Purchases and Sales Made in Q1 2025 in Fortinet, Inc. (FTNT)
This table provides information about the institutional ownership of Fortinet, Inc. (FTNT) during Q1 2025. 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 09, 2025
Q1 2025
|
X Square Capital, LLC
|
BUY
|
- |
944+ 13.87% |
$87.3K - $108K
|
7.75K
$794K
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
944+ 43.56% |
$87.3K - $108K
|
3.11K
$319K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
943+ 40.3% |
$87.2K - $108K
|
3.28K
$336K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
943+ 15.11% |
$87.2K - $108K
|
7.18K
$736K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
940+ 31.71% |
$86.9K - $108K
|
3.9K
$400K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
934+ 21.06% |
$86.4K - $107K
|
5.37K
$550K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
917+ 262.75% |
$84.8K - $105K
|
1.27K
$130K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
890+ 19.92% |
$82.3K - $102K
|
5.36K
$549K
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
884+ 8.64% |
$81.8K - $101K
|
11.1K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
843New |
$78K - $96.6K
|
843
$86.3K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
839+ 16.28% |
$77.6K - $96.1K
|
5.99K
$614K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
824+ 24.09% |
$76.2K - $94.4K
|
4.24K
$435K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
821+ 4.94% |
$75.9K - $94.1K
|
17.4K
$1.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
820New |
$75.8K - $93.9K
|
820
$84K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
816+ 1.93% |
$75.5K - $93.5K
|
43.2K
$4.42M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
800+ 0.04% |
$74K - $91.7K
|
1.84M
$188M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
795+ 2.93% |
$73.5K - $91.1K
|
27.9K
$2.86M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
795+ 20.35% |
$73.5K - $91.1K
|
4.7K
$482K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
788+ 36.35% |
$72.9K - $90.3K
|
2.96K
$303K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
762+ 7.06% |
$70.5K - $87.3K
|
11.6K
$1.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
739+ 16.7% |
$68.4K - $84.7K
|
5.17K
$529K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
734+ 14.16% |
$67.9K - $84.1K
|
5.92K
$606K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
730+ 4.59% |
$67.5K - $83.6K
|
16.6K
$1.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
708+ 6.07% |
$65.5K - $81.1K
|
12.4K
$1.27M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
683+ 12.12% |
$63.2K - $78.3K
|
6.32K
$647K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
679+ 4.32% |
$62.8K - $77.8K
|
16.4K
$1.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
677+ 3.97% |
$62.6K - $77.6K
|
17.7K
$1.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
672+ 9.08% |
$62.2K - $77K
|
8.07K
$827K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
671+ 3.81% |
$62.1K - $76.9K
|
18.3K
$1.87M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
660+ 20.21% |
$61K - $75.6K
|
3.93K
$402K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
656+ 134.15% |
$60.7K - $75.2K
|
1.15K
$117K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
651+ 14.61% |
$60.2K - $74.6K
|
5.11K
$523K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
644+ 20.68% |
$59.6K - $73.8K
|
3.76K
$385K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
642+ 11.05% |
$59.4K - $73.6K
|
6.45K
$661K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
634+ 55.96% |
$58.6K - $72.6K
|
1.77K
$181K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
605+ 9.48% |
$56K - $69.3K
|
6.99K
$716K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
584+ 5.31% |
$54K - $66.9K
|
11.6K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
582+ 24.64% |
$53.8K - $66.7K
|
2.94K
$302K
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
BUY
|
- |
578+ 0.38% |
$53.5K - $66.2K
|
152K
$15.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
577+ 2.96% |
$53.4K - $66.1K
|
20.1K
$2.06M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
569+ 4.44% |
$52.6K - $65.2K
|
13.4K
$1.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
565+ 5.63% |
$52.3K - $64.7K
|
10.6K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
565+ 1.27% |
$52.3K - $64.7K
|
45.2K
$4.63M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
564New |
$52.2K - $64.6K
|
564
$57.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
553+ 1.95% |
$51.1K - $63.4K
|
28.9K
$2.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
538+ 3.76% |
$49.8K - $61.6K
|
14.9K
$1.52M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
535+ 9.76% |
$49.5K - $61.3K
|
6.02K
$616K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
529New |
$48.9K - $60.6K
|
529
$54.2K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
527+ 9.98% |
$48.7K - $60.4K
|
5.81K
$595K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
525+ 3.85% |
$48.6K - $60.1K
|
14.2K
$1.45M
|