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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
44.2KNew |
$4.09M - $5.06M
|
44.2K
$4.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
13.2KNew |
$1.22M - $1.51M
|
13.2K
$1.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-30- 1.22% |
$2.77K - $3.44K
|
2.44K
$234K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
30New |
$2.77K - $3.44K
|
30
$2.88K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-75- 1.93% |
$6.94K - $8.59K
|
3.81K
$367K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-5.29K- 1.9% |
$489K - $606K
|
272K
$26.2M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
180+ 35.93% |
$16.6K - $20.6K
|
681
$65.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-641- 2.51% |
$59.3K - $73.4K
|
24.9K
$2.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-900- 26.67% |
$83.2K - $103K
|
2.48K
$238K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2.23K+ 10.27% |
$206K - $255K
|
23.9K
$2.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-65- 50.0% |
$6.01K - $7.45K
|
65
$6.25K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
17+ 65.38% |
$1.57K - $1.95K
|
43
$4.13K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
4.18KNew |
$387K - $479K
|
4.18K
$402K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
16New |
$1.48K - $1.83K
|
16
$1.54K
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
13.8KNew |
$1.28M - $1.58M
|
13.8K
$1.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.53K+ 6.64% |
$327K - $405K
|
56.8K
$5.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
2.68K+ 1348.74% |
$248K - $308K
|
2.88K
$277K
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-896- 5.94% |
$82.9K - $103K
|
14.2K
$1.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
211+ 2110.0% |
$19.5K - $24.2K
|
221
$21.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
9.73K+ 17.41% |
$900K - $1.11M
|
65.6K
$6.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-300- 2.84% |
$27.7K - $34.4K
|
10.3K
$985K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
224+ 2.51% |
$20.7K - $25.7K
|
9.14K
$879K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-486- 10.95% |
$45K - $55.7K
|
3.95K
$380K
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
1.5K+ 24.98% |
$139K - $172K
|
7.51K
$721K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-978- 9.31% |
$90.5K - $112K
|
9.53K
$916K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
65+ 5.01% |
$6.01K - $7.45K
|
1.36K
$131K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
139+ 2.55% |
$12.9K - $15.9K
|
5.59K
$537K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
11.7K+ 28.46% |
$1.08M - $1.34M
|
52.6K
$5.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-14- 4.84% |
$1.29K - $1.6K
|
275
$26.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
950+ 5.83% |
$87.9K - $109K
|
17.2K
$1.66M
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
8.18K+ 5.93% |
$757K - $938K
|
146K
$14M
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
SELL
|
- |
-5.58K- 1.92% |
$516K - $639K
|
285K
$27.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
14.3KNew |
$1.32M - $1.64M
|
14.3K
$1.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.96K+ 99075.0% |
$367K - $454K
|
3.97K
$381K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
2.5KNew |
$231K - $287K
|
2.5K
$240K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-3.46K- 11.63% |
$320K - $396K
|
26.3K
$2.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
19.3K+ 13.86% |
$1.79M - $2.21M
|
159K
$15.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-558- 23.0% |
$51.6K - $63.9K
|
1.87K
$180K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
25.1KNew |
$2.32M - $2.88M
|
25.1K
$2.41M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-781- 22.35% |
$72.2K - $89.5K
|
2.71K
$261K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
90+ 236.84% |
$8.32K - $10.3K
|
128
$12.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
175+ 24.89% |
$16.2K - $20K
|
878
$84.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-613- 0.68% |
$56.7K - $70.2K
|
89.2K
$8.58M
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
2.47K+ 1.96% |
$229K - $283K
|
128K
$12.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
279+ 6.81% |
$25.8K - $32K
|
4.38K
$421K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
135+ 1.98% |
$12.5K - $15.5K
|
6.97K
$670K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
44.8K+ 3.67% |
$4.14M - $5.13M
|
1.27M
$122M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3.37K- 27.03% |
$312K - $386K
|
9.11K
$876K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-2.48K- 15.41% |
$229K - $284K
|
13.6K
$1.31M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3New |
$277 - $344
|
3
$288
|