Purchases and Sales Made in Q4 2024 in Fortinet, Inc. (FTNT)
This table provides information about the institutional ownership of Fortinet, Inc. (FTNT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
75New |
$5.74K - $7.44K
|
75
$8.59K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
74+ 0.86% |
$5.66K - $7.34K
|
8.69K
$995K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
70+ 20.06% |
$5.35K - $6.94K
|
419
$48K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
69+ 11.98% |
$5.28K - $6.85K
|
645
$73.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
69+ 1.34% |
$5.28K - $6.85K
|
5.23K
$599K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
63+ 1.16% |
$4.82K - $6.25K
|
5.5K
$631K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
62+ 0.59% |
$4.74K - $6.15K
|
10.5K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
59+ 2.03% |
$4.51K - $5.85K
|
2.96K
$340K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
58+ 1.98% |
$4.44K - $5.75K
|
2.99K
$343K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
58+ 2.21% |
$4.44K - $5.75K
|
2.68K
$307K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
57+ 0.22% |
$4.36K - $5.65K
|
25.6K
$2.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
57+ 8.82% |
$4.36K - $5.65K
|
703
$80.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
54+ 0.34% |
$4.13K - $5.36K
|
16.1K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
54New |
$4.13K - $5.36K
|
54
$6.19K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
52+ 1.46% |
$3.98K - $5.16K
|
3.62K
$414K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
50New |
$3.82K - $4.96K
|
50
$5.73K
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
50New |
$3.82K - $4.96K
|
50
$5.73K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
49New |
$3.75K - $4.86K
|
49
$5.61K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
48+ 960.0% |
$3.67K - $4.76K
|
53
$6.07K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
47+ 0.59% |
$3.6K - $4.66K
|
8K
$917K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
43New |
$3.29K - $4.27K
|
43
$4.93K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
41+ 3.57% |
$3.14K - $4.07K
|
1.19K
$136K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
40New |
$3.06K - $3.97K
|
40
$4.58K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
39+ 14.5% |
$2.98K - $3.87K
|
308
$35.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
38New |
$2.91K - $3.77K
|
38
$4.35K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
38New |
$2.91K - $3.77K
|
38
$4.35K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
35+ 233.33% |
$2.68K - $3.47K
|
50
$5.73K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
35New |
$2.68K - $3.47K
|
35
$4.01K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
35New |
$2.68K - $3.47K
|
35
$4.01K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
34+ 0.41% |
$2.6K - $3.37K
|
8.37K
$959K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
27New |
$2.07K - $2.68K
|
27
$3.09K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
27+ 0.76% |
$2.07K - $2.68K
|
3.58K
$410K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
25+ 7.67% |
$1.91K - $2.48K
|
351
$40.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
24+ 15.38% |
$1.84K - $2.38K
|
180
$20.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
21+ 0.22% |
$1.61K - $2.08K
|
9.47K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
21New |
$1.61K - $2.08K
|
21
$2.41K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
20+ 0.5% |
$1.53K - $1.98K
|
4.01K
$459K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
20New |
$1.53K - $1.98K
|
20
$2.29K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
18+ 2.53% |
$1.38K - $1.79K
|
729
$83.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
16+ 0.35% |
$1.22K - $1.59K
|
4.64K
$532K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
16+ 0.22% |
$1.22K - $1.59K
|
7.37K
$844K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
15+ 0.02% |
$1.15K - $1.49K
|
70.8K
$8.12M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
15New |
$1.15K - $1.49K
|
15
$1.72K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
15New |
$1.15K - $1.49K
|
15
$1.72K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
14New |
$1.07K - $1.39K
|
14
$1.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
14New |
$1.07K - $1.39K
|
14
$1.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
13+ 0.38% |
$994 - $1.29K
|
3.42K
$392K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.22% |
$994 - $1.29K
|
6.01K
$689K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
13New |
$994 - $1.29K
|
13
$1.49K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
13New |
$994 - $1.29K
|
13
$1.49K
|