Purchases and Sales Made in Q4 2022 in Fortinet, Inc. (FTNT)
This table provides information about the institutional ownership of Fortinet, Inc. (FTNT) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
30New |
$1.38K - $1.71K
|
30
$3.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
30+ 30.0% |
$1.38K - $1.71K
|
130
$14.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
25New |
$1.15K - $1.43K
|
25
$2.75K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
22New |
$1.01K - $1.26K
|
22
$2.42K
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
20New |
$919 - $1.14K
|
20
$2.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
20+ 1.53% |
$919 - $1.14K
|
1.33K
$146K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
18+ 0.56% |
$827 - $1.03K
|
3.25K
$357K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
15+ 9.09% |
$689 - $857
|
180
$19.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
15New |
$689 - $857
|
15
$1.65K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
14New |
$643 - $800
|
14
$1.54K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
11+ 0.03% |
$505 - $629
|
43.8K
$4.81M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
10New |
$459 - $572
|
10
$1.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 2.89% |
$367 - $457
|
285
$31.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
7+ 0.1% |
$322 - $400
|
7.29K
$801K
|
|
|
Feb 13, 2023
Q4 2022
|
Mirova
Paris, I0 |
BUY
|
- |
6+ 0.07% |
$276 - $343
|
8.3K
$913K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
6+ 60.0% |
$276 - $343
|
16
$1.76K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5New |
$230 - $286
|
5
$550
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
5+ 0.02% |
$230 - $286
|
25.7K
$2.83M
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
5New |
$230 - $286
|
5
$550
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 0.85% |
$230 - $286
|
592
$65.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
5+ 0.05% |
$230 - $286
|
9.46K
$1.04M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
SELL
|
- |
-1- 20.0% |
$45.9 - $57.2
|
4
$440
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-5- 0.24% |
$230 - $286
|
2.12K
$233K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-6- 14.63% |
$276 - $343
|
35
$3.85K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-10- 5.13% |
$459 - $572
|
185
$20.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-15- 28.3% |
$689 - $857
|
38
$4.18K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-16- 0.21% |
$735 - $915
|
7.6K
$836K
|
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.23% |
$873 - $1.09K
|
8.37K
$920K
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-19- 3.02% |
$873 - $1.09K
|
610
$67.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-20- 0.43% |
$919 - $1.14K
|
4.63K
$509K
|
|
|
Jan 26, 2023
Q4 2022
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-23- 0.07% |
$1.06K - $1.31K
|
32.9K
$3.62M
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-25- 0.34% |
$1.15K - $1.43K
|
7.33K
$806K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-26- 10.97% |
$1.19K - $1.49K
|
211
$23.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-29- 0.1% |
$1.33K - $1.66K
|
28.9K
$3.17M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-35- 12.28% |
$1.61K - $2K
|
250
$27.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-39- 0.54% |
$1.79K - $2.23K
|
7.2K
$792K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-43- 2.7% |
$1.97K - $2.46K
|
1.55K
$171K
|
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
SELL
|
- |
-45- 0.54% |
$2.07K - $2.57K
|
8.29K
$911K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-60- 2.69% |
$2.76K - $3.43K
|
2.17K
$239K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-60- 43.48% |
$2.76K - $3.43K
|
78
$8.58K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-62- 0.88% |
$2.85K - $3.54K
|
6.97K
$766K
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-68- 0.53% |
$3.12K - $3.89K
|
12.7K
$1.39M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-69- 10.19% |
$3.17K - $3.94K
|
608
$66.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-70- 3.77% |
$3.22K - $4K
|
1.79K
$197K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-75- 16.67% |
$3.44K - $4.29K
|
375
$41.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-83- 79.81% |
$3.81K - $4.74K
|
21
$2.31K
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-86- 1.16% |
$3.95K - $4.92K
|
7.33K
$806K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-88- 11.17% |
$4.04K - $5.03K
|
700
$77K
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-90- 0.64% |
$4.13K - $5.14K
|
14K
$1.54M
|