Purchases and Sales Made in Q3 2023 in Fortinet, Inc. (FTNT)
This table provides information about the institutional ownership of Fortinet, Inc. (FTNT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
213+ 9.21% |
$12.1K - $17.1K
|
2.53K
$259K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
210+ 6.14% |
$11.9K - $16.9K
|
3.63K
$372K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
210+ 4.33% |
$11.9K - $16.9K
|
5.06K
$518K
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
209+ 5.08% |
$11.9K - $16.8K
|
4.32K
$443K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
205New |
$11.6K - $16.5K
|
205
$21K
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
205+ 6.2% |
$11.6K - $16.5K
|
3.51K
$360K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.18% |
$11.4K - $16.1K
|
113K
$11.6M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
198New |
$11.2K - $15.9K
|
198
$20.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
197+ 1.57% |
$11.2K - $15.8K
|
12.7K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
191+ 4.07% |
$10.8K - $15.3K
|
4.88K
$500K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
169+ 1.03% |
$9.59K - $13.6K
|
16.5K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
160+ 36.53% |
$9.08K - $12.8K
|
598
$61.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
155New |
$8.8K - $12.4K
|
155
$15.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
145+ 0.34% |
$8.23K - $11.6K
|
42.7K
$4.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
141+ 2.67% |
$8K - $11.3K
|
5.43K
$556K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
137+ 20.57% |
$7.78K - $11K
|
803
$82.3K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
136New |
$7.72K - $10.9K
|
136
$13.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
117+ 2.34% |
$6.64K - $9.39K
|
5.12K
$524K
|
|
|
Oct 19, 2023
Q3 2023
|
Lindenwold Advisors
|
BUY
|
- |
114+ 0.42% |
$6.47K - $9.15K
|
27.5K
$2.82M
|
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
101+ 1.17% |
$5.73K - $8.11K
|
8.73K
$894K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
100+ 4.61% |
$5.68K - $8.03K
|
2.27K
$232K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
100+ 434.78% |
$5.68K - $8.03K
|
123
$12.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
100+ 4.61% |
$5.68K - $8.03K
|
2.27K
$232K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
99+ 3.98% |
$5.62K - $7.95K
|
2.59K
$265K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
97+ 11.9% |
$5.51K - $7.79K
|
912
$93.4K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
92+ 5.87% |
$5.22K - $7.39K
|
1.66K
$170K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
92+ 5.87% |
$5.22K - $7.39K
|
1.66K
$170K
|
|
|
Oct 16, 2023
Q3 2023
|
Gam Holding Ag
|
BUY
|
- |
86+ 0.24% |
$4.88K - $6.9K
|
35.8K
$3.67M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
81+ 0.46% |
$4.6K - $6.5K
|
17.6K
$1.81M
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
79+ 30.04% |
$4.48K - $6.34K
|
342
$35K
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
72+ 0.67% |
$4.09K - $5.78K
|
10.8K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
70+ 107.69% |
$3.97K - $5.62K
|
135
$13.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
70+ 12.41% |
$3.97K - $5.62K
|
634
$64.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
69+ 38.55% |
$3.92K - $5.54K
|
248
$25.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
62+ 1.7% |
$3.52K - $4.98K
|
3.71K
$380K
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
61+ 0.58% |
$3.46K - $4.9K
|
10.6K
$1.09M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
61+ 0.91% |
$3.46K - $4.9K
|
6.75K
$692K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
60+ 32.43% |
$3.41K - $4.82K
|
245
$25.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
58New |
$3.29K - $4.66K
|
58
$5.94K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
52+ 0.67% |
$2.95K - $4.17K
|
7.77K
$796K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
52+ 5.33% |
$2.95K - $4.17K
|
1.03K
$105K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
51+ 8.31% |
$2.9K - $4.09K
|
665
$68.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
50+ 19.23% |
$2.84K - $4.01K
|
310
$31.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
50+ 20.0% |
$2.84K - $4.01K
|
300
$30.7K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
49New |
$2.78K - $3.93K
|
49
$5.02K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
47+ 68.12% |
$2.67K - $3.77K
|
116
$11.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
47+ 0.9% |
$2.67K - $3.77K
|
5.25K
$537K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
42New |
$2.38K - $3.37K
|
42
$4.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
40+ 1.89% |
$2.27K - $3.21K
|
2.16K
$221K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
40+ 25.81% |
$2.27K - $3.21K
|
195
$20K
|