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 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
515+ 5.31% |
$47.6K - $59K
|
10.2K
$1.05M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
513+ 15.73% |
$47.4K - $58.8K
|
3.78K
$387K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
512+ 17.64% |
$47.4K - $58.7K
|
3.41K
$350K
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
503+ 175.87% |
$46.5K - $57.6K
|
789
$80.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
502+ 18.35% |
$46.4K - $57.5K
|
3.24K
$332K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
500+ 21.98% |
$46.2K - $57.3K
|
2.78K
$284K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
498+ 0.73% |
$46.1K - $57.1K
|
68.9K
$7.06M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
489+ 0.53% |
$45.2K - $56K
|
92.1K
$9.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
472+ 8.38% |
$43.7K - $54.1K
|
6.11K
$625K
|
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
472+ 13.78% |
$43.7K - $54.1K
|
3.9K
$399K
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
469+ 9.09% |
$43.4K - $53.7K
|
5.63K
$577K
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
438+ 16.19% |
$40.5K - $50.2K
|
3.14K
$322K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
421+ 1.79% |
$38.9K - $48.2K
|
23.9K
$2.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
420+ 1.08% |
$38.8K - $48.1K
|
39.2K
$4.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
416New |
$38.5K - $47.7K
|
416
$42.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
413+ 0.61% |
$38.2K - $47.3K
|
68.2K
$6.99M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
406+ 10.13% |
$37.6K - $46.5K
|
4.42K
$452K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
405+ 1.89% |
$37.5K - $46.4K
|
21.8K
$2.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
403+ 14.8% |
$37.3K - $46.2K
|
3.13K
$320K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
403+ 13.54% |
$37.3K - $46.2K
|
3.38K
$346K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
401+ 16.2% |
$37.1K - $45.9K
|
2.88K
$295K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
398New |
$36.8K - $45.6K
|
398
$40.8K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
394+ 22.16% |
$36.4K - $45.1K
|
2.17K
$222K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
392+ 9.91% |
$36.3K - $44.9K
|
4.35K
$445K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
392+ 15.59% |
$36.3K - $44.9K
|
2.91K
$298K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
378New |
$35K - $43.3K
|
378
$38.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
375+ 0.77% |
$34.7K - $43K
|
49K
$5.02M
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
375New |
$34.7K - $43K
|
375
$38.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
370+ 0.29% |
$34.2K - $42.4K
|
129K
$13.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
360New |
$33.3K - $41.2K
|
360
$36.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
360+ 6.17% |
$33.3K - $41.2K
|
6.19K
$634K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
347+ 913.16% |
$32.1K - $39.8K
|
385
$39.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
347+ 0.42% |
$32.1K - $39.8K
|
82.2K
$8.42M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
346+ 29.1% |
$32K - $39.6K
|
1.54K
$157K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
345+ 16.14% |
$31.9K - $39.5K
|
2.48K
$254K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
345+ 12.34% |
$31.9K - $39.5K
|
3.14K
$322K
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
323+ 4.56% |
$29.9K - $37K
|
7.41K
$759K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
314+ 7.21% |
$29K - $36K
|
4.67K
$478K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
310+ 9.39% |
$28.7K - $35.5K
|
3.61K
$370K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
288New |
$26.6K - $33K
|
288
$29.5K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
284+ 2184.62% |
$26.3K - $32.5K
|
297
$30.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
279+ 6.81% |
$25.8K - $32K
|
4.38K
$448K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
278+ 4.15% |
$25.7K - $31.9K
|
6.98K
$715K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
276+ 11.1% |
$25.5K - $31.6K
|
2.76K
$283K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
272+ 1.76% |
$25.2K - $31.2K
|
15.7K
$1.61M
|
|
|
May 09, 2025
Q1 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
270+ 9.96% |
$25K - $30.9K
|
2.98K
$305K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
270+ 10.36% |
$25K - $30.9K
|
2.88K
$294K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
263+ 10.75% |
$24.3K - $30.1K
|
2.71K
$278K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
256+ 10.82% |
$23.7K - $29.3K
|
2.62K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
256New |
$23.7K - $29.3K
|
256
$26.2K
|