Franklin Covey Ownership 2024 | Who Owns Franklin Covey Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

37.98%

Insider Ownership

15.09%

Retail Ownership

46.94%

Institutional Holders

63.00

Franklin Covey Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.9.42%0.00%1,248,90829,6962.44%49,032,128Mar 31, 2024
VANGUARD GROUP INC5.30%0.00%703,60324,0623.54%27,623,453Mar 31, 2024
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.4.61%1.37%611,4033,3280.55%24,003,672,000Mar 31, 2024
RICE HALL JAMES & ASSOCIATES, LLC3.89%1.16%515,446-18,390-3.44%20,236,410Mar 31, 2024
NINE TEN CAPITAL MANAGEMENT LLC3.77%5.98%500,39020,9284.36%19,645,000Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP3.54%0.01%469,203-6,319-1.33%18,420,910Mar 31, 2024
BARES CAPITAL MANAGEMENT, INC.3.48%0.72%461,6613,5700.78%18,124,811Mar 31, 2024
ALLIANCEBERNSTEIN L.P.2.50%0.00%331,328323,9484389.54%13,007,937Mar 31, 2024
MORGAN STANLEY2.40%0.00%318,377126,70166.10%12,499,483Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC2.07%0.00%274,12410,5143.99%10,763,625Mar 31, 2024
STATE STREET CORP1.89%0.00%251,1933600.14%9,861,837Mar 31, 2024
ACADIAN ASSET MANAGEMENT LLC1.80%0.03%238,45525,87612.17%9,357,000Mar 31, 2024
TOWNSQUARE CAPITAL LLC1.77%0.13%234,436-100-0.04%9,203,957Mar 31, 2024
BANK OF AMERICA CORP /DE/1.76%0.00%233,305-5,404-2.26%9,159,554,000Mar 31, 2024
FEDERATED HERMES, INC.1.33%0.02%176,627--6,934,376Mar 31, 2024
WASATCH ADVISORS LP1.32%0.04%174,794174,794100.00%6,862,412Mar 31, 2024
PEMBROKE MANAGEMENT, LTD1.26%0.77%167,177-25,846-13.39%6,563,369Mar 31, 2024
HERALD INVESTMENT MANAGEMENT LTD1.21%1.02%160,000110,000220.00%6,264,000Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC1.09%0.01%144,903-27,600-16.00%5,689,000Mar 31, 2024
SILVERCREST ASSET MANAGEMENT GROUP LLC1.06%0.04%140,8386,2074.61%5,529,300Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
NINE TEN CAPITAL MANAGEMENT LLC3.77%5.98%500,39020,9284.36%19,645,000Mar 31, 2024
INTREPID CAPITAL MANAGEMENT INC0.56%1.88%74,0242,0662.87%2,906,182Mar 31, 2024
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.4.61%1.37%611,4033,3280.55%24,003,672,000Mar 31, 2024
RICE HALL JAMES & ASSOCIATES, LLC3.89%1.16%515,446-18,390-3.44%20,236,410Mar 31, 2024
HERALD INVESTMENT MANAGEMENT LTD1.21%1.02%160,000110,000220.00%6,264,000Mar 31, 2024
BLUE GROTTO CAPITAL, LLC0.75%0.80%100,000-43,562-30.34%3,926,000Mar 31, 2024
PEMBROKE MANAGEMENT, LTD1.26%0.77%167,177-25,846-13.39%6,563,369Mar 31, 2024
BARES CAPITAL MANAGEMENT, INC.3.48%0.72%461,6613,5700.78%18,124,811Mar 31, 2024
MCMORGAN & CO LLC0.61%0.54%80,62821,60936.61%3,165,455Mar 31, 2024
HILLSDALE INVESTMENT MANAGEMENT INC.0.86%0.35%113,5508,9008.50%4,457,973Mar 31, 2024
BRASADA CAPITAL MANAGEMENT, LP0.34%0.31%44,516-45,138-50.35%1,747,698Mar 31, 2024
ESCHLER ASSET MANAGEMENT LLP0.09%0.29%11,74311,743100.00%448,348Mar 31, 2024
DEFINED WEALTH MANAGEMENT, LLC0.07%0.28%9,807-1-0.01%385,023Mar 31, 2024
HARBOR CAPITAL ADVISORS, INC.0.24%0.16%31,42431,424100.00%1,234,000Mar 31, 2024
GLOBEFLEX CAPITAL L P0.32%0.16%41,859-4,238-9.19%1,643,384Mar 31, 2024
TOWNSQUARE CAPITAL LLC1.77%0.13%234,436-100-0.04%9,203,957Mar 31, 2024
COOPER CREEK PARTNERS MANAGEMENT LLC0.52%0.10%69,466--2,727,000Mar 31, 2024
NEBULA RESEARCH & DEVELOPMENT LLC0.07%0.08%9,3181,27815.90%365,825Mar 31, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD0.12%0.07%16,50116,501100.00%647,000Mar 31, 2024
SOLTIS INVESTMENT ADVISORS LLC0.12%0.07%16,258--638,300Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
ALLIANCEBERNSTEIN L.P.2.50%0.00%331,328323,9484389.54%13,007,937Mar 31, 2024
WASATCH ADVISORS LP1.32%0.04%174,794174,794100.00%6,862,412Mar 31, 2024
MORGAN STANLEY2.40%0.00%318,377126,70166.10%12,499,483Mar 31, 2024
HERALD INVESTMENT MANAGEMENT LTD1.21%1.02%160,000110,000220.00%6,264,000Mar 31, 2024
HARBOR CAPITAL ADVISORS, INC.0.24%0.16%31,42431,424100.00%1,234,000Mar 31, 2024
BLACKROCK INC.9.42%0.00%1,248,90829,6962.44%49,032,128Mar 31, 2024
ACADIAN ASSET MANAGEMENT LLC1.80%0.03%238,45525,87612.17%9,357,000Mar 31, 2024
VANGUARD GROUP INC5.30%0.00%703,60324,0623.54%27,623,453Mar 31, 2024
MCMORGAN & CO LLC0.61%0.54%80,62821,60936.61%3,165,455Mar 31, 2024
NINE TEN CAPITAL MANAGEMENT LLC3.77%5.98%500,39020,9284.36%19,645,000Mar 31, 2024
INVESCO LTD.0.15%0.00%20,33120,331100.00%798,196Mar 31, 2024
CITADEL ADVISORS LLC0.49%0.00%64,34620,08945.39%2,526,224Mar 31, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD0.12%0.07%16,50116,501100.00%647,000Mar 31, 2024
AVIVA PLC0.12%0.00%16,10116,101100.00%632,125Mar 31, 2024
SIMPLEX TRADING, LLC0.11%0.00%14,60514,605100.00%573,000Mar 31, 2024
D. E. SHAW & CO., INC.0.46%0.00%61,66114,20729.94%2,420,811Mar 31, 2024
ESCHLER ASSET MANAGEMENT LLP0.09%0.29%11,74311,743100.00%448,348Mar 31, 2024
MARSHALL WACE, LLP0.18%0.00%24,45711,13683.60%960,182Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC2.07%0.00%274,12410,5143.99%10,763,625Mar 31, 2024
TREXQUANT INVESTMENT LP0.29%0.03%38,41310,03835.38%1,508,094Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.----608,075-100.00%-Mar 31, 2024
MILLENNIUM MANAGEMENT LLC1.00%0.00%132,314-73,713-35.78%5,194,648Mar 31, 2024
ACUITAS INVESTMENTS, LLC----67,422-100.00%-Mar 31, 2024
BRASADA CAPITAL MANAGEMENT, LP0.34%0.31%44,516-45,138-50.35%1,747,698Mar 31, 2024
BLUE GROTTO CAPITAL, LLC0.75%0.80%100,000-43,562-30.34%3,926,000Mar 31, 2024
MAN GROUP PLC0.08%0.00%10,311-39,257-79.20%404,810Mar 31, 2024
WORTH VENTURE PARTNERS, LLC----34,405-100.00%-Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC1.09%0.01%144,903-27,600-16.00%5,689,000Mar 31, 2024
PEMBROKE MANAGEMENT, LTD1.26%0.77%167,177-25,846-13.39%6,563,369Mar 31, 2024
ROYCE & ASSOCIATES LP0.11%0.01%14,287-25,813-64.37%560,908Mar 31, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP----22,064-100.00%-Mar 31, 2024
NUVEEN ASSET MANAGEMENT, LLC0.71%0.00%93,772-21,155-18.41%3,681,489Mar 31, 2024
HRT FINANCIAL LP----19,386-100.00%-Mar 31, 2024
RICE HALL JAMES & ASSOCIATES, LLC3.89%1.16%515,446-18,390-3.44%20,236,410Mar 31, 2024
SQUAREPOINT OPS LLC0.04%0.00%5,409-10,491-65.98%212,357Mar 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 INC1.01%0.00%134,381-7,852-5.52%5,275,798Mar 31, 2024
MACKENZIE FINANCIAL CORP----7,573-100.00%-Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP3.54%0.01%469,203-6,319-1.33%18,420,910Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
WASATCH ADVISORS LP1.32%0.04%174,794174,794100.00%6,862,412Mar 31, 2024
HARBOR CAPITAL ADVISORS, INC.0.24%0.16%31,42431,424100.00%1,234,000Mar 31, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD0.12%0.07%16,50116,501100.00%647,000Mar 31, 2024
AVIVA PLC0.12%0.00%16,10116,101100.00%632,125Mar 31, 2024
