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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-444K- 15.54% |
$25.2M - $35.6M
|
2.41M
$199M
|
|
|
Nov 13, 2023
Q3 2023
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-20- 0.48% |
$1.14K - $1.61K
|
4.15K
$342K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
12.3KNew |
$698K - $987K
|
12.3K
$1.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-1.77K- 29.29% |
$101K - $142K
|
4.28K
$352K
|
|
|
Nov 09, 2023
Q3 2023
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
1.28K+ 11.74% |
$72.5K - $103K
|
12.2K
$1M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
28+ 14.0% |
$1.59K - $2.25K
|
228
$18.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Weil Company, Inc.
|
SELL
|
- |
-7K- 17.54% |
$397K - $562K
|
32.9K
$2.71M
|
|
|
Nov 07, 2023
Q3 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-28.5K- 12.65% |
$1.62M - $2.29M
|
197K
$16.2M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-75.4K- 60.81% |
$4.28M - $6.05M
|
48.6K
$4M
|
|
|
Nov 06, 2023
Q3 2023
|
Carroll Investors, Inc
|
SELL
|
- |
-1.62K- 3.42% |
$91.7K - $130K
|
45.6K
$3.75M
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
52.3KNew |
$2.97M - $4.2M
|
52.3K
$4.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
42New |
$2.38K - $3.37K
|
42
$3.46K
|
|
|
Nov 03, 2023
Q3 2023
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-97.6K- 22.25% |
$5.54M - $7.84M
|
341K
$28.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
14KNew |
$792K - $1.12M
|
14K
$1.15M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-150- 16.48% |
$8.52K - $12K
|
760
$62.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
6.43KNew |
$365K - $516K
|
6.43K
$529K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-595- 10.67% |
$33.8K - $47.8K
|
4.98K
$410K
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.1K- 8.07% |
$62.4K - $88.3K
|
12.5K
$1.03M
|
|
|
Nov 02, 2023
Q3 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
596+ 1.06% |
$33.8K - $47.8K
|
56.6K
$4.66M
|
|
|
Nov 02, 2023
Q3 2023
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
900New |
$51.1K - $72.3K
|
900
$74.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-2.49K- 6.69% |
$141K - $200K
|
34.8K
$2.86M
|
|
|
Oct 31, 2023
Q3 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
300+ 2.24% |
$17K - $24.1K
|
13.7K
$1.13M
|
|
|
Oct 31, 2023
Q3 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
SELL
|
- |
-4.85K- 52.43% |
$275K - $389K
|
4.4K
$362K
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
72+ 0.67% |
$4.09K - $5.78K
|
10.8K
$885K
|
|
|
Oct 31, 2023
Q3 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
5KNew |
$284K - $401K
|
5K
$412K
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
129K+ 176.2% |
$7.31M - $10.3M
|
202K
$16.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
210+ 4.33% |
$11.9K - $16.9K
|
5.06K
$416K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-483- 1.73% |
$27.4K - $38.8K
|
27.5K
$2.26M
|
|
|
Oct 26, 2023
Q3 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-7.64K- 62.79% |
$434K - $613K
|
4.53K
$373K
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
62+ 1.7% |
$3.52K - $4.98K
|
3.71K
$305K
|
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.09K+ 2.7% |
$61.6K - $87.1K
|
41.3K
$3.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
600+ 7.12% |
$34.1K - $48.2K
|
9.03K
$743K
|
|
|
Oct 24, 2023
Q3 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
5.1KNew |
$289K - $409K
|
5.1K
$420K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
100New |
$5.68K - $8.03K
|
100
$8.23K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.67K- 9.22% |
$94.9K - $134K
|
16.4K
$1.35M
|
|
|
Oct 23, 2023
Q3 2023
|
Suncoast Equity Management
|
BUY
|
- |
365+ 3.75% |
$20.7K - $29.3K
|
10.1K
$831K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
17.6KNew |
$1M - $1.41M
|
17.6K
$1.45M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
12New |
$681 - $963
|
12
$988
|
|
|
Oct 19, 2023
Q3 2023
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-3.78K- 14.75% |
$214K - $303K
|
21.8K
$1.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
679+ 2.44% |
$38.5K - $54.5K
|
28.5K
$2.35M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
15+ 0.08% |
$852 - $1.2K
|
19.3K
$1.59M
|
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
BUY
|
- |
2+ 0.05% |
$114 - $161
|
3.64K
$300K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
10+ 0.25% |
$568 - $803
|
3.98K
$327K
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4.37K- 18.23% |
$248K - $351K
|
19.6K
$1.61M
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-148- 1.57% |
$8.4K - $11.9K
|
9.29K
$765K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
230New |
$13.1K - $18.5K
|
230
$18.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
68.3K+ 277.86% |
$3.88M - $5.49M
|
92.9K
$7.65M
|
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
7.71KNew |
$437K - $619K
|
7.71K
$634K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
6New |
$341 - $482
|
6
$494
|
|
|
Oct 10, 2023
Q3 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
36.8KNew |
$2.09M - $2.96M
|
36.8K
$3.03M
|
|