Institutional Ownership Franklin Covey CO (FC)
This table provides information about the institutional ownership of Franklin Covey CO (FC). We have compiled data on the 132 institutions that hold shares in the stock, with a total of 10.4 Million shares, which have been reported (via 13F filing form) to have a value of $381 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
2,142
shares
|
$76,812
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
1,203
shares
|
$43,139
0.0% of portfolio
|
Q3 2023
Added 19.46%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
1,061
shares
|
$38,047
0.0% of portfolio
|
Q3 2024
Reduced 26.88%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
923
shares
|
$33,098
0.0% of portfolio
|
Q3 2024
Added 331.31%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
905
shares
|
$32,453
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Gladius Capital Management LP
Chicago, IL |
Nov 15, 2024 Q3 2024 |
742
shares
|
$26,608
0.02% of portfolio
|
Q3 2024
Reduced 15.59%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
652
shares
|
$23,380
0.01% of portfolio
|
Q3 2024
Added 47.85%
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
434
shares
|
$15,563
0.0% of portfolio
|
Q1 2024
Reduced 75.2%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
354
shares
|
$12,694
0.0% of portfolio
|
Q3 2024
Reduced 82.92%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
300
shares
|
$10,758
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
267
shares
|
$9,574
0.01% of portfolio
|
Q3 2024
Added 54.34%
|
|
|
Altshuler Shaham LTD
|
Nov 14, 2024 Q3 2024 |
93
shares
|
$3,334
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
87
shares
|
$3,119
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
86
shares
|
$3,083
0.0% of portfolio
|
Q3 2024
Added 230.77%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
80
shares
|
$2,868
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
60
shares
|
$2,151
0.0% of portfolio
|
Q2 2024
Reduced 88.05%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
55
shares
|
$1,972
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
53
shares
|
$1,900
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
40
shares
|
$1,434
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
35
shares
|
$1,255
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
26
shares
|
$932
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
24
shares
|
$860
0.0% of portfolio
|
Q2 2024
Reduced 90.48%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
20
shares
|
$717
0.0% of portfolio
|
Q3 2024
Added 233.33%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
14
shares
|
$502
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
13
shares
|
$466
0.0% of portfolio
|
Q3 2024
New holding
|