SIMPLEX TRADING, LLC0.11%0.00%14,60514,605100.00%573,000Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.07%0.00%9,9009,900100.00%388,674Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.05%-6,4006,400100.00%251,264Mar 31, 2024
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM0.05%0.00%6,2676,267100.00%241,091Mar 31, 2024
CENTIVA CAPITAL, LP0.05%0.01%6,1856,185100.00%242,823Mar 31, 2024
XTX TOPCO LTD0.04%0.03%5,8055,805100.00%227,904Mar 31, 2024
MATHER GROUP, LLC.0.01%0.00%1,6861,686100.00%73,392,000Mar 31, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC0.01%0.00%1,5101,510100.00%59,283Mar 31, 2024
BROWN BROTHERS HARRIMAN & CO0.01%0.00%1,1001,100100.00%43,186,000Mar 31, 2024
QUADRANT CAPITAL GROUP LLC0.00%0.00%502502100.00%19,709Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.0.00%-252252100.00%9,893,000Mar 31, 2024
ALTSHULER SHAHAM LTD0.00%0.00%9494100.00%3,690,000Mar 31, 2024
US BANCORP \DE\0.00%-4848100.00%1,884Mar 31, 2024
NISA INVESTMENT ADVISORS, LLC0.00%-2323100.00%903,000Mar 31, 2024
LINDBROOK CAPITAL, LLC0.00%-99100.00%353Mar 31, 2024
GAMMA INVESTING LLC--44100.00%157Mar 31, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC--22100.00%78Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
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 AssetsTotal SharesChange AmountChange %Date
VIRTUS ALTERNATIVE SOLUTIONS TRUST1.36%5,354--Jan 31, 2024
BCM Focus Funds0.76%50,000--Jan 31, 2024
OBERWEIS FUNDS0.09%68,200--Dec 31, 2023
ROYCE MICRO-CAP TRUST, INC.0.08%40,100--Dec 31, 2023
Federated Hermes MDT Series0.07%176,400--Jan 31, 2024
BlackRock Advantage SMID Cap Fund, Inc.0.03%4,981--Dec 29, 2023
VANGUARD VALLEY FORGE FUNDS0.02%8,348--Dec 31, 2023
WASATCH FUNDS TRUST0.01%78,00013,86821.62%Mar 31, 2024
Intrepid Capital Management Funds Trust0.00%54,928--Dec 31, 2023
CLEARWATER INVESTMENT TRUST0.00%43,5546,25416.77%Dec 29, 2023
BBH Trust0.00%400,00030,0008.11%Jan 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.00%1,8091448.65%Dec 31, 2023
QUANTITATIVE MASTER SERIES LLC0.00%21,7202,35312.15%Dec 31, 2023
FORUM FUNDS II0.00%2,987--Jan 31, 2024
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.00%7,611--Dec 31, 2023
TIAA SEPARATE ACCOUNT VA 10.00%419--Dec 31, 2023
VANGUARD EXPLORER FUND0.00%20,352--Jan 31, 2024
VANGUARD INDEX FUNDS0.00%675,594185,34337.81%Dec 31, 2023
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%4,776-1,489-23.77%Dec 31, 2023
OHIO NATIONAL FUND INC0.00%19,418--Dec 31, 2023
Starboard Investment Trust0.00%300--Feb 29, 2024
TIMOTHY PLAN0.00%3,404--Mar 31, 2024
TIAA-CREF LIFE FUNDS0.00%1,775-34-1.88%Dec 31, 2023
VANGUARD VARIABLE INSURANCE FUNDS0.00%27,525-6,008-17.92%Dec 31, 2023
Calvert Variable Products, Inc.0.00%1,203--Dec 31, 2023
FIDELITY CONCORD STREET TRUST0.00%99,5901,5231.55%Feb 29, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%447,43488,29524.59%Jan 31, 2024
STONE RIDGE TRUST0.00%9,672--Jan 31, 2024
T. Rowe Price Index Trust, Inc.0.00%5,951--Feb 29, 2024
SCHWAB STRATEGIC TRUST0.00%59,4851,7903.10%Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%8,643--Dec 31, 2023
GPS Funds I0.00%1,236--Dec 31, 2023
DIMENSIONAL INVESTMENT GROUP INC0.00%3,046--Jan 31, 2024
Forethought Variable Insurance Trust0.00%900--Dec 29, 2023
AdvisorShares Trust0.00%607--Dec 29, 2023
SunAmerica Specialty Series0.00%103--Apr 30, 2021
Virtus Strategy Trust0.00%3,722--Dec 29, 2023
Voya VARIABLE PORTFOLIOS INC0.00%5,056-170-3.25%Dec 31, 2023
AMERICAN CENTURY ETF TRUST0.00%17,0953,29523.88%Feb 29, 2024
Dimensional ETF Trust0.00%62,7882,9154.87%Jan 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%613--Dec 31, 2023
Goldman Sachs ETF Trust0.00%11,499-444-3.72%Feb 29, 2024
Principal Exchange-Traded Funds0.00%1,376--Mar 31, 2024
SA FUNDS INVESTMENT TRUST0.00%1,628--Dec 31, 2023
LAZARD FUNDS INC0.00%3,011--Dec 31, 2023
LoCorr Investment Trust0.00%2,142-4,185-66.15%Mar 31, 2024
RBB FUND, INC.0.00%7,700--Feb 29, 2024
OLD WESTBURY FUNDS INC0.00%10,000--Jan 31, 2024
NATIONWIDE VARIABLE INSURANCE TRUST0.00%10,388-6,679-39.13%Dec 31, 2023
INVESCO EXCHANGE-TRADED FUND TRUST0.00%5,615--Jan 31, 2024
VANGUARD WORLD FUND0.00%12,0521060.89%Feb 29, 2024
VARIABLE INSURANCE PRODUCTS FUND II0.00%625-347-35.70%Dec 31, 2023
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%3,883--Dec 31, 2023
MASTER INVESTMENT PORTFOLIO0.00%3,30749717.69%Dec 31, 2023
Virtus Investment Trust0.00%1,222--Dec 29, 2023
VANGUARD QUANTITATIVE FUNDS0.00%318-141-30.72%Dec 31, 2023
Invesco Exchange-Traded Self-Indexed Fund Trust0.00%8,0944,410119.71%Feb 29, 2024
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST0.00%1,460--Dec 31, 2023
VANGUARD SCOTTSDALE FUNDS0.00%53,4876,56213.98%Feb 29, 2024
RYDEX SERIES FUNDS0.00%107--Dec 31, 2023
EQ ADVISORS TRUST0.00%27,842-231-0.82%Dec 31, 2023
PUTNAM ASSET ALLOCATION FUNDS0.00%50--Feb 29, 2024
VANGUARD WELLINGTON FUND0.00%8,969--Feb 29, 2024
DFA INVESTMENT TRUST CO0.00%3,046--Jan 31, 2024
FundVantage Trust0.00%90--Jan 31, 2024
ProFunds0.00%1666869.39%Jan 31, 2024
Fidelity Rutland Square Trust II0.00%20,8671,4547.49%Feb 29, 2024
VALIC Co I0.00%4,463-18-0.40%Feb 29, 2024
PENN SERIES FUNDS INC0.00%397--Dec 29, 2023
RYDEX DYNAMIC FUNDS0.00%52--Dec 31, 2023
Guggenheim Active Allocation Fund0.00%74--Feb 29, 2024
NATIONWIDE MUTUAL FUNDS0.00%1,594-210-11.64%Jan 31, 2024
SEI INSTITUTIONAL MANAGED TRUST0.00%33,610-720-2.10%Dec 31, 2023
BLACKROCK FUNDS0.00%76,89872,6471708.94%Feb 29, 2024
NORTHERN FUNDS0.00%9,623-249-2.52%Dec 29, 2023
PGIM ETF TRUST0.00%694--Feb 29, 2024
SEASONS SERIES TRUST0.00%202--Dec 31, 2023
HC CAPITAL TRUST0.00%249--Dec 31, 2023
RUSSELL INVESTMENT FUNDS0.00%536--Dec 31, 2023
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST0.00%17,6424002.32%Dec 31, 2023
ALLSPRING MASTER TRUST0.00%493--Feb 29, 2024
PROSHARES TRUST0.00%1,70319813.16%Feb 29, 2024
COLLEGE RETIREMENT EQUITIES FUND0.00%7,620--Dec 31, 2023
RYDEX VARIABLE TRUST0.00%7--Dec 31, 2023
RUSSELL INVESTMENT CO0.00%1,813--Jan 31, 2024
Federated Hermes Global Allocation Fund0.00%56--Feb 29, 2024
Blackstone Alternative Investment Funds0.00%600--Dec 31, 2023
MORGAN STANLEY PATHWAY FUNDS0.00%463--Feb 29, 2024
Franklin Templeton ETF Trust0.00%558305.68%Dec 31, 2023
SUNAMERICA SERIES TRUST0.00%1,318-5-0.38%Jan 31, 2024
Brinker Capital Destinations Trust0.00%212--Feb 29, 2024
SPDR INDEX SHARES FUNDS0.00%51040.79%Dec 31, 2023
WisdomTree Trust0.00%5,064--Feb 29, 2024
Advisors' Inner Circle Fund III0.00%34413.33%Jan 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%4,721-289-5.77%Dec 31, 2023
AMERICAN BEACON FUNDS0.00%8,290--Feb 29, 2024
Brighthouse Funds Trust II0.00%3,849--Dec 31, 2023
Victory Portfolios II0.00%72-1,822-96.20%Dec 31, 2023
SEI INSTITUTIONAL INVESTMENTS TRUST0.00%25,355-1,350-5.06%Feb 29, 2024
PACIFIC SELECT FUND0.00%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

