Stock Transactions — FRANKLIN COVEY CO

Total Bought
1,357,096
54 transactions
Total Sold
1,472,578
51 transactions
Net
-115,482
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
ROYCE & ASSOCIATES LP448,9991,042,710+593,7110.080.16+0.09buy
MARSHALL WACE, LLP51,334161,972+110,6380.000.00+0.00buy
AQR CAPITAL MANAGEMENT LLC32,213108,906+76,6930.000.00+0.00buy
MILLENNIUM MANAGEMENT LLC69,457140,796+71,3390.000.00+0.00buy
AMERICAN CENTURY COMPANIES INC48,129116,187+68,0580.000.00+0.00buy
FEDERATED HERMES, INC.376,393440,126+63,7330.010.01+0.00buy
TWO SIGMA INVESTMENTS, LP63,421104,288+40,8670.000.00-0.00buy
XTX Topco Ltd12,80053,594+40,7940.010.01+0.01buy
JANE STREET GROUP, LLC37,59877,023+39,4250.000.00+0.00buy
Quantinno Capital Management LP37,91769,312+31,3950.000.00+0.00buy
RICE HALL JAMES & ASSOCIATES, LLC480,654510,689+30,0350.440.45+0.01buy
GOLDMAN SACHS GROUP INC102,705129,562+26,8570.000.00+0.00buy
JACOBS LEVY EQUITY MANAGEMENT, INC171,303196,363+25,0600.010.01+0.00buy
Quadrature Capital Ltd020,307+20,3070.000.00+0.00buy
CWC Advisors, LLC.016,635+16,6350.000.13+0.13buy
RAYMOND JAMES FINANCIAL INC10,61622,598+11,9820.000.00+0.00buy
Inscription Capital, LLC011,794+11,7940.000.02+0.02buy
SEI INVESTMENTS CO011,685+11,6850.000.00+0.00buy
MERCER GLOBAL ADVISORS INC /ADV010,490+10,4900.000.00+0.00buy
Brevan Howard Capital Management LP010,044+10,0440.000.00+0.00buy
FRANKLIN RESOURCES INC20,20929,122+8,9130.000.00+0.00buy
Nuveen, LLC25,79333,567+7,7740.000.00+0.00buy
FMR LLC6,94411,384+4,4400.000.00+0.00buy
EXCHANGE TRADED CONCEPTS, LLC14,82318,878+4,0550.000.00+0.00buy
Bridge City Capital, LLC15,08019,116+4,0360.070.08+0.01buy
PARTNERS CAPITAL INVESTMENT GROUP, LLP11,92415,341+3,4170.010.01+0.00buy
CWM, LLC5023,002+2,5000.000.00+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/34,51836,786+2,2680.000.00+0.00buy
Tower Research Capital LLC (TRC)8432,827+1,9840.000.00+0.00buy
Invesco Ltd.21,55322,579+1,0260.000.00+0.00buy
Versant Capital Management, Inc14904+8900.000.00+0.00buy
STATE STREET CORP239,118239,996+8780.000.00-0.00buy
VOYA INVESTMENT MANAGEMENT LLC14,66715,480+8130.000.00+0.00buy
Russell Investments Group, Ltd.63,76464,476+7120.000.00-0.00buy
Arax Advisory Partners5380+3750.000.00+0.00buy
CITIGROUP INC344608+2640.000.00+0.00buy
Covestor Ltd439653+2140.000.01+0.00buy
EverSource Wealth Advisors, LLC0207+2070.000.00+0.00buy
GAMMA Investing LLC18200+1820.000.00+0.00buy
Tidal Investments LLC15,23215,352+1200.000.00-0.00buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,9775,073+960.000.00-0.00buy
MAI Capital Management082+820.000.00+0.00buy
Allworth Financial LP070+700.000.00+0.00buy
Physician Wealth Advisors, Inc.704769+650.000.00+0.00buy
MassMutual Private Wealth & Trust, FSB186248+620.000.00+0.00buy
Soltis Investment Advisors LLC14,83814,877+390.020.02-0.00buy
Wealth Preservation Advisors, LLC027+270.000.00+0.00buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC928+190.000.00+0.00buy
