Stock TransactionsFRANKLIN COVEY CO

Total Bought
852,966
58 transactions
Total Sold
897,540
45 transactions
Net
-44,574
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
Divisadero Street Capital Management, LP0185,547+185,5470.000.11+0.11buy
Russell Investments Group, Ltd.64,476160,066+95,5900.000.00+0.00buy
Sixth Street Partners Management Company, L.P.085,066+85,0660.000.00+0.00buy
AQR CAPITAL MANAGEMENT LLC108,906175,335+66,4290.000.00+0.00buy
GEODE CAPITAL MANAGEMENT, LLC241,482303,414+61,9320.000.00+0.00buy
BlackRock, Inc.925,718986,190+60,4720.000.00+0.00buy
Nuveen, LLC33,56776,741+43,1740.000.00+0.00buy
Trexquant Investment LP035,272+35,2720.000.01+0.01buy
O'SHAUGHNESSY ASSET MANAGEMENT, LLC030,731+30,7310.000.00+0.00buy
D. E. Shaw & Co., Inc.50,00080,548+30,5480.000.00+0.00buy
RITHOLTZ WEALTH MANAGEMENT018,280+18,2800.000.01+0.01buy
HSBC HOLDINGS PLC014,555+14,5550.000.00+0.00buy
TWO SIGMA INVESTMENTS, LP104,288117,240+12,9520.000.00+0.00buy
Empowered Funds, LLC09,627+9,6270.000.00+0.00buy
IEQ CAPITAL, LLC09,046+9,0460.000.00+0.00buy
Quinn Opportunity Partners LLC08,703+8,7030.000.01+0.01buy
MCMORGAN & CO LLC08,519+8,5190.000.03+0.03buy
Mariner, LLC08,311+8,3110.000.00+0.00buy
STRS OHIO20,80028,200+7,4000.000.00+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC77,89185,066+7,1750.000.00+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/36,78643,411+6,6250.000.00+0.00buy
Quantinno Capital Management LP69,31275,234+5,9220.000.00+0.00buy
MetLife Investment Management, LLC05,580+5,5800.000.00+0.00buy
WELLS FARGO & COMPANY/MN3,6058,584+4,9790.000.00+0.00buy
Kemnay Advisory Services Inc.04,843+4,8430.000.02+0.02buy
CITIGROUP INC6084,595+3,9870.000.00+0.00buy
ALLIANCEBERNSTEIN L.P.1,055,2621,058,790+3,5280.010.01-0.00buy
BARCLAYS PLC16,72920,151+3,4220.000.00+0.00buy
MORGAN STANLEY112,417115,046+2,6290.000.00+0.00buy
Arax Advisory Partners3802,723+2,3430.000.00+0.00buy
MERCER GLOBAL ADVISORS INC /ADV10,49012,666+2,1760.000.00+0.00buy
SIMPLEX TRADING, LLC141,302+1,2880.000.00+0.00buy
Invesco Ltd.22,57923,426+8470.000.00+0.00buy
SEI INVESTMENTS CO11,68512,491+8060.000.00+0.00buy
EP Wealth Advisors, LLC16,14016,900+7600.000.00+0.00buy
State of Wyoming0693+6930.000.00+0.00buy
Parallel Advisors, LLC0684+6840.000.00+0.00buy
EverSource Wealth Advisors, LLC207773+5660.000.00+0.00buy
FMR LLC11,38411,767+3830.000.00+0.00buy
Inscription Capital, LLC11,79412,174+3800.020.03+0.01buy
Integrated Wealth Concepts LLC0276+2760.000.00+0.00buy
Farther Finance Advisors, LLC0210+2100.000.00+0.00buy
Global Retirement Partners, LLC0162+1620.000.00+0.00buy
Versant Capital Management, Inc9041,054+1500.000.00+0.00buy
Allworth Financial LP70204+1340.000.00+0.00buy
BNP PARIBAS FINANCIAL MARKETS2,2282,279+510.000.00+0.00buy
Quarry LP050+500.000.00+0.00buy
IFP Advisors, Inc4181+400.000.00+0.00buy
ROTHSCHILD INVESTMENT LLC1141+300.000.00+0.00buy
FEDERATED HERMES, INC.440,126440,154+280.010.02+0.00buy
Soltis Investment Advisors LLC14,87714,893+160.020.02+0.01buy