DateHoldingsChange %
31 Mar, 2463-48.36%
31 Dec, 23122-2.40%
30 Sep, 231258.70%
30 Jun, 23115-5.74%
31 Mar, 23122-10.95%
31 Dec, 221373.01%
30 Sep, 2213311.76%
30 Jun, 2211910.19%
31 Mar, 221083.85%
31 Dec, 211048.33%
30 Sep, 219621.52%
30 Jun, 2179-1.25%
31 Mar, 21806.67%
31 Dec, 2075-
30 Sep, 2075-16.67%
30 Jun, 20903.45%
31 Mar, 2087-17.92%
31 Dec, 1910612.77%
30 Sep, 199425.33%
30 Jun, 197520.97%
31 Mar, 1962-1.59%
31 Dec, 1863-3.08%
30 Sep, 1865-15.58%
30 Jun, 18771.32%
31 Mar, 187611.76%
31 Dec, 17686.25%
30 Sep, 1764-
30 Jun, 1764-3.03%
31 Mar, 1766-9.59%
31 Dec, 1673-3.95%
30 Sep, 167615.15%
30 Jun, 16661.54%
31 Mar, 1665-4.41%
31 Dec, 15684.62%
30 Sep, 1565-8.45%
30 Jun, 157110.94%
31 Mar, 15641.59%
31 Dec, 14631.61%
30 Sep, 1462-10.14%
30 Jun, 14691.47%
31 Mar, 1468-4.23%
31 Dec, 13719.23%
30 Sep, 136512.07%
30 Jun, 1358176.19%
31 Mar, 1321-4.55%
31 Dec, 122210.00%
30 Sep, 12205.26%
30 Jun, 121926.67%
31 Mar, 121515.38%
31 Dec, 111318.18%
30 Sep, 111110.00%
30 Jun, 111011.11%
31 Mar, 119-10.00%
31 Dec, 1010-9.09%
30 Sep, 1011-8.33%
30 Jun, 10129.09%
31 Mar, 101110.00%
31 Dec, 0910-23.08%
30 Sep, 091318.18%
30 Jun, 091122.22%
31 Mar, 099-25.00%
31 Dec, 081220.00%
30 Sep, 081025.00%
30 Jun, 088-
31 Mar, 08860.00%
31 Dec, 075-
30 Sep, 075-16.67%
30 Jun, 07620.00%
31 Mar, 07525.00%
31 Dec, 064-33.33%
30 Sep, 06620.00%
30 Jun, 06525.00%
31 Mar, 064-20.00%
31 Dec, 05566.67%
30 Sep, 053-
30 Jun, 053-25.00%
31 Mar, 054300.00%
31 Dec, 041-50.00%
30 Sep, 042-
30 Jun, 042-50.00%
31 Mar, 044100.00%
31 Dec, 032-
30 Sep, 032-
30 Jun, 032-
31 Dec, 022-33.33%
30 Sep, 023-25.00%
30 Jun, 024-33.33%
31 Mar, 026100.00%
31 Dec, 013-40.00%
30 Sep, 01525.00%
30 Jun, 014-33.33%
31 Mar, 016-
31 Dec, 006-14.29%
30 Sep, 007-22.22%
30 Jun, 009-10.00%
31 Mar, 001011.11%
31 Dec, 999-10.00%
30 Sep, 9910-28.57%
30 Jun, 991416.67%
31 Mar, 99121100.00%
31 Dec, 981-

