Purchases and Sales Made in Q1 2023 in Fortinet, Inc. (FTNT)
This table provides information about the institutional ownership of Fortinet, Inc. (FTNT) during Q1 2023. The information is specifically focused on institutions that hold shares of Fortinet, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
3.69KNew |
$175K - $245K
|
3.69K
$405K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.68KNew |
$175K - $245K
|
3.68K
$405K
|
|
|
May 12, 2023
Q1 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
3.65KNew |
$173K - $243K
|
3.65K
$401K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3.64K+ 1.35% |
$173K - $242K
|
272K
$30M
|
|
|
May 11, 2023
Q1 2023
|
Stf Management LP
Frisco, TX |
BUY
|
- |
3.62K+ 69.37% |
$172K - $240K
|
8.83K
$971K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.61KNew |
$171K - $240K
|
3.61K
$397K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.59KNew |
$170K - $238K
|
3.59K
$394K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.58KNew |
$170K - $238K
|
3.58K
$394K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3.56KNew |
$169K - $237K
|
3.56K
$392K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
3.56KNew |
$169K - $237K
|
3.56K
$392K
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.55KNew |
$168K - $236K
|
3.55K
$390K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
3.52K+ 22.0% |
$167K - $234K
|
19.5K
$2.14M
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
3.5KNew |
$166K - $233K
|
3.5K
$385K
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
3.5KNew |
$166K - $233K
|
3.5K
$385K
|
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
3.48KNew |
$165K - $231K
|
3.48K
$383K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.46KNew |
$164K - $230K
|
3.46K
$380K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.4KNew |
$161K - $226K
|
3.4K
$373K
|
|
|
May 12, 2023
Q1 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
3.37K+ 52.3% |
$160K - $224K
|
9.82K
$1.08M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.37KNew |
$160K - $224K
|
3.37K
$370K
|
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
3.36KNew |
$159K - $223K
|
3.36K
$369K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
3.29KNew |
$156K - $218K
|
3.29K
$362K
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
BUY
|
- |
3.26KNew |
$155K - $216K
|
3.26K
$358K
|
|
|
May 15, 2023
Q1 2023
|
Sciencast Management LP
|
BUY
|
- |
3.25KNew |
$154K - $216K
|
3.25K
$358K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
3.25KNew |
$154K - $216K
|
3.25K
$357K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
3.24K+ 2.94% |
$154K - $215K
|
113K
$12.5M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.23KNew |
$153K - $214K
|
3.23K
$355K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.21KNew |
$152K - $213K
|
3.21K
$353K
|
|
|
Apr 24, 2023
Q1 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
3.19K+ 49.94% |
$152K - $212K
|
9.59K
$1.05M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.19KNew |
$151K - $212K
|
3.19K
$350K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.17KNew |
$150K - $211K
|
3.17K
$348K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.16KNew |
$150K - $210K
|
3.16K
$347K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
3.15KNew |
$149K - $209K
|
3.15K
$346K
|
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
3.15KNew |
$149K - $209K
|
3.15K
$346K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.15KNew |
$149K - $209K
|
3.15K
$346K
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.13KNew |
$148K - $208K
|
3.13K
$344K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.12KNew |
$148K - $207K
|
3.12K
$343K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.04KNew |
$144K - $202K
|
3.04K
$334K
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
3.02KNew |
$143K - $201K
|
3.02K
$332K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.01K+ 5.71% |
$143K - $200K
|
55.7K
$6.13M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3K+ 1.49% |
$142K - $199K
|
204K
$22.5M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.92K+ 36.26% |
$139K - $194K
|
11K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
2.92K+ 1.27% |
$138K - $194K
|
233K
$25.6M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.88K+ 3.31% |
$137K - $192K
|
90K
$9.9M
|
|
|
May 08, 2023
Q1 2023
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
2.88K+ 2.29% |
$136K - $191K
|
129K
$14.1M
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
2.88K+ 11.03% |
$136K - $191K
|
28.9K
$3.18M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.85K+ 49.69% |
$135K - $189K
|
8.59K
$945K
|
|
|
May 11, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
2.8K+ 0.37% |
$133K - $186K
|
755K
$83M
|
|
|
Jun 14, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
2.8K+ 0.37% |
$133K - $186K
|
755K
$83M
|
|
|
May 05, 2023
Q1 2023
|
Lindenwold Advisors
|
BUY
|
- |
2.59K+ 9.59% |
$123K - $172K
|
29.6K
$3.26M
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
2.58K+ 11.2% |
$122K - $171K
|
25.6K
$2.82M
|