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, 2023
Q3 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-2.49K- 6.69% |
$141K - $200K
|
34.8K
$3.24M
|
|
Oct 31, 2023
Q3 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
300+ 2.24% |
$17K - $24.1K
|
13.7K
$1.28M
|
|
Oct 31, 2023
Q3 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
SELL
|
- |
-4.85K- 52.43% |
$275K - $389K
|
4.4K
$410K
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
72+ 0.67% |
$4.09K - $5.78K
|
10.8K
$1M
|
|
Oct 31, 2023
Q3 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
5KNew |
$284K - $401K
|
5K
$466K
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
129K+ 176.2% |
$7.31M - $10.3M
|
202K
$18.8M
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-39- 12.46% |
$2.21K - $3.13K
|
274
$25.5K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
210+ 4.33% |
$11.9K - $16.9K
|
5.06K
$471K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-483- 1.73% |
$27.4K - $38.8K
|
27.5K
$2.56M
|
|
Oct 26, 2023
Q3 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-7.64K- 62.79% |
$434K - $613K
|
4.53K
$422K
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
62+ 1.7% |
$3.52K - $4.98K
|
3.71K
$345K
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.09K+ 2.7% |
$61.6K - $87.1K
|
41.3K
$3.84M
|
|
Oct 25, 2023
Q3 2023
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
600+ 7.12% |
$34.1K - $48.2K
|
9.03K
$840K
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
40+ 1.89% |
$2.27K - $3.21K
|
2.16K
$201K
|
|
Oct 24, 2023
Q3 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
5.1KNew |
$289K - $409K
|
5.1K
$475K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
100New |
$5.68K - $8.03K
|
100
$9.31K
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-42.1K- 66.13% |
$2.39M - $3.38M
|
21.5K
$2.01M
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.67K- 9.22% |
$94.9K - $134K
|
16.4K
$1.53M
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.07K- 97.01% |
$60.7K - $85.8K
|
33
$3.07K
|
|
Oct 23, 2023
Q3 2023
|
Suncoast Equity Management
|
BUY
|
- |
365+ 3.75% |
$20.7K - $29.3K
|
10.1K
$940K
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
17.6KNew |
$1M - $1.41M
|
17.6K
$1.64M
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
12New |
$681 - $963
|
12
$1.12K
|
|
Oct 19, 2023
Q3 2023
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-3.78K- 14.75% |
$214K - $303K
|
21.8K
$2.03M
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
679+ 2.44% |
$38.5K - $54.5K
|
28.5K
$2.66M
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
15+ 0.08% |
$852 - $1.2K
|
19.3K
$1.8M
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
BUY
|
- |
2+ 0.05% |
$114 - $161
|
3.64K
$339K
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
15.2K+ 32.55% |
$861K - $1.22M
|
61.7K
$5.75M
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
10+ 0.25% |
$568 - $803
|
3.98K
$370K
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4.37K- 18.23% |
$248K - $351K
|
19.6K
$1.82M
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-148- 1.57% |
$8.4K - $11.9K
|
9.29K
$865K
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-5.3K- 99.29% |
$301K - $426K
|
38
$3.54K
|
|
Oct 12, 2023
Q3 2023
|
Imc Chicago, LLC
|
BUY
|
- |
13.9KNew |
$787K - $1.11M
|
13.9K
$1.29M
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
230New |
$13.1K - $18.5K
|
230
$21.4K
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
68.3K+ 277.86% |
$3.88M - $5.49M
|
92.9K
$8.66M
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
7.71KNew |
$437K - $619K
|
7.71K
$717K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
6New |
$341 - $482
|
6
$559
|
|
Oct 10, 2023
Q3 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
36.8KNew |
$2.09M - $2.96M
|
36.8K
$3.43M
|
|
Oct 10, 2023
Q3 2023
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-2.1M- 80.82% |
$119M - $169M
|
500K
$46.5M
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
296+ 2.7% |
$16.8K - $23.8K
|
11.3K
$1.05M
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
50+ 20.0% |
$2.84K - $4.01K
|
300
$27.9K
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.64K- 24.5% |
$93.2K - $132K
|
5.06K
$471K
|
|
Oct 10, 2023
Q3 2023
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-937- 4.78% |
$53.2K - $75.2K
|
18.6K
$1.74M
|
|
Oct 10, 2023
Q3 2023
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-6.07K- 32.0% |
$345K - $487K
|
12.9K
$1.2M
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5New |
$284 - $401
|
5
$466
|
|
Oct 10, 2023
Q3 2023
|
Fluent Financial, LLC
|
BUY
|
- |
777+ 21.21% |
$44.1K - $62.4K
|
4.44K
$414K
|
|
Q2 2023 | |||||||
Oct 07, 2024
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-303K- 84.23% |
$18.3M - $22.9M
|
56.8K
$5.29M
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.8KNew |
$472K - $590K
|
7.8K
$726K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-25.3K- 52.59% |
$1.53M - $1.91M
|
22.8K
$2.13M
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
81New |
$4.9K - $6.12K
|
81
$7.54K
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
3.5KNew |
$212K - $265K
|
3.5K
$326K
|