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

DateShares OutstandingChange %
31 Mar, 245,036,703-45.61%
31 Dec, 239,259,9202.75%
30 Sep, 239,012,2870.04%
30 Jun, 239,008,456-3.62%
31 Mar, 239,346,978-0.40%
31 Dec, 229,384,728-0.85%
30 Sep, 229,465,2226.22%
30 Jun, 228,910,9355.26%
31 Mar, 228,465,7683.00%
31 Dec, 218,219,2233.74%
30 Sep, 217,922,9224.01%
30 Jun, 217,617,194-3.48%
31 Mar, 217,891,423-2.63%
31 Dec, 208,104,7641.91%
30 Sep, 207,953,086-6.04%
30 Jun, 208,464,014-0.47%
31 Mar, 208,504,186-0.38%
31 Dec, 198,536,69628.97%
30 Sep, 196,618,9842.52%
30 Jun, 196,456,4104.03%
31 Mar, 196,206,558-0.17%
31 Dec, 186,216,9240.40%
30 Sep, 186,192,305-4.64%
30 Jun, 186,493,446-2.53%
31 Mar, 186,662,0022.10%
31 Dec, 176,524,959-1.76%
30 Sep, 176,641,717-2.76%
30 Jun, 176,830,529-4.49%
31 Mar, 177,151,718-0.10%
31 Dec, 167,159,208-3.23%
30 Sep, 167,397,841-10.40%
30 Jun, 168,256,873-2.65%
31 Mar, 168,481,887-15.03%
31 Dec, 159,982,326-30.42%
30 Sep, 1514,346,00039.94%
30 Jun, 1510,251,2212.86%
31 Mar, 159,966,4970.69%
31 Dec, 149,898,6772.88%
30 Sep, 149,621,4771.78%
30 Jun, 149,453,1634.32%
31 Mar, 149,061,9703.64%
31 Dec, 138,743,6069.28%
30 Sep, 138,001,4381.44%
30 Jun, 137,887,997204.60%
31 Mar, 132,589,5993.60%
31 Dec, 122,499,716-14.61%
30 Sep, 122,927,311-3.56%
30 Jun, 123,035,345137.83%
31 Mar, 121,276,272-56.48%
31 Dec, 112,932,299143.07%
30 Sep, 111,206,372-0.82%
30 Jun, 111,216,3309.77%
31 Mar, 111,108,09516.85%
31 Dec, 10948,313-10.79%
30 Sep, 101,063,030-2.81%
30 Jun, 101,093,740-11.64%
31 Mar, 101,237,800-3.71%
31 Dec, 091,285,545111.79%
30 Sep, 09606,988-15.86%
30 Jun, 09721,4360.78%
31 Mar, 09715,821-4.26%
31 Dec, 08747,650-8.55%
30 Sep, 08817,50845.17%
30 Jun, 08563,12584.02%
31 Mar, 08306,01435.50%
31 Dec, 07225,835321.97%
30 Sep, 0753,519-88.58%
30 Jun, 07468,62851.04%
31 Mar, 07310,26147.86%
31 Dec, 06209,835-41.03%
30 Sep, 06355,827-1.32%
30 Jun, 06360,57731.82%
31 Mar, 06273,543-2.94%
31 Dec, 05281,827-16.64%
30 Sep, 05338,067297.31%
30 Jun, 0585,088-96.21%
31 Mar, 052,246,992149699.47%
31 Dec, 041,500-88.28%
30 Sep, 0412,800-68.08%
30 Jun, 0440,100-98.21%
31 Mar, 042,238,815-6.42%
31 Dec, 032,392,289-0.39%
30 Sep, 032,401,6121.27%
30 Jun, 032,371,582-
31 Dec, 022,249,23310.27%
30 Sep, 022,039,77952.00%
30 Jun, 021,341,996-26.84%
31 Mar, 021,834,25165.30%
31 Dec, 011,109,6808.66%
30 Sep, 011,021,205-12.42%
30 Jun, 011,166,069-1.70%
31 Mar, 011,186,2189.92%
31 Dec, 001,079,174-3.25%
30 Sep, 001,115,474-9.43%
30 Jun, 001,231,651-24.03%
31 Mar, 001,621,320-29.05%
31 Dec, 992,285,079-34.19%
30 Sep, 993,472,209-7.59%
30 Jun, 993,757,403-82.83%
31 Mar, 9921,887,688481583.27%
31 Dec, 984,544-

