Purchases and Sales Made in Q2 2025 in Franklin Covey CO (FC)
This table provides information about the institutional ownership of Franklin Covey CO (FC) during Q2 2025. The information is specifically focused on institutions that hold shares of FRANKLIN COVEY CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
97.9K+ 360.85% |
$1.92M - $2.74M
|
125K
$1.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
69.2K+ 54.1% |
$1.36M - $1.94M
|
197K
$2.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Royce & Associates LP
|
BUY
|
- |
59.5K+ 6.36% |
$1.17M - $1.67M
|
995K
$14.9M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
53.4K+ 96.84% |
$1.05M - $1.5M
|
109K
$1.63M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
46KNew |
$903K - $1.29M
|
46K
$689K
|
|
|
Aug 13, 2025
Q2 2025
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
36.9K+ 39.54% |
$725K - $1.03M
|
130K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
33.6K+ 75.37% |
$661K - $942K
|
78.3K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
28.1K+ 15.89% |
$551K - $786K
|
205K
$3.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
27.5K+ 17.62% |
$540K - $770K
|
184K
$2.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21.4KNew |
$420K - $599K
|
21.4K
$321K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.8K+ 268.1% |
$389K - $555K
|
27.2K
$408K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.8K+ 268.1% |
$389K - $555K
|
27.2K
$408K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
16.6KNew |
$326K - $464K
|
16.6K
$248K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
15.9KNew |
$311K - $444K
|
15.9K
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
13.6KNew |
$266K - $379K
|
13.6K
$203K
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
13KNew |
$256K - $365K
|
13K
$195K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
12.7K+ 61.54% |
$250K - $356K
|
33.4K
$500K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
12.5K+ 167.45% |
$245K - $349K
|
19.9K
$299K
|
|
|
Aug 11, 2025
Q2 2025
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
9.92K+ 1.89% |
$195K - $278K
|
534K
$8M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.53KNew |
$187K - $267K
|
9.53K
$143K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
7.92K+ 122.97% |
$156K - $222K
|
14.4K
$215K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
7.64K+ 46.54% |
$150K - $214K
|
24K
$360K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
4.88K+ 0.69% |
$95.9K - $137K
|
716K
$10.7M
|
|
|
Jul 22, 2025
Q2 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
4.45K+ 35.65% |
$87.4K - $125K
|
16.9K
$254K
|
|
|
Aug 14, 2025
Q2 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
3.44K+ 0.59% |
$67.5K - $96.2K
|
590K
$8.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3.3K+ 1.32% |
$64.7K - $92.3K
|
253K
$3.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.29K+ 13.1% |
$64.6K - $92K
|
28.4K
$425K
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
3.25K+ 13.16% |
$63.8K - $91K
|
27.9K
$419K
|
|
|
Aug 14, 2025
Q2 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
2.69K+ 120.5% |
$52.8K - $75.2K
|
4.92K
$73.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
2.54K+ 2.47% |
$49.9K - $71.1K
|
105K
$1.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.45K+ 17.62% |
$48K - $68.5K
|
16.3K
$245K
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
2.12K+ 0.68% |
$41.6K - $59.3K
|
315K
$4.72M
|
|
|
Aug 07, 2025
Q2 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
1.92K+ 8.63% |
$37.7K - $53.8K
|
24.2K
$362K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.89K+ 12.9% |
$37K - $52.8K
|
16.5K
$247K
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.83K+ 6.24% |
$36K - $51.3K
|
31.2K
$467K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.63K+ 1.78% |
$32K - $45.6K
|
93.5K
$1.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
1.3K+ 7.43% |
$25.5K - $36.4K
|
18.8K
$282K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
843+ 2.42% |
$16.6K - $23.6K
|
35.6K
$534K
|
|
|
Aug 07, 2025
Q2 2025
|
Aviva PLC
|
BUY
|
- |
775+ 3.9% |
$15.2K - $21.7K
|
20.6K
$309K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
554+ 10.26% |
$10.9K - $15.5K
|
5.95K
$89.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
428+ 2.61% |
$8.41K - $12K
|
16.9K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
404+ 2.0% |
$7.93K - $11.3K
|
20.6K
$309K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
387+ 1759.09% |
$7.6K - $10.8K
|
409
$6.13K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
381+ 53.66% |
$7.48K - $10.7K
|
1.09K
$16.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
369+ 37.81% |
$7.25K - $10.3K
|
1.35K
$20.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
359+ 498.61% |
$7.05K - $10.1K
|
431
$6.46K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
355+ 29.66% |
$6.97K - $9.94K
|
1.55K
$23.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
287+ 284.16% |
$5.64K - $8.04K
|
388
$5.82K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
245+ 1750.0% |
$4.81K - $6.86K
|
259
$3.88K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
242New |
$4.75K - $6.78K
|
242
$3.63K
|
|