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 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
12New |
$443 - $525
|
12
$255
|
|
|
Nov 06, 2024
Q3 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-137- 15.59% |
$5.05K - $5.99K
|
742
$15.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-6.64K- 51.46% |
$245K - $290K
|
6.27K
$133K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
94+ 54.34% |
$3.47K - $4.11K
|
267
$5.68K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
87New |
$3.21K - $3.8K
|
87
$1.85K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-617- 5.17% |
$22.8K - $27K
|
11.3K
$241K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
8.57KNew |
$316K - $374K
|
8.57K
$182K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
13New |
$479 - $568
|
13
$277
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-1.64K- 11.11% |
$55.5K - $66.2K
|
13.1K
$278K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-76.1K- 6.1% |
$2.58M - $3.08M
|
1.17M
$25M
|
|
|
Aug 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
3.28K+ 24.37% |
$111K - $133K
|
16.7K
$356K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-442- 88.05% |
$15K - $17.9K
|
60
$1.28K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.24K- 47.98% |
$144K - $172K
|
4.6K
$97.9K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
5+ 0.1% |
$170 - $202
|
5.1K
$108K
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
300New |
$10.2K - $12.1K
|
300
$6.38K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5New |
$170 - $202
|
5
$106
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
11New |
$373 - $445
|
11
$234
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
35New |
$1.19K - $1.42K
|
35
$745
|
|
| Q1 2024 | |||||||
|
Feb 07, 2025
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
7.58KNew |
$286K - $325K
|
7.58K
$161K
|
|
|
May 15, 2024
Q1 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-45.1K- 50.35% |
$1.7M - $1.94M
|
44.5K
$947K
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
6.19KNew |
$233K - $265K
|
6.19K
$132K
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-10.5K- 65.98% |
$395K - $450K
|
5.41K
$115K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
6.21K+ 4.61% |
$234K - $266K
|
141K
$3M
|
|
|
May 14, 2024
Q1 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
11.7KNew |
$443K - $504K
|
11.7K
$250K
|
|
|
May 14, 2024
Q1 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-990- 3.06% |
$37.3K - $42.5K
|
31.3K
$667K
|
|
|
May 14, 2024
Q1 2024
|
Blue Grotto Capital, LLC
Atlanta, GA |
SELL
|
- |
-43.6K- 30.34% |
$1.64M - $1.87M
|
100K
$2.13M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-50- 0.86% |
$1.88K - $2.14K
|
5.73K
$122K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.1KNew |
$41.5K - $47.2K
|
1.1K
$23.4K
|
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
6.27KNew |
$236K - $269K
|
6.27K
$133K
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
640+ 10.4% |
$24.1K - $27.4K
|
6.79K
$145K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2New |
$75.4 - $85.8
|
2
$42.6
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
9New |
$339 - $386
|
9
$192
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.32K- 75.2% |
$49.6K - $56.4K
|
434
$9.24K
|
|
|
Apr 18, 2024
Q1 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
175KNew |
$6.59M - $7.5M
|
175K
$3.72M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.69KNew |
$63.5K - $72.3K
|
1.69K
$35.9K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
9.74K+ 331.73% |
$341K - $424K
|
12.7K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
4.96KNew |
$173K - $216K
|
4.96K
$106K
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
1.23KNew |
$42.8K - $53.4K
|
1.23K
$26.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
608KNew |
$21.3M - $26.5M
|
608K
$12.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-6K- 73.17% |
$210K - $261K
|
2.2K
$46.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-289- 5.73% |
$10.1K - $12.6K
|
4.75K
$101K
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.8K+ 19.47% |
$62.8K - $78.3K
|
11K
$235K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
707+ 30.97% |
$24.7K - $30.8K
|
2.99K
$63.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Worth Venture Partners, LLC
Fort Lee, NJ |
SELL
|
- |
-13.8K- 28.59% |
$481K - $600K
|
34.4K
$732K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.15K- 10.59% |
$40.3K - $50.2K
|
9.73K
$207K
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-4K- 15.33% |
$140K - $174K
|
22.1K
$470K
|
|
|
Feb 02, 2024
Q4 2023
|
Acuitas Investments, LLC
|
SELL
|
- |
-27K- 28.56% |
$942K - $1.17M
|
67.4K
$1.43M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-75- 0.81% |
$3.07K - $3.63K
|
9.19K
$195K
|
|
|
Nov 14, 2023
Q3 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
22.3KNew |
$913K - $1.08M
|
22.3K
$475K
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
7.59KNew |
$310K - $367K
|
7.59K
$161K
|
|