Purchases and Sales Made in Q3 2025 in Franklin Covey CO (FC)
This table provides information about the institutional ownership of Franklin Covey CO (FC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
14KNew |
$257K - $338K
|
14K
$237K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
5.27K+ 74.77% |
$96.9K - $127K
|
12.3K
$209K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
892+ 81.76% |
$16.4K - $21.6K
|
1.98K
$33.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
392+ 7840.0% |
$7.21K - $9.47K
|
397
$6.73K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
49New |
$902 - $1.18K
|
49
$831
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
27New |
$497 - $653
|
27
$458
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
21+ 51.22% |
$386 - $508
|
62
$1.05K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5- 10.64% |
$92 - $121
|
42
$712
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-8- 33.33% |
$147 - $193
|
16
$271
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-106- 76.81% |
$1.95K - $2.56K
|
32
$542
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-366- 84.92% |
$6.73K - $8.85K
|
65
$1.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-598- 44.46% |
$11K - $14.5K
|
747
$12.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.16K- 13.01% |
$39.7K - $52.1K
|
14.4K
$244K
|
|
|
Oct 16, 2025
Q3 2025
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-49.8K- 9.32% |
$916K - $1.2M
|
484K
$8.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-180K- 71.29% |
$3.32M - $4.36M
|
72.6K
$1.23M
|