Purchases and Sales Made in Q4 2024 in Franklin Covey CO (FC)
This table provides information about the institutional ownership of Franklin Covey CO (FC) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.22K+ 22.77% |
$42.9K - $53.6K
|
6.55K
$187K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.17K+ 1.35% |
$41.4K - $51.8K
|
87.9K
$2.5M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
1.02KNew |
$36K - $45K
|
1.02K
$29.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
918+ 0.97% |
$32.4K - $40.5K
|
95.5K
$2.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
907+ 100.22% |
$32K - $40K
|
1.81K
$51.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
704New |
$24.8K - $31K
|
704
$20.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
608+ 7.38% |
$21.5K - $26.8K
|
8.84K
$252K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
539+ 0.58% |
$19K - $23.8K
|
92.7K
$2.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
438+ 4.52% |
$15.5K - $19.3K
|
10.1K
$288K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
387New |
$13.7K - $17.1K
|
387
$11K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
319+ 1.79% |
$11.3K - $14.1K
|
18.1K
$516K
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
200+ 0.19% |
$7.06K - $8.82K
|
104K
$2.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
182+ 2.93% |
$6.42K - $8.02K
|
6.39K
$182K
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
131+ 0.88% |
$4.62K - $5.78K
|
14.9K
$426K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
97+ 0.63% |
$3.42K - $4.28K
|
15.4K
$439K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
58+ 109.43% |
$2.05K - $2.56K
|
111
$3.16K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
34+ 0.27% |
$1.2K - $1.5K
|
12.4K
$354K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
34New |
$1.2K - $1.5K
|
34
$969
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
29New |
$1.02K - $1.28K
|
29
$826
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
15New |
$529 - $661
|
15
$427
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11New |
$388 - $485
|
11
$313
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 6.25% |
$176 - $220
|
85
$2.42K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5New |
$176 - $220
|
5
$142
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$35.3 - $44.1
|
9.81K
$279K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-3- -0.0% |
$106 - $132
|
177K
$5.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6- 50.0% |
$212 - $265
|
6
$171
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-59- 68.6% |
$2.08K - $2.6K
|
27
$769
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-60- 0.03% |
$2.12K - $2.65K
|
234K
$6.68M
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-128- 1.21% |
$4.52K - $5.64K
|
10.4K
$297K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-424- 2.63% |
$15K - $18.7K
|
15.7K
$448K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-468- 50.7% |
$16.5K - $20.6K
|
455
$13K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-504- 77.3% |
$17.8K - $22.2K
|
148
$4.22K
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-560- 2.03% |
$19.8K - $24.7K
|
27K
$770K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-774- 4.76% |
$27.3K - $34.1K
|
15.5K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-815- 2.84% |
$28.8K - $35.9K
|
27.9K
$795K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1K- 14.22% |
$35.4K - $44.3K
|
6.06K
$173K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.13K- 13.23% |
$39.9K - $49.9K
|
7.43K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.28K- 2.08% |
$45K - $56.3K
|
59.9K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2.03K- 26.19% |
$71.6K - $89.5K
|
5.72K
$163K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-2.04K- 4.87% |
$71.9K - $89.8K
|
39.8K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-2.43K- 3.46% |
$85.6K - $107K
|
67.7K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.21K- 8.2% |
$113K - $141K
|
35.9K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-3.31K- 87.43% |
$117K - $146K
|
476
$13.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-4.04K- 32.28% |
$143K - $178K
|
8.48K
$242K
|
|
|
Jan 31, 2025
Q4 2024
|
Pembroke Management, LTD
|
SELL
|
- |
-4.75K- 3.11% |
$168K - $209K
|
148K
$4.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-5.47K- 9.96% |
$193K - $241K
|
49.5K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.2K- 11.94% |
$219K - $273K
|
45.7K
$1.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-6.34K- 12.04% |
$224K - $280K
|
46.3K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-6.41K- 1.45% |
$226K - $283K
|
437K
$12.4M
|