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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
42New |
$2.38K - $3.37K
|
42
$3.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
40+ 25.81% |
$2.27K - $3.21K
|
195
$15.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
40+ 1.89% |
$2.27K - $3.21K
|
2.16K
$169K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
40+ 14.55% |
$2.27K - $3.21K
|
315
$24.7K
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
37New |
$2.1K - $2.97K
|
37
$2.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
36+ 0.29% |
$2.04K - $2.89K
|
12.4K
$970K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
36+ 900.0% |
$2.04K - $2.89K
|
40
$3.14K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
28+ 14.0% |
$1.59K - $2.25K
|
228
$17.9K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
25+ 0.5% |
$1.42K - $2.01K
|
5.03K
$394K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
24+ 2400.0% |
$1.36K - $1.93K
|
25
$1.96K
|
|
|
Nov 13, 2023
Q3 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
23+ 0.5% |
$1.31K - $1.85K
|
4.65K
$365K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
17+ 0.48% |
$965 - $1.36K
|
3.59K
$282K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
16+ 0.57% |
$908 - $1.28K
|
2.84K
$223K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
16+ 0.08% |
$908 - $1.28K
|
20.6K
$1.61M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
15+ 0.1% |
$852 - $1.2K
|
14.4K
$1.13M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
15+ 0.08% |
$852 - $1.2K
|
19.3K
$1.51M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
14New |
$795 - $1.12K
|
14
$1.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
12New |
$681 - $963
|
12
$942
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
11+ 2.24% |
$624 - $883
|
501
$39.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
10+ 0.25% |
$568 - $803
|
3.98K
$312K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
10+ 0.2% |
$568 - $803
|
5.01K
$393K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8+ 0.01% |
$454 - $642
|
67.5K
$5.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
6New |
$341 - $482
|
6
$471
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 24.0% |
$341 - $482
|
31
$2.43K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5New |
$284 - $401
|
5
$392
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
4New |
$227 - $321
|
4
$314
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.05% |
$114 - $161
|
4.03K
$316K
|
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
BUY
|
- |
2+ 0.05% |
$114 - $161
|
3.64K
$286K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 3.33% |
$56.8 - $80.3
|
31
$2.43K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1New |
$56.8 - $80.3
|
1
$78.5
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3- 0.78% |
$170 - $241
|
383
$30.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-4- 4.35% |
$227 - $321
|
88
$6.91K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 1.28% |
$227 - $321
|
308
$24.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-5- 62.5% |
$284 - $401
|
3
$235
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
SELL
|
- |
-7- 0.21% |
$397 - $562
|
3.25K
$255K
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-10- 0.07% |
$568 - $803
|
13.9K
$1.09M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-10- 0.38% |
$568 - $803
|
2.6K
$204K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-10- 0.05% |
$568 - $803
|
18.8K
$1.47M
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-11- 3.34% |
$624 - $883
|
318
$25K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-11- 5.53% |
$624 - $883
|
188
$14.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-11- 0.12% |
$624 - $883
|
9K
$706K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-11- 5.53% |
$624 - $883
|
188
$14.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-13- 0.15% |
$738 - $1.04K
|
8.65K
$679K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-14- 1.29% |
$795 - $1.12K
|
1.07K
$84K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-15- 0.23% |
$852 - $1.2K
|
6.47K
$508K
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-15- 0.09% |
$852 - $1.2K
|
16.9K
$1.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-18- 0.12% |
$1.02K - $1.45K
|
15.1K
$1.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-20- 0.34% |
$1.14K - $1.61K
|
5.94K
$466K
|