GAMMA Investing LLC200215+150.000.00+0.00buy
Fortitude Family Office, LLC012+120.000.00+0.00buy
Caitong International Asset Management Co., Ltd29+70.000.00+0.00buy
SJS Investment Consulting Inc.49+50.000.00+0.00buy
Clearstead Advisors, LLC05+50.000.00+0.00buy
True Wealth Design, LLC610+40.000.00+0.00buy
JPL Wealth Management, LLC01+10.000.00+0.00buy
State of Alaska, Department of Revenue1,9021,90200.000.00+0.00hold
Herald Investment Management Ltd175,000175,00000.380.58+0.20hold
COOPER CREEK PARTNERS MANAGEMENT LLC69,46669,46600.050.07+0.02hold
PARTNERS CAPITAL INVESTMENT GROUP, LLP15,34115,34100.010.01+0.00hold
Physician Wealth Advisors, Inc.76976900.000.00+0.00hold
SummerHaven Investment Management, LLC32,13032,13000.310.42+0.11hold
SBI Securities Co., Ltd.5500.000.00+0.00hold
Wiser Advisor Group LLC1,8121,81200.030.05+0.01hold
Federation des caisses Desjardins du Quebec727200.000.00+0.00hold
Police & Firemen's Retirement System of New Jersey2,3892,38900.000.00+0.00hold
Legal & General Group Plc1,0371,03700.000.00+0.00hold
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC282800.000.00+0.00hold
GLOBEFLEX CAPITAL L P28,42728,42700.070.09+0.02hold
Root Financial Partners, LLC30-30.000.00-0.00sell
Advisory Services Network, LLC110-110.000.00-0.00sell
Wealth Preservation Advisors, LLC270-270.000.00-0.00sell
Sterling Capital Management LLC10433-710.000.00-0.00sell
MAI Capital Management820-820.000.00-0.00sell
Optiver Holding B.V.1120-1120.000.00-0.00sell
MassMutual Private Wealth & Trust, FSB24862-1860.000.00-0.00sell
Covestor Ltd653435-2180.010.01-0.00sell
Ameritas Investment Partners, Inc.1,203813-3900.000.00-0.00sell
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM583130-4530.000.00-0.00sell
FRANKLIN RESOURCES INC29,12228,664-4580.000.00+0.00sell
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.5,0734,334-7390.000.00+0.00sell
CWC Advisors, LLC.16,63515,797-8380.130.17+0.05sell
RHUMBLINE ADVISERS12,62311,763-8600.000.00+0.00sell
Tower Research Capital LLC (TRC)2,8271,139-1,6880.000.00-0.00sell
JANE STREET GROUP, LLC77,02374,982-2,0410.000.00-0.00sell
Bank of New York Mellon Corp35,64633,444-2,2020.000.00+0.00sell
NORTHERN TRUST CORP87,16984,878-2,2910.000.00+0.00sell
RAYMOND JAMES FINANCIAL INC22,59820,236-2,3620.000.00+0.00sell
NEW YORK STATE COMMON RETIREMENT FUND5,0982,098-3,0000.000.00-0.00sell
GOLDMAN SACHS GROUP INC129,562125,637-3,9250.000.00+0.00sell
Bridge City Capital, LLC19,11612,081-7,0350.080.07-0.02sell
BANK OF AMERICA CORP /DE/107,15199,398-7,7530.000.00+0.00sell
BRIDGEWAY CAPITAL MANAGEMENT, LLC68,20060,200-8,0000.020.03+0.00sell
Brevan Howard Capital Management LP10,0440-10,0440.000.00-0.00sell
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO14,9233,259-11,6640.000.00-0.00sell
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP12,0050-12,0050.000.00-0.00sell
RENAISSANCE TECHNOLOGIES LLC86,30372,303-14,0000.000.00+0.00sell
RICE HALL JAMES & ASSOCIATES, LLC510,689495,654-15,0350.450.59+0.14sell
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