Franklin Covey Ownership 2024 | Who Owns Franklin Covey Now?
Institutional Ownership
37.98%
Insider Ownership
15.29%
Retail Ownership
46.74%
Institutional Holders
63.00
Franklin Covey Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 9.42% | 0.00% | 1,248,908 | 29,696 | 2.44% | 49,032,128 | Mar 31, 2024 |
| VANGUARD GROUP INC | 5.30% | 0.00% | 703,603 | 24,062 | 3.54% | 27,623,453 | Mar 31, 2024 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 4.61% | 1.37% | 611,403 | 3,328 | 0.55% | 24,003,672,000 | Mar 31, 2024 |
| RICE HALL JAMES & ASSOCIATES, LLC | 3.89% | 1.16% | 515,446 | -18,390 | -3.44% | 20,236,410 | Mar 31, 2024 |
| NINE TEN CAPITAL MANAGEMENT LLC | 3.77% | 5.98% | 500,390 | 20,928 | 4.36% | 19,645,000 | Mar 31, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 3.54% | 0.01% | 469,203 | -6,319 | -1.33% | 18,420,910 | Mar 31, 2024 |
| BARES CAPITAL MANAGEMENT, INC. | 3.48% | 0.72% | 461,661 | 3,570 | 0.78% | 18,124,811 | Mar 31, 2024 |
| ALLIANCEBERNSTEIN L.P. | 2.50% | 0.00% | 331,328 | 323,948 | 4389.54% | 13,007,937 | Mar 31, 2024 |
| MORGAN STANLEY | 2.40% | 0.00% | 318,377 | 126,701 | 66.10% | 12,499,483 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.07% | 0.00% | 274,124 | 10,514 | 3.99% | 10,763,625 | Mar 31, 2024 |
| STATE STREET CORP | 1.89% | 0.00% | 251,193 | 360 | 0.14% | 9,861,837 | Mar 31, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 1.80% | 0.03% | 238,455 | 25,876 | 12.17% | 9,357,000 | Mar 31, 2024 |
| TOWNSQUARE CAPITAL LLC | 1.77% | 0.13% | 234,436 | -100 | -0.04% | 9,203,957 | Mar 31, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.76% | 0.00% | 233,305 | -5,404 | -2.26% | 9,159,554,000 | Mar 31, 2024 |
| FEDERATED HERMES, INC. | 1.33% | 0.02% | 176,627 | - | - | 6,934,376 | Mar 31, 2024 |
| WASATCH ADVISORS LP | 1.32% | 0.04% | 174,794 | 174,794 | 100.00% | 6,862,412 | Mar 31, 2024 |
| PEMBROKE MANAGEMENT, LTD | 1.26% | 0.77% | 167,177 | -25,846 | -13.39% | 6,563,369 | Mar 31, 2024 |
| HERALD INVESTMENT MANAGEMENT LTD | 1.21% | 1.02% | 160,000 | 110,000 | 220.00% | 6,264,000 | Mar 31, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.09% | 0.01% | 144,903 | -27,600 | -16.00% | 5,689,000 | Mar 31, 2024 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 1.06% | 0.04% | 140,838 | 6,207 | 4.61% | 5,529,300 | Mar 31, 2024 |
Franklin Covey's largest institutional shareholder is BLACKROCK INC., holding 9.42% of the company's total share outstanding, currently valued at $49.03M. The top 10 institutional shareholders own together 40.97% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NINE TEN CAPITAL MANAGEMENT LLC | 3.77% | 5.98% | 500,390 | 20,928 | 4.36% | 19,645,000 | Mar 31, 2024 |
| INTREPID CAPITAL MANAGEMENT INC | 0.56% | 1.88% | 74,024 | 2,066 | 2.87% | 2,906,182 | Mar 31, 2024 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 4.61% | 1.37% | 611,403 | 3,328 | 0.55% | 24,003,672,000 | Mar 31, 2024 |
| RICE HALL JAMES & ASSOCIATES, LLC | 3.89% | 1.16% | 515,446 | -18,390 | -3.44% | 20,236,410 | Mar 31, 2024 |
| HERALD INVESTMENT MANAGEMENT LTD | 1.21% | 1.02% | 160,000 | 110,000 | 220.00% | 6,264,000 | Mar 31, 2024 |
| BLUE GROTTO CAPITAL, LLC | 0.75% | 0.80% | 100,000 | -43,562 | -30.34% | 3,926,000 | Mar 31, 2024 |
| PEMBROKE MANAGEMENT, LTD | 1.26% | 0.77% | 167,177 | -25,846 | -13.39% | 6,563,369 | Mar 31, 2024 |
| BARES CAPITAL MANAGEMENT, INC. | 3.48% | 0.72% | 461,661 | 3,570 | 0.78% | 18,124,811 | Mar 31, 2024 |
| MCMORGAN & CO LLC | 0.61% | 0.54% | 80,628 | 21,609 | 36.61% | 3,165,455 | Mar 31, 2024 |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 0.86% | 0.35% | 113,550 | 8,900 | 8.50% | 4,457,973 | Mar 31, 2024 |
| BRASADA CAPITAL MANAGEMENT, LP | 0.34% | 0.31% | 44,516 | -45,138 | -50.35% | 1,747,698 | Mar 31, 2024 |
| ESCHLER ASSET MANAGEMENT LLP | 0.09% | 0.29% | 11,743 | 11,743 | 100.00% | 448,348 | Mar 31, 2024 |
| DEFINED WEALTH MANAGEMENT, LLC | 0.07% | 0.28% | 9,807 | -1 | -0.01% | 385,023 | Mar 31, 2024 |
| HARBOR CAPITAL ADVISORS, INC. | 0.24% | 0.16% | 31,424 | 31,424 | 100.00% | 1,234,000 | Mar 31, 2024 |
| GLOBEFLEX CAPITAL L P | 0.32% | 0.16% | 41,859 | -4,238 | -9.19% | 1,643,384 | Mar 31, 2024 |
| TOWNSQUARE CAPITAL LLC | 1.77% | 0.13% | 234,436 | -100 | -0.04% | 9,203,957 | Mar 31, 2024 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 0.52% | 0.10% | 69,466 | - | - | 2,727,000 | Mar 31, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | 0.07% | 0.08% | 9,318 | 1,278 | 15.90% | 365,825 | Mar 31, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.12% | 0.07% | 16,501 | 16,501 | 100.00% | 647,000 | Mar 31, 2024 |
| SOLTIS INVESTMENT ADVISORS LLC | 0.12% | 0.07% | 16,258 | - | - | 638,300 | Mar 31, 2024 |
The largest Franklin Covey shareholder by % of total assets is NINE TEN CAPITAL MANAGEMENT LLC. The company owns 500.39K shares of Franklin Covey (FC), representing 5.98% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 2.50% | 0.00% | 331,328 | 323,948 | 4389.54% | 13,007,937 | Mar 31, 2024 |
| WASATCH ADVISORS LP | 1.32% | 0.04% | 174,794 | 174,794 | 100.00% | 6,862,412 | Mar 31, 2024 |
| MORGAN STANLEY | 2.40% | 0.00% | 318,377 | 126,701 | 66.10% | 12,499,483 | Mar 31, 2024 |
| HERALD INVESTMENT MANAGEMENT LTD | 1.21% | 1.02% | 160,000 | 110,000 | 220.00% | 6,264,000 | Mar 31, 2024 |
| HARBOR CAPITAL ADVISORS, INC. | 0.24% | 0.16% | 31,424 | 31,424 | 100.00% | 1,234,000 | Mar 31, 2024 |
| BLACKROCK INC. | 9.42% | 0.00% | 1,248,908 | 29,696 | 2.44% | 49,032,128 | Mar 31, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 1.80% | 0.03% | 238,455 | 25,876 | 12.17% | 9,357,000 | Mar 31, 2024 |
| VANGUARD GROUP INC | 5.30% | 0.00% | 703,603 | 24,062 | 3.54% | 27,623,453 | Mar 31, 2024 |
| MCMORGAN & CO LLC | 0.61% | 0.54% | 80,628 | 21,609 | 36.61% | 3,165,455 | Mar 31, 2024 |
| NINE TEN CAPITAL MANAGEMENT LLC | 3.77% | 5.98% | 500,390 | 20,928 | 4.36% | 19,645,000 | Mar 31, 2024 |
| INVESCO LTD. | 0.15% | 0.00% | 20,331 | 20,331 | 100.00% | 798,196 | Mar 31, 2024 |
| CITADEL ADVISORS LLC | 0.49% | 0.00% | 64,346 | 20,089 | 45.39% | 2,526,224 | Mar 31, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.12% | 0.07% | 16,501 | 16,501 | 100.00% | 647,000 | Mar 31, 2024 |
| AVIVA PLC | 0.12% | 0.00% | 16,101 | 16,101 | 100.00% | 632,125 | Mar 31, 2024 |
| SIMPLEX TRADING, LLC | 0.11% | 0.00% | 14,605 | 14,605 | 100.00% | 573,000 | Mar 31, 2024 |
| D. E. SHAW & CO., INC. | 0.46% | 0.00% | 61,661 | 14,207 | 29.94% | 2,420,811 | Mar 31, 2024 |
| ESCHLER ASSET MANAGEMENT LLP | 0.09% | 0.29% | 11,743 | 11,743 | 100.00% | 448,348 | Mar 31, 2024 |
