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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
1.2K+ 2.23% |
$101K - $130K
|
54.8K
$4.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
53K+ 77.2% |
$4.49M - $5.76M
|
122K
$10M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
2.15KNew |
$182K - $234K
|
2.15K
$177K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-54- 2.3% |
$4.57K - $5.87K
|
2.3K
$189K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
153+ 4.77% |
$13K - $16.6K
|
3.36K
$277K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.95KNew |
$165K - $211K
|
1.95K
$160K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
13+ 20.0% |
$1.1K - $1.41K
|
78
$6.42K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
90+ 3.92% |
$7.62K - $9.78K
|
2.39K
$196K
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-571- 0.58% |
$48.4K - $62.1K
|
97.2K
$8M
|
|
|
Jul 28, 2025
Q2 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
1.72K+ 42.81% |
$146K - $187K
|
5.73K
$472K
|
|
|
Jul 28, 2025
Q2 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
549+ 7.1% |
$46.5K - $59.7K
|
8.28K
$682K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
SELL
|
- |
-80- 3.11% |
$6.78K - $8.7K
|
2.49K
$205K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
69.6K+ 101.07% |
$5.9M - $7.57M
|
138K
$11.4M
|
|
|
Jul 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
2.43KNew |
$206K - $264K
|
2.43K
$200K
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.58K+ 62.56% |
$134K - $172K
|
4.1K
$338K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
PUT |
100New |
$8.47K - $10.9K
|
100
$8.23K
|
|
|
Jul 25, 2025
Q2 2025
|
Oak Ridge Investments LLC
|
SELL
|
- |
-1.16K- 1.56% |
$97.9K - $126K
|
73K
$6.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5New |
$424 - $543
|
5
$412
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
14+ 4.75% |
$1.19K - $1.52K
|
309
$25.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.94K- 26.22% |
$842K - $1.08M
|
28K
$2.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-173- 4.92% |
$14.7K - $18.8K
|
3.35K
$275K
|
|
|
Jul 24, 2025
Q2 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
325+ 0.71% |
$27.5K - $35.3K
|
46.1K
$3.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
39+ 1.67% |
$3.3K - $4.24K
|
2.38K
$196K
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
2.5KNew |
$212K - $272K
|
2.5K
$206K
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3.06K- 5.82% |
$259K - $333K
|
49.6K
$4.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-160- 4.09% |
$13.6K - $17.4K
|
3.76K
$309K
|
|
|
Jul 24, 2025
Q2 2025
|
Gunderson Capital Management Inc.
|
BUY
|
- |
24.3KNew |
$2.06M - $2.64M
|
24.3K
$2M
|
|
|
Jul 24, 2025
Q2 2025
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
78.1K+ 3.19% |
$6.62M - $8.49M
|
2.53M
$208M
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
2.28KNew |
$193K - $248K
|
2.28K
$188K
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-605- 22.32% |
$51.2K - $65.8K
|
2.11K
$173K
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-197- 8.58% |
$16.7K - $21.4K
|
2.1K
$173K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
1.79KNew |
$152K - $195K
|
1.79K
$147K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.04% |
$84.7 - $109
|
2.73K
$225K
|
|
|
Jul 23, 2025
Q2 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
25+ 0.39% |
$2.12K - $2.72K
|
6.4K
$527K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
400New |
$33.9K - $43.5K
|
400
$32.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-2- 0.14% |
$169 - $217
|
1.47K
$121K
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-500- 8.97% |
$42.4K - $54.3K
|
5.07K
$418K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-174- 8.28% |
$14.7K - $18.9K
|
1.93K
$159K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.24KNew |
$274K - $352K
|
3.24K
$267K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.94KNew |
$164K - $211K
|
1.94K
$159K
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
812+ 1160.0% |
$68.8K - $88.3K
|
882
$72.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
4.57K+ 6.97% |
$387K - $497K
|
70.2K
$5.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.91K- 66.67% |
$161K - $207K
|
953
$78.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
9.49KNew |
$804K - $1.03M
|
9.49K
$781K
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-192- 6.66% |
$16.3K - $20.9K
|
2.69K
$222K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
968+ 5.82% |
$82K - $105K
|
17.6K
$1.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1.06KNew |
$90K - $115K
|
1.06K
$87.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
5.22K+ 95.97% |
$442K - $567K
|
10.7K
$877K
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
5.01K+ 28.99% |
$424K - $545K
|
22.3K
$1.83M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-514- 2.46% |
$43.5K - $55.9K
|
20.4K
$1.68M
|
|