Purchases and Sales Made in Q4 2023 in Fortinet, Inc. (FTNT)
This table provides information about the institutional ownership of Fortinet, Inc. (FTNT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.22KNew |
$209K - $253K
|
4.22K
$462K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4.2K+ 15.12% |
$208K - $252K
|
32K
$3.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.18K+ 7.33% |
$207K - $250K
|
61.2K
$6.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.14KNew |
$205K - $248K
|
4.14K
$454K
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
BUY
|
- |
4.06KNew |
$201K - $244K
|
4.06K
$445K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.01K+ 52.41% |
$199K - $240K
|
11.7K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
4KNew |
$198K - $240K
|
4K
$438K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.99K+ 105.5% |
$198K - $239K
|
7.77K
$851K
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
3.95KNew |
$196K - $237K
|
3.95K
$433K
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
3.9K+ 42.9% |
$193K - $234K
|
13K
$1.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
3.89K+ 44.54% |
$193K - $233K
|
12.6K
$1.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
3.86KNew |
$191K - $231K
|
3.86K
$423K
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
3.85KNew |
$190K - $230K
|
3.85K
$421K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.8KNew |
$188K - $228K
|
3.8K
$416K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
3.77K+ 6.82% |
$187K - $226K
|
59.1K
$6.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
3.74KNew |
$185K - $224K
|
3.74K
$410K
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.74KNew |
$185K - $224K
|
3.74K
$410K
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.6KNew |
$178K - $216K
|
3.6K
$394K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.52KNew |
$174K - $211K
|
3.52K
$386K
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.42KNew |
$169K - $205K
|
3.42K
$375K
|
|
|
Feb 12, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.42KNew |
$169K - $205K
|
3.42K
$375K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
3.41K+ 2.22% |
$169K - $204K
|
157K
$17.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.41KNew |
$169K - $204K
|
3.41K
$374K
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
3.35KNew |
$166K - $201K
|
3.35K
$367K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
3.33KNew |
$165K - $199K
|
3.33K
$364K
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
3.33K+ 1.29% |
$165K - $199K
|
262K
$28.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.24KNew |
$161K - $194K
|
3.24K
$355K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
3.18K+ 15.28% |
$157K - $191K
|
24K
$2.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
3.16K+ 9.04% |
$156K - $189K
|
38.1K
$4.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.15K+ 1591.41% |
$156K - $189K
|
3.35K
$367K
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
3.05K+ 1.28% |
$151K - $183K
|
241K
$26.4M
|
|
|
Feb 02, 2024
Q4 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
3.04K+ 0.8% |
$150K - $182K
|
385K
$42.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.96K+ 191.78% |
$147K - $178K
|
4.51K
$494K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
2.9K+ 20.03% |
$144K - $174K
|
17.4K
$1.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.78K+ 0.85% |
$138K - $167K
|
331K
$36.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
2.77K+ 41.37% |
$137K - $166K
|
9.48K
$1.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.73KNew |
$135K - $163K
|
2.73K
$299K
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.64K+ 4.72% |
$131K - $158K
|
58.5K
$6.41M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.51K+ 15.24% |
$124K - $150K
|
19K
$2.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.47K+ 25.8% |
$123K - $148K
|
12.1K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.45KNew |
$121K - $147K
|
2.45K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.42K+ 49.62% |
$120K - $145K
|
7.3K
$800K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.4K+ 25.0% |
$119K - $144K
|
12K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
2.37K+ 6.02% |
$117K - $142K
|
41.7K
$4.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.33K+ 8.46% |
$116K - $140K
|
29.9K
$3.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.32KNew |
$115K - $139K
|
2.32K
$254K
|
|
|
Feb 13, 2024
Q4 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
2.25K+ 7.6% |
$111K - $135K
|
31.8K
$3.48M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.15K+ 21.82% |
$107K - $129K
|
12K
$1.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.15K+ 56.73% |
$106K - $129K
|
5.94K
$650K
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
2.07K+ 2.72% |
$103K - $124K
|
78.3K
$8.58M
|