Franklin Covey (FC) has 5.04M shares outstanding as of 31 Mar 24, down -45.61% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2437.98%0.78%
31 Dec, 2369.92%1.60%
30 Sep, 2366.16%1.51%
30 Jun, 2366.14%1.46%
31 Mar, 2367.24%1.47%
31 Dec, 2267.63%1.51%
30 Sep, 2266.91%1.69%
30 Jun, 2262.87%1.80%
31 Mar, 2259.15%1.78%
31 Dec, 2157.70%1.84%
30 Sep, 2155.97%1.93%
30 Jun, 2153.85%1.71%
31 Mar, 2156.04%1.67%
31 Dec, 2057.99%1.77%
30 Sep, 2057.32%1.54%
30 Jun, 2061.03%1.62%
31 Mar, 2061.44%1.65%
31 Dec, 1961.05%2.72%
30 Sep, 1947.37%2.22%
30 Jun, 1946.24%2.33%
31 Mar, 1944.53%2.23%
31 Dec, 1844.67%2.25%
30 Sep, 1844.53%2.04%
30 Jun, 1846.73%2.02%
31 Mar, 1848.04%2.13%
31 Dec, 1747.54%2.06%
30 Sep, 1748.06%1.97%
30 Jun, 1749.37%1.85%
31 Mar, 1751.73%1.92%
31 Dec, 1651.91%2.12%
30 Sep, 1649.50%1.48%
30 Jun, 1657.91%1.88%
31 Mar, 1655.44%1.46%
31 Dec, 1561.55%0.81%
30 Sep, 1587.22%2.33%
30 Jun, 1561.24%1.76%
31 Mar, 1558.95%1.71%
31 Dec, 1458.68%1.77%
30 Sep, 1457.54%1.81%
30 Jun, 1456.42%1.92%
31 Mar, 1454.21%1.95%
31 Dec, 1352.79%2.48%
30 Sep, 1346.12%1.98%
30 Jun, 1348.30%24.79%
31 Mar, 1313.96%7.37%
31 Dec, 1213.76%5.07%
30 Sep, 1216.47%5.66%
30 Jun, 1217.06%33.04%
31 Mar, 127.18%2.63%
31 Dec, 1116.54%33.25%
30 Sep, 117.05%13.89%
30 Jun, 117.13%16.75%
31 Mar, 116.52%21.04%
31 Dec, 105.57%14.24%
30 Sep, 106.25%15.08%
30 Jun, 106.44%7.65%
31 Mar, 109.18%15.97%
31 Dec, 097.58%36.98%
30 Sep, 094.53%15.67%
30 Jun, 095.38%18.80%
31 Mar, 095.35%17.12%
31 Dec, 085.59%21.76%
30 Sep, 085.07%41.59%
30 Jun, 083.49%141.89%
31 Mar, 081.57%116.71%
31 Dec, 071.16%1618.87%
30 Sep, 070.27%4.59%
30 Jun, 072.41%96.23%
31 Mar, 071.58%142.59%
31 Dec, 061.05%35.67%
30 Sep, 061.72%53.20%
30 Jun, 061.80%99.10%
31 Mar, 061.35%70.09%
31 Dec, 051.39%48.14%
30 Sep, 051.70%930.25%
30 Jun, 050.43%0.33%
31 Mar, 0511.30%19560743.42%
31 Dec, 040.01%180.59%
30 Sep, 040.06%160.37%
30 Jun, 040.20%0.16%
31 Mar, 0411.23%7.79%
31 Dec, 0312.01%8.37%
30 Sep, 0311.98%8.56%
30 Jun, 0311.83%-
31 Dec, 0211.24%10.69%
30 Sep, 0210.25%22.61%
30 Jun, 026.73%7.91%
31 Mar, 029.23%29.54%
31 Dec, 015.59%21.22%
30 Sep, 015.13%14.90%
30 Jun, 015.87%17.44%
31 Mar, 015.80%21.23%
31 Dec, 005.23%17.54%
30 Sep, 005.46%14.99%
30 Jun, 006.03%9.35%
31 Mar, 008.03%6.48%
31 Dec, 9911.14%4.04%
30 Sep, 9916.61%5.14%
30 Jun, 9917.97%0.17%
31 Mar, 99102.81%22614238.03%
31 Dec, 980.02%-

