Purchases and Sales Made in Q1 2024 in Fortinet, Inc. (FTNT)
This table provides information about the institutional ownership of Fortinet, Inc. (FTNT) during Q1 2024. 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 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
7+ 70.0% |
$404 - $511
|
17
$1.86K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
7+ 16.28% |
$404 - $511
|
50
$5.48K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
6+ 0.19% |
$347 - $438
|
3.25K
$356K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6New |
$347 - $438
|
6
$657
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 8.47% |
$289 - $365
|
64
$7.01K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
5+ 1.14% |
$289 - $365
|
445
$48.7K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
5New |
$289 - $365
|
5
$548
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3New |
$173 - $219
|
3
$329
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3+ 16.67% |
$173 - $219
|
21
$2.3K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3+ 0.38% |
$173 - $219
|
792
$86.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
3+ 2.38% |
$173 - $219
|
129
$14.1K
|
|
|
May 10, 2024
Q1 2024
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.01% |
$57.8 - $73.1
|
10.4K
$1.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-1- 0.2% |
$57.8 - $73.1
|
490
$53.7K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.12% |
$116 - $146
|
1.67K
$183K
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2- 0.05% |
$116 - $146
|
3.64K
$399K
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-4- 0.1% |
$231 - $292
|
3.95K
$433K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-8Closed |
$462 - $585
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-10- 3.23% |
$578 - $731
|
300
$32.9K
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-10- 0.09% |
$578 - $731
|
10.8K
$1.19M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-13- 0.2% |
$751 - $950
|
6.55K
$717K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-14- 1.34% |
$809 - $1.02K
|
1.03K
$113K
|
|
|
May 01, 2024
Q1 2024
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-14- 0.11% |
$809 - $1.02K
|
12.9K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-15- 0.37% |
$867 - $1.1K
|
4.08K
$447K
|
|
|
Apr 16, 2024
Q1 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-15- 0.04% |
$867 - $1.1K
|
33.3K
$3.65M
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-15- 2.03% |
$867 - $1.1K
|
723
$79.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-17- 8.81% |
$982 - $1.24K
|
176
$19.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-23- 2.91% |
$1.33K - $1.68K
|
767
$84K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-25- 22.73% |
$1.44K - $1.83K
|
85
$9.31K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-26- 0.51% |
$1.5K - $1.9K
|
5.09K
$558K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-29- 0.8% |
$1.68K - $2.12K
|
3.58K
$392K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-30- 12.24% |
$1.73K - $2.19K
|
215
$23.6K
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-31- 0.04% |
$1.79K - $2.27K
|
72.5K
$7.94M
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-32- 0.89% |
$1.85K - $2.34K
|
3.57K
$391K
|
|
|
May 06, 2024
Q1 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-32- 0.07% |
$1.85K - $2.34K
|
44.4K
$4.86M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-39- 60.94% |
$2.25K - $2.85K
|
25
$2.74K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-40- 15.04% |
$2.31K - $2.92K
|
226
$24.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-50- 17.36% |
$2.89K - $3.65K
|
238
$26.1K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-55- 9.91% |
$3.18K - $4.02K
|
500
$54.8K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-56- 0.61% |
$3.24K - $4.09K
|
9.08K
$994K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-60- 19.67% |
$3.47K - $4.38K
|
245
$26.8K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-61- 0.92% |
$3.52K - $4.46K
|
6.6K
$723K
|
|
|
Apr 25, 2024
Q1 2024
|
Shaker Investments LLC
|
SELL
|
- |
-63- 0.15% |
$3.64K - $4.6K
|
41K
$4.49M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-65- 1.53% |
$3.76K - $4.75K
|
4.17K
$457K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-69- 75.0% |
$3.99K - $5.04K
|
23
$2.52K
|
|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-69- 11.84% |
$3.99K - $5.04K
|
514
$56.3K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-69- 1.32% |
$3.99K - $5.04K
|
5.16K
$565K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-77- 48.43% |
$4.45K - $5.63K
|
82
$8.98K
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-80- 1.11% |
$4.62K - $5.85K
|
7.12K
$780K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-81- 0.25% |
$4.68K - $5.92K
|
32.4K
$3.55M
|