| MARSHALL WACE, LLP | 0.18% | 0.00% | 24,457 | 11,136 | 83.60% | 960,182 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.07% | 0.00% | 274,124 | 10,514 | 3.99% | 10,763,625 | Mar 31, 2024 |
| TREXQUANT INVESTMENT LP | 0.29% | 0.03% | 38,413 | 10,038 | 35.38% | 1,508,094 | Mar 31, 2024 |
As of Mar 31 2024, Franklin Covey's largest institutional buyer is ALLIANCEBERNSTEIN L.P.. The company purchased 323.95K stocks of FC, valued at $13.01M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | - | - | - | -608,075 | -100.00% | - | Mar 31, 2024 |
| MILLENNIUM MANAGEMENT LLC | 1.00% | 0.00% | 132,314 | -73,713 | -35.78% | 5,194,648 | Mar 31, 2024 |
| ACUITAS INVESTMENTS, LLC | - | - | - | -67,422 | -100.00% | - | Mar 31, 2024 |
| BRASADA CAPITAL MANAGEMENT, LP | 0.34% | 0.31% | 44,516 | -45,138 | -50.35% | 1,747,698 | Mar 31, 2024 |
| BLUE GROTTO CAPITAL, LLC | 0.75% | 0.80% | 100,000 | -43,562 | -30.34% | 3,926,000 | Mar 31, 2024 |
| MAN GROUP PLC | 0.08% | 0.00% | 10,311 | -39,257 | -79.20% | 404,810 | Mar 31, 2024 |
| WORTH VENTURE PARTNERS, LLC | - | - | - | -34,405 | -100.00% | - | Mar 31, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.09% | 0.01% | 144,903 | -27,600 | -16.00% | 5,689,000 | Mar 31, 2024 |
| PEMBROKE MANAGEMENT, LTD | 1.26% | 0.77% | 167,177 | -25,846 | -13.39% | 6,563,369 | Mar 31, 2024 |
| ROYCE & ASSOCIATES LP | 0.11% | 0.01% | 14,287 | -25,813 | -64.37% | 560,908 | Mar 31, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -22,064 | -100.00% | - | Mar 31, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.71% | 0.00% | 93,772 | -21,155 | -18.41% | 3,681,489 | Mar 31, 2024 |
| HRT FINANCIAL LP | - | - | - | -19,386 | -100.00% | - | Mar 31, 2024 |
| RICE HALL JAMES & ASSOCIATES, LLC | 3.89% | 1.16% | 515,446 | -18,390 | -3.44% | 20,236,410 | Mar 31, 2024 |
| SQUAREPOINT OPS LLC | 0.04% | 0.00% | 5,409 | -10,491 | -65.98% | 212,357 | Mar 31, 2024 |
| JANE STREET GROUP, LLC | - | - | - | -9,571 | -100.00% | - | Mar 31, 2024 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | - | - | - | -9,277 | -100.00% | - | Mar 31, 2024 |
| GOLDMAN SACHS GROUP INC | 1.01% | 0.00% | 134,381 | -7,852 | -5.52% | 5,275,798 | Mar 31, 2024 |
| MACKENZIE FINANCIAL CORP | - | - | - | -7,573 | -100.00% | - | Mar 31, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 3.54% | 0.01% | 469,203 | -6,319 | -1.33% | 18,420,910 | Mar 31, 2024 |
As of Mar 31 2024, Franklin Covey's biggest institutional seller is PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.. The company sold -0.61M shares of FC, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WASATCH ADVISORS LP | 1.32% | 0.04% | 174,794 | 174,794 | 100.00% | 6,862,412 | Mar 31, 2024 |
| HARBOR CAPITAL ADVISORS, INC. | 0.24% | 0.16% | 31,424 | 31,424 | 100.00% | 1,234,000 | Mar 31, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.12% | 0.07% | 16,501 | 16,501 | 100.00% | 647,000 | Mar 31, 2024 |
| AVIVA PLC | 0.12% | 0.00% | 16,101 | 16,101 | 100.00% | 632,125 | Mar 31, 2024 |
| SIMPLEX TRADING, LLC | 0.11% | 0.00% | 14,605 | 14,605 | 100.00% | 573,000 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.07% | 0.00% | 9,900 | 9,900 | 100.00% | 388,674 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.05% | - | 6,400 | 6,400 | 100.00% | 251,264 | Mar 31, 2024 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0.05% | 0.00% | 6,267 | 6,267 | 100.00% | 241,091 | Mar 31, 2024 |
| CENTIVA CAPITAL, LP | 0.05% | 0.01% | 6,185 | 6,185 | 100.00% | 242,823 | Mar 31, 2024 |
| XTX TOPCO LTD | 0.04% | 0.03% | 5,805 | 5,805 | 100.00% | 227,904 | Mar 31, 2024 |
| MATHER GROUP, LLC. | 0.01% | 0.00% | 1,686 | 1,686 | 100.00% | 73,392,000 | Mar 31, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.01% | 0.00% | 1,510 | 1,510 | 100.00% | 59,283 | Mar 31, 2024 |
| BROWN BROTHERS HARRIMAN & CO | 0.01% | 0.00% | 1,100 | 1,100 | 100.00% | 43,186,000 | Mar 31, 2024 |
| QUADRANT CAPITAL GROUP LLC | 0.00% | 0.00% | 502 | 502 | 100.00% | 19,709 | Mar 31, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | 0.00% | - | 252 | 252 | 100.00% | 9,893,000 | Mar 31, 2024 |
| ALTSHULER SHAHAM LTD | 0.00% | 0.00% | 94 | 94 | 100.00% | 3,690,000 | Mar 31, 2024 |
| US BANCORP \DE\ | 0.00% | - | 48 | 48 | 100.00% | 1,884 | Mar 31, 2024 |
| NISA INVESTMENT ADVISORS, LLC | 0.00% | - | 23 | 23 | 100.00% | 903,000 | Mar 31, 2024 |
| LINDBROOK CAPITAL, LLC | 0.00% | - | 9 | 9 | 100.00% | 353 | Mar 31, 2024 |
| GAMMA INVESTING LLC | - | - | 4 | 4 | 100.00% | 157 | Mar 31, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | 2 | 2 | 100.00% | 78 | Mar 31, 2024 |
Franklin Covey's largest new institutional shareholder by number of shares is WASATCH ADVISORS LP, purchased 174.79K shares, valued at $6.86M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | - | - | - | -608,075 | -100.00% | - | Mar 31, 2024 |
| ACUITAS INVESTMENTS, LLC | - | - | - | -67,422 | -100.00% | - | Mar 31, 2024 |
| WORTH VENTURE PARTNERS, LLC | - | - | - | -34,405 | -100.00% | - | Mar 31, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -22,064 | -100.00% | - | Mar 31, 2024 |
| HRT FINANCIAL LP | - | - | - | -19,386 | -100.00% | - | Mar 31, 2024 |
| JANE STREET GROUP, LLC | - | - | - | -9,571 | -100.00% | - | Mar 31, 2024 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | - | - | - | -9,277 | -100.00% | - | Mar 31, 2024 |
| MACKENZIE FINANCIAL CORP | - | - | - | -7,573 | -100.00% | - | Mar 31, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -5,930 | -100.00% | - | Mar 31, 2024 |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | - | - | - | -5,494 | -100.00% | - | Mar 31, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -4,960 | -100.00% | - | Mar 31, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | - | - | - | -4,752 | -100.00% | - | Mar 31, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -3,566 | -100.00% | - | Mar 31, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -2,990 | -100.00% | - | Mar 31, 2024 |
| QUANTBOT TECHNOLOGIES LP | - | - | - | -2,227 | -100.00% | - | Mar 31, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -2,200 | -100.00% | - | Mar 31, 2024 |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | - | - | - | -1,226 | -100.00% | - | Mar 31, 2024 |
| PARALLEL ADVISORS, LLC | - | - | - | -367 | -100.00% | - | Mar 31, 2024 |
| CALDWELL SUTTER CAPITAL, INC. | - | - | - | -40 | -100.00% | - | Mar 31, 2024 |
| ALPHAMARK ADVISORS, LLC | - | - | - | -15 | -100.00% | - | Mar 31, 2024 |
| FARTHER FINANCE ADVISORS, LLC | - | - | - | -5 | -100.00% | - | Mar 31, 2024 |
Franklin Covey's largest sold out institutional shareholder by shares sold is PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC., sold -0.61M shares, valued at -, as of undefined.