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

DateIncreased PositionsChange %
31 Mar, 2436-35.71%
31 Dec, 235614.29%
30 Sep, 2349-23.44%
30 Jun, 236412.28%
31 Mar, 2357-18.57%
31 Dec, 2270-
30 Sep, 227020.69%
30 Jun, 225828.89%
31 Mar, 2245-18.18%
31 Dec, 2155-
30 Sep, 2155189.47%
30 Jun, 2119-40.63%
31 Mar, 2132-
31 Dec, 203228.00%
30 Sep, 2025-47.92%
30 Jun, 2048-5.88%
31 Mar, 2051-21.54%
31 Dec, 196516.07%
30 Sep, 195640.00%
30 Jun, 194033.33%
31 Mar, 19307.14%
31 Dec, 18283.70%
30 Sep, 1827-
30 Jun, 1827-20.59%
31 Mar, 183436.00%
31 Dec, 172513.64%
30 Sep, 1722-8.33%
30 Jun, 1724-27.27%
31 Mar, 1733-8.33%
31 Dec, 1636-
30 Sep, 163638.46%
30 Jun, 1626-18.75%
31 Mar, 1632-5.88%
31 Dec, 153413.33%
30 Sep, 1530-23.08%
30 Jun, 153925.81%
31 Mar, 15313.33%
31 Dec, 143015.38%
30 Sep, 1426-25.71%
30 Jun, 14359.38%
31 Mar, 1432-11.11%
31 Dec, 133620.00%
30 Sep, 1330-34.78%
30 Jun, 1346228.57%
31 Mar, 131440.00%
31 Dec, 1210-16.67%
30 Sep, 12129.09%
30 Jun, 121157.14%
31 Mar, 127-30.00%
31 Dec, 111042.86%
30 Sep, 117-12.50%
30 Jun, 118100.00%
31 Mar, 114-
31 Dec, 104-
30 Sep, 104-33.33%
30 Jun, 10650.00%
31 Mar, 104-33.33%
31 Dec, 096-33.33%
30 Sep, 09912.50%
30 Jun, 098166.67%
31 Mar, 093-57.14%
31 Dec, 087-
30 Sep, 08740.00%
30 Jun, 085-
31 Mar, 08566.67%
31 Dec, 07350.00%
30 Sep, 072-
30 Jun, 072-50.00%
31 Mar, 074300.00%
31 Dec, 061-66.67%
30 Sep, 06350.00%
30 Jun, 062100.00%
31 Mar, 061-50.00%
31 Dec, 052-
30 Sep, 052-33.33%
30 Jun, 053-25.00%
31 Mar, 054-
31 Dec, 04--
30 Sep, 04--
30 Jun, 04--100.00%
31 Mar, 042100.00%
31 Dec, 031-50.00%
30 Sep, 032-
30 Jun, 032-
31 Dec, 021-
30 Sep, 021-50.00%
30 Jun, 022-60.00%
31 Mar, 025150.00%
31 Dec, 012-33.33%
30 Sep, 01350.00%
30 Jun, 012-
31 Mar, 012-
31 Dec, 002-
30 Sep, 002-50.00%
30 Jun, 004-33.33%
31 Mar, 00650.00%
31 Dec, 99433.33%
30 Sep, 993-62.50%
30 Jun, 998-27.27%
31 Mar, 99111000.00%
31 Dec, 981-

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

DateReduced PositionsChange %
31 Mar, 2417-59.52%
31 Dec, 2342-22.22%
30 Sep, 235458.82%
30 Jun, 2334-24.44%
31 Mar, 2345-2.17%
31 Dec, 224621.05%
30 Sep, 2238-2.56%
30 Jun, 2239-9.30%
31 Mar, 224330.30%
31 Dec, 213326.92%
30 Sep, 2126-43.48%
30 Jun, 214635.29%
31 Mar, 21349.68%
31 Dec, 2031-3.13%
30 Sep, 203223.08%
30 Jun, 202636.84%
31 Mar, 2019-32.14%
31 Dec, 192840.00%
30 Sep, 192033.33%
30 Jun, 1915-
31 Mar, 1915-25.00%
31 Dec, 1820-
30 Sep, 1820-28.57%
30 Jun, 18283.70%
31 Mar, 182712.50%
31 Dec, 1724-
30 Sep, 1724-4.00%
30 Jun, 172513.64%
31 Mar, 1722-
31 Dec, 1622-4.35%
30 Sep, 1623-14.81%
30 Jun, 162712.50%
31 Mar, 162426.32%
31 Dec, 1519-20.83%
30 Sep, 152414.29%
30 Jun, 1521-
31 Mar, 1521-8.70%
31 Dec, 1423-8.00%
30 Sep, 1425-
30 Jun, 14254.17%
31 Mar, 1424-7.69%
31 Dec, 1326-10.34%
30 Sep, 1329222.22%
30 Jun, 139125.00%
31 Mar, 134-55.56%
31 Dec, 12980.00%
30 Sep, 125-
30 Jun, 125-
31 Mar, 125400.00%
31 Dec, 111-66.67%
30 Sep, 113-
30 Jun, 11--100.00%
31 Mar, 111-50.00%
31 Dec, 102-50.00%
30 Sep, 104-20.00%
30 Jun, 10525.00%
31 Mar, 104300.00%
31 Dec, 091-50.00%
30 Sep, 092100.00%
30 Jun, 091-50.00%
31 Mar, 092-
31 Dec, 082100.00%
30 Sep, 081-
30 Jun, 081-
31 Mar, 081-
31 Dec, 07--100.00%
30 Sep, 072100.00%
30 Jun, 071-
31 Mar, 07--
31 Dec, 06--100.00%
30 Sep, 061-
30 Jun, 061-
31 Mar, 061-50.00%
31 Dec, 052100.00%
30 Sep, 051-
30 Jun, 05--
31 Mar, 05--
31 Dec, 04--100.00%
30 Sep, 041-
30 Jun, 041-50.00%
31 Mar, 042100.00%
31 Dec, 031-
30 Sep, 03--
30 Jun, 03--
31 Dec, 021-50.00%
30 Sep, 022-
30 Jun, 022100.00%
31 Mar, 021-
31 Dec, 011-50.00%
30 Sep, 012100.00%
30 Jun, 011-66.67%
31 Mar, 013-
31 Dec, 003-
30 Sep, 003-
30 Jun, 00350.00%
31 Mar, 002-
31 Dec, 992-66.67%
30 Sep, 99650.00%
30 Jun, 994-
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

