Purchases and Sales Made in Q1 2025 in Franklin Covey CO (FC)
This table provides information about the institutional ownership of Franklin Covey CO (FC) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
746+ 50.3% |
$20.6K - $28.9K
|
2.23K
$47.4K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
726+ 12.7% |
$20.1K - $28.1K
|
6.44K
$137K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
589+ 152.2% |
$16.3K - $22.8K
|
976
$20.8K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
455+ 2.3% |
$12.6K - $17.6K
|
20.2K
$430K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
312+ 4.88% |
$8.62K - $12.1K
|
6.7K
$143K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
255+ 56.04% |
$7.04K - $9.88K
|
710
$15.1K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
166New |
$4.58K - $6.43K
|
166
$3.53K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
154+ 0.33% |
$4.25K - $5.97K
|
46.5K
$989K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
101New |
$2.79K - $3.91K
|
101
$2.15K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
71+ 507.14% |
$1.96K - $2.75K
|
85
$1.81K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
58+ 1.09% |
$1.6K - $2.25K
|
5.4K
$115K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
56New |
$1.55K - $2.17K
|
56
$1.19K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
22New |
$608 - $853
|
22
$468
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
20New |
$552 - $775
|
20
$426
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
19+ 0.01% |
$525 - $736
|
234K
$4.99M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
14New |
$387 - $543
|
14
$298
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$138 - $194
|
5
$106
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1+ 4.17% |
$27.6 - $38.8
|
25
$532
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$27.6 - $38.8
|
9.81K
$209K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-5- -0.0% |
$138 - $194
|
177K
$3.76M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14- 16.47% |
$387 - $543
|
71
$1.51K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-37- 0.5% |
$1.02K - $1.43K
|
7.39K
$157K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-71- 83.53% |
$1.96K - $2.75K
|
14
$298
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-203- 3.0% |
$5.61K - $7.87K
|
6.56K
$140K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-207- 0.24% |
$5.72K - $8.02K
|
87.6K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-276- 1.76% |
$7.62K - $10.7K
|
15.4K
$328K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-871- 0.94% |
$24.1K - $33.8K
|
91.8K
$1.95M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-875- 5.65% |
$24.2K - $33.9K
|
14.6K
$311K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-959- 44.48% |
$26.5K - $37.2K
|
1.2K
$25.5K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.08K- 3.01% |
$29.9K - $41.9K
|
34.8K
$740K
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-1.6K- 29.68% |
$44.2K - $62K
|
3.79K
$80.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1.63K- 0.65% |
$45K - $63.1K
|
250K
$5.31M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.66K- 16.43% |
$45.9K - $64.4K
|
8.46K
$180K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.92K- 96.38% |
$52.9K - $74.3K
|
72
$1.53K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.06K- 11.35% |
$56.8K - $79.7K
|
16.1K
$342K
|
|
|
May 15, 2025
Q1 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-3.31K- 3.12% |
$91.4K - $128K
|
103K
$2.19M
|
|
|
May 12, 2025
Q1 2025
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-3.66K- 8.7% |
$101K - $142K
|
38.4K
$817K
|
|
|
May 16, 2025
Q1 2025
|
Dean Capital Management
Overland Park, KS |
SELL
|
- |
-3.84K- 11.52% |
$106K - $149K
|
29.5K
$628K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-4.15K- 12.47% |
$115K - $161K
|
29.1K
$620K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-5.28K- 8.53% |
$146K - $205K
|
56.7K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-5.73K- 41.35% |
$158K - $222K
|
8.13K
$173K
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-6K- 10.42% |
$166K - $233K
|
51.6K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
SELL
|
- |
-8.47K- 31.31% |
$234K - $328K
|
18.6K
$395K
|
|
|
May 13, 2025
Q1 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-8.91K- 18.01% |
$246K - $345K
|
40.5K
$863K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-9.59K- 92.08% |
$265K - $372K
|
825
$17.6K
|
|
|
May 01, 2025
Q1 2025
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-10.1K- 1.9% |
$280K - $392K
|
524K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-11.9K- 9.86% |
$329K - $461K
|
109K
$2.31M
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-12K- 80.34% |
$332K - $465K
|
2.94K
$62.5K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-13.2K- 47.3% |
$365K - $512K
|
14.7K
$313K
|