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 16, 2025
Q4 2024
|
Sarasin & Partners LLP
|
BUY
|
- |
20.3K+ 1.05% |
$1.56M - $2.02M
|
1.95M
$223M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.16K- 4.63% |
$89K - $115K
|
24K
$2.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
200+ 1.75% |
$15.3K - $19.8K
|
11.6K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
40.3K+ 838.53% |
$3.08M - $3.99M
|
45.1K
$5.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
15.1K+ 1313.81% |
$1.16M - $1.5M
|
16.3K
$1.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-75- 2.75% |
$5.74K - $7.44K
|
2.65K
$303K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.27KNew |
$173K - $225K
|
2.27K
$259K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
124K+ 344.37% |
$9.47M - $12.3M
|
160K
$18.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
156+ 2.07% |
$11.9K - $15.5K
|
7.71K
$880K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-80- 0.41% |
$6.12K - $7.94K
|
19.6K
$2.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.41KNew |
$184K - $239K
|
2.41K
$275K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
41KNew |
$3.13M - $4.06M
|
41K
$4.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-95- 1.34% |
$7.27K - $9.42K
|
7.01K
$801K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.33K+ 16.25% |
$101K - $132K
|
9.49K
$1.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
7.03K+ 75.89% |
$538K - $697K
|
16.3K
$1.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
19.7KNew |
$1.51M - $1.96M
|
19.7K
$2.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-6.41K- 2.16% |
$490K - $636K
|
290K
$33.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-641- 6.81% |
$49K - $63.6K
|
8.78K
$1M
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-15.7K- 2.13% |
$1.2M - $1.56M
|
723K
$82.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
46.7KNew |
$3.57M - $4.63M
|
46.7K
$5.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
15K+ 12.09% |
$1.15M - $1.49M
|
139K
$15.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.72KNew |
$208K - $270K
|
2.72K
$310K
|
|
|
Jan 15, 2025
Q4 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-422- 0.47% |
$32.3K - $41.9K
|
89.8K
$10.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
144+ 3.74% |
$11K - $14.3K
|
4K
$457K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
2.49KNew |
$190K - $247K
|
2.49K
$284K
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-2.21K- 9.73% |
$169K - $220K
|
20.5K
$2.35M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-1.92K- 8.45% |
$147K - $190K
|
20.8K
$2.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
569+ 1.5% |
$43.5K - $56.5K
|
38.5K
$4.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-8.49K- 6.34% |
$650K - $843K
|
125K
$14.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.74KNew |
$209K - $271K
|
2.74K
$313K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.04K+ 9.4% |
$79.6K - $103K
|
12.1K
$1.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-50- 0.11% |
$3.82K - $4.96K
|
45.8K
$5.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
346+ 4.04% |
$26.5K - $34.3K
|
8.92K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
3.32KNew |
$254K - $329K
|
3.32K
$379K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.48KNew |
$189K - $246K
|
2.48K
$283K
|
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
SELL
|
- |
-990- 0.77% |
$75.7K - $98.2K
|
128K
$14.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
13+ 0.38% |
$994 - $1.29K
|
3.42K
$391K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7.37K+ 62.34% |
$564K - $731K
|
19.2K
$2.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-347- 8.19% |
$26.5K - $34.4K
|
3.89K
$444K
|
|
|
Jan 14, 2025
Q4 2024
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
59K+ 4.26% |
$4.51M - $5.85M
|
1.44M
$165M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
107+ 1.59% |
$8.18K - $10.6K
|
6.83K
$781K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-176- 2.64% |
$13.5K - $17.5K
|
6.48K
$740K
|
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
11.1KNew |
$849K - $1.1M
|
11.1K
$1.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.09K+ 6.79% |
$83K - $108K
|
17.1K
$1.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.09K+ 74.97% |
$619K - $803K
|
18.9K
$2.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.25K+ 2602.08% |
$95.5K - $124K
|
1.3K
$148K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
12.2KNew |
$933K - $1.21M
|
12.2K
$1.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
2.72KNew |
$208K - $270K
|
2.72K
$311K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-8.61K- 2.32% |
$659K - $854K
|
362K
$41.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-632- 2.83% |
$48.3K - $62.7K
|
21.7K
$2.48M
|