Franklin Covey Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| VIRTUS ALTERNATIVE SOLUTIONS TRUST | 1.36% | 5,354 | - | - | Jan 31, 2024 |
| BCM Focus Funds | 0.76% | 50,000 | - | - | Jan 31, 2024 |
| OBERWEIS FUNDS | 0.09% | 68,200 | - | - | Dec 31, 2023 |
| ROYCE MICRO-CAP TRUST, INC. | 0.08% | 40,100 | - | - | Dec 31, 2023 |
| Federated Hermes MDT Series | 0.07% | 176,400 | - | - | Jan 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.03% | 4,981 | - | - | Dec 29, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.02% | 8,348 | - | - | Dec 31, 2023 |
| WASATCH FUNDS TRUST | 0.01% | 78,000 | 13,868 | 21.62% | Mar 31, 2024 |
| Intrepid Capital Management Funds Trust | 0.00% | 54,928 | - | - | Dec 31, 2023 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 43,554 | 6,254 | 16.77% | Dec 29, 2023 |
| BBH Trust | 0.00% | 400,000 | 30,000 | 8.11% | Jan 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 1,809 | 144 | 8.65% | Dec 31, 2023 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 21,720 | 2,353 | 12.15% | Dec 31, 2023 |
| FORUM FUNDS II | 0.00% | 2,987 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.00% | 7,611 | - | - | Dec 31, 2023 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 419 | - | - | Dec 31, 2023 |
| VANGUARD EXPLORER FUND | 0.00% | 20,352 | - | - | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 675,594 | 185,343 | 37.81% | Dec 31, 2023 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 4,776 | -1,489 | -23.77% | Dec 31, 2023 |
| OHIO NATIONAL FUND INC | 0.00% | 19,418 | - | - | Dec 31, 2023 |
| Starboard Investment Trust | 0.00% | 300 | - | - | Feb 29, 2024 |
| TIMOTHY PLAN | 0.00% | 3,404 | - | - | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 1,775 | -34 | -1.88% | Dec 31, 2023 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 27,525 | -6,008 | -17.92% | Dec 31, 2023 |
| Calvert Variable Products, Inc. | 0.00% | 1,203 | - | - | Dec 31, 2023 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 99,590 | 1,523 | 1.55% | Feb 29, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 447,434 | 88,295 | 24.59% | Jan 31, 2024 |
| STONE RIDGE TRUST | 0.00% | 9,672 | - | - | Jan 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 5,951 | - | - | Feb 29, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 59,485 | 1,790 | 3.10% | Feb 29, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 8,643 | - | - | Dec 31, 2023 |
| GPS Funds I | 0.00% | 1,236 | - | - | Dec 31, 2023 |
| DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 3,046 | - | - | Jan 31, 2024 |
| Forethought Variable Insurance Trust | 0.00% | 900 | - | - | Dec 29, 2023 |
| AdvisorShares Trust | 0.00% | 607 | - | - | Dec 29, 2023 |
| SunAmerica Specialty Series | 0.00% | 103 | - | - | Apr 30, 2021 |
| Virtus Strategy Trust | 0.00% | 3,722 | - | - | Dec 29, 2023 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 5,056 | -170 | -3.25% | Dec 31, 2023 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 17,095 | 3,295 | 23.88% | Feb 29, 2024 |
| Dimensional ETF Trust | 0.00% | 62,788 | 2,915 | 4.87% | Jan 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 613 | - | - | Dec 31, 2023 |
| Goldman Sachs ETF Trust | 0.00% | 11,499 | -444 | -3.72% | Feb 29, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 1,376 | - | - | Mar 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 1,628 | - | - | Dec 31, 2023 |
| LAZARD FUNDS INC | 0.00% | 3,011 | - | - | Dec 31, 2023 |
| LoCorr Investment Trust | 0.00% | 2,142 | -4,185 | -66.15% | Mar 31, 2024 |
| RBB FUND, INC. | 0.00% | 7,700 | - | - | Feb 29, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 10,000 | - | - | Jan 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 10,388 | -6,679 | -39.13% | Dec 31, 2023 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 5,615 | - | - | Jan 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 12,052 | 106 | 0.89% | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 625 | -347 | -35.70% | Dec 31, 2023 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 3,883 | - | - | Dec 31, 2023 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 3,307 | 497 | 17.69% | Dec 31, 2023 |
| Virtus Investment Trust | 0.00% | 1,222 | - | - | Dec 29, 2023 |
| VANGUARD QUANTITATIVE FUNDS | 0.00% | 318 | -141 | -30.72% | Dec 31, 2023 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 8,094 | 4,410 | 119.71% | Feb 29, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 1,460 | - | - | Dec 31, 2023 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 53,487 | 6,562 | 13.98% | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 107 | - | - | Dec 31, 2023 |
| EQ ADVISORS TRUST | 0.00% | 27,842 | -231 | -0.82% | Dec 31, 2023 |
| PUTNAM ASSET ALLOCATION FUNDS | 0.00% | 50 | - | - | Feb 29, 2024 |
| VANGUARD WELLINGTON FUND | 0.00% | 8,969 | - | - | Feb 29, 2024 |
| DFA INVESTMENT TRUST CO | 0.00% | 3,046 | - | - | Jan 31, 2024 |
| FundVantage Trust | 0.00% | 90 | - | - | Jan 31, 2024 |
| ProFunds | 0.00% | 166 | 68 | 69.39% | Jan 31, 2024 |
| Fidelity Rutland Square Trust II | 0.00% | 20,867 | 1,454 | 7.49% | Feb 29, 2024 |
| VALIC Co I | 0.00% | 4,463 | -18 | -0.40% | Feb 29, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 397 | - | - | Dec 29, 2023 |
| RYDEX DYNAMIC FUNDS | 0.00% | 52 | - | - | Dec 31, 2023 |
| Guggenheim Active Allocation Fund | 0.00% | 74 | - | - | Feb 29, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 1,594 | -210 | -11.64% | Jan 31, 2024 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 33,610 | -720 | -2.10% | Dec 31, 2023 |
| BLACKROCK FUNDS | 0.00% | 76,898 | 72,647 | 1708.94% | Feb 29, 2024 |
| NORTHERN FUNDS | 0.00% | 9,623 | -249 | -2.52% | Dec 29, 2023 |
| PGIM ETF TRUST | 0.00% | 694 | - | - | Feb 29, 2024 |
| SEASONS SERIES TRUST | 0.00% | 202 | - | - | Dec 31, 2023 |
| HC CAPITAL TRUST | 0.00% | 249 | - | - | Dec 31, 2023 |
| RUSSELL INVESTMENT FUNDS | 0.00% | 536 | - | - | Dec 31, 2023 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 17,642 | 400 | 2.32% | Dec 31, 2023 |
| ALLSPRING MASTER TRUST | 0.00% | 493 | - | - | Feb 29, 2024 |
| PROSHARES TRUST | 0.00% | 1,703 | 198 | 13.16% | Feb 29, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 7,620 | - | - | Dec 31, 2023 |
| RYDEX VARIABLE TRUST | 0.00% | 7 | - | - | Dec 31, 2023 |
| RUSSELL INVESTMENT CO | 0.00% | 1,813 | - | - | Jan 31, 2024 |
| Federated Hermes Global Allocation Fund | 0.00% | 56 | - | - | Feb 29, 2024 |
| Blackstone Alternative Investment Funds | 0.00% | 600 | - | - | Dec 31, 2023 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 463 | - | - | Feb 29, 2024 |
| Franklin Templeton ETF Trust | 0.00% | 558 | 30 | 5.68% | Dec 31, 2023 |
| SUNAMERICA SERIES TRUST | 0.00% | 1,318 | -5 | -0.38% | Jan 31, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 212 | - | - | Feb 29, 2024 |
| SPDR INDEX SHARES FUNDS | 0.00% | 510 | 4 | 0.79% | Dec 31, 2023 |
| WisdomTree Trust | 0.00% | 5,064 | - | - | Feb 29, 2024 |
| Advisors' Inner Circle Fund III | 0.00% | 34 | 4 | 13.33% | Jan 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 4,721 | -289 | -5.77% | Dec 31, 2023 |
| AMERICAN BEACON FUNDS | 0.00% | 8,290 | - | - | Feb 29, 2024 |
| Brighthouse Funds Trust II | 0.00% | 3,849 | - | - | Dec 31, 2023 |
| Victory Portfolios II | 0.00% | 72 | -1,822 | -96.20% | Dec 31, 2023 |
| SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 25,355 | -1,350 | -5.06% | Feb 29, 2024 |
| PACIFIC SELECT FUND | 0.00% | 3,680 | -2 | -0.05% | Dec 31, 2023 |
Franklin Covey's largest mutual fund holder by % of total assets is "VIRTUS ALTERNATIVE SOLUTIONS TRUST", owning 5.35K shares, compromising 1.36% of its total assets.
