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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
116KNew |
$5.49M - $7.69M
|
116K
$12.5M
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
3.5KNew |
$166K - $233K
|
3.5K
$377K
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
3.02KNew |
$143K - $201K
|
3.02K
$325K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
35New |
$1.66K - $2.33K
|
35
$3.77K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
3.82K+ 127400.0% |
$181K - $254K
|
3.83K
$412K
|
|
|
May 09, 2023
Q1 2023
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
65New |
$3.08K - $4.32K
|
65
$7K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
19.9MNew |
$943M - $1.32B
|
19.9M
$2.14B
|
|
|
May 09, 2023
Q1 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
7.4KNew |
$351K - $492K
|
7.4K
$797K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
160New |
$7.59K - $10.6K
|
160
$17.2K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
90+ 21.23% |
$4.27K - $5.98K
|
514
$55.4K
|
|
|
May 04, 2023
Q1 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
5KNew |
$237K - $332K
|
5K
$539K
|
|
|
May 04, 2023
Q1 2023
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-224- 2.94% |
$10.6K - $14.9K
|
7.4K
$797K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.21KNew |
$152K - $213K
|
3.21K
$345K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
825New |
$39.1K - $54.8K
|
825
$88.9K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
16New |
$759 - $1.06K
|
16
$1.72K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
67New |
$3.18K - $4.45K
|
67
$7.22K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$47.5 - $66.5
|
1
$108
|
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
3.81KNew |
$181K - $253K
|
3.81K
$410K
|
|
|
May 03, 2023
Q1 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
66.5KNew |
$3.16M - $4.42M
|
66.5K
$7.16M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5+ 0.82% |
$237 - $332
|
613
$66K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
18+ 47.37% |
$854 - $1.2K
|
56
$6.03K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
29.5KNew |
$1.4M - $1.96M
|
29.5K
$3.17M
|
|
|
Apr 28, 2023
Q1 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
2.5K+ 3.11% |
$119K - $166K
|
83K
$8.94M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-520- 39.25% |
$24.7K - $34.6K
|
805
$86.7K
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
3.5KNew |
$166K - $233K
|
3.5K
$377K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3.56KNew |
$169K - $237K
|
3.56K
$384K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
151New |
$7.16K - $10K
|
151
$16.3K
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
200New |
$9.49K - $13.3K
|
200
$21.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-2.79K- 47.34% |
$132K - $185K
|
3.11K
$334K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-137K- 11.33% |
$6.52M - $9.13M
|
1.08M
$116M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-20- 28.57% |
$949 - $1.33K
|
50
$5.39K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
3.25KNew |
$154K - $216K
|
3.25K
$350K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-43- 81.13% |
$2.04K - $2.86K
|
10
$1.08K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
6.85K+ 10.55% |
$325K - $455K
|
71.8K
$7.73M
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 5.0% |
$47.5 - $66.5
|
21
$2.26K
|
|
| Q4 2022 | |||||||
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
8.95K+ 284.73% |
$411K - $512K
|
12.1K
$1.3M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
530New |
$24.3K - $30.3K
|
530
$57.1K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
854New |
$39.2K - $48.8K
|
854
$92K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
124New |
$5.7K - $7.09K
|
124
$13.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.42K- 16.14% |
$65.2K - $81.2K
|
7.38K
$795K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
6+ 60.0% |
$276 - $343
|
16
$1.72K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
125New |
$5.74K - $7.15K
|
125
$13.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Group Holding Ag
Baar Zug, V8 |
BUY
|
- |
1K+ 8.39% |
$46.1K - $57.3K
|
13K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.5K- 64.62% |
$161K - $200K
|
1.92K
$206K
|
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
SELL
|
- |
-27.4K- 41.57% |
$1.26M - $1.57M
|
38.6K
$4.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Cowbird Capital LP
New York, NY |
BUY
|
- |
264KNew |
$12.1M - $15.1M
|
264K
$28.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
24.3KNew |
$1.12M - $1.39M
|
24.3K
$2.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
8.59KNew |
$394K - $491K
|
8.59K
$925K
|
|
|
Feb 14, 2023
Q4 2022
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
4.88KNew |
$224K - $279K
|
4.88K
$525K
|
|
|
Feb 14, 2023
Q4 2022
|
Utah Peaks Capital Inc
Park City, UT |
BUY
|
- |
6.9KNew |
$317K - $394K
|
6.9K
$743K
|
|