Latest Institutional Transactions on Fortinet, Inc. (FTNT)
This table provides information on the latest institutional transactions involving Fortinet, Inc. (FTNT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
78.2KNew |
$4.33M - $6.07M
|
78.2K
$7.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
1.09K+ 2.95% |
$60.5K - $84.7K
|
38.1K
$3.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
5.31K+ 156.86% |
$294K - $412K
|
8.7K
$810K
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2.77K- 48.27% |
$153K - $215K
|
2.97K
$276K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
619+ 42.02% |
$34.3K - $48K
|
2.09K
$195K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
448+ 3.8% |
$24.8K - $34.7K
|
12.2K
$1.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-11- 0.1% |
$609 - $853
|
11.1K
$1.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.31K+ 19.41% |
$72.3K - $101K
|
8.03K
$748K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
9New |
$499 - $698
|
9
$838
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
72+ 0.42% |
$3.99K - $5.58K
|
17.3K
$1.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-651- 2.52% |
$36.1K - $50.5K
|
25.2K
$2.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
12+ 0.28% |
$665 - $931
|
4.27K
$397K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-235- 6.59% |
$13K - $18.2K
|
3.33K
$310K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.96KNew |
$164K - $229K
|
2.96K
$275K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-3- 0.03% |
$166 - $233
|
10.1K
$943K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-131K- 89.13% |
$7.26M - $10.2M
|
16K
$1.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.65K+ 6.2% |
$91.5K - $128K
|
28.3K
$2.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Palmer Knight CO
|
SELL
|
- |
-228- 0.21% |
$12.6K - $17.7K
|
111K
$10.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
543+ 13.33% |
$30.1K - $42.1K
|
4.62K
$430K
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
5.67KNew |
$314K - $440K
|
5.67K
$528K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5+ 0.09% |
$277 - $388
|
5.44K
$507K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
13+ 1.16% |
$720 - $1.01K
|
1.14K
$106K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
14.1K+ 3.99% |
$782K - $1.1M
|
368K
$34.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.39K- 4.62% |
$133K - $186K
|
49.4K
$4.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.36K- 17.83% |
$75.3K - $105K
|
6.27K
$584K
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-4.9K- 1.91% |
$271K - $380K
|
252K
$23.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
383+ 9.97% |
$21.2K - $29.7K
|
4.23K
$393K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.25K- 1.37% |
$69.4K - $97.2K
|
90.1K
$8.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-4.79K- 60.71% |
$265K - $372K
|
3.1K
$289K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2.41K+ 1.79% |
$134K - $187K
|
137K
$12.8M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.47KNew |
$248K - $347K
|
4.47K
$416K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
787+ 20.04% |
$43.6K - $61K
|
4.72K
$439K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-229- 7.15% |
$12.7K - $17.8K
|
2.98K
$277K
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-1.19K- 0.84% |
$65.6K - $91.9K
|
141K
$13.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.58KNew |
$198K - $278K
|
3.58K
$333K
|
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
2.48K+ 8.98% |
$137K - $192K
|
30K
$2.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.25KNew |
$180K - $252K
|
3.25K
$303K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
CALL |
1KNew |
$55.4K - $77.6K
|
1K
$93.1K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.74KNew |
$152K - $212K
|
2.74K
$255K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
30+ 0.43% |
$1.66K - $2.33K
|
7.08K
$659K
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
5.36K+ 4.26% |
$297K - $416K
|
131K
$12.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
248K+ 200.0% |
$13.7M - $19.2M
|
372K
$34.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
74New |
$4.1K - $5.74K
|
74
$6.89K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
15+ 3.45% |
$831 - $1.16K
|
450
$41.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
1.05KNew |
$58.2K - $81.4K
|
1.05K
$97.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.99KNew |
$165K - $231K
|
2.99K
$278K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
663+ 0.97% |
$36.7K - $51.4K
|
68.7K
$6.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-49- 1.15% |
$2.71K - $3.8K
|
4.2K
$391K
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
310K+ 10.01% |
$17.2M - $24M
|
3.4M
$317M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
783+ 10.37% |
$43.4K - $60.7K
|
8.34K
$776K
|