Franklin Covey Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 31 Mar, 24 | 63 | -48.36% |
| 31 Dec, 23 | 122 | -2.40% |
| 30 Sep, 23 | 125 | 8.70% |
| 30 Jun, 23 | 115 | -5.74% |
| 31 Mar, 23 | 122 | -10.95% |
| 31 Dec, 22 | 137 | 3.01% |
| 30 Sep, 22 | 133 | 11.76% |
| 30 Jun, 22 | 119 | 10.19% |
| 31 Mar, 22 | 108 | 3.85% |
| 31 Dec, 21 | 104 | 8.33% |
| 30 Sep, 21 | 96 | 21.52% |
| 30 Jun, 21 | 79 | -1.25% |
| 31 Mar, 21 | 80 | 6.67% |
| 31 Dec, 20 | 75 | - |
| 30 Sep, 20 | 75 | -16.67% |
| 30 Jun, 20 | 90 | 3.45% |
| 31 Mar, 20 | 87 | -17.92% |
| 31 Dec, 19 | 106 | 12.77% |
| 30 Sep, 19 | 94 | 25.33% |
| 30 Jun, 19 | 75 | 20.97% |
| 31 Mar, 19 | 62 | -1.59% |
| 31 Dec, 18 | 63 | -3.08% |
| 30 Sep, 18 | 65 | -15.58% |
| 30 Jun, 18 | 77 | 1.32% |
| 31 Mar, 18 | 76 | 11.76% |
| 31 Dec, 17 | 68 | 6.25% |
| 30 Sep, 17 | 64 | - |
| 30 Jun, 17 | 64 | -3.03% |
| 31 Mar, 17 | 66 | -9.59% |
| 31 Dec, 16 | 73 | -3.95% |
| 30 Sep, 16 | 76 | 15.15% |
| 30 Jun, 16 | 66 | 1.54% |
| 31 Mar, 16 | 65 | -4.41% |
| 31 Dec, 15 | 68 | 4.62% |
| 30 Sep, 15 | 65 | -8.45% |
| 30 Jun, 15 | 71 | 10.94% |
| 31 Mar, 15 | 64 | 1.59% |
| 31 Dec, 14 | 63 | 1.61% |
| 30 Sep, 14 | 62 | -10.14% |
| 30 Jun, 14 | 69 | 1.47% |
| 31 Mar, 14 | 68 | -4.23% |
| 31 Dec, 13 | 71 | 9.23% |
| 30 Sep, 13 | 65 | 12.07% |
| 30 Jun, 13 | 58 | 176.19% |
| 31 Mar, 13 | 21 | -4.55% |
| 31 Dec, 12 | 22 | 10.00% |
| 30 Sep, 12 | 20 | 5.26% |
| 30 Jun, 12 | 19 | 26.67% |
| 31 Mar, 12 | 15 | 15.38% |
| 31 Dec, 11 | 13 | 18.18% |
| 30 Sep, 11 | 11 | 10.00% |
| 30 Jun, 11 | 10 | 11.11% |
| 31 Mar, 11 | 9 | -10.00% |
| 31 Dec, 10 | 10 | -9.09% |
| 30 Sep, 10 | 11 | -8.33% |
| 30 Jun, 10 | 12 | 9.09% |
| 31 Mar, 10 | 11 | 10.00% |
| 31 Dec, 09 | 10 | -23.08% |
| 30 Sep, 09 | 13 | 18.18% |
| 30 Jun, 09 | 11 | 22.22% |
| 31 Mar, 09 | 9 | -25.00% |
| 31 Dec, 08 | 12 | 20.00% |
| 30 Sep, 08 | 10 | 25.00% |
| 30 Jun, 08 | 8 | - |
| 31 Mar, 08 | 8 | 60.00% |
| 31 Dec, 07 | 5 | - |
| 30 Sep, 07 | 5 | -16.67% |
| 30 Jun, 07 | 6 | 20.00% |
| 31 Mar, 07 | 5 | 25.00% |
| 31 Dec, 06 | 4 | -33.33% |
| 30 Sep, 06 | 6 | 20.00% |
| 30 Jun, 06 | 5 | 25.00% |
| 31 Mar, 06 | 4 | -20.00% |
| 31 Dec, 05 | 5 | 66.67% |
| 30 Sep, 05 | 3 | - |
| 30 Jun, 05 | 3 | -25.00% |
| 31 Mar, 05 | 4 | 300.00% |
| 31 Dec, 04 | 1 | -50.00% |
| 30 Sep, 04 | 2 | - |
| 30 Jun, 04 | 2 | -50.00% |
| 31 Mar, 04 | 4 | 100.00% |
| 31 Dec, 03 | 2 | - |
| 30 Sep, 03 | 2 | - |
| 30 Jun, 03 | 2 | - |
| 31 Dec, 02 | 2 | -33.33% |
| 30 Sep, 02 | 3 | -25.00% |
| 30 Jun, 02 | 4 | -33.33% |
| 31 Mar, 02 | 6 | 100.00% |
| 31 Dec, 01 | 3 | -40.00% |
| 30 Sep, 01 | 5 | 25.00% |
| 30 Jun, 01 | 4 | -33.33% |
| 31 Mar, 01 | 6 | - |
| 31 Dec, 00 | 6 | -14.29% |
| 30 Sep, 00 | 7 | -22.22% |
| 30 Jun, 00 | 9 | -10.00% |
| 31 Mar, 00 | 10 | 11.11% |
| 31 Dec, 99 | 9 | -10.00% |
| 30 Sep, 99 | 10 | -28.57% |
| 30 Jun, 99 | 14 | 16.67% |
| 31 Mar, 99 | 12 | 1100.00% |
| 31 Dec, 98 | 1 | - |
As of 31 Mar 24, 63 institutions are holding Franklin Covey's shares, representing a decrease of -48.36% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 31 Mar, 24 | 5,036,703 | -45.61% |
| 31 Dec, 23 | 9,259,920 | 2.75% |
| 30 Sep, 23 | 9,012,287 | 0.04% |
| 30 Jun, 23 | 9,008,456 | -3.62% |
| 31 Mar, 23 | 9,346,978 | -0.40% |
| 31 Dec, 22 | 9,384,728 | -0.85% |
| 30 Sep, 22 | 9,465,222 | 6.22% |
| 30 Jun, 22 | 8,910,935 | 5.26% |
| 31 Mar, 22 | 8,465,768 | 3.00% |
| 31 Dec, 21 | 8,219,223 | 3.74% |
| 30 Sep, 21 | 7,922,922 | 4.01% |
| 30 Jun, 21 | 7,617,194 | -3.48% |
| 31 Mar, 21 | 7,891,423 | -2.63% |
| 31 Dec, 20 | 8,104,764 | 1.91% |
| 30 Sep, 20 | 7,953,086 | -6.04% |
| 30 Jun, 20 | 8,464,014 | -0.47% |
| 31 Mar, 20 | 8,504,186 | -0.38% |
| 31 Dec, 19 | 8,536,696 | 28.97% |
| 30 Sep, 19 | 6,618,984 | 2.52% |
| 30 Jun, 19 | 6,456,410 | 4.03% |
| 31 Mar, 19 | 6,206,558 | -0.17% |
| 31 Dec, 18 | 6,216,924 | 0.40% |
| 30 Sep, 18 | 6,192,305 | -4.64% |
| 30 Jun, 18 | 6,493,446 | -2.53% |
| 31 Mar, 18 | 6,662,002 | 2.10% |
| 31 Dec, 17 | 6,524,959 | -1.76% |
| 30 Sep, 17 | 6,641,717 | -2.76% |
| 30 Jun, 17 | 6,830,529 | -4.49% |
| 31 Mar, 17 | 7,151,718 | -0.10% |
| 31 Dec, 16 | 7,159,208 | -3.23% |
| 30 Sep, 16 | 7,397,841 | -10.40% |
| 30 Jun, 16 | 8,256,873 | -2.65% |
| 31 Mar, 16 | 8,481,887 | -15.03% |
| 31 Dec, 15 | 9,982,326 | -30.42% |
| 30 Sep, 15 | 14,346,000 | 39.94% |
| 30 Jun, 15 | 10,251,221 | 2.86% |
| 31 Mar, 15 | 9,966,497 | 0.69% |
| 31 Dec, 14 | 9,898,677 | 2.88% |
| 30 Sep, 14 | 9,621,477 | 1.78% |
| 30 Jun, 14 | 9,453,163 | 4.32% |
| 31 Mar, 14 | 9,061,970 | 3.64% |
| 31 Dec, 13 | 8,743,606 | 9.28% |
| 30 Sep, 13 | 8,001,438 | 1.44% |
| 30 Jun, 13 | 7,887,997 | 204.60% |
| 31 Mar, 13 | 2,589,599 | 3.60% |
| 31 Dec, 12 | 2,499,716 | -14.61% |
| 30 Sep, 12 | 2,927,311 | -3.56% |
| 30 Jun, 12 | 3,035,345 | 137.83% |
| 31 Mar, 12 | 1,276,272 | -56.48% |
| 31 Dec, 11 | 2,932,299 | 143.07% |
| 30 Sep, 11 | 1,206,372 | -0.82% |
| 30 Jun, 11 | 1,216,330 | 9.77% |
| 31 Mar, 11 | 1,108,095 | 16.85% |
| 31 Dec, 10 | 948,313 | -10.79% |
| 30 Sep, 10 | 1,063,030 | -2.81% |
| 30 Jun, 10 | 1,093,740 | -11.64% |
| 31 Mar, 10 | 1,237,800 | -3.71% |
| 31 Dec, 09 | 1,285,545 | 111.79% |
| 30 Sep, 09 | 606,988 | -15.86% |
| 30 Jun, 09 | 721,436 | 0.78% |
| 31 Mar, 09 | 715,821 | -4.26% |
| 31 Dec, 08 | 747,650 | -8.55% |
| 30 Sep, 08 | 817,508 | 45.17% |
| 30 Jun, 08 | 563,125 | 84.02% |
| 31 Mar, 08 | 306,014 | 35.50% |
| 31 Dec, 07 | 225,835 | 321.97% |
| 30 Sep, 07 | 53,519 | -88.58% |
| 30 Jun, 07 | 468,628 | 51.04% |
| 31 Mar, 07 | 310,261 | 47.86% |
| 31 Dec, 06 | 209,835 | -41.03% |
| 30 Sep, 06 | 355,827 | -1.32% |
| 30 Jun, 06 | 360,577 | 31.82% |
| 31 Mar, 06 | 273,543 | -2.94% |
