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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
19New |
$1.1K - $1.39K
|
19
$1.95K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
17+ 2.59% |
$982 - $1.24K
|
673
$68.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
16+ 0.2% |
$924 - $1.17K
|
8.15K
$834K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
15+ 0.32% |
$867 - $1.1K
|
4.75K
$486K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
15New |
$867 - $1.1K
|
15
$1.54K
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
15+ 0.21% |
$867 - $1.1K
|
7.03K
$720K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
14+ 0.27% |
$809 - $1.02K
|
5.14K
$526K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
12New |
$693 - $877
|
12
$1.23K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8New |
$462 - $585
|
8
$819
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
8+ 0.22% |
$462 - $585
|
3.58K
$367K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
7+ 70.0% |
$404 - $511
|
17
$1.74K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
7+ 16.28% |
$404 - $511
|
50
$5.12K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6New |
$347 - $438
|
6
$615
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
6+ 0.19% |
$347 - $438
|
3.25K
$333K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
5New |
$289 - $365
|
5
$512
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
5+ 1.14% |
$289 - $365
|
445
$45.6K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 8.47% |
$289 - $365
|
64
$6.56K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
3+ 2.38% |
$173 - $219
|
129
$13.2K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3+ 16.67% |
$173 - $219
|
21
$2.15K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3New |
$173 - $219
|
3
$307
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3+ 0.38% |
$173 - $219
|
792
$81.1K
|
|
|
May 10, 2024
Q1 2024
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.01% |
$57.8 - $73.1
|
10.4K
$1.06M
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-1- 0.2% |
$57.8 - $73.1
|
490
$50.2K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.12% |
$116 - $146
|
1.67K
$171K
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2- 0.05% |
$116 - $146
|
3.64K
$373K
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-4- 0.1% |
$231 - $292
|
3.95K
$405K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-8Closed |
$462 - $585
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-10- 0.09% |
$578 - $731
|
10.8K
$1.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-10- 3.23% |
$578 - $731
|
300
$30.7K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-13- 0.2% |
$751 - $950
|
6.55K
$671K
|
|
|
May 01, 2024
Q1 2024
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-14- 0.11% |
$809 - $1.02K
|
12.9K
$1.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-14- 1.34% |
$809 - $1.02K
|
1.03K
$105K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-15- 0.37% |
$867 - $1.1K
|
4.08K
$418K
|
|
|
Apr 16, 2024
Q1 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-15- 0.04% |
$867 - $1.1K
|
33.3K
$3.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-15- 2.03% |
$867 - $1.1K
|
723
$74.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-17- 8.81% |
$982 - $1.24K
|
176
$18K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-23- 2.91% |
$1.33K - $1.68K
|
767
$78.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-25- 22.73% |
$1.44K - $1.83K
|
85
$8.71K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-26- 0.51% |
$1.5K - $1.9K
|
5.09K
$521K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-29- 0.8% |
$1.68K - $2.12K
|
3.58K
$367K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-30- 12.24% |
$1.73K - $2.19K
|
215
$22K
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-31- 0.04% |
$1.79K - $2.27K
|
72.5K
$7.43M
|
|
|
May 06, 2024
Q1 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-32- 0.07% |
$1.85K - $2.34K
|
44.4K
$4.54M
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-32- 0.89% |
$1.85K - $2.34K
|
3.57K
$366K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-39- 60.94% |
$2.25K - $2.85K
|
25
$2.56K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-40- 15.04% |
$2.31K - $2.92K
|
226
$23.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-50- 17.36% |
$2.89K - $3.65K
|
238
$24.4K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-55- 9.91% |
$3.18K - $4.02K
|
500
$51.2K
|