Purchases and Sales Made in Q1 2023 in Fortinet, Inc. (FTNT)
This table provides information about the institutional ownership of Fortinet, Inc. (FTNT) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
18+ 47.37% |
$854 - $1.2K
|
56
$5.44K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
18New |
$854 - $1.2K
|
18
$1.75K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
18+ 0.42% |
$854 - $1.2K
|
4.32K
$420K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
17+ 34.69% |
$807 - $1.13K
|
66
$6.41K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
16New |
$759 - $1.06K
|
16
$1.56K
|
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
15+ 0.21% |
$712 - $997
|
7.25K
$705K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
15+ 0.97% |
$712 - $997
|
1.57K
$152K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
14New |
$664 - $930
|
14
$1.36K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
12+ 6.32% |
$569 - $798
|
202
$19.6K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
10New |
$475 - $665
|
10
$972
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
10+ 0.17% |
$475 - $665
|
5.79K
$562K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 3.6% |
$427 - $598
|
259
$25.2K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
8+ 72.73% |
$380 - $532
|
19
$1.85K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7+ 20.0% |
$332 - $465
|
42
$4.08K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
7+ 5.38% |
$332 - $465
|
137
$13.3K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5+ 0.82% |
$237 - $332
|
613
$59.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3+ 0.06% |
$142 - $199
|
4.8K
$467K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3+ 0.03% |
$142 - $199
|
8.83K
$858K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2New |
$94.9 - $133
|
2
$194
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$47.5 - $66.5
|
1
$97.2
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
1+ 0.01% |
$47.5 - $66.5
|
6.97K
$677K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$47.5 - $66.5
|
7.08K
$688K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 5.0% |
$47.5 - $66.5
|
21
$2.04K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.01% |
$47.5 - $66.5
|
10.4K
$1.01M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2- 0.19% |
$94.9 - $133
|
1.07K
$104K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4- 1.55% |
$190 - $266
|
254
$24.7K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-4- 80.0% |
$190 - $266
|
1
$97.2
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-5- 10.0% |
$237 - $332
|
45
$4.37K
|
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-6- 0.04% |
$285 - $399
|
15.3K
$1.49M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-6- 13.95% |
$285 - $399
|
37
$3.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-8- 0.5% |
$380 - $532
|
1.6K
$155K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8- 1.43% |
$380 - $532
|
550
$53.5K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-9- 4.27% |
$427 - $598
|
202
$19.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-16- 0.07% |
$759 - $1.06K
|
22.3K
$2.16M
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-18- 0.19% |
$854 - $1.2K
|
9.44K
$917K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-20- 28.57% |
$949 - $1.33K
|
50
$4.86K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-22- 0.05% |
$1.04K - $1.46K
|
43.7K
$4.25M
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-30- 24.0% |
$1.42K - $1.99K
|
95
$9.23K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-34- 0.8% |
$1.61K - $2.26K
|
4.22K
$410K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-35- 13.46% |
$1.66K - $2.33K
|
225
$21.9K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-35- 0.28% |
$1.66K - $2.33K
|
12.3K
$1.19M
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-40- 44.44% |
$1.9K - $2.66K
|
50
$4.86K
|
|
|
May 12, 2023
Q1 2023
|
Berkshire Capital Holdings Inc
San Jose, CA |
SELL
|
- |
-40- 80.0% |
$1.9K - $2.66K
|
10
$972
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-43- 1.32% |
$2.04K - $2.86K
|
3.21K
$311K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-43- 81.13% |
$2.04K - $2.86K
|
10
$972
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-45- 0.88% |
$2.14K - $2.99K
|
5.09K
$495K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-46- 13.18% |
$2.18K - $3.06K
|
303
$29.4K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-47- 2.49% |
$2.23K - $3.12K
|
1.84K
$179K
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-49- 1.13% |
$2.33K - $3.26K
|
4.31K
$418K
|