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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.85KNew |
$294K - $382K
|
3.85K
$430K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.66K+ 236.13% |
$280K - $363K
|
5.21K
$582K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.66K+ 30.35% |
$280K - $363K
|
15.7K
$1.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
3.65KNew |
$279K - $362K
|
3.65K
$407K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.61KNew |
$276K - $358K
|
3.61K
$403K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
3.54K+ 17.76% |
$271K - $352K
|
23.5K
$2.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
3.5K+ 13.21% |
$268K - $347K
|
30K
$3.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
3.5KNew |
$267K - $347K
|
3.5K
$390K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.49KNew |
$267K - $346K
|
3.49K
$389K
|
|
|
Feb 12, 2025
Q4 2024
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
3.43KNew |
$262K - $340K
|
3.43K
$382K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.42K+ 5.86% |
$262K - $339K
|
61.8K
$6.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.4K+ 30.38% |
$260K - $337K
|
14.6K
$1.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
3.39KNew |
$259K - $336K
|
3.39K
$378K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
3.32KNew |
$254K - $329K
|
3.32K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.3KNew |
$253K - $328K
|
3.3K
$369K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
3.27KNew |
$250K - $324K
|
3.27K
$365K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
3.26KNew |
$249K - $323K
|
3.26K
$364K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.23KNew |
$247K - $321K
|
3.23K
$361K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.2K+ 32010.0% |
$245K - $318K
|
3.21K
$358K
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
3.17KNew |
$242K - $314K
|
3.17K
$354K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.16K+ 22.4% |
$242K - $314K
|
17.3K
$1.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.15K+ 5.03% |
$241K - $312K
|
65.8K
$7.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.11KNew |
$238K - $309K
|
3.11K
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.07K+ 1.12% |
$235K - $305K
|
277K
$30.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.06KNew |
$234K - $303K
|
3.06K
$341K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.03K+ 45.54% |
$232K - $301K
|
9.7K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3KNew |
$229K - $297K
|
3K
$335K
|
|
|
Jan 17, 2025
Q4 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
2.95KNew |
$226K - $293K
|
2.95K
$329K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.95K+ 6544.44% |
$225K - $292K
|
2.99K
$334K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.93K+ 81.87% |
$224K - $291K
|
6.51K
$727K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.92K+ 1.2% |
$223K - $289K
|
245K
$27.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.9KNew |
$222K - $288K
|
2.9K
$324K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.87K+ 79.53% |
$219K - $284K
|
6.47K
$723K
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
2.85KNew |
$218K - $283K
|
2.85K
$318K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
2.85KNew |
$218K - $283K
|
2.85K
$318K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.83KNew |
$217K - $281K
|
2.83K
$316K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
2.81KNew |
$215K - $279K
|
2.81K
$314K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.8KNew |
$214K - $278K
|
2.8K
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
2.76K+ 8.48% |
$211K - $274K
|
35.4K
$3.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.74KNew |
$209K - $271K
|
2.74K
$305K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.72KNew |
$208K - $270K
|
2.72K
$304K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
2.72KNew |
$208K - $270K
|
2.72K
$304K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.72KNew |
$208K - $270K
|
2.72K
$303K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
2.71KNew |
$207K - $268K
|
2.71K
$302K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.7K+ 31.48% |
$206K - $268K
|
11.3K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.68KNew |
$205K - $266K
|
2.68K
$299K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
2.58KNew |
$197K - $255K
|
2.58K
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
2.55KNew |
$195K - $253K
|
2.55K
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
2.54KNew |
$194K - $252K
|
2.54K
$283K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.52K+ 1.34% |
$193K - $250K
|
191K
$21.3M
|