Stock Transactions — FRANKLIN COVEY CO

Total Bought
586,533
65 transactions
Total Sold
539,333
59 transactions
Net
+47,200
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
ROYCE & ASSOCIATES LP14,287140,793+126,5060.010.05+0.04buy
Allspring Global Investments Holdings, LLC058,160+58,1600.000.00+0.00buy
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.629,666679,100+49,4341.441.39-0.05buy
LAZARD ASSET MANAGEMENT LLC23,59260,459+36,8670.000.00+0.00buy
UBS Group AG13,39145,596+32,2050.000.00+0.00buy
TEACHER RETIREMENT SYSTEM OF TEXAS5,86928,365+22,4960.000.00+0.00buy
JPMORGAN CHASE & CO11,49032,206+20,7160.000.00+0.00buy
MCMORGAN & CO LLC87,188106,115+18,9270.550.62+0.06buy
ACADIAN ASSET MANAGEMENT LLC274,627290,485+15,8580.040.03-0.00buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP28,45043,849+15,3990.000.00+0.00buy
JANE STREET GROUP, LLC7,55822,673+15,1150.000.00+0.00buy
STATE STREET CORP255,328267,133+11,8050.000.00-0.00buy
NORTHERN TRUST CORP109,399120,665+11,2660.000.00-0.00buy
ExodusPoint Capital Management, LP010,460+10,4600.000.00+0.00buy
RENAISSANCE TECHNOLOGIES LLC137,003146,903+9,9000.010.01-0.00buy
MACKENZIE FINANCIAL CORP08,363+8,3630.000.00+0.00buy
HARBOR CAPITAL ADVISORS, INC.242,953251,263+8,3100.430.41-0.02buy
HANCOCK WHITNEY CORP08,223+8,2230.000.01+0.01buy
Dynamic Technology Lab Private Ltd07,841+7,8410.000.05+0.05buy
Bridge City Capital, LLC07,234+7,2340.000.07+0.07buy
Magnetar Financial LLC07,198+7,1980.000.01+0.01buy
EntryPoint Capital, LLC06,096+6,0960.000.10+0.10buy
GEODE CAPITAL MANAGEMENT, LLC295,182301,054+5,8720.000.00-0.00buy
Man Group plc05,450+5,4500.000.00+0.00buy
INTECH INVESTMENT MANAGEMENT LLC05,407+5,4070.000.00+0.00buy
State of Tennessee, Department of Treasury05,390+5,3900.000.00+0.00buy
AlphaQuest LLC04,507+4,5070.000.02+0.02buy
Russell Investments Group, Ltd.204,082+4,0620.000.00+0.00buy
GLOBEFLEX CAPITAL L P38,31542,046+3,7310.150.13-0.02buy
MARTINGALE ASSET MANAGEMENT L P5,8729,492+3,6200.010.01+0.00buy
FRANKLIN RESOURCES INC7,07810,248+3,1700.000.00+0.00buy
GOLDMAN SACHS GROUP INC184,816187,979+3,1630.000.00-0.00buy
Creative Planning7,30910,202+2,8930.000.00+0.00buy
Engineers Gate Manager LP11,07913,855+2,7760.010.01+0.00buy
O'Keefe Stevens Advisory, Inc.6,9549,612+2,6580.090.11+0.03buy
Dean Capital Management31,07533,331+2,2560.540.53-0.01buy
AMERICAN CENTURY COMPANIES INC24,62826,850+2,2220.000.00-0.00buy
Trexquant Investment LP52,52354,419+1,8960.030.02-0.00buy
Tower Research Capital LLC (TRC)3542,156+1,8020.000.00+0.00buy
WELLS FARGO & COMPANY/MN3,5515,340+1,7890.000.00+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/18,05619,759+1,7030.000.00+0.00buy
Aquatic Capital Management LLC01,483+1,4830.000.00+0.00buy
BARCLAYS PLC33,49934,892+1,3930.000.00+0.00buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC20,42221,785+1,3630.000.00-0.00buy
XTX Topco Ltd5,3366,551+1,2150.020.02+0.00buy
DEUTSCHE BANK AG\86,68187,855+1,1740.000.00-0.00buy
