |
$170 - $202
|
5
$153
|
|
| Q1 2024 | |||||||
|
Apr 18, 2024
Q1 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
175KNew |
$6.59M - $7.5M
|
175K
$5.35M
|
|
|
May 13, 2024
Q1 2024
|
Herald Investment Management LTD
|
BUY
|
- |
110K+ 220.0% |
$4.15M - $4.72M
|
160K
$4.9M
|
|