| 31 Dec, 05 | 281,827 | -16.64% |
| 30 Sep, 05 | 338,067 | 297.31% |
| 30 Jun, 05 | 85,088 | -96.21% |
| 31 Mar, 05 | 2,246,992 | 149699.47% |
| 31 Dec, 04 | 1,500 | -88.28% |
| 30 Sep, 04 | 12,800 | -68.08% |
| 30 Jun, 04 | 40,100 | -98.21% |
| 31 Mar, 04 | 2,238,815 | -6.42% |
| 31 Dec, 03 | 2,392,289 | -0.39% |
| 30 Sep, 03 | 2,401,612 | 1.27% |
| 30 Jun, 03 | 2,371,582 | - |
| 31 Dec, 02 | 2,249,233 | 10.27% |
| 30 Sep, 02 | 2,039,779 | 52.00% |
| 30 Jun, 02 | 1,341,996 | -26.84% |
| 31 Mar, 02 | 1,834,251 | 65.30% |
| 31 Dec, 01 | 1,109,680 | 8.66% |
| 30 Sep, 01 | 1,021,205 | -12.42% |
| 30 Jun, 01 | 1,166,069 | -1.70% |
| 31 Mar, 01 | 1,186,218 | 9.92% |
| 31 Dec, 00 | 1,079,174 | -3.25% |
| 30 Sep, 00 | 1,115,474 | -9.43% |
| 30 Jun, 00 | 1,231,651 | -24.03% |
| 31 Mar, 00 | 1,621,320 | -29.05% |
| 31 Dec, 99 | 2,285,079 | -34.19% |
| 30 Sep, 99 | 3,472,209 | -7.59% |
| 30 Jun, 99 | 3,757,403 | -82.83% |
| 31 Mar, 99 | 21,887,688 | 481583.27% |
| 31 Dec, 98 | 4,544 | - |
Franklin Covey (FC) has 5.04M shares outstanding as of 31 Mar 24, down -45.61% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 31 Mar, 24 | 37.98% | 0.78% |
| 31 Dec, 23 | 69.92% | 1.60% |
| 30 Sep, 23 | 66.16% | 1.51% |
| 30 Jun, 23 | 66.14% | 1.46% |
| 31 Mar, 23 | 67.24% | 1.47% |
| 31 Dec, 22 | 67.63% | 1.51% |
| 30 Sep, 22 | 66.91% | 1.69% |
| 30 Jun, 22 | 62.87% | 1.80% |
| 31 Mar, 22 | 59.15% | 1.78% |
| 31 Dec, 21 | 57.70% | 1.84% |
| 30 Sep, 21 | 55.97% | 1.93% |
| 30 Jun, 21 | 53.85% | 1.71% |
| 31 Mar, 21 | 56.04% | 1.67% |
| 31 Dec, 20 | 57.99% | 1.77% |
| 30 Sep, 20 | 57.32% | 1.54% |
| 30 Jun, 20 | 61.03% | 1.62% |
| 31 Mar, 20 | 61.44% | 1.65% |
| 31 Dec, 19 | 61.05% | 2.72% |
| 30 Sep, 19 | 47.37% | 2.22% |
| 30 Jun, 19 | 46.24% | 2.33% |
| 31 Mar, 19 | 44.53% | 2.23% |
| 31 Dec, 18 | 44.67% | 2.25% |
| 30 Sep, 18 | 44.53% | 2.04% |
| 30 Jun, 18 | 46.73% | 2.02% |
| 31 Mar, 18 | 48.04% | 2.13% |
| 31 Dec, 17 | 47.54% | 2.06% |
| 30 Sep, 17 | 48.06% | 1.97% |
| 30 Jun, 17 | 49.37% | 1.85% |
| 31 Mar, 17 | 51.73% | 1.92% |
| 31 Dec, 16 | 51.91% | 2.12% |
| 30 Sep, 16 | 49.50% | 1.48% |
| 30 Jun, 16 | 57.91% | 1.88% |
| 31 Mar, 16 | 55.44% | 1.46% |
| 31 Dec, 15 | 61.55% | 0.81% |
| 30 Sep, 15 | 87.22% | 2.33% |
| 30 Jun, 15 | 61.24% | 1.76% |
| 31 Mar, 15 | 58.95% | 1.71% |
| 31 Dec, 14 | 58.68% | 1.77% |
| 30 Sep, 14 | 57.54% | 1.81% |
| 30 Jun, 14 | 56.42% | 1.92% |
| 31 Mar, 14 | 54.21% | 1.95% |
| 31 Dec, 13 | 52.79% | 2.48% |
| 30 Sep, 13 | 46.12% | 1.98% |
| 30 Jun, 13 | 48.30% | 24.79% |
| 31 Mar, 13 | 13.96% | 7.37% |
| 31 Dec, 12 | 13.76% | 5.07% |
| 30 Sep, 12 | 16.47% | 5.66% |
| 30 Jun, 12 | 17.06% | 33.04% |
| 31 Mar, 12 | 7.18% | 2.63% |
| 31 Dec, 11 | 16.54% | 33.25% |
| 30 Sep, 11 | 7.05% | 13.89% |
| 30 Jun, 11 | 7.13% | 16.75% |
| 31 Mar, 11 | 6.52% | 21.04% |
| 31 Dec, 10 | 5.57% | 14.24% |
| 30 Sep, 10 | 6.25% | 15.08% |
| 30 Jun, 10 | 6.44% | 7.65% |
| 31 Mar, 10 | 9.18% | 15.97% |
| 31 Dec, 09 | 7.58% | 36.98% |
| 30 Sep, 09 | 4.53% | 15.67% |
| 30 Jun, 09 | 5.38% | 18.80% |
| 31 Mar, 09 | 5.35% | 17.12% |
| 31 Dec, 08 | 5.59% | 21.76% |
| 30 Sep, 08 | 5.07% | 41.59% |
| 30 Jun, 08 | 3.49% | 141.89% |
| 31 Mar, 08 | 1.57% | 116.71% |
| 31 Dec, 07 | 1.16% | 1618.87% |
| 30 Sep, 07 | 0.27% | 4.59% |
| 30 Jun, 07 | 2.41% | 96.23% |
| 31 Mar, 07 | 1.58% | 142.59% |
| 31 Dec, 06 | 1.05% | 35.67% |
| 30 Sep, 06 | 1.72% | 53.20% |
| 30 Jun, 06 | 1.80% | 99.10% |
| 31 Mar, 06 | 1.35% | 70.09% |
| 31 Dec, 05 | 1.39% | 48.14% |
| 30 Sep, 05 | 1.70% | 930.25% |
| 30 Jun, 05 | 0.43% | 0.33% |
| 31 Mar, 05 | 11.30% | 19560743.42% |
| 31 Dec, 04 | 0.01% | 180.59% |
| 30 Sep, 04 | 0.06% | 160.37% |
| 30 Jun, 04 | 0.20% | 0.16% |
| 31 Mar, 04 | 11.23% | 7.79% |
| 31 Dec, 03 | 12.01% | 8.37% |
| 30 Sep, 03 | 11.98% | 8.56% |
| 30 Jun, 03 | 11.83% | - |
| 31 Dec, 02 | 11.24% | 10.69% |
| 30 Sep, 02 | 10.25% | 22.61% |
| 30 Jun, 02 | 6.73% | 7.91% |
| 31 Mar, 02 | 9.23% | 29.54% |
| 31 Dec, 01 | 5.59% | 21.22% |
| 30 Sep, 01 | 5.13% | 14.90% |
| 30 Jun, 01 | 5.87% | 17.44% |
| 31 Mar, 01 | 5.80% | 21.23% |
| 31 Dec, 00 | 5.23% | 17.54% |
| 30 Sep, 00 | 5.46% | 14.99% |
| 30 Jun, 00 | 6.03% | 9.35% |
| 31 Mar, 00 | 8.03% | 6.48% |
| 31 Dec, 99 | 11.14% | 4.04% |
| 30 Sep, 99 | 16.61% | 5.14% |
| 30 Jun, 99 | 17.97% | 0.17% |
| 31 Mar, 99 | 102.81% | 22614238.03% |
| 31 Dec, 98 | 0.02% | - |
As of 31 Mar 24, Franklin Covey is held by 37.98% institutional shareholders, representing a 0.78% growth compared to 31 Dec 23.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 36 | -35.71% |
| 31 Dec, 23 | 56 | 14.29% |
| 30 Sep, 23 | 49 | -23.44% |
| 30 Jun, 23 | 64 | 12.28% |
| 31 Mar, 23 | 57 | -18.57% |
| 31 Dec, 22 | 70 | - |
| 30 Sep, 22 | 70 | 20.69% |
| 30 Jun, 22 | 58 | 28.89% |
| 31 Mar, 22 | 45 | -18.18% |
| 31 Dec, 21 | 55 | - |
| 30 Sep, 21 | 55 | 189.47% |
| 30 Jun, 21 | 19 | -40.63% |
| 31 Mar, 21 | 32 | - |
| 31 Dec, 20 | 32 | 28.00% |
| 30 Sep, 20 | 25 | -47.92% |
| 30 Jun, 20 | 48 | -5.88% |
| 31 Mar, 20 | 51 | -21.54% |
| 31 Dec, 19 | 65 | 16.07% |
| 30 Sep, 19 | 56 | 40.00% |
| 30 Jun, 19 | 40 | 33.33% |
| 31 Mar, 19 | 30 | 7.14% |
| 31 Dec, 18 | 28 | 3.70% |
| 30 Sep, 18 | 27 | - |
| 30 Jun, 18 | 27 | -20.59% |
| 31 Mar, 18 | 34 | 36.00% |
| 31 Dec, 17 | 25 | 13.64% |
| 30 Sep, 17 | 22 | -8.33% |
| 30 Jun, 17 | 24 | -27.27% |
| 31 Mar, 17 | 33 | -8.33% |
| 31 Dec, 16 | 36 | - |
| 30 Sep, 16 | 36 | 38.46% |
| 30 Jun, 16 | 26 | -18.75% |
| 31 Mar, 16 | 32 | -5.88% |
| 31 Dec, 15 | 34 | 13.33% |
| 30 Sep, 15 | 30 | -23.08% |
| 30 Jun, 15 | 39 | 25.81% |
| 31 Mar, 15 | 31 | 3.33% |
| 31 Dec, 14 | 30 | 15.38% |
| 30 Sep, 14 | 26 | -25.71% |
