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 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
3.31KNew |
$191K - $242K
|
3.31K
$339K
|
|
|
Apr 17, 2024
Q1 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
3.3KNew |
$191K - $241K
|
3.3K
$338K
|
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
3.3KNew |
$191K - $241K
|
3.3K
$338K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.29KNew |
$190K - $241K
|
3.29K
$337K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.25KNew |
$188K - $238K
|
3.25K
$333K
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
3.25KNew |
$188K - $238K
|
3.25K
$333K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.24KNew |
$187K - $237K
|
3.24K
$332K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3.24KNew |
$187K - $236K
|
3.24K
$331K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.22KNew |
$186K - $235K
|
3.22K
$330K
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3.22KNew |
$186K - $235K
|
3.22K
$329K
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
3.21KNew |
$185K - $235K
|
3.21K
$329K
|
|
|
May 15, 2024
Q1 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
3.2K+ 26.78% |
$185K - $234K
|
15.2K
$1.55M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.18KNew |
$184K - $232K
|
3.18K
$325K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.17KNew |
$183K - $232K
|
3.17K
$325K
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
3.17KNew |
$183K - $232K
|
3.17K
$325K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.17KNew |
$183K - $232K
|
3.17K
$325K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.17KNew |
$183K - $232K
|
3.17K
$325K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.17KNew |
$183K - $232K
|
3.17K
$325K
|
|
|
May 01, 2024
Q1 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
3.17K+ 2.8% |
$183K - $231K
|
116K
$11.9M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3.15KNew |
$182K - $230K
|
3.15K
$323K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.14KNew |
$181K - $229K
|
3.14K
$321K
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
3.13KNew |
$181K - $229K
|
3.13K
$320K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.12K+ 21.0% |
$180K - $228K
|
18K
$1.84M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
3.1K+ 118.15% |
$179K - $226K
|
5.72K
$586K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.09K+ 38.39% |
$178K - $226K
|
11.1K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
3.09KNew |
$178K - $226K
|
3.09K
$316K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
3.08KNew |
$178K - $225K
|
3.08K
$315K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.07KNew |
$177K - $224K
|
3.07K
$314K
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.07KNew |
$177K - $224K
|
3.07K
$314K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.07K+ 5.67% |
$177K - $224K
|
57.1K
$5.85M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.05K+ 34.41% |
$176K - $223K
|
11.9K
$1.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
3.05KNew |
$176K - $223K
|
3.05K
$312K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3.05K+ 7.75% |
$176K - $223K
|
42.3K
$4.34M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
3.04KNew |
$176K - $222K
|
3.04K
$312K
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
3KNew |
$173K - $219K
|
3K
$307K
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
BUY
|
- |
3KNew |
$173K - $219K
|
3K
$307K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3KNew |
$173K - $219K
|
3K
$307K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3K+ 0.32% |
$173K - $219K
|
946K
$96.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3K+ 7.86% |
$173K - $219K
|
41.1K
$4.21M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.99K+ 3219.35% |
$173K - $219K
|
3.09K
$316K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.96KNew |
$171K - $217K
|
2.96K
$304K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.95K+ 9.89% |
$170K - $215K
|
32.7K
$3.35M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
2.93KNew |
$169K - $214K
|
2.93K
$300K
|
|
|
Apr 29, 2024
Q1 2024
|
Palmer Knight CO
|
BUY
|
- |
2.89K+ 2.69% |
$167K - $211K
|
110K
$11.3M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.85KNew |
$165K - $208K
|
2.85K
$292K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.8KNew |
$162K - $205K
|
2.8K
$287K
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.75K+ 5.35% |
$159K - $201K
|
54.2K
$5.55M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
2.72K+ 10.9% |
$157K - $199K
|
27.7K
$2.84M
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
2.72K+ 7.27% |
$157K - $198K
|
40.1K
$4.11M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.58K+ 420.52% |
$149K - $189K
|
3.2K
$327K
|