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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-14.8K- 10.06% |
$272K - $358K
|
132K
$1.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Royce & Associates LP
|
SELL
|
- |
-157K- 15.8% |
$2.89M - $3.8M
|
838K
$12.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-109- 28.09% |
$2.01K - $2.63K
|
279
$4.18K
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-379- 1.22% |
$6.97K - $9.16K
|
30.8K
$462K
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-14.8K- 4.7% |
$272K - $358K
|
300K
$4.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
59+ 88.06% |
$1.09K - $1.43K
|
126
$1.89K
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
6.85K+ 52.73% |
$126K - $165K
|
19.8K
$297K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-3.61K- 1.0% |
$66.4K - $87.2K
|
356K
$5.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Bridge City Capital, LLC
Lake Oswego, OR |
BUY
|
- |
15.1KNew |
$277K - $364K
|
15.1K
$226K
|
|
|
Nov 12, 2025
Q3 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-18.6K- 17.61% |
$341K - $448K
|
86.8K
$1.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-4.48K- 18.63% |
$82.4K - $108K
|
19.6K
$293K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-3.48K- 77.85% |
$64K - $84.1K
|
990
$14.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-9.75K- 10.43% |
$179K - $236K
|
83.7K
$1.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1New |
$18.4 - $24.2
|
1
$15
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-14- 3.42% |
$258 - $338
|
395
$5.92K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
184New |
$3.39K - $4.45K
|
184
$2.76K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
26New |
$478 - $628
|
26
$390
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
193+ 74.52% |
$3.55K - $4.66K
|
452
$6.78K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.31K- 20.23% |
$24K - $31.6K
|
5.15K
$77.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-15.9K- 2.22% |
$293K - $385K
|
700K
$10.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30+ 300.0% |
$552 - $725
|
40
$600
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-512- 3.04% |
$9.42K - $12.4K
|
16.3K
$245K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1+ 20.0% |
$18.4 - $24.2
|
6
$89.9
|
|
|
Nov 04, 2025
Q3 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
1.48K+ 6.14% |
$27.3K - $35.9K
|
25.7K
$385K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-3.1K- 21.55% |
$57K - $74.8K
|
11.3K
$169K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-32- 0.02% |
$589 - $773
|
205K
$3.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
8.55K+ 64.66% |
$157K - $207K
|
21.8K
$326K
|
|
|
Nov 03, 2025
Q3 2025
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
40.8KNew |
$751K - $987K
|
40.8K
$612K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
392+ 7840.0% |
$7.21K - $9.47K
|
397
$5.95K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-598- 44.46% |
$11K - $14.5K
|
747
$11.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
49New |
$902 - $1.18K
|
49
$735
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-8- 33.33% |
$147 - $193
|
16
$240
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
27New |
$497 - $653
|
27
$405
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
5.27K+ 74.77% |
$96.9K - $127K
|
12.3K
$185K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
21+ 51.22% |
$386 - $508
|
62
$929
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-106- 76.81% |
$1.95K - $2.56K
|
32
$480
|
|
|
Oct 16, 2025
Q3 2025
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-49.8K- 9.32% |
$916K - $1.2M
|
484K
$7.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-180K- 71.29% |
$3.32M - $4.36M
|
72.6K
$1.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
892+ 81.76% |
$16.4K - $21.6K
|
1.98K
$29.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
14KNew |
$257K - $338K
|
14K
$209K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.16K- 13.01% |
$39.7K - $52.1K
|
14.4K
$216K
|
|
| Q2 2025 | |||||||
|
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
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-1.4K- 6.27% |
$27.5K - $39.2K
|
20.9K
$314K
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-31.1K- 63.83% |
$611K - $871K
|
17.6K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.47K- 23.52% |
$87.8K - $125K
|
14.5K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-35K- 47.42% |
$687K - $980K
|
38.8K
$582K
|
|
|
Aug 14, 2025
Q2 2025
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-569- 1.48% |
$11.2K - $15.9K
|
37.8K
$567K
|
|
|
Aug 14, 2025
Q2 2025
|
Dean Capital Management
Overland Park, KS |
SELL
|
- |
-16.3K- 55.1% |
$319K - $455K
|
13.2K
$198K
|
|
|
Aug 14, 2025
Q2 2025
|
Man Group PLC
London, X0 |
SELL
|
- |
-26.1K- 52.77% |
$512K - $730K
|
23.3K
$350K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
107New |
$2.1K - $3K
|
107
$1.6K
|
|