| 30 Jun, 14 | 35 | 9.38% |
| 31 Mar, 14 | 32 | -11.11% |
| 31 Dec, 13 | 36 | 20.00% |
| 30 Sep, 13 | 30 | -34.78% |
| 30 Jun, 13 | 46 | 228.57% |
| 31 Mar, 13 | 14 | 40.00% |
| 31 Dec, 12 | 10 | -16.67% |
| 30 Sep, 12 | 12 | 9.09% |
| 30 Jun, 12 | 11 | 57.14% |
| 31 Mar, 12 | 7 | -30.00% |
| 31 Dec, 11 | 10 | 42.86% |
| 30 Sep, 11 | 7 | -12.50% |
| 30 Jun, 11 | 8 | 100.00% |
| 31 Mar, 11 | 4 | - |
| 31 Dec, 10 | 4 | - |
| 30 Sep, 10 | 4 | -33.33% |
| 30 Jun, 10 | 6 | 50.00% |
| 31 Mar, 10 | 4 | -33.33% |
| 31 Dec, 09 | 6 | -33.33% |
| 30 Sep, 09 | 9 | 12.50% |
| 30 Jun, 09 | 8 | 166.67% |
| 31 Mar, 09 | 3 | -57.14% |
| 31 Dec, 08 | 7 | - |
| 30 Sep, 08 | 7 | 40.00% |
| 30 Jun, 08 | 5 | - |
| 31 Mar, 08 | 5 | 66.67% |
| 31 Dec, 07 | 3 | 50.00% |
| 30 Sep, 07 | 2 | - |
| 30 Jun, 07 | 2 | -50.00% |
| 31 Mar, 07 | 4 | 300.00% |
| 31 Dec, 06 | 1 | -66.67% |
| 30 Sep, 06 | 3 | 50.00% |
| 30 Jun, 06 | 2 | 100.00% |
| 31 Mar, 06 | 1 | -50.00% |
| 31 Dec, 05 | 2 | - |
| 30 Sep, 05 | 2 | -33.33% |
| 30 Jun, 05 | 3 | -25.00% |
| 31 Mar, 05 | 4 | - |
| 31 Dec, 04 | - | - |
| 30 Sep, 04 | - | - |
| 30 Jun, 04 | - | -100.00% |
| 31 Mar, 04 | 2 | 100.00% |
| 31 Dec, 03 | 1 | -50.00% |
| 30 Sep, 03 | 2 | - |
| 30 Jun, 03 | 2 | - |
| 31 Dec, 02 | 1 | - |
| 30 Sep, 02 | 1 | -50.00% |
| 30 Jun, 02 | 2 | -60.00% |
| 31 Mar, 02 | 5 | 150.00% |
| 31 Dec, 01 | 2 | -33.33% |
| 30 Sep, 01 | 3 | 50.00% |
| 30 Jun, 01 | 2 | - |
| 31 Mar, 01 | 2 | - |
| 31 Dec, 00 | 2 | - |
| 30 Sep, 00 | 2 | -50.00% |
| 30 Jun, 00 | 4 | -33.33% |
| 31 Mar, 00 | 6 | 50.00% |
| 31 Dec, 99 | 4 | 33.33% |
| 30 Sep, 99 | 3 | -62.50% |
| 30 Jun, 99 | 8 | -27.27% |
| 31 Mar, 99 | 11 | 1000.00% |
| 31 Dec, 98 | 1 | - |
36 institutional shareholders have increased their position in FC stock as of 31 Mar 24 compared to 56 in the previous quarter (a -35.71% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 17 | -59.52% |
| 31 Dec, 23 | 42 | -22.22% |
| 30 Sep, 23 | 54 | 58.82% |
| 30 Jun, 23 | 34 | -24.44% |
| 31 Mar, 23 | 45 | -2.17% |
| 31 Dec, 22 | 46 | 21.05% |
| 30 Sep, 22 | 38 | -2.56% |
| 30 Jun, 22 | 39 | -9.30% |
| 31 Mar, 22 | 43 | 30.30% |
| 31 Dec, 21 | 33 | 26.92% |
| 30 Sep, 21 | 26 | -43.48% |
| 30 Jun, 21 | 46 | 35.29% |
| 31 Mar, 21 | 34 | 9.68% |
| 31 Dec, 20 | 31 | -3.13% |
| 30 Sep, 20 | 32 | 23.08% |
| 30 Jun, 20 | 26 | 36.84% |
| 31 Mar, 20 | 19 | -32.14% |
| 31 Dec, 19 | 28 | 40.00% |
| 30 Sep, 19 | 20 | 33.33% |
| 30 Jun, 19 | 15 | - |
| 31 Mar, 19 | 15 | -25.00% |
| 31 Dec, 18 | 20 | - |
| 30 Sep, 18 | 20 | -28.57% |
| 30 Jun, 18 | 28 | 3.70% |
| 31 Mar, 18 | 27 | 12.50% |
| 31 Dec, 17 | 24 | - |
| 30 Sep, 17 | 24 | -4.00% |
| 30 Jun, 17 | 25 | 13.64% |
| 31 Mar, 17 | 22 | - |
| 31 Dec, 16 | 22 | -4.35% |
| 30 Sep, 16 | 23 | -14.81% |
| 30 Jun, 16 | 27 | 12.50% |
| 31 Mar, 16 | 24 | 26.32% |
| 31 Dec, 15 | 19 | -20.83% |
| 30 Sep, 15 | 24 | 14.29% |
| 30 Jun, 15 | 21 | - |
| 31 Mar, 15 | 21 | -8.70% |
| 31 Dec, 14 | 23 | -8.00% |
| 30 Sep, 14 | 25 | - |
| 30 Jun, 14 | 25 | 4.17% |
| 31 Mar, 14 | 24 | -7.69% |
| 31 Dec, 13 | 26 | -10.34% |
| 30 Sep, 13 | 29 | 222.22% |
| 30 Jun, 13 | 9 | 125.00% |
| 31 Mar, 13 | 4 | -55.56% |
| 31 Dec, 12 | 9 | 80.00% |
| 30 Sep, 12 | 5 | - |
| 30 Jun, 12 | 5 | - |
| 31 Mar, 12 | 5 | 400.00% |
| 31 Dec, 11 | 1 | -66.67% |
| 30 Sep, 11 | 3 | - |
| 30 Jun, 11 | - | -100.00% |
| 31 Mar, 11 | 1 | -50.00% |
| 31 Dec, 10 | 2 | -50.00% |
| 30 Sep, 10 | 4 | -20.00% |
| 30 Jun, 10 | 5 | 25.00% |
| 31 Mar, 10 | 4 | 300.00% |
| 31 Dec, 09 | 1 | -50.00% |
| 30 Sep, 09 | 2 | 100.00% |
| 30 Jun, 09 | 1 | -50.00% |
| 31 Mar, 09 | 2 | - |
| 31 Dec, 08 | 2 | 100.00% |
| 30 Sep, 08 | 1 | - |
| 30 Jun, 08 | 1 | - |
| 31 Mar, 08 | 1 | - |
| 31 Dec, 07 | - | -100.00% |
| 30 Sep, 07 | 2 | 100.00% |
| 30 Jun, 07 | 1 | - |
| 31 Mar, 07 | - | - |
| 31 Dec, 06 | - | -100.00% |
| 30 Sep, 06 | 1 | - |
| 30 Jun, 06 | 1 | - |
| 31 Mar, 06 | 1 | -50.00% |
| 31 Dec, 05 | 2 | 100.00% |
| 30 Sep, 05 | 1 | - |
| 30 Jun, 05 | - | - |
| 31 Mar, 05 | - | - |
| 31 Dec, 04 | - | -100.00% |
| 30 Sep, 04 | 1 | - |
| 30 Jun, 04 | 1 | -50.00% |
| 31 Mar, 04 | 2 | 100.00% |
| 31 Dec, 03 | 1 | - |
| 30 Sep, 03 | - | - |
| 30 Jun, 03 | - | - |
| 31 Dec, 02 | 1 | -50.00% |
| 30 Sep, 02 | 2 | - |
| 30 Jun, 02 | 2 | 100.00% |
| 31 Mar, 02 | 1 | - |
| 31 Dec, 01 | 1 | -50.00% |
| 30 Sep, 01 | 2 | 100.00% |
| 30 Jun, 01 | 1 | -66.67% |
| 31 Mar, 01 | 3 | - |
| 31 Dec, 00 | 3 | - |
| 30 Sep, 00 | 3 | - |
| 30 Jun, 00 | 3 | 50.00% |
| 31 Mar, 00 | 2 | - |
| 31 Dec, 99 | 2 | -66.67% |
| 30 Sep, 99 | 6 | 50.00% |
| 30 Jun, 99 | 4 | - |
| 31 Mar, 99 | - | - |
| 31 Dec, 98 | - | - |
17 institutional shareholders have reduced their position in FC stock as of 31 Mar 24 compared to 42 in the previous quarter (a -59.52% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Mar, 24 | 63 | -48.36% | 5,036,703 | -45.61% | 37.98% | 0.78% | 36 | -35.71% | 17 | -59.52% |
| 31 Dec, 23 | 122 | -2.40% | 9,259,920 | 2.75% | 69.92% | 1.60% | 56 | 14.29% | 42 | -22.22% |
| 30 Sep, 23 | 125 | 8.70% | 9,012,287 | 0.04% | 66.16% | 1.51% | 49 | -23.44% | 54 | 58.82% |
| 30 Jun, 23 | 115 | -5.74% | 9,008,456 | -3.62% | 66.14% | 1.46% | 64 | 12.28% | 34 | -24.44% |
| 31 Mar, 23 | 122 | -10.95% | 9,346,978 | -0.40% | 67.24% | 1.47% | 57 | -18.57% | 45 | -2.17% |
| 31 Dec, 22 | 137 | 3.01% | 9,384,728 | -0.85% | 67.63% | 1.51% | 70 | - | 46 | 21.05% |
| 30 Sep, 22 | 133 | 11.76% | 9,465,222 | 6.22% | 66.91% | 1.69% | 70 | 20.69% | 38 | -2.56% |
| 30 Jun, 22 | 119 | 10.19% | 8,910,935 | 5.26% | 62.87% | 1.80% | 58 | 28.89% | 39 | -9.30% |
| 31 Mar, 22 | 108 | 3.85% | 8,465,768 | 3.00% | 59.15% | 1.78% | 45 | -18.18% | 43 | 30.30% |