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 2463-48.36%5,036,703-45.61%37.98%0.78%36-35.71%17-59.52%
31 Dec, 23122-2.40%9,259,9202.75%69.92%1.60%5614.29%42-22.22%
30 Sep, 231258.70%9,012,2870.04%66.16%1.51%49-23.44%5458.82%
30 Jun, 23115-5.74%9,008,456-3.62%66.14%1.46%6412.28%34-24.44%
31 Mar, 23122-10.95%9,346,978-0.40%67.24%1.47%57-18.57%45-2.17%
31 Dec, 221373.01%9,384,728-0.85%67.63%1.51%70-4621.05%
30 Sep, 2213311.76%9,465,2226.22%66.91%1.69%7020.69%38-2.56%
30 Jun, 2211910.19%8,910,9355.26%62.87%1.80%5828.89%39-9.30%
31 Mar, 221083.85%8,465,7683.00%59.15%1.78%45-18.18%4330.30%
31 Dec, 211048.33%8,219,2233.74%57.70%1.84%55-3326.92%
30 Sep, 219621.52%7,922,9224.01%55.97%1.93%55189.47%26-43.48%
30 Jun, 2179-1.25%7,617,194-3.48%53.85%1.71%19-40.63%4635.29%
31 Mar, 21806.67%7,891,423-2.63%56.04%1.67%32-349.68%
31 Dec, 2075-8,104,7641.91%57.99%1.77%3228.00%31-3.13%
30 Sep, 2075-16.67%7,953,086-6.04%57.32%1.54%25-47.92%3223.08%
30 Jun, 20903.45%8,464,014-0.47%61.03%1.62%48-5.88%2636.84%
31 Mar, 2087-17.92%8,504,186-0.38%61.44%1.65%51-21.54%19-32.14%
31 Dec, 1910612.77%8,536,69628.97%61.05%2.72%6516.07%2840.00%
30 Sep, 199425.33%6,618,9842.52%47.37%2.22%5640.00%2033.33%
30 Jun, 197520.97%6,456,4104.03%46.24%2.33%4033.33%15-
31 Mar, 1962-1.59%6,206,558-0.17%44.53%2.23%307.14%15-25.00%
31 Dec, 1863-3.08%6,216,9240.40%44.67%2.25%283.70%20-
30 Sep, 1865-15.58%6,192,305-4.64%44.53%2.04%27-20-28.57%
30 Jun, 18771.32%6,493,446-2.53%46.73%2.02%27-20.59%283.70%
31 Mar, 187611.76%6,662,0022.10%48.04%2.13%3436.00%2712.50%
31 Dec, 17686.25%6,524,959-1.76%47.54%2.06%2513.64%24-
30 Sep, 1764-6,641,717-2.76%48.06%1.97%22-8.33%24-4.00%
30 Jun, 1764-3.03%6,830,529-4.49%49.37%1.85%24-27.27%2513.64%
31 Mar, 1766-9.59%7,151,718-0.10%51.73%1.92%33-8.33%22-
31 Dec, 1673-3.95%7,159,208-3.23%51.91%2.12%36-22-4.35%
30 Sep, 167615.15%7,397,841-10.40%49.50%1.48%3638.46%23-14.81%
30 Jun, 16661.54%8,256,873-2.65%57.91%1.88%26-18.75%2712.50%
31 Mar, 1665-4.41%8,481,887-15.03%55.44%1.46%32-5.88%2426.32%
31 Dec, 15684.62%9,982,326-30.42%61.55%0.81%3413.33%19-20.83%
30 Sep, 1565-8.45%14,346,00039.94%87.22%2.33%30-23.08%2414.29%
30 Jun, 157110.94%10,251,2212.86%61.24%1.76%3925.81%21-
31 Mar, 15641.59%9,966,4970.69%58.95%1.71%313.33%21-8.70%
31 Dec, 14631.61%9,898,6772.88%58.68%1.77%3015.38%23-8.00%
30 Sep, 1462-10.14%9,621,4771.78%57.54%1.81%26-25.71%25-
30 Jun, 14691.47%9,453,1634.32%56.42%1.92%359.38%254.17%
31 Mar, 1468-4.23%9,061,9703.64%54.21%1.95%32-11.11%24-7.69%
31 Dec, 13719.23%8,743,6069.28%52.79%2.48%3620.00%26-10.34%
30 Sep, 136512.07%8,001,4381.44%46.12%1.98%30-34.78%29222.22%
30 Jun, 1358176.19%7,887,997204.60%48.30%24.79%46228.57%9125.00%
31 Mar, 1321-4.55%2,589,5993.60%13.96%7.37%1440.00%4-55.56%
31 Dec, 122210.00%2,499,716-14.61%13.76%5.07%10-16.67%980.00%
30 Sep, 12205.26%2,927,311-3.56%16.47%5.66%129.09%5-
30 Jun, 121926.67%3,035,345137.83%17.06%33.04%1157.14%5-
31 Mar, 121515.38%1,276,272-56.48%7.18%2.63%7-30.00%5400.00%
31 Dec, 111318.18%2,932,299143.07%16.54%33.25%1042.86%1-66.67%
30 Sep, 111110.00%1,206,372-0.82%7.05%13.89%7-12.50%3-
30 Jun, 111011.11%1,216,3309.77%7.13%16.75%8100.00%--100.00%
31 Mar, 119-10.00%1,108,09516.85%6.52%21.04%4-1-50.00%
31 Dec, 1010-9.09%948,313-10.79%5.57%14.24%4-2-50.00%
30 Sep, 1011-8.33%1,063,030-2.81%6.25%15.08%4-33.33%4-20.00%
30 Jun, 10129.09%1,093,740-11.64%6.44%7.65%650.00%525.00%
31 Mar, 101110.00%1,237,800-3.71%9.18%15.97%4-33.33%4300.00%
31 Dec, 0910-23.08%1,285,545111.79%7.58%36.98%6-33.33%1-50.00%
30 Sep, 091318.18%606,988-15.86%4.53%15.67%912.50%2100.00%
30 Jun, 091122.22%721,4360.78%5.38%18.80%8166.67%1-50.00%
31 Mar, 099-25.00%715,821-4.26%5.35%17.12%3-57.14%2-
31 Dec, 081220.00%747,650-8.55%5.59%21.76%7-2100.00%
30 Sep, 081025.00%817,50845.17%5.07%41.59%740.00%1-
30 Jun, 088-563,12584.02%3.49%141.89%5-1-
31 Mar, 08860.00%306,01435.50%1.57%116.71%566.67%1-
31 Dec, 075-225,835321.97%1.16%1618.87%350.00%--100.00%
30 Sep, 075-16.67%53,519-88.58%0.27%4.59%2-2100.00%
30 Jun, 07620.00%468,62851.04%2.41%96.23%2-50.00%1-
31 Mar, 07525.00%310,26147.86%1.58%142.59%4300.00%--
31 Dec, 064-33.33%209,835-41.03%1.05%35.67%1-66.67%--100.00%
30 Sep, 06620.00%355,827-1.32%1.72%53.20%350.00%1-
30 Jun, 06525.00%360,57731.82%1.80%99.10%2100.00%1-
31 Mar, 064-20.00%273,543-2.94%1.35%70.09%1-50.00%1-50.00%
31 Dec, 05566.67%281,827-16.64%1.39%48.14%2-2100.00%
30 Sep, 053-338,067297.31%1.70%930.25%2-33.33%1-
30 Jun, 053-25.00%85,088-96.21%0.43%0.33%3-25.00%--
31 Mar, 054300.00%2,246,992149699.47%11.30%19560743.42%4---
31 Dec, 041-50.00%1,500-88.28%0.01%180.59%----100.00%
30 Sep, 042-12,800-68.08%0.06%160.37%--1-
30 Jun, 042-50.00%40,100-98.21%0.20%0.16%--100.00%1-50.00%
31 Mar, 044100.00%2,238,815-6.42%11.23%7.79%2100.00%2100.00%
31 Dec, 032-2,392,289-0.39%12.01%8.37%1-50.00%1-
30 Sep, 032-2,401,6121.27%11.98%8.56%2---
30 Jun, 032-2,371,582-11.83%-2---
31 Dec, 022-33.33%2,249,23310.27%11.24%10.69%1-1-50.00%
30 Sep, 023-25.00%2,039,77952.00%10.25%22.61%1-50.00%2-
30 Jun, 024-33.33%1,341,996-26.84%6.73%7.91%2-60.00%2100.00%
31 Mar, 026100.00%1,834,25165.30%9.23%29.54%5150.00%1-
31 Dec, 013-40.00%1,109,6808.66%5.59%21.22%2-33.33%1-50.00%
30 Sep, 01525.00%1,021,205-12.42%5.13%14.90%350.00%2100.00%
30 Jun, 014-33.33%1,166,069-1.70%5.87%17.44%2-1-66.67%
31 Mar, 016-1,186,2189.92%5.80%21.23%2-3-
31 Dec, 006-14.29%1,079,174-3.25%5.23%17.54%2-3-
30 Sep, 007-22.22%1,115,474-9.43%5.46%14.99%2-50.00%3-
30 Jun, 009-10.00%1,231,651-24.03%6.03%9.35%4-33.33%350.00%
31 Mar, 001011.11%1,621,320-29.05%8.03%6.48%650.00%2-
31 Dec, 999-10.00%2,285,079-34.19%11.14%4.04%433.33%2-66.67%
30 Sep, 9910-28.57%3,472,209-7.59%16.61%5.14%3-62.50%650.00%
30 Jun, 991416.67%3,757,403-82.83%17.97%0.17%8-27.27%4-
31 Mar, 99121100.00%21,887,688481583.27%102.81%22614238.03%111000.00%--
31 Dec, 981-4,544-0.02%-1---

