Purchases and Sales Made in Q2 2025 in Fortinet, Inc. (FTNT)
This table provides information about the institutional ownership of Fortinet, Inc. (FTNT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
2.73K+ 108.08% |
$231K - $297K
|
5.26K
$412K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.73K+ 13.62% |
$231K - $297K
|
22.8K
$1.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.72KNew |
$230K - $296K
|
2.72K
$213K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.7K+ 4.33% |
$229K - $293K
|
65.1K
$5.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.7KNew |
$228K - $293K
|
2.7K
$212K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.65KNew |
$225K - $288K
|
2.65K
$208K
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
2.63KNew |
$223K - $286K
|
2.63K
$207K
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.63K+ 44.06% |
$223K - $286K
|
8.6K
$675K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.61K+ 7.29% |
$221K - $284K
|
38.5K
$3.02M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.6K+ 114.57% |
$221K - $283K
|
4.88K
$383K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.6K+ 6.19% |
$220K - $282K
|
44.6K
$3.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.55KNew |
$216K - $277K
|
2.55K
$200K
|
|
|
Aug 04, 2025
Q2 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
2.53K+ 6.22% |
$214K - $275K
|
43.3K
$3.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
2.5KNew |
$212K - $272K
|
2.5K
$196K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.49KNew |
$211K - $271K
|
2.49K
$196K
|
|
|
Aug 13, 2025
Q2 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
2.45KNew |
$207K - $266K
|
2.45K
$192K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.43K+ 6.17% |
$206K - $264K
|
41.8K
$3.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.43K+ 34.38% |
$206K - $264K
|
9.51K
$746K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.43K+ 1.85% |
$206K - $264K
|
134K
$10.5M
|
|
|
Jul 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
2.43KNew |
$206K - $264K
|
2.43K
$191K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.35K+ 21.55% |
$199K - $255K
|
13.2K
$1.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.34K+ 36.95% |
$198K - $254K
|
8.66K
$679K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.32KNew |
$197K - $252K
|
2.32K
$182K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.32KNew |
$197K - $252K
|
2.32K
$182K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
2.28KNew |
$193K - $248K
|
2.28K
$179K
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
2.26KNew |
$191K - $246K
|
2.26K
$177K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.25K+ 0.91% |
$191K - $245K
|
251K
$19.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
2.2KNew |
$186K - $239K
|
2.2K
$172K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
2.18KNew |
$185K - $237K
|
2.18K
$171K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
2.15KNew |
$182K - $234K
|
2.15K
$169K
|
|
|
Aug 12, 2025
Q2 2025
|
Heron Bay Capital Management
|
BUY
|
- |
2.15KNew |
$182K - $234K
|
2.15K
$169K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.15K+ 15.19% |
$182K - $234K
|
16.3K
$1.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.14K+ 19.17% |
$181K - $233K
|
13.3K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.13K+ 4.34% |
$180K - $231K
|
51.1K
$4.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.12KNew |
$179K - $230K
|
2.12K
$166K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.11K+ 5.24% |
$179K - $230K
|
42.4K
$3.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.11KNew |
$178K - $229K
|
2.11K
$165K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.1KNew |
$178K - $228K
|
2.1K
$165K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.09K+ 3.06% |
$177K - $227K
|
70.4K
$5.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
2.07KNew |
$175K - $225K
|
2.07K
$162K
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.05KNew |
$174K - $223K
|
2.05K
$161K
|
|
|
Aug 11, 2025
Q2 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
2.05KNew |
$174K - $223K
|
2.05K
$161K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.05KNew |
$174K - $223K
|
2.05K
$161K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.05K+ 12.63% |
$174K - $223K
|
18.3K
$1.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.04K+ 21.52% |
$173K - $222K
|
11.5K
$904K
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.03K+ 9.87% |
$172K - $221K
|
22.6K
$1.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
2.03K+ 2025.0% |
$172K - $220K
|
2.13K
$167K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2.01K+ 2.58% |
$170K - $219K
|
79.9K
$6.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.01K+ 0.6% |
$170K - $218K
|
336K
$26.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.01KNew |
$170K - $218K
|
2.01K
$157K
|