Stock Transactions — FRANKLIN COVEY CO

Total Bought
690,553
63 transactions
Total Sold
1,009,720
68 transactions
Net
-319,167
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
MORGAN STANLEY0125,019+125,0190.000.00+0.00buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP127,853197,021+69,1680.000.00+0.00buy
ROYCE & ASSOCIATES LP935,669995,216+59,5470.280.23-0.05buy
D. E. Shaw & Co., Inc.55,166108,591+53,4250.000.00+0.00buy
Y-Intercept (Hong Kong) Ltd045,985+45,9850.000.03+0.03buy
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC93,370130,290+36,9200.010.01+0.00buy
JACOBS LEVY EQUITY MANAGEMENT, INC44,63278,270+33,6380.000.01+0.00buy
FEDERATED HERMES, INC.176,619204,681+28,0620.010.01-0.00buy
Russell Investments Group, Ltd.156,127183,635+27,5080.010.01-0.00buy
RAYMOND JAMES FINANCIAL INC021,395+21,3950.000.00+0.00buy
ROYAL BANK OF CANADA7,38827,195+19,8070.000.00+0.00buy
VOYA INVESTMENT MANAGEMENT LLC016,577+16,5770.000.00+0.00buy
PRINCIPAL FINANCIAL GROUP INC015,856+15,8560.000.00+0.00buy
Numerai GP LLC013,552+13,5520.000.04+0.04buy
EntryPoint Capital, LLC013,021+13,0210.000.15+0.15buy
UBS Group AG20,65733,370+12,7130.000.00+0.00buy
Quantinno Capital Management LP7,44919,922+12,4730.000.00+0.00buy
RICE HALL JAMES & ASSOCIATES, LLC523,795533,711+9,9160.850.66-0.19buy
Creative Planning09,528+9,5280.000.00+0.00buy
State of Wyoming6,44314,366+7,9230.020.04+0.02buy
BARCLAYS PLC16,40624,041+7,6350.000.00+0.00buy
VANGUARD GROUP INC711,027715,910+4,8830.000.00-0.00buy
O'Keefe Stevens Advisory, Inc.12,47916,928+4,4490.110.11-0.00buy
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.586,071589,507+3,4361.060.83-0.23buy
HARBOR CAPITAL ADVISORS, INC.249,634252,930+3,2960.310.24-0.07buy
FRANKLIN RESOURCES INC25,08728,374+3,2870.000.00-0.00buy
MACKENZIE FINANCIAL CORP24,69827,948+3,2500.000.00-0.00buy
Aquatic Capital Management LLC2,2294,915+2,6860.000.00+0.00buy
MCMORGAN & CO LLC102,805105,345+2,5400.450.35-0.10buy
Invesco Ltd.13,87816,323+2,4450.000.00-0.00buy
Bank of New York Mellon Corp34,00636,166+2,1600.000.00-0.00buy
GEODE CAPITAL MANAGEMENT, LLC312,508314,626+2,1180.000.00-0.00buy
Illumine Investment Management, LLC22,24824,168+1,9200.500.44-0.06buy
Tidal Investments LLC14,60916,494+1,8850.000.00-0.00buy
AMERICAN CENTURY COMPANIES INC29,35331,184+1,8310.000.00-0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC91,82193,451+1,6300.000.00-0.00buy
FMR LLC5551,987+1,4320.000.00+0.00buy
STRS OHIO17,50018,800+1,3000.000.00-0.00buy
FIRST TRUST ADVISORS LP34,79635,639+8430.000.00-0.00buy
AVIVA PLC19,84820,623+7750.000.00-0.00buy
WELLS FARGO & COMPANY/MN5,3985,952+5540.000.00-0.00buy
RHUMBLINE ADVISERS16,42716,855+4280.000.00-0.00buy
PRICE T ROWE ASSOCIATES INC /MD/20,21420,618+4040.000.00-0.00buy
EverSource Wealth Advisors, LLC22409+3870.000.00+0.00buy
CWM, LLC7101,091+3810.000.00+0.00buy
Versant Capital Management, Inc9761,345+3690.000.00+0.00buy
GAMMA Investing LLC72431+3590.000.00+0.00buy
