Purchases and Sales Made in Q2 2023 in Franklin Covey CO (FC)
This table provides information about the institutional ownership of Franklin Covey CO (FC) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
151K+ 3038.26% |
$5.29M - $6.82M
|
156K
$6.21M
|
|
Aug 14, 2023
Q2 2023
|
Bares Capital Management, Inc.
Austin, TX |
BUY
|
- |
133K+ 48.85% |
$4.67M - $6.02M
|
406K
$16.2M
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
87.8K+ 8.33% |
$3.07M - $3.96M
|
1.14M
$45.4M
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
61.9K+ 58.36% |
$2.17M - $2.79M
|
168K
$6.69M
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
61.9K+ 58.36% |
$2.17M - $2.79M
|
168K
$6.69M
|
|
Aug 14, 2023
Q2 2023
|
Nine Ten Capital Management LLC
Evanston, IL |
BUY
|
- |
61.5KNew |
$2.15M - $2.78M
|
61.5K
$2.45M
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
42.9K+ 7.68% |
$1.5M - $1.94M
|
602K
$24M
|
|
Jul 24, 2023
Q2 2023
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
41.3K+ 9.38% |
$1.44M - $1.86M
|
481K
$19.2M
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
32.3KNew |
$1.13M - $1.46M
|
32.3K
$1.29M
|
|
Aug 14, 2023
Q2 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
22.6K+ 38.06% |
$789K - $1.02M
|
81.8K
$3.26M
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
22.4KNew |
$785K - $1.01M
|
22.4K
$894K
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
21.6K+ 14.76% |
$756K - $975K
|
168K
$6.68M
|
|
Aug 14, 2023
Q2 2023
|
Kent Lake Capital LLC
Mill Valley, CA |
BUY
|
- |
20K+ 16.64% |
$699K - $901K
|
140K
$5.57M
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
17.3K+ 16.68% |
$606K - $782K
|
121K
$4.83M
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
15.7K+ 2.32% |
$550K - $709K
|
694K
$27.6M
|
|
Aug 14, 2023
Q2 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
14.3KNew |
$500K - $645K
|
14.3K
$569K
|
|
Aug 11, 2023
Q2 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
12K+ 4.98% |
$419K - $540K
|
252K
$10M
|
|
Aug 14, 2023
Q2 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
11.7K+ 34.18% |
$410K - $529K
|
46K
$1.83M
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
10.5KNew |
$366K - $473K
|
10.5K
$417K
|
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
9.03KNew |
$316K - $407K
|
9.03K
$359K
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
7.23KNew |
$253K - $326K
|
7.23K
$288K
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.35KNew |
$222K - $287K
|
6.35K
$253K
|
|
Apr 29, 2024
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6.08KNew |
$213K - $274K
|
6.08K
$242K
|
|
Aug 14, 2023
Q2 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
5.83KNew |
$204K - $263K
|
5.83K
$232K
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
5.41KNew |
$189K - $244K
|
5.41K
$215K
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.2KNew |
$182K - $234K
|
5.2K
$207K
|
|
Aug 14, 2023
Q2 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
5.09KNew |
$178K - $230K
|
5.09K
$203K
|
|
Aug 11, 2023
Q2 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
4.81KNew |
$168K - $217K
|
4.81K
$191K
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
4.75KNew |
$166K - $215K
|
4.75K
$189K
|
|
Aug 14, 2023
Q2 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.12K+ 8.31% |
$144K - $186K
|
53.8K
$2.14M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
3.78K+ 36.59% |
$132K - $171K
|
14.1K
$562K
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
3.65K+ 132.98% |
$128K - $165K
|
6.4K
$255K
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
3.48K+ 5.0% |
$122K - $157K
|
73.1K
$2.91M
|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
3.44K+ 22.12% |
$120K - $155K
|
19K
$756K
|
|
Aug 14, 2023
Q2 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
3.37K+ 28.08% |
$118K - $152K
|
15.4K
$612K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.87K+ 18.36% |
$101K - $130K
|
18.5K
$738K
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.82K+ 46.99% |
$98.8K - $127K
|
8.83K
$352K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.74K+ 112.74% |
$96K - $124K
|
5.18K
$206K
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
2.48K+ 1.05% |
$86.7K - $112K
|
240K
$9.54M
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.15KNew |
$75.1K - $96.8K
|
2.15K
$85.4K
|
|
Aug 08, 2023
Q2 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
2.14KNew |
$74.8K - $96.5K
|
2.14K
$85.2K
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.92K+ 0.83% |
$67K - $86.4K
|
232K
$9.25M
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
1.61K+ 21.01% |
$56.2K - $72.6K
|
9.26K
$369K
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.57K+ 18.34% |
$54.9K - $70.8K
|
10.1K
$403K
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.48K+ 25.08% |
$51.8K - $66.8K
|
7.38K
$294K
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.4K+ 5.54% |
$49.1K - $63.3K
|
26.7K
$1.06M
|
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
1.4K+ 2.5% |
$49K - $63.2K
|
57.3K
$2.28M
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.35K+ 1.5% |
$47.2K - $60.8K
|
91.4K
$3.64M
|
|
Aug 14, 2023
Q2 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
1.24K+ 1.32% |
$43.3K - $55.8K
|
95K
$3.78M
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
1.15K+ 10.73% |
$40.3K - $52K
|
11.9K
$473K
|