NEW YORK STATE TEACHERS RETIREMENT SYSTEM01,020+1,0200.000.00+0.00buy
Wiser Advisor Group LLC9051,812+9070.060.10+0.04buy
Bank of New York Mellon Corp34,49335,317+8240.000.00-0.00buy
Legal & General Group Plc14,18814,941+7530.000.00-0.00buy
Physician Wealth Advisors, Inc.0704+7040.000.00+0.00buy
Point72 Asset Management, L.P.8,2338,841+6080.000.00-0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC92,15392,692+5390.000.00-0.00buy
CITIGROUP INC9,68110,119+4380.000.00-0.00buy
Versant Capital Management, Inc0387+3870.000.00+0.00buy
EP Wealth Advisors, LLC17,80918,128+3190.010.01-0.00buy
Hillsdale Investment Management Inc.103,350103,550+2000.330.20-0.13buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.6,2096,391+1820.000.00-0.00buy
RHUMBLINE ADVISERS15,29715,394+970.000.00-0.00buy
SIGNATUREFD, LLC53111+580.000.00+0.00buy
Brooklyn Investment Group034+340.000.00+0.00buy
Invesco Ltd.12,40512,439+340.000.00-0.00buy
GAMMA Investing LLC029+290.000.00+0.00buy
Mainstream Capital Management LLC015+150.000.00+0.00buy
IFP Advisors, Inc011+110.000.00+0.00buy
CANADA LIFE ASSURANCE Co11,03111,03100.000.00-0.00hold
Ameritas Investment Partners, Inc.1,2031,20300.000.00-0.00hold
CORNERCAP INVESTMENT COUNSEL INC6,2656,26500.080.08-0.00hold
CIBC Private Wealth Group LLC4,6004,60000.000.00-0.00hold
Sterling Capital Management LLC121200.000.00-0.00hold
Zurcher Kantonalbank (Zurich Cantonalbank)2,1422,14200.000.00-0.00hold
ALPS ADVISORS INC9,0509,05000.000.00-0.00hold
B. Riley Wealth Advisors, Inc.447,893447,89300.510.55+0.05hold
Herald Investment Management Ltd160,000160,00001.130.98-0.15hold
COOPER CREEK PARTNERS MANAGEMENT LLC69,46669,46600.090.08-0.01hold
MetLife Investment Management, LLC6,7676,76700.000.00-0.00hold
Swiss National Bank22,10022,10000.000.00-0.00hold
Parallel Advisors, LLC6600.000.00-0.00hold
Geneos Wealth Management Inc.141400.000.00-0.00hold
Hemington Wealth Management262600.000.00-0.00hold
CALDWELL SUTTER CAPITAL, INC.353500.000.00-0.00hold
BAILARD, INC.11,32511,32500.010.01-0.00hold
NEW YORK STATE COMMON RETIREMENT FUND5,0985,09800.000.00-0.00hold
STRS OHIO13,70013,70000.000.00-0.00hold
AXA S.A.22,33222,33200.000.00-0.00hold
AMALGAMATED BANK43443400.000.00-0.00hold
DEFINED WEALTH MANAGEMENT, LLC9,8089,807-10.260.24-0.02sell
FEDERATED HERMES, INC.176,627176,624-30.020.01-0.00sell
ROTHSCHILD INVESTMENT LLC50-50.000.00-0.00sell
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO126-60.000.00-0.00sell
Global Retirement Partners, LLC130-130.000.00-0.00sell
True Wealth Design, LLC400-400.000.00-0.00sell
US BANCORP \DE\550-550.000.00-0.00sell
NISA INVESTMENT ADVISORS, LLC8627-590.000.00-0.00sell
QUADRANT CAPITAL GROUP LLC600-600.000.00-0.00sell
TOWNSQUARE CAPITAL LLC234,503234,443-600.120.10-0.02sell
EARNED WEALTH ADVISORS, LLC870-870.000.00-0.00sell
Altshuler Shaham Ltd930-930.000.00-0.00sell
FMR LLC501393-1080.000.00-0.00sell
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM10,54110,413-1280.000.00-0.00sell
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