Purchases and Sales Made in Q1 2024 in Fortinet, Inc. (FTNT)
This table provides information about the institutional ownership of Fortinet, Inc. (FTNT) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
88+ 1760.0% |
$5.08K - $6.43K
|
93
$9.04K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
87+ 3.85% |
$5.03K - $6.36K
|
2.35K
$228K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
85+ 6.12% |
$4.91K - $6.21K
|
1.48K
$143K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
85+ 163.46% |
$4.91K - $6.21K
|
137
$13.3K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
83+ 7.84% |
$4.8K - $6.06K
|
1.14K
$111K
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
82New |
$4.74K - $5.99K
|
82
$7.97K
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
81+ 1.47% |
$4.68K - $5.92K
|
5.6K
$544K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
81+ 1.43% |
$4.68K - $5.92K
|
5.73K
$557K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
75New |
$4.33K - $5.48K
|
75
$7.29K
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
74+ 1.16% |
$4.28K - $5.41K
|
6.44K
$626K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
67+ 9.25% |
$3.87K - $4.9K
|
791
$76.9K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
65New |
$3.76K - $4.75K
|
65
$6.32K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
63New |
$3.64K - $4.6K
|
63
$6.12K
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
62+ 0.29% |
$3.58K - $4.53K
|
21.3K
$2.07M
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
62+ 1.42% |
$3.58K - $4.53K
|
4.42K
$430K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
60+ 2.91% |
$3.47K - $4.38K
|
2.12K
$206K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
59+ 0.05% |
$3.41K - $4.31K
|
108K
$10.5M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
52+ 2.93% |
$3K - $3.8K
|
1.83K
$177K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
51+ 0.25% |
$2.95K - $3.73K
|
20.2K
$1.97M
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
50New |
$2.89K - $3.65K
|
50
$4.86K
|
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
45+ 0.11% |
$2.6K - $3.29K
|
39.4K
$3.83M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
45+ 3.4% |
$2.6K - $3.29K
|
1.37K
$133K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
41+ 3.43% |
$2.37K - $3K
|
1.24K
$120K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
39New |
$2.25K - $2.85K
|
39
$3.79K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
37+ 0.67% |
$2.14K - $2.7K
|
5.56K
$540K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
32+ 26.02% |
$1.85K - $2.34K
|
155
$15.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
31+ 0.71% |
$1.79K - $2.27K
|
4.39K
$427K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
30+ 0.64% |
$1.73K - $2.19K
|
4.71K
$457K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
29+ 580.0% |
$1.68K - $2.12K
|
34
$3.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
29+ 1.03% |
$1.68K - $2.12K
|
2.85K
$277K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
27+ 0.33% |
$1.56K - $1.97K
|
8.18K
$795K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
27+ 4.32% |
$1.56K - $1.97K
|
652
$63.4K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
25+ 0.33% |
$1.44K - $1.83K
|
7.53K
$731K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
25New |
$1.44K - $1.83K
|
25
$2.43K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
25+ 0.95% |
$1.44K - $1.83K
|
2.67K
$259K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
24+ 0.48% |
$1.39K - $1.75K
|
5.03K
$489K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
23+ 0.67% |
$1.33K - $1.68K
|
3.46K
$337K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
21New |
$1.21K - $1.53K
|
21
$2.04K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
19New |
$1.1K - $1.39K
|
19
$1.85K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
17+ 2.59% |
$982 - $1.24K
|
673
$65.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
16+ 0.2% |
$924 - $1.17K
|
8.15K
$792K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
15New |
$867 - $1.1K
|
15
$1.46K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
15+ 0.32% |
$867 - $1.1K
|
4.75K
$461K
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
15+ 0.21% |
$867 - $1.1K
|
7.03K
$684K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
14+ 0.27% |
$809 - $1.02K
|
5.14K
$499K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
12New |
$693 - $877
|
12
$1.17K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8New |
$462 - $585
|
8
$778
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
8+ 0.22% |
$462 - $585
|
3.58K
$348K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
7+ 70.0% |
$404 - $511
|
17
$1.65K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
7+ 16.28% |
$404 - $511
|
50
$4.86K
|