Advisory Services Network, LLC011+110.000.00+0.00buy
True Wealth Design, LLC16+50.000.00+0.00buy
SJS Investment Consulting Inc.04+40.000.00+0.00buy
Root Financial Partners, LLC03+30.000.00+0.00buy
Caitong International Asset Management Co., Ltd02+20.000.00+0.00buy
Sunbelt Securities, Inc.01+10.000.00+0.00buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO14,92314,92300.000.00-0.00hold
Ameritas Investment Partners, Inc.1,2031,20300.000.00-0.00hold
BRIDGEWAY CAPITAL MANAGEMENT, LLC68,20068,20000.020.02-0.00hold
State of Alaska, Department of Revenue1,9021,90200.000.00-0.00hold
Herald Investment Management Ltd175,000175,00000.380.38+0.00hold
COOPER CREEK PARTNERS MANAGEMENT LLC69,46669,46600.060.05-0.00hold
SBI Securities Co., Ltd.5500.000.00+0.00hold
Wiser Advisor Group LLC1,8121,81200.030.03-0.00hold
Federation des caisses Desjardins du Quebec727200.000.00-0.00hold
Police & Firemen's Retirement System of New Jersey2,3892,38900.000.00-0.00hold
NEW YORK STATE COMMON RETIREMENT FUND5,0985,09800.000.00-0.00hold
STRS OHIO20,80020,80000.000.00+0.00hold
IFP Advisors, Inc4641-50.000.00-0.00sell
ROTHSCHILD INVESTMENT LLC4011-290.000.00-0.00sell
SIMPLEX TRADING, LLC5514-410.000.00-0.00sell
Sterling Capital Management LLC163104-590.000.00-0.00sell
Optiver Holding B.V.184112-720.000.00+0.00sell
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM663583-800.000.00-0.00sell
LOS ANGELES CAPITAL MANAGEMENT LLC1040-1040.000.00-0.00sell
Pinnacle Wealth Planning Services, Inc.1100-1100.000.00-0.00sell
Farther Finance Advisors, LLC1130-1130.000.00-0.00sell
Legal & General Group Plc1,2051,037-1680.000.00-0.00sell
BNP PARIBAS FINANCIAL MARKETS2,4222,228-1940.000.00-0.00sell
Plante Moran Financial Advisors, LLC2050-2050.000.00-0.00sell
EP Wealth Advisors, LLC16,35316,140-2130.000.00-0.00sell
AMALGAMATED BANK3390-3390.000.00-0.00sell
NISA INVESTMENT ADVISORS, LLC6410-6410.000.00-0.00sell
Bank of New York Mellon Corp36,51735,646-8710.000.00-0.00sell
PNC FINANCIAL SERVICES GROUP, INC.1,1300-1,1300.000.00-0.00sell
RHUMBLINE ADVISERS14,55212,623-1,9290.000.00-0.00sell
DIMENSIONAL FUND ADVISORS LP319,302316,691-2,6110.000.00-0.00sell
CHARLES SCHWAB INVESTMENT MANAGEMENT INC84,15877,891-6,2670.000.00-0.00sell
MetLife Investment Management, LLC6,5640-6,5640.000.00-0.00sell
NORTHERN TRUST CORP93,96187,169-6,7920.000.00-0.00sell
WELLS FARGO & COMPANY/MN11,8313,605-8,2260.000.00-0.00sell
AlphaQuest LLC8,2710-8,2710.010.00-0.01sell
SummerHaven Investment Management, LLC40,81932,130-8,6890.390.31-0.08sell
GLOBEFLEX CAPITAL L P37,81728,427-9,3900.100.07-0.03sell
MORGAN STANLEY122,840112,417-10,4230.000.00-0.00sell
MCMORGAN & CO LLC11,0640-11,0640.030.00-0.03sell
Numerai GP LLC12,1090-12,1090.020.00-0.02sell
HSBC HOLDINGS PLC12,3470-12,3470.000.00-0.00sell
Dynamic Technology Lab Private Ltd12,6500-12,6500.050.00-0.05sell
BARCLAYS PLC30,17416,729-13,4450.000.00-0.00sell
Man Group plc13,4610-13,4610.000.00-0.00sell
GSA CAPITAL PARTNERS LLP16,0430-16,0430.020.00-0.02sell
Page 1 of 2