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 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
605+ 3.75% |
$34.3K - $48.6K
|
16.7K
$1.77M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
604+ 0.88% |
$34.3K - $48.5K
|
69.3K
$7.33M
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
601+ 8.13% |
$34.1K - $48.2K
|
7.99K
$845K
|
|
Oct 25, 2023
Q3 2023
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
600+ 7.12% |
$34.1K - $48.2K
|
9.03K
$954K
|
|
Nov 02, 2023
Q3 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
596+ 1.06% |
$33.8K - $47.8K
|
56.6K
$5.99M
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
589+ 8.34% |
$33.4K - $47.3K
|
7.65K
$809K
|
|
Oct 11, 2023
Q3 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
582+ 20.12% |
$33K - $46.7K
|
3.48K
$367K
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
572+ 0.95% |
$32.5K - $45.9K
|
60.7K
$6.41M
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
549+ 98.56% |
$31.2K - $44.1K
|
1.11K
$117K
|
|
Nov 08, 2023
Q3 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
545+ 2.93% |
$30.9K - $43.8K
|
19.1K
$2.02M
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
540+ 3.08% |
$30.7K - $43.4K
|
18.1K
$1.91M
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
529+ 6.96% |
$30K - $42.5K
|
8.13K
$859K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
526+ 1.31% |
$29.9K - $42.2K
|
40.5K
$4.28M
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
515+ 24.13% |
$29.2K - $41.3K
|
2.65K
$280K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
501New |
$28.4K - $40.2K
|
501
$53K
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
498+ 16.4% |
$28.3K - $40K
|
3.53K
$374K
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
495+ 54.16% |
$28.1K - $39.7K
|
1.41K
$149K
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
BUY
|
- |
495+ 2.42% |
$28.1K - $39.7K
|
20.9K
$2.21M
|
|
Nov 14, 2023
Q3 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
474+ 1.32% |
$26.9K - $38.1K
|
36.4K
$3.85M
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
469+ 6.12% |
$26.6K - $37.7K
|
8.13K
$860K
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
BUY
|
- |
448+ 2.44% |
$25.4K - $36K
|
18.8K
$1.99M
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
445+ 11.49% |
$25.3K - $35.7K
|
4.32K
$456K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
443+ 3.33% |
$25.1K - $35.6K
|
13.7K
$1.45M
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
436+ 9.43% |
$24.8K - $35K
|
5.06K
$535K
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
413+ 10.3% |
$23.4K - $33.2K
|
4.42K
$467K
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
400New |
$22.7K - $32.1K
|
400
$42.3K
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
373+ 1.13% |
$21.2K - $29.9K
|
33.4K
$3.53M
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
BUY
|
- |
365+ 1.32% |
$20.7K - $29.3K
|
28.1K
$2.97M
|
|
Oct 23, 2023
Q3 2023
|
Suncoast Equity Management
|
BUY
|
- |
365+ 3.75% |
$20.7K - $29.3K
|
10.1K
$1.07M
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
352+ 102.92% |
$20K - $28.3K
|
694
$73.4K
|
|
Sep 26, 2024
Q3 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
352+ 1.76% |
$20K - $28.3K
|
20.3K
$2.15M
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
350New |
$19.9K - $28.1K
|
350
$37K
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
342+ 3.2% |
$19.4K - $27.5K
|
11K
$1.17M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
337+ 8.62% |
$19.1K - $27.1K
|
4.25K
$449K
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
335+ 7.25% |
$19K - $26.9K
|
4.95K
$524K
|
|
Oct 31, 2023
Q3 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
300+ 2.24% |
$17K - $24.1K
|
13.7K
$1.45M
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
300+ 2.65% |
$17K - $24.1K
|
11.6K
$1.23M
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
296+ 2.7% |
$16.8K - $23.8K
|
11.3K
$1.19M
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
288+ 4.61% |
$16.3K - $23.1K
|
6.54K
$691K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
278+ 0.38% |
$15.8K - $22.3K
|
72.9K
$7.71M
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
272+ 5.63% |
$15.4K - $21.8K
|
5.1K
$539K
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
261+ 16.4% |
$14.8K - $21K
|
1.85K
$196K
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
250+ 0.63% |
$14.2K - $20.1K
|
39.7K
$4.2M
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
241+ 5.79% |
$13.7K - $19.3K
|
4.4K
$465K
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
236+ 1.94% |
$13.4K - $18.9K
|
12.4K
$1.31M
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
230New |
$13.1K - $18.5K
|
230
$24.3K
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
224+ 7.01% |
$12.7K - $18K
|
3.42K
$362K
|
|
Nov 14, 2023
Q3 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
224+ 7.01% |
$12.7K - $18K
|
3.42K
$362K
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
223+ 0.56% |
$12.7K - $17.9K
|
40.1K
$4.24M
|
|
Nov 14, 2023
Q3 2023
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
217+ 5.3% |
$12.3K - $17.4K
|
4.31K
$456K
|