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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
199+ 1.72% |
$9.44K - $13.2K
|
11.8K
$1.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
188+ 0.34% |
$8.92K - $12.5K
|
55K
$6.04M
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
180New |
$8.54K - $12K
|
180
$19.8K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
173+ 111.61% |
$8.21K - $11.5K
|
328
$36.1K
|
|
|
May 09, 2023
Q1 2023
|
Gam Holding Ag
|
BUY
|
- |
171+ 0.54% |
$8.11K - $11.4K
|
31.8K
$3.49M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
160New |
$7.59K - $10.6K
|
160
$17.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
BUY
|
- |
159+ 0.98% |
$7.54K - $10.6K
|
16.4K
$1.8M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
154+ 2.61% |
$7.31K - $10.2K
|
6.06K
$666K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
151New |
$7.16K - $10K
|
151
$16.6K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
150+ 0.9% |
$7.12K - $9.97K
|
16.8K
$1.85M
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
145+ 73.6% |
$6.88K - $9.64K
|
342
$37.6K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
137+ 41.27% |
$6.5K - $9.11K
|
469
$51.6K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
135New |
$6.41K - $8.97K
|
135
$14.8K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
126+ 1.31% |
$5.98K - $8.37K
|
9.71K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
126+ 1.7% |
$5.98K - $8.37K
|
7.52K
$827K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
125+ 92.59% |
$5.93K - $8.31K
|
260
$28.6K
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
122+ 0.71% |
$5.79K - $8.11K
|
17.4K
$1.91M
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
BUY
|
- |
120+ 0.57% |
$5.69K - $7.98K
|
21.3K
$2.35M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
114+ 9.11% |
$5.41K - $7.58K
|
1.37K
$150K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
110+ 1.09% |
$5.22K - $7.31K
|
10.2K
$1.13M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
109+ 2.59% |
$5.17K - $7.24K
|
4.32K
$475K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
107+ 4.25% |
$5.08K - $7.11K
|
2.63K
$289K
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
106+ 1.6% |
$5.03K - $7.04K
|
6.75K
$742K
|
|
|
Aug 17, 2023
Q1 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
99+ 0.18% |
$4.7K - $6.58K
|
56.5K
$6.22M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
99+ 2.1% |
$4.7K - $6.58K
|
4.81K
$529K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
98+ 0.02% |
$4.65K - $6.51K
|
482K
$53M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
96New |
$4.56K - $6.38K
|
96
$10.6K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
92New |
$4.37K - $6.11K
|
92
$10.1K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
90+ 21.23% |
$4.27K - $5.98K
|
514
$56.5K
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
86+ 1.17% |
$4.08K - $5.72K
|
7.41K
$815K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
80+ 20.0% |
$3.8K - $5.32K
|
480
$52.8K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
72New |
$3.42K - $4.79K
|
72
$7.92K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
67New |
$3.18K - $4.45K
|
67
$7.37K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
66+ 12.38% |
$3.13K - $4.39K
|
599
$65.9K
|
|
|
May 09, 2023
Q1 2023
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
65New |
$3.08K - $4.32K
|
65
$7.15K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
59+ 0.29% |
$2.8K - $3.92K
|
20.4K
$2.24M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
54+ 10.02% |
$2.56K - $3.59K
|
593
$65.2K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
50+ 2.5% |
$2.37K - $3.32K
|
2.05K
$225K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
42+ 0.41% |
$1.99K - $2.79K
|
10.2K
$1.12M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
41+ 0.43% |
$1.95K - $2.72K
|
9.5K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
40New |
$1.9K - $2.66K
|
40
$4.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
40+ 0.79% |
$1.9K - $2.66K
|
5.09K
$560K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
39+ 0.93% |
$1.85K - $2.59K
|
4.24K
$466K
|
|
|
May 11, 2023
Q1 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
38+ 0.27% |
$1.8K - $2.53K
|
14K
$1.54M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
BUY
|
- |
37+ 0.25% |
$1.76K - $2.46K
|
14.9K
$1.64M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
35New |
$1.66K - $2.33K
|
35
$3.85K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
31New |
$1.47K - $2.06K
|
31
$3.41K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
31+ 15.5% |
$1.47K - $2.06K
|
231
$25.4K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
28+ 9.82% |
$1.33K - $1.86K
|
313
$34.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.31% |
$1.23K - $1.73K
|
8.39K
$923K
|