Latest Institutional Transactions on Fortinet, Inc. (FTNT)
This table provides information on the latest institutional transactions involving Fortinet, Inc. (FTNT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
604+ 63.58% |
$46.2K - $59.9K
|
1.55K
$167K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
2.22KNew |
$170K - $220K
|
2.22K
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
13.4K+ 160.38% |
$1.03M - $1.33M
|
21.8K
$2.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
15+ 0.02% |
$1.15K - $1.49K
|
70.8K
$7.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
95.4K+ 57.66% |
$7.3M - $9.47M
|
261K
$28.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
39+ 14.5% |
$2.98K - $3.87K
|
308
$33.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-178- 3.86% |
$13.6K - $17.7K
|
4.44K
$478K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
221+ 2.19% |
$16.9K - $21.9K
|
10.3K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
2.95KNew |
$226K - $293K
|
2.95K
$318K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-3.89K- 19.02% |
$298K - $386K
|
16.6K
$1.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
90+ 18.83% |
$6.88K - $8.93K
|
568
$61.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-445- 5.73% |
$34K - $44.1K
|
7.33K
$789K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-69- 1.47% |
$5.28K - $6.85K
|
4.63K
$499K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-60- 0.63% |
$4.59K - $5.95K
|
9.4K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
62+ 0.59% |
$4.74K - $6.15K
|
10.5K
$1.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Sarasin & Partners LLP
|
BUY
|
- |
20.3K+ 1.05% |
$1.56M - $2.02M
|
1.95M
$210M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.16K- 4.63% |
$89K - $115K
|
24K
$2.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
200+ 1.75% |
$15.3K - $19.8K
|
11.6K
$1.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
40.3K+ 838.53% |
$3.08M - $3.99M
|
45.1K
$4.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
15.1K+ 1313.81% |
$1.16M - $1.5M
|
16.3K
$1.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-75- 2.75% |
$5.74K - $7.44K
|
2.65K
$286K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.27KNew |
$173K - $225K
|
2.27K
$244K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
124K+ 344.37% |
$9.47M - $12.3M
|
160K
$17.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
156+ 2.07% |
$11.9K - $15.5K
|
7.71K
$830K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-80- 0.41% |
$6.12K - $7.94K
|
19.6K
$2.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.41KNew |
$184K - $239K
|
2.41K
$259K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
41KNew |
$3.13M - $4.06M
|
41K
$4.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-95- 1.34% |
$7.27K - $9.42K
|
7.01K
$755K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.33K+ 16.25% |
$101K - $132K
|
9.49K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
7.03K+ 75.89% |
$538K - $697K
|
16.3K
$1.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
19.7KNew |
$1.51M - $1.96M
|
19.7K
$2.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-6.41K- 2.16% |
$490K - $636K
|
290K
$31.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-641- 6.81% |
$49K - $63.6K
|
8.78K
$945K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-15.7K- 2.13% |
$1.2M - $1.56M
|
723K
$77.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
46.7KNew |
$3.57M - $4.63M
|
46.7K
$5.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
15K+ 12.09% |
$1.15M - $1.49M
|
139K
$15M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.72KNew |
$208K - $270K
|
2.72K
$293K
|
|
|
Jan 15, 2025
Q4 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-422- 0.47% |
$32.3K - $41.9K
|
89.8K
$9.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
144+ 3.74% |
$11K - $14.3K
|
4K
$431K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
2.49KNew |
$190K - $247K
|
2.49K
$268K
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-2.21K- 9.73% |
$169K - $220K
|
20.5K
$2.21M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-1.92K- 8.45% |
$147K - $190K
|
20.8K
$2.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
569+ 1.5% |
$43.5K - $56.5K
|
38.5K
$4.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-8.49K- 6.34% |
$650K - $843K
|
125K
$13.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.74KNew |
$209K - $271K
|
2.74K
$295K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.04K+ 9.4% |
$79.6K - $103K
|
12.1K
$1.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-50- 0.11% |
$3.82K - $4.96K
|
45.8K
$4.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
346+ 4.04% |
$26.5K - $34.3K
|
8.92K
$961K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
3.32KNew |
$254K - $329K
|
3.32K
$357K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.48KNew |
$189K - $246K
|
2.48K
$267K
|