| 31 Dec, 21 | 104 | 8.33% | 8,219,223 | 3.74% | 57.70% | 1.84% | 55 | - | 33 | 26.92% |
| 30 Sep, 21 | 96 | 21.52% | 7,922,922 | 4.01% | 55.97% | 1.93% | 55 | 189.47% | 26 | -43.48% |
| 30 Jun, 21 | 79 | -1.25% | 7,617,194 | -3.48% | 53.85% | 1.71% | 19 | -40.63% | 46 | 35.29% |
| 31 Mar, 21 | 80 | 6.67% | 7,891,423 | -2.63% | 56.04% | 1.67% | 32 | - | 34 | 9.68% |
| 31 Dec, 20 | 75 | - | 8,104,764 | 1.91% | 57.99% | 1.77% | 32 | 28.00% | 31 | -3.13% |
| 30 Sep, 20 | 75 | -16.67% | 7,953,086 | -6.04% | 57.32% | 1.54% | 25 | -47.92% | 32 | 23.08% |
| 30 Jun, 20 | 90 | 3.45% | 8,464,014 | -0.47% | 61.03% | 1.62% | 48 | -5.88% | 26 | 36.84% |
| 31 Mar, 20 | 87 | -17.92% | 8,504,186 | -0.38% | 61.44% | 1.65% | 51 | -21.54% | 19 | -32.14% |
| 31 Dec, 19 | 106 | 12.77% | 8,536,696 | 28.97% | 61.05% | 2.72% | 65 | 16.07% | 28 | 40.00% |
| 30 Sep, 19 | 94 | 25.33% | 6,618,984 | 2.52% | 47.37% | 2.22% | 56 | 40.00% | 20 | 33.33% |
| 30 Jun, 19 | 75 | 20.97% | 6,456,410 | 4.03% | 46.24% | 2.33% | 40 | 33.33% | 15 | - |
| 31 Mar, 19 | 62 | -1.59% | 6,206,558 | -0.17% | 44.53% | 2.23% | 30 | 7.14% | 15 | -25.00% |
| 31 Dec, 18 | 63 | -3.08% | 6,216,924 | 0.40% | 44.67% | 2.25% | 28 | 3.70% | 20 | - |
| 30 Sep, 18 | 65 | -15.58% | 6,192,305 | -4.64% | 44.53% | 2.04% | 27 | - | 20 | -28.57% |
| 30 Jun, 18 | 77 | 1.32% | 6,493,446 | -2.53% | 46.73% | 2.02% | 27 | -20.59% | 28 | 3.70% |
| 31 Mar, 18 | 76 | 11.76% | 6,662,002 | 2.10% | 48.04% | 2.13% | 34 | 36.00% | 27 | 12.50% |
| 31 Dec, 17 | 68 | 6.25% | 6,524,959 | -1.76% | 47.54% | 2.06% | 25 | 13.64% | 24 | - |
| 30 Sep, 17 | 64 | - | 6,641,717 | -2.76% | 48.06% | 1.97% | 22 | -8.33% | 24 | -4.00% |
| 30 Jun, 17 | 64 | -3.03% | 6,830,529 | -4.49% | 49.37% | 1.85% | 24 | -27.27% | 25 | 13.64% |
| 31 Mar, 17 | 66 | -9.59% | 7,151,718 | -0.10% | 51.73% | 1.92% | 33 | -8.33% | 22 | - |
| 31 Dec, 16 | 73 | -3.95% | 7,159,208 | -3.23% | 51.91% | 2.12% | 36 | - | 22 | -4.35% |
| 30 Sep, 16 | 76 | 15.15% | 7,397,841 | -10.40% | 49.50% | 1.48% | 36 | 38.46% | 23 | -14.81% |
| 30 Jun, 16 | 66 | 1.54% | 8,256,873 | -2.65% | 57.91% | 1.88% | 26 | -18.75% | 27 | 12.50% |
| 31 Mar, 16 | 65 | -4.41% | 8,481,887 | -15.03% | 55.44% | 1.46% | 32 | -5.88% | 24 | 26.32% |
| 31 Dec, 15 | 68 | 4.62% | 9,982,326 | -30.42% | 61.55% | 0.81% | 34 | 13.33% | 19 | -20.83% |
| 30 Sep, 15 | 65 | -8.45% | 14,346,000 | 39.94% | 87.22% | 2.33% | 30 | -23.08% | 24 | 14.29% |
| 30 Jun, 15 | 71 | 10.94% | 10,251,221 | 2.86% | 61.24% | 1.76% | 39 | 25.81% | 21 | - |
| 31 Mar, 15 | 64 | 1.59% | 9,966,497 | 0.69% | 58.95% | 1.71% | 31 | 3.33% | 21 | -8.70% |
| 31 Dec, 14 | 63 | 1.61% | 9,898,677 | 2.88% | 58.68% | 1.77% | 30 | 15.38% | 23 | -8.00% |
| 30 Sep, 14 | 62 | -10.14% | 9,621,477 | 1.78% | 57.54% | 1.81% | 26 | -25.71% | 25 | - |
| 30 Jun, 14 | 69 | 1.47% | 9,453,163 | 4.32% | 56.42% | 1.92% | 35 | 9.38% | 25 | 4.17% |
| 31 Mar, 14 | 68 | -4.23% | 9,061,970 | 3.64% | 54.21% | 1.95% | 32 | -11.11% | 24 | -7.69% |
| 31 Dec, 13 | 71 | 9.23% | 8,743,606 | 9.28% | 52.79% | 2.48% | 36 | 20.00% | 26 | -10.34% |
| 30 Sep, 13 | 65 | 12.07% | 8,001,438 | 1.44% | 46.12% | 1.98% | 30 | -34.78% | 29 | 222.22% |
| 30 Jun, 13 | 58 | 176.19% | 7,887,997 | 204.60% | 48.30% | 24.79% | 46 | 228.57% | 9 | 125.00% |
| 31 Mar, 13 | 21 | -4.55% | 2,589,599 | 3.60% | 13.96% | 7.37% | 14 | 40.00% | 4 | -55.56% |
| 31 Dec, 12 | 22 | 10.00% | 2,499,716 | -14.61% | 13.76% | 5.07% | 10 | -16.67% | 9 | 80.00% |
| 30 Sep, 12 | 20 | 5.26% | 2,927,311 | -3.56% | 16.47% | 5.66% | 12 | 9.09% | 5 | - |
| 30 Jun, 12 | 19 | 26.67% | 3,035,345 | 137.83% | 17.06% | 33.04% | 11 | 57.14% | 5 | - |
| 31 Mar, 12 | 15 | 15.38% | 1,276,272 | -56.48% | 7.18% | 2.63% | 7 | -30.00% | 5 | 400.00% |
| 31 Dec, 11 | 13 | 18.18% | 2,932,299 | 143.07% | 16.54% | 33.25% | 10 | 42.86% | 1 | -66.67% |
| 30 Sep, 11 | 11 | 10.00% | 1,206,372 | -0.82% | 7.05% | 13.89% | 7 | -12.50% | 3 | - |
| 30 Jun, 11 | 10 | 11.11% | 1,216,330 | 9.77% | 7.13% | 16.75% | 8 | 100.00% | - | -100.00% |
| 31 Mar, 11 | 9 | -10.00% | 1,108,095 | 16.85% | 6.52% | 21.04% | 4 | - | 1 | -50.00% |
| 31 Dec, 10 | 10 | -9.09% | 948,313 | -10.79% | 5.57% | 14.24% | 4 | - | 2 | -50.00% |
| 30 Sep, 10 | 11 | -8.33% | 1,063,030 | -2.81% | 6.25% | 15.08% | 4 | -33.33% | 4 | -20.00% |
| 30 Jun, 10 | 12 | 9.09% | 1,093,740 | -11.64% | 6.44% | 7.65% | 6 | 50.00% | 5 | 25.00% |
| 31 Mar, 10 | 11 | 10.00% | 1,237,800 | -3.71% | 9.18% | 15.97% | 4 | -33.33% | 4 | 300.00% |
| 31 Dec, 09 | 10 | -23.08% | 1,285,545 | 111.79% | 7.58% | 36.98% | 6 | -33.33% | 1 | -50.00% |
| 30 Sep, 09 | 13 | 18.18% | 606,988 | -15.86% | 4.53% | 15.67% | 9 | 12.50% | 2 | 100.00% |
| 30 Jun, 09 | 11 | 22.22% | 721,436 | 0.78% | 5.38% | 18.80% | 8 | 166.67% | 1 | -50.00% |
| 31 Mar, 09 | 9 | -25.00% | 715,821 | -4.26% | 5.35% | 17.12% | 3 | -57.14% | 2 | - |
| 31 Dec, 08 | 12 | 20.00% | 747,650 | -8.55% | 5.59% | 21.76% | 7 | - | 2 | 100.00% |
| 30 Sep, 08 | 10 | 25.00% | 817,508 | 45.17% | 5.07% | 41.59% | 7 | 40.00% | 1 | - |
| 30 Jun, 08 | 8 | - | 563,125 | 84.02% | 3.49% | 141.89% | 5 | - | 1 | - |
| 31 Mar, 08 | 8 | 60.00% | 306,014 | 35.50% | 1.57% | 116.71% | 5 | 66.67% | 1 | - |
| 31 Dec, 07 | 5 | - | 225,835 | 321.97% | 1.16% | 1618.87% | 3 | 50.00% | - | -100.00% |
| 30 Sep, 07 | 5 | -16.67% | 53,519 | -88.58% | 0.27% | 4.59% | 2 | - | 2 | 100.00% |
| 30 Jun, 07 | 6 | 20.00% | 468,628 | 51.04% | 2.41% | 96.23% | 2 | -50.00% | 1 | - |
| 31 Mar, 07 | 5 | 25.00% | 310,261 | 47.86% | 1.58% | 142.59% | 4 | 300.00% | - | - |
| 31 Dec, 06 | 4 | -33.33% | 209,835 | -41.03% | 1.05% | 35.67% | 1 | -66.67% | - | -100.00% |
