Purchases and Sales Made in Q2 2024 in Fortinet, Inc. (FTNT)
This table provides information about the institutional ownership of Fortinet, Inc. (FTNT) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
160+ 0.49% |
$9.27K - $11.4K
|
32.9K
$3.26M
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
159+ 20.73% |
$9.21K - $11.3K
|
926
$92K
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
150+ 4.63% |
$8.69K - $10.7K
|
3.39K
$336K
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
149+ 1.47% |
$8.63K - $10.6K
|
10.3K
$1.02M
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
148+ 2.01% |
$8.58K - $10.6K
|
7.5K
$745K
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
146+ 231.75% |
$8.46K - $10.4K
|
209
$20.8K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
132+ 13.41% |
$7.65K - $9.41K
|
1.12K
$111K
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
129+ 0.75% |
$7.47K - $9.2K
|
17.3K
$1.72M
|
|
Jul 26, 2024
Q2 2024
|
Groesbeck Investment Management Corp
|
BUY
|
- |
124+ 0.89% |
$7.18K - $8.84K
|
14K
$1.39M
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
120+ 1.47% |
$6.95K - $8.56K
|
8.26K
$820K
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
120+ 2.09% |
$6.95K - $8.56K
|
5.87K
$583K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
115New |
$6.66K - $8.2K
|
115
$11.4K
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
114+ 0.16% |
$6.61K - $8.13K
|
70.5K
$7M
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
112+ 0.74% |
$6.49K - $7.99K
|
15.2K
$1.51M
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
BUY
|
- |
111+ 1.1% |
$6.43K - $7.92K
|
10.2K
$1.01M
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
105+ 1.53% |
$6.08K - $7.49K
|
6.99K
$694K
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
101New |
$5.85K - $7.2K
|
101
$10K
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
100+ 0.35% |
$5.79K - $7.13K
|
28.6K
$2.84M
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
97+ 14.41% |
$5.62K - $6.92K
|
770
$76.5K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
95+ 19.0% |
$5.5K - $6.78K
|
595
$59.1K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
89+ 0.76% |
$5.16K - $6.35K
|
11.8K
$1.17M
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
87+ 0.35% |
$5.04K - $6.2K
|
24.6K
$2.45M
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
82+ 4.29% |
$4.75K - $5.85K
|
1.99K
$198K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
75+ 88.24% |
$4.35K - $5.35K
|
160
$15.9K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
74+ 0.04% |
$4.29K - $5.28K
|
208K
$20.7M
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
70+ 0.13% |
$4.06K - $4.99K
|
54.2K
$5.38M
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
70New |
$4.06K - $4.99K
|
70
$6.95K
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
69+ 1.34% |
$4K - $4.92K
|
5.23K
$519K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
62+ 0.52% |
$3.59K - $4.42K
|
12K
$1.19M
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
62+ 21.02% |
$3.59K - $4.42K
|
357
$35.5K
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
BUY
|
- |
57+ 0.08% |
$3.3K - $4.07K
|
68.6K
$6.81M
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
56+ 31.11% |
$3.24K - $3.99K
|
236
$23.4K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
55+ 21.15% |
$3.19K - $3.92K
|
315
$31.3K
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
54+ 0.17% |
$3.13K - $3.85K
|
31.8K
$3.16M
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
52+ 50.0% |
$3.01K - $3.71K
|
156
$15.5K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
48New |
$2.78K - $3.42K
|
48
$4.77K
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
47+ 134.29% |
$2.72K - $3.35K
|
82
$8.15K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
47New |
$2.72K - $3.35K
|
47
$4.67K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
45+ 2.56% |
$2.61K - $3.21K
|
1.8K
$179K
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
43+ 3.77% |
$2.49K - $3.07K
|
1.19K
$118K
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
40+ 17.7% |
$2.32K - $2.85K
|
266
$26.4K
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
40+ 27.59% |
$2.32K - $2.85K
|
185
$18.4K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
38+ 20.54% |
$2.2K - $2.71K
|
223
$22.2K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
35New |
$2.03K - $2.5K
|
35
$3.48K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
35New |
$2.03K - $2.5K
|
35
$3.48K
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
33+ 0.5% |
$1.91K - $2.35K
|
6.64K
$659K
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
33+ 0.5% |
$1.91K - $2.35K
|
6.64K
$659K
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
32+ 0.6% |
$1.85K - $2.28K
|
5.35K
$531K
|
|
Sep 26, 2024
Q2 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
32+ 0.13% |
$1.85K - $2.28K
|
24.2K
$2.4M
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
29+ 0.52% |
$1.68K - $2.07K
|
5.63K
$559K
|