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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
65New |
$3.76K - $4.75K
|
65
$6.11K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.59K- 20.82% |
$207K - $262K
|
13.6K
$1.28M
|
|
|
May 09, 2024
Q1 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-85- 2.29% |
$4.91K - $6.21K
|
3.62K
$341K
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
151KNew |
$8.74M - $11M
|
151K
$14.2M
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
16.2K+ 433.71% |
$937K - $1.19M
|
20K
$1.88M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.07KNew |
$177K - $224K
|
3.07K
$288K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
17.8K+ 22.42% |
$1.03M - $1.3M
|
96.9K
$9.11M
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
369New |
$21.3K - $27K
|
369
$34.7K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
264+ 6.96% |
$15.3K - $19.3K
|
4.06K
$381K
|
|
|
May 08, 2024
Q1 2024
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
12KNew |
$693K - $877K
|
12K
$1.13M
|
|
|
May 08, 2024
Q1 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
3.32KNew |
$192K - $243K
|
3.32K
$313K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.18KNew |
$184K - $232K
|
3.18K
$299K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
200+ 11.11% |
$11.6K - $14.6K
|
2K
$188K
|
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
100+ 1.3% |
$5.78K - $7.31K
|
7.81K
$734K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
100New |
$5.78K - $7.31K
|
100
$9.4K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
1.47KNew |
$85K - $107K
|
1.47K
$138K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.17KNew |
$183K - $232K
|
3.17K
$298K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-2.98K- 74.34% |
$172K - $218K
|
1.03K
$96.7K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.29KNew |
$190K - $241K
|
3.29K
$310K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-60- 19.67% |
$3.47K - $4.38K
|
245
$23K
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
3.17KNew |
$183K - $232K
|
3.17K
$298K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.8KNew |
$162K - $205K
|
2.8K
$263K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
50New |
$2.89K - $3.65K
|
50
$4.7K
|
|
|
May 02, 2024
Q1 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
12.3K+ 124.35% |
$709K - $897K
|
22.1K
$2.08M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
200New |
$11.6K - $14.6K
|
200
$18.8K
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-173- 2.03% |
$10K - $12.6K
|
8.37K
$787K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.23KNew |
$245K - $309K
|
4.23K
$398K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
27+ 4.32% |
$1.56K - $1.97K
|
652
$61.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-50- 17.36% |
$2.89K - $3.65K
|
238
$22.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
30KNew |
$1.74M - $2.2M
|
30K
$2.82M
|
|
|
Apr 29, 2024
Q1 2024
|
La Financiere De L'Echiquier
|
SELL
|
- |
-15K- 5.69% |
$867K - $1.1M
|
249K
$23.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
654+ 5.26% |
$37.8K - $47.8K
|
13.1K
$1.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
20KNew |
$1.16M - $1.46M
|
20K
$1.88M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-180- 4.96% |
$10.4K - $13.2K
|
3.45K
$324K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
6.45KNew |
$373K - $471K
|
6.45K
$606K
|
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
1.6KNew |
$92.4K - $117K
|
1.6K
$150K
|
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
SELL
|
PUT |
-13.6K- 78.16% |
$786K - $994K
|
3.8K
$357K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
11.4KNew |
$658K - $832K
|
11.4K
$1.07M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-10- 3.23% |
$578 - $731
|
300
$28.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-69- 11.84% |
$3.99K - $5.04K
|
514
$48.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
200New |
$11.6K - $14.6K
|
200
$18.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-1.47K- 19.86% |
$84.6K - $107K
|
5.91K
$556K
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-374- 9.99% |
$21.6K - $27.3K
|
3.37K
$317K
|
|
|
Apr 23, 2024
Q1 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-480- 1.7% |
$27.7K - $35.1K
|
27.7K
$2.61M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.41K- 33.98% |
$312K - $395K
|
10.5K
$988K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
2.17KNew |
$125K - $158K
|
2.17K
$204K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
CALL |
700New |
$40.4K - $51.1K
|
700
$65.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-425- 12.43% |
$24.6K - $31.1K
|
3K
$282K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
930+ 49.79% |
$53.7K - $68K
|
2.8K
$263K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-17.1K- 93.44% |
$988K - $1.25M
|
1.2K
$113K
|