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 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
27+ 4.32% |
$1.56K - $1.97K
|
652
$74.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-50- 17.36% |
$2.89K - $3.65K
|
238
$27.3K
|
|
|
Apr 29, 2024
Q1 2024
|
La Financiere De L'Echiquier
|
SELL
|
- |
-15K- 5.69% |
$867K - $1.1M
|
249K
$28.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
20KNew |
$1.16M - $1.46M
|
20K
$2.29M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-180- 4.96% |
$10.4K - $13.2K
|
3.45K
$395K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
6.45KNew |
$373K - $471K
|
6.45K
$739K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
11.4KNew |
$658K - $832K
|
11.4K
$1.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-10- 3.23% |
$578 - $731
|
300
$34.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-69- 11.84% |
$3.99K - $5.04K
|
514
$58.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
200New |
$11.6K - $14.6K
|
200
$22.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-1.47K- 19.86% |
$84.6K - $107K
|
5.91K
$677K
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-374- 9.99% |
$21.6K - $27.3K
|
3.37K
$386K
|
|
|
Apr 23, 2024
Q1 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-480- 1.7% |
$27.7K - $35.1K
|
27.7K
$3.18M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.41K- 33.98% |
$312K - $395K
|
10.5K
$1.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
2.17KNew |
$125K - $158K
|
2.17K
$248K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
CALL |
700New |
$40.4K - $51.1K
|
700
$80.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-425- 12.43% |
$24.6K - $31.1K
|
3K
$343K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
930+ 49.79% |
$53.7K - $68K
|
2.8K
$321K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-17.1K- 93.44% |
$988K - $1.25M
|
1.2K
$137K
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-198- 5.01% |
$11.4K - $14.5K
|
3.75K
$430K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
105+ 2.36% |
$6.07K - $7.67K
|
4.55K
$521K
|
|
|
Apr 16, 2024
Q1 2024
|
Artemis Investment Management LLP
|
BUY
|
CALL |
96KNew |
$5.55M - $7.01M
|
96K
$11M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
45+ 3.4% |
$2.6K - $3.29K
|
1.37K
$157K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-3.29K- 53.35% |
$190K - $240K
|
2.88K
$330K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
39New |
$2.25K - $2.85K
|
39
$4.47K
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
SELL
|
- |
-111- 1.27% |
$6.41K - $8.11K
|
8.6K
$986K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
5.53KNew |
$320K - $404K
|
5.53K
$634K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
71.2KNew |
$4.11M - $5.2M
|
71.2K
$8.16M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
88+ 1760.0% |
$5.08K - $6.43K
|
93
$10.7K
|
|
| Q4 2023 | |||||||
|
Feb 10, 2025
Q4 2023
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
1.79K+ 17.46% |
$88.5K - $107K
|
12K
$1.38M
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
900+ 37.97% |
$44.6K - $53.9K
|
3.27K
$375K
|
|
|
Sep 19, 2024
Q4 2023
|
Kp Management LLC
Edina, MN |
BUY
|
CALL |
20KNew |
$990K - $1.2M
|
20K
$2.29M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5+ 2.66% |
$248 - $300
|
193
$22.1K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
120New |
$5.94K - $7.19K
|
120
$13.7K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
50New |
$2.48K - $3K
|
50
$5.73K
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
46.7K+ 71.22% |
$2.31M - $2.8M
|
112K
$12.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
1.39KNew |
$68.8K - $83.3K
|
1.39K
$159K
|
|
|
Feb 15, 2024
Q4 2023
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
6.54KNew |
$324K - $392K
|
6.54K
$749K
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
2.06K+ 21.1% |
$102K - $123K
|
11.8K
$1.35M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
279New |
$13.8K - $16.7K
|
279
$32K
|
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-21.5K- 66.77% |
$1.06M - $1.29M
|
10.7K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
400New |
$19.8K - $24K
|
400
$45.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
5.56K+ 106.92% |
$275K - $333K
|
10.8K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
738New |
$36.5K - $44.2K
|
738
$84.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
191+ 323.73% |
$9.46K - $11.4K
|
250
$28.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
532+ 5.2% |
$26.3K - $31.9K
|
10.8K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
5.18K+ 24.9% |
$257K - $310K
|
26K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
4.62K+ 9.15% |
$229K - $277K
|
55.1K
$6.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-582- 7.76% |
$28.8K - $34.9K
|
6.92K
$793K
|
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
4KNew |
$198K - $240K
|
4K
$458K
|
|