Purchases and Sales Made in Q2 2023 in Fortinet, Inc. (FTNT)
This table provides information about the institutional ownership of Fortinet, Inc. (FTNT) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
40New |
$2.42K - $3.02K
|
40
$3.89K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
39+ 0.63% |
$2.36K - $2.95K
|
6.23K
$606K
|
|
|
Jul 26, 2023
Q2 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
39+ 0.21% |
$2.36K - $2.95K
|
18.6K
$1.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
37+ 1850.0% |
$2.24K - $2.8K
|
39
$3.79K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
35+ 8.75% |
$2.12K - $2.65K
|
435
$42.3K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
30New |
$1.81K - $2.27K
|
30
$2.92K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
27+ 72.97% |
$1.63K - $2.04K
|
64
$6.22K
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
27+ 0.56% |
$1.63K - $2.04K
|
4.83K
$469K
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
BUY
|
- |
25+ 0.15% |
$1.51K - $1.89K
|
17.2K
$1.67M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
25New |
$1.51K - $1.89K
|
25
$2.43K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
25New |
$1.51K - $1.89K
|
25
$2.43K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
24+ 0.86% |
$1.45K - $1.81K
|
2.82K
$274K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21+ 0.35% |
$1.27K - $1.59K
|
6.08K
$591K
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
20+ 0.14% |
$1.21K - $1.51K
|
13.9K
$1.35M
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
20+ 0.58% |
$1.21K - $1.51K
|
3.48K
$338K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
19+ 1.78% |
$1.15K - $1.44K
|
1.08K
$105K
|
|
|
Aug 10, 2023
Q2 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
19+ 0.05% |
$1.15K - $1.44K
|
35.3K
$3.43M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15+ 2.5% |
$907 - $1.13K
|
614
$59.7K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15+ 2.5% |
$907 - $1.13K
|
614
$59.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
15+ 0.19% |
$907 - $1.13K
|
7.94K
$772K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
15New |
$907 - $1.13K
|
15
$1.46K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
14+ 2.55% |
$847 - $1.06K
|
564
$54.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
14+ 0.31% |
$847 - $1.06K
|
4.48K
$435K
|
|
|
Aug 14, 2023
Q2 2023
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
11+ 0.24% |
$665 - $831
|
4.69K
$456K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11+ 0.19% |
$665 - $831
|
5.81K
$565K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 18.18% |
$605 - $756
|
65
$6.32K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
10+ 15.15% |
$605 - $756
|
76
$7.39K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
9+ 0.02% |
$544 - $680
|
57.9K
$5.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
8+ 13.11% |
$484 - $605
|
69
$6.71K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
8New |
$484 - $605
|
8
$778
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
7New |
$423 - $529
|
7
$680
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
5New |
$302 - $378
|
5
$486
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
5+ 0.16% |
$302 - $378
|
3.16K
$307K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
4+ 21.05% |
$242 - $302
|
23
$2.24K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4New |
$242 - $302
|
4
$389
|
|
|
Aug 08, 2023
Q2 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.01% |
$60.5 - $75.6
|
10.4K
$1.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 0.32% |
$60.5 - $75.6
|
312
$30.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-2- 2.11% |
$121 - $151
|
93
$9.04K
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-2- 0.03% |
$121 - $151
|
5.78K
$562K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 4.76% |
$121 - $151
|
40
$3.89K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3- 1.49% |
$181 - $227
|
199
$19.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3- 1.49% |
$181 - $227
|
199
$19.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
SELL
|
- |
-4- 2.29% |
$242 - $302
|
171
$16.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.04% |
$242 - $302
|
9.71K
$944K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-4- 1.78% |
$242 - $302
|
221
$21.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5- 0.13% |
$302 - $378
|
3.97K
$386K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-5Closed |
$302 - $378
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-7- 0.91% |
$423 - $529
|
762
$74.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-8- 0.03% |
$484 - $605
|
31.1K
$3.02M
|