| 30 Sep, 06 | 6 | 20.00% | 355,827 | -1.32% | 1.72% | 53.20% | 3 | 50.00% | 1 | - |
| 30 Jun, 06 | 5 | 25.00% | 360,577 | 31.82% | 1.80% | 99.10% | 2 | 100.00% | 1 | - |
| 31 Mar, 06 | 4 | -20.00% | 273,543 | -2.94% | 1.35% | 70.09% | 1 | -50.00% | 1 | -50.00% |
| 31 Dec, 05 | 5 | 66.67% | 281,827 | -16.64% | 1.39% | 48.14% | 2 | - | 2 | 100.00% |
| 30 Sep, 05 | 3 | - | 338,067 | 297.31% | 1.70% | 930.25% | 2 | -33.33% | 1 | - |
| 30 Jun, 05 | 3 | -25.00% | 85,088 | -96.21% | 0.43% | 0.33% | 3 | -25.00% | - | - |
| 31 Mar, 05 | 4 | 300.00% | 2,246,992 | 149699.47% | 11.30% | 19560743.42% | 4 | - | - | - |
| 31 Dec, 04 | 1 | -50.00% | 1,500 | -88.28% | 0.01% | 180.59% | - | - | - | -100.00% |
| 30 Sep, 04 | 2 | - | 12,800 | -68.08% | 0.06% | 160.37% | - | - | 1 | - |
| 30 Jun, 04 | 2 | -50.00% | 40,100 | -98.21% | 0.20% | 0.16% | - | -100.00% | 1 | -50.00% |
| 31 Mar, 04 | 4 | 100.00% | 2,238,815 | -6.42% | 11.23% | 7.79% | 2 | 100.00% | 2 | 100.00% |
| 31 Dec, 03 | 2 | - | 2,392,289 | -0.39% | 12.01% | 8.37% | 1 | -50.00% | 1 | - |
| 30 Sep, 03 | 2 | - | 2,401,612 | 1.27% | 11.98% | 8.56% | 2 | - | - | - |
| 30 Jun, 03 | 2 | - | 2,371,582 | - | 11.83% | - | 2 | - | - | - |
| 31 Dec, 02 | 2 | -33.33% | 2,249,233 | 10.27% | 11.24% | 10.69% | 1 | - | 1 | -50.00% |
| 30 Sep, 02 | 3 | -25.00% | 2,039,779 | 52.00% | 10.25% | 22.61% | 1 | -50.00% | 2 | - |
| 30 Jun, 02 | 4 | -33.33% | 1,341,996 | -26.84% | 6.73% | 7.91% | 2 | -60.00% | 2 | 100.00% |
| 31 Mar, 02 | 6 | 100.00% | 1,834,251 | 65.30% | 9.23% | 29.54% | 5 | 150.00% | 1 | - |
| 31 Dec, 01 | 3 | -40.00% | 1,109,680 | 8.66% | 5.59% | 21.22% | 2 | -33.33% | 1 | -50.00% |
| 30 Sep, 01 | 5 | 25.00% | 1,021,205 | -12.42% | 5.13% | 14.90% | 3 | 50.00% | 2 | 100.00% |
| 30 Jun, 01 | 4 | -33.33% | 1,166,069 | -1.70% | 5.87% | 17.44% | 2 | - | 1 | -66.67% |
| 31 Mar, 01 | 6 | - | 1,186,218 | 9.92% | 5.80% | 21.23% | 2 | - | 3 | - |
| 31 Dec, 00 | 6 | -14.29% | 1,079,174 | -3.25% | 5.23% | 17.54% | 2 | - | 3 | - |
| 30 Sep, 00 | 7 | -22.22% | 1,115,474 | -9.43% | 5.46% | 14.99% | 2 | -50.00% | 3 | - |
| 30 Jun, 00 | 9 | -10.00% | 1,231,651 | -24.03% | 6.03% | 9.35% | 4 | -33.33% | 3 | 50.00% |
| 31 Mar, 00 | 10 | 11.11% | 1,621,320 | -29.05% | 8.03% | 6.48% | 6 | 50.00% | 2 | - |
| 31 Dec, 99 | 9 | -10.00% | 2,285,079 | -34.19% | 11.14% | 4.04% | 4 | 33.33% | 2 | -66.67% |
| 30 Sep, 99 | 10 | -28.57% | 3,472,209 | -7.59% | 16.61% | 5.14% | 3 | -62.50% | 6 | 50.00% |
| 30 Jun, 99 | 14 | 16.67% | 3,757,403 | -82.83% | 17.97% | 0.17% | 8 | -27.27% | 4 | - |
| 31 Mar, 99 | 12 | 1100.00% | 21,887,688 | 481583.27% | 102.81% | 22614238.03% | 11 | 1000.00% | - | - |
| 31 Dec, 98 | 1 | - | 4,544 | - | 0.02% | - | 1 | - | - | - |
Franklin Covey Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Franklin Covey's stock was made by WHITMAN ROBERT A on May 06 2024, selling 748 shares at - per share (valued at -).
Franklin Covey Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2023 | 6 | 1 | 600.00% |
| Q4 2022 | 6 | 7 | 85.71% |
| Q1 2022 | 6 | - | - |
| Q4 2021 | 14 | 7 | 200.00% |
| Q3 2021 | - | 1 | - |
| Q1 2021 | 11 | 9 | 122.22% |
| Q4 2020 | 19 | 9 | 211.11% |
| Q3 2020 | - | - | - |
| Q2 2020 | 3 | 4 | 75.00% |
| Q1 2020 | 7 | 3 | 233.33% |
| Q4 2019 | 16 | 13 | 123.08% |
| Q3 2019 | - | 1 | - |
| Q2 2019 | - | 1 | - |
| Q1 2019 | 10 | - | - |
| Q3 2018 | - | - | - |
| Q2 2018 | - | 1 | - |
| Q1 2018 | 7 | - | - |
| Q4 2017 | 7 | 9 | 77.78% |
| Q3 2017 | 8 | 11 | 72.73% |
| Q2 2017 | 8 | 11 | 72.73% |
6 total buy trades, and 1 total sell trades (buy/sell ratio of 6.00%) were made by Franklin Covey's insiders, as of Q1 2023.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2023 | - | - | - |
| Q4 2022 | - | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | - | - |
| Q3 2021 | - | - | - |
| Q1 2021 | - | - | - |
| Q4 2020 | - | 1 | - |
| Q3 2020 | - | - | - |
| Q2 2020 | 1 | 3 | 33.33% |
| Q1 2020 | - | 3 | - |
| Q4 2019 | - | - | - |
| Q3 2019 | - | - | - |
| Q2 2019 | - | 1 | - |
| Q1 2019 | - | - | - |
| Q3 2018 | - | - | - |
| Q2 2018 | - | 1 | - |
| Q1 2018 | - | - | - |
| Q4 2017 | - | 2 | - |
| Q3 2017 | - | 3 | - |
| Q2 2017 | - | 3 | - |
As of Q1 2023, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Franklin Covey's stocks.
FC Ownership FAQ
Who Owns Franklin Covey?
Franklin Covey is owned by institutional shareholders (37.98%), insiders (15.29%), and public (46.74%). The largest institutional shareholder of Franklin Covey is BLACKROCK INC. (9.42% of total shares) and the top mutual fund owner is VIRTUS ALTERNATIVE SOLUTIONS TRUST (1.36% of total shares).
Who are the major institutional shareholders of Franklin Covey?
Franklin Covey's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC., RICE HALL JAMES & ASSOCIATES, LLC, and NINE TEN CAPITAL MANAGEMENT LLC. The top five shareholders own together 26.99% of the company's share outstanding.
How many Franklin Covey shareholders are there?
As of Mar 2024, there are 63 institutional shareholders of Franklin Covey.
What percentage of Franklin Covey is owned by BLACKROCK INC?
BLACKROCK INC owns 1.25M shares of Franklin Covey, representing 9.42% of the company's total shares outstanding, valued at $49.03M (as of Mar 2024).
What percentage of Franklin Covey is owned by VANGUARD GROUP INC?
As of Mar 2024, VANGUARD GROUP INC holds 703.6K shares of Franklin Covey (FC), compromising 5.30% of the company, valued at $27.62M.
What percentage of Franklin Covey is owned by PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC?
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC is the third largest holder of Franklin Covey. The company owns 611.4K of the company's shares outstanding (worth $24B).