Tower Research Capital LLC (TRC)1,1971,552+3550.000.00-0.00buy
HUNTINGTON NATIONAL BANK101388+2870.000.00+0.00buy
JONES FINANCIAL COMPANIES LLLP0242+2420.000.00+0.00buy
TD Waterhouse Canada Inc.0200+2000.000.00+0.00buy
Arax Advisory Partners56206+1500.000.00+0.00buy
Private Wealth Management Group, LLC0138+1380.000.00+0.00buy
Brooklyn Investment Group0107+1070.000.00+0.00buy
NISA INVESTMENT ADVISORS, LLC095+950.000.00+0.00buy
Sterling Capital Management LLC1267+550.000.00+0.00buy
Parallel Advisors, LLC658+520.000.00+0.00buy
MassMutual Private Wealth & Trust, FSB047+470.000.00+0.00buy
Farther Finance Advisors, LLC042+420.000.00+0.00buy
True Wealth Design, LLC1441+270.000.00+0.00buy
Parkside Financial Bank & Trust025+250.000.00+0.00buy
ROTHSCHILD INVESTMENT LLC010+100.000.00+0.00buy
Covestor Ltd05+50.000.000.00buy
Ameritas Investment Partners, Inc.1,2031,20300.000.00-0.00hold
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM82582500.000.00-0.00hold
Herald Investment Management Ltd175,000175,00000.900.59-0.31hold
COOPER CREEK PARTNERS MANAGEMENT LLC69,46669,46600.060.05-0.01hold
MetLife Investment Management, LLC6,5646,56400.000.00-0.00hold
EP Wealth Advisors, LLC16,07116,07100.000.00-0.00hold
Garde Capital, Inc.5500.000.00-0.00hold
PARTNERS CAPITAL INVESTMENT GROUP, LLP11,92411,92400.010.01+0.01hold
Physician Wealth Advisors, Inc.70470400.000.00-0.00hold
Soltis Investment Advisors LLC15,43315,43300.040.03-0.01hold
SBI Securities Co., Ltd.5500.000.00-0.00hold
Police & Firemen's Retirement System of New Jersey2,3892,38900.000.00-0.00hold
CALDWELL SUTTER CAPITAL, INC.353500.000.00-0.00hold
CONCOURSE FINANCIAL GROUP SECURITIES, INC.0000.000.000.00hold
NEW YORK STATE COMMON RETIREMENT FUND5,0985,09800.000.00-0.00hold
AMALGAMATED BANK43443400.000.00-0.00hold
Hemington Wealth Management2624-20.000.000.00sell
IFP Advisors, Inc110-110.000.00+0.00sell
SIMPLEX TRADING, LLC200-200.000.000.00sell
TOWNSQUARE CAPITAL LLC234,462234,436-260.070.52+0.45sell
Geneos Wealth Management Inc.710-710.000.00-0.00sell
BAILARD, INC.11,32511,239-860.010.01-0.00sell
SouthState Corp16662-1040.000.00-0.00sell
US BANCORP \DE\2,2722,068-2040.000.00-0.00sell
VICTORY CAPITAL MANAGEMENT INC13,31512,984-3310.000.00-0.00sell
JPMORGAN CHASE & CO6,4575,912-5450.000.00-0.00sell
GLOBEFLEX CAPITAL L P38,38637,817-5690.100.07-0.03sell
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.6,7036,061-6420.000.00-0.00sell
Aster Capital Management (DIFC) Ltd9300-9300.010.00-0.01sell
NEW YORK STATE TEACHERS RETIREMENT SYSTEM1,0200-1,0200.000.00-0.00sell
RENAISSANCE TECHNOLOGIES LLC148,203147,103-1,1000.010.00-0.00sell
AXA S.A.22,33220,932-1,4000.000.00-0.00sell
AMERIPRISE FINANCIAL INC22,96421,505-1,4590.000.00-0.00sell
STATE STREET CORP240,473238,883-1,5900.000.00-0.00sell
Legal & General Group Plc2,9371,231-1,7060.000.00-0.00sell
Wiser Advisor Group LLC1,8120-1,8120.070.00-0.07sell
Amundi2,0920-2,0920.000.00-0.00sell
Page 1 of 2