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
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.43K+ 20.77% |
$81.2K - $115K
|
8.31K
$879K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.41K+ 61.07% |
$80.2K - $113K
|
3.72K
$394K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.34K+ 14.61% |
$76.1K - $108K
|
10.5K
$1.11M
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.33K+ 16.89% |
$75.6K - $107K
|
9.21K
$974K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.33K+ 44.09% |
$75.2K - $106K
|
4.33K
$458K
|
|
|
Nov 09, 2023
Q3 2023
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
1.28K+ 11.74% |
$72.5K - $103K
|
12.2K
$1.29M
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
1.23K+ 4.71% |
$70.1K - $99.1K
|
27.4K
$2.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.23K+ 0.38% |
$69.6K - $98.4K
|
328K
$34.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.2K+ 26.59% |
$68.2K - $96.4K
|
5.72K
$604K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.2K+ 8.79% |
$68.2K - $96.4K
|
14.9K
$1.57M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.2K+ 64.95% |
$68K - $96.1K
|
3.04K
$321K
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
1.19K+ 5.77% |
$67.6K - $95.6K
|
21.8K
$2.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.18K+ 0.21% |
$67.1K - $94.9K
|
562K
$59.4M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.16K+ 38.82% |
$65.6K - $92.7K
|
4.13K
$437K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.12K+ 8.58% |
$63.7K - $90.1K
|
14.2K
$1.5M
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1.12K+ 89.6% |
$63.6K - $89.9K
|
2.37K
$251K
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.1KNew |
$62.2K - $87.9K
|
1.1K
$116K
|
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.09K+ 2.7% |
$61.6K - $87.1K
|
41.3K
$4.36M
|
|
|
Nov 13, 2023
Q3 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.09K+ 8.87% |
$61.6K - $87.1K
|
13.3K
$1.41M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.06K+ 29.54% |
$60K - $84.9K
|
4.64K
$490K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.05K+ 8.76% |
$59.8K - $84.5K
|
13.1K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.02K+ 1.85% |
$57.7K - $81.6K
|
55.9K
$5.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
1KNew |
$56.9K - $80.4K
|
1K
$106K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
950+ 6.07% |
$53.9K - $76.3K
|
16.6K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
937+ 7.78% |
$53.2K - $75.2K
|
13K
$1.37M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
917+ 3.43% |
$52.1K - $73.6K
|
27.7K
$2.92M
|
|
|
Nov 02, 2023
Q3 2023
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
900New |
$51.1K - $72.3K
|
900
$95.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
888+ 25.52% |
$50.4K - $71.3K
|
4.37K
$462K
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
852+ 2.49% |
$48.4K - $68.4K
|
35K
$3.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
851+ 177.29% |
$48.3K - $68.3K
|
1.33K
$141K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
833+ 7.14% |
$47.3K - $66.9K
|
12.5K
$1.32M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
829+ 4.45% |
$47.1K - $66.6K
|
19.5K
$2.06M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
806+ 109.07% |
$45.8K - $64.7K
|
1.55K
$163K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
803+ 5.14% |
$45.6K - $64.5K
|
16.4K
$1.74M
|
|
|
May 28, 2025
Q3 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
783+ 26.3% |
$44.5K - $62.9K
|
3.76K
$398K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
778+ 25.52% |
$44.2K - $62.5K
|
3.83K
$404K
|
|
|
Oct 10, 2023
Q3 2023
|
Fluent Financial, LLC
|
BUY
|
- |
777+ 21.21% |
$44.1K - $62.4K
|
4.44K
$470K
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
763+ 0.41% |
$43.3K - $61.3K
|
185K
$19.6M
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
725+ 34.52% |
$41.2K - $58.2K
|
2.83K
$299K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
697+ 9.52% |
$39.6K - $56K
|
8.02K
$847K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
685+ 1.72% |
$38.9K - $55K
|
40.6K
$4.29M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
683+ 0.65% |
$38.8K - $54.8K
|
105K
$11.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
679+ 2.44% |
$38.5K - $54.5K
|
28.5K
$3.02M
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
BUY
|
- |
670+ 6.83% |
$38K - $53.8K
|
10.5K
$1.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
662+ 9.46% |
$37.6K - $53.1K
|
7.66K
$810K
|
|
|
Nov 13, 2023
Q3 2023
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
655+ 19.5% |
$37.2K - $52.6K
|
4.01K
$424K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
650New |
$36.9K - $52.2K
|
650
$68.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
642+ 3.47% |
$36.4K - $51.5K
|
19.1K
$2.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
629New |
$35.7K - $50.5K
|
629
$66.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
629+ 1.25% |
$35.7K - $50.5K
|
51K
$5.39M
|