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 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-10- 0.06% |
$605 - $756
|
16.9K
$1.65M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-10- 0.25% |
$605 - $756
|
3.99K
$387K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-10- 1.39% |
$605 - $756
|
712
$69.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-11- 0.31% |
$665 - $831
|
3.57K
$347K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11- 0.15% |
$665 - $831
|
7.51K
$730K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-11- 4.25% |
$665 - $831
|
248
$24.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-12- 0.48% |
$726 - $907
|
2.49K
$242K
|
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-13- 0.15% |
$786 - $983
|
8.67K
$842K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-13- 0.25% |
$786 - $983
|
5.2K
$505K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-17- 0.18% |
$1.03K - $1.29K
|
9.48K
$921K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-19- 0.49% |
$1.15K - $1.44K
|
3.87K
$376K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-20- 0.76% |
$1.21K - $1.51K
|
2.61K
$253K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
SELL
|
- |
-22- 0.3% |
$1.33K - $1.66K
|
7.39K
$718K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-25- 13.89% |
$1.51K - $1.89K
|
155
$15.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-27- 0.08% |
$1.63K - $2.04K
|
34.8K
$3.38M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-29- 0.61% |
$1.75K - $2.19K
|
4.75K
$461K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-32- 1.56% |
$1.94K - $2.42K
|
2.02K
$197K
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-42- 0.27% |
$2.54K - $3.17K
|
15.8K
$1.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-43- 1.21% |
$2.6K - $3.25K
|
3.52K
$342K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-45- 2.03% |
$2.72K - $3.4K
|
2.17K
$211K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-45- 2.03% |
$2.72K - $3.4K
|
2.17K
$211K
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
SELL
|
- |
-50- 16.67% |
$3.02K - $3.78K
|
250
$24.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-50- 0.16% |
$3.02K - $3.78K
|
31.4K
$3.05M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-55- 1.82% |
$3.33K - $4.16K
|
2.98K
$289K
|
|
|
Aug 11, 2023
Q2 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-56- 0.16% |
$3.39K - $4.23K
|
34.6K
$3.36M
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-60- 1.42% |
$3.63K - $4.54K
|
4.16K
$405K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-67- 1.47% |
$4.05K - $5.06K
|
4.48K
$435K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-72- 0.52% |
$4.36K - $5.44K
|
13.7K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-83- 27.39% |
$5.02K - $6.27K
|
220
$21.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-85- 0.41% |
$5.14K - $6.43K
|
20.6K
$2.01M
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-86- 8.6% |
$5.2K - $6.5K
|
914
$88.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-90- 2.25% |
$5.44K - $6.8K
|
3.91K
$380K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-98- 0.98% |
$5.93K - $7.41K
|
9.93K
$965K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-101- 1.53% |
$6.11K - $7.63K
|
6.48K
$630K
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-107- 1.34% |
$6.47K - $8.09K
|
7.88K
$766K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-127- 0.6% |
$7.68K - $9.6K
|
21.1K
$2.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-127- 0.77% |
$7.68K - $9.6K
|
16.4K
$1.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-139- 0.07% |
$8.41K - $10.5K
|
193K
$18.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-141- 1.05% |
$8.53K - $10.7K
|
13.3K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-149- 3.9% |
$9.01K - $11.3K
|
3.67K
$357K
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-167- 1.29% |
$10.1K - $12.6K
|
12.8K
$1.24M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-174- 0.17% |
$10.5K - $13.2K
|
102K
$9.92M
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-180- 1.37% |
$10.9K - $13.6K
|
13K
$1.26M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-195- 5.79% |
$11.8K - $14.7K
|
3.17K
$308K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-196- 1.48% |
$11.9K - $14.8K
|
13.1K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-197- 6.22% |
$11.9K - $14.9K
|
2.97K
$289K
|
|
|
Jul 17, 2023
Q2 2023
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-198- 0.24% |
$12K - $15K
|
81.1K
$7.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-203- 2.3% |
$12.3K - $15.3K
|
8.63K
$838K
|
|
|
Jul 19, 2023
Q2 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-203- 0.65% |
$12.3K - $15.3K
|
30.9K
$3.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-205- 0.96% |
$12.4K - $15.5K
|
21.2K
$2.06M
|