Franklin Covey Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 06, 2024WHITMAN ROBERT Adirector-G-GiftSell748--701,709
May 06, 2024WHITMAN ROBERT Adirector-G-GiftSell998--700,711
May 06, 2024WHITMAN ROBERT Adirector-G-GiftSell25,000--675,711
Apr 03, 2024WHITMAN ROBERT Adirector-G-GiftSell9,165--702,457
Oct 10, 2023Colosimo Jennifer C.officer President, Enterprise DivisionF-InKindSell12,914$41.06$530.25K26,049
Oct 10, 2023Dom Colleen Dofficer COOF-InKindSell14,567$41.06$598.12K48,529

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 06, 2024WHITMAN ROBERT Adirector-G-GiftSell748--701,709
May 06, 2024WHITMAN ROBERT Adirector-G-GiftSell998--700,711
May 06, 2024WHITMAN ROBERT Adirector-G-GiftSell25,000--675,711
Apr 03, 2024WHITMAN ROBERT Adirector-G-GiftSell9,165--702,457
Jan 23, 2024VAN BEVER DEREK C Mdirector-A-AwardBuy2,892--14,816
Jan 23, 2024RIVERA EFRAINdirector-A-AwardBuy2,892--2,892
Jan 23, 2024Chow Anne Hdirector-A-AwardBuy2,892--11,756
Jan 23, 2024Phillips Nancy Rdirector-A-AwardBuy2,892--11,756
Jan 23, 2024Cuffie Craigdirector-A-AwardBuy2,892--7,749
Jan 23, 2024MCNAMARA DONALD Jdirector-A-AwardBuy2,892--450,785
Jan 23, 2024PETERSON JOEL CLINTONdirector-A-AwardBuy2,892--242,185
Jan 23, 2024WHITMAN ROBERT Adirector-A-AwardBuy2,892--711,622
Oct 10, 2023Colosimo Jennifer C.officer President, Enterprise DivisionA-AwardBuy17,392--38,963
Oct 10, 2023Colosimo Jennifer C.officer President, Enterprise DivisionA-AwardBuy1,523--27,572
Oct 10, 2023Colosimo Jennifer C.officer President, Enterprise DivisionF-InKindSell12,914$41.06$530.25K26,049
Oct 10, 2023Colosimo Jennifer C.officer President, Enterprise DivisionA-AwardBuy6,818--21,571
Oct 10, 2023Colosimo Jennifer C.officer President, Enterprise DivisionA-AwardBuy2,923--14,753
Oct 10, 2023Dom Colleen Dofficer COOA-AwardBuy17,392--63,092
Oct 10, 2023Dom Colleen Dofficer COOA-AwardBuy1,218--49,743
Oct 10, 2023Dom Colleen Dofficer COOF-InKindSell14,567$41.06$598.12K48,529

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

DateBuySellBuy/Sell Ratio
Q1 202361600.00%
Q4 20226785.71%
Q1 20226--
Q4 2021147200.00%
Q3 2021-1-
Q1 2021119122.22%
Q4 2020199211.11%
Q3 2020---
Q2 20203475.00%
Q1 202073233.33%
Q4 20191613123.08%
Q3 2019-1-
Q2 2019-1-
Q1 201910--
Q3 2018---
Q2 2018-1-
Q1 20187--
Q4 20177977.78%
Q3 201781172.73%
Q2 201781172.73%

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

DateBuySellBuy/Sell Ratio
Q1 2023---
Q4 2022---
Q1 2022---
Q4 2021---
Q3 2021---
Q1 2021---
Q4 2020-1-
Q3 2020---
Q2 20201333.33%
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.

Franklin Covey Peer Ownership


TickerCompany
CRAICRA International, Inc.
ALGAlamo Group Inc.
FORRForrester Research, Inc.
FORForestar Group Inc.
THRThermon Group Holdings, Inc.

FC Ownership FAQ


Franklin Covey is owned by institutional shareholders (37.98%), insiders (15.09%), and public (46.94%). 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).

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.

As of Mar 2024, there are 63 institutional shareholders of Franklin Covey.

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).

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.

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).