Purchases and Sales Made in Q3 2024 in Fortinet, Inc. (FTNT)
This table provides information about the institutional ownership of Fortinet, Inc. (FTNT) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
35+ 3.14% |
$1.94K - $2.71K
|
1.15K
$90.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
35New |
$1.94K - $2.71K
|
35
$2.75K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
33+ 0.52% |
$1.83K - $2.56K
|
6.41K
$503K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
32+ 0.64% |
$1.77K - $2.48K
|
5.06K
$397K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
30+ 100.0% |
$1.66K - $2.33K
|
60
$4.71K
|
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
30+ 0.04% |
$1.66K - $2.33K
|
78.5K
$6.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
30+ 0.4% |
$1.66K - $2.33K
|
7.53K
$591K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
30+ 0.43% |
$1.66K - $2.33K
|
7.08K
$556K
|
|
|
Aug 07, 2025
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
30+ 100.0% |
$1.66K - $2.33K
|
60
$4.71K
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
28+ 0.53% |
$1.55K - $2.17K
|
5.29K
$415K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
28+ 0.42% |
$1.55K - $2.17K
|
6.66K
$523K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
27+ 2.42% |
$1.5K - $2.09K
|
1.14K
$89.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
25New |
$1.38K - $1.94K
|
25
$1.96K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
22+ 0.62% |
$1.22K - $1.71K
|
3.59K
$282K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
21+ 42.86% |
$1.16K - $1.63K
|
70
$5.49K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21+ 31.82% |
$1.16K - $1.63K
|
87
$6.83K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.25% |
$1.16K - $1.63K
|
8.55K
$671K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
19+ 0.44% |
$1.05K - $1.47K
|
4.36K
$342K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
18+ 225.0% |
$997 - $1.4K
|
26
$2.04K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
15+ 3.45% |
$831 - $1.16K
|
450
$35.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
15+ 83.33% |
$831 - $1.16K
|
33
$2.59K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
13+ 1.16% |
$720 - $1.01K
|
1.14K
$89.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
12+ 0.28% |
$665 - $931
|
4.27K
$335K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
12New |
$665 - $931
|
12
$942
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11+ 6.15% |
$609 - $853
|
190
$14.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
10New |
$554 - $776
|
10
$785
|
|
|
Aug 13, 2025
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
10+ 0.1% |
$554 - $776
|
10.1K
$790K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 66.67% |
$554 - $776
|
25
$1.96K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
9New |
$499 - $698
|
9
$706
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
7New |
$388 - $543
|
7
$549
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
6+ 0.12% |
$332 - $465
|
5.07K
$398K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
6+ 0.05% |
$332 - $465
|
12.8K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
5+ 14.29% |
$277 - $388
|
40
$3.14K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5+ 0.09% |
$277 - $388
|
5.44K
$427K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
5+ 2.39% |
$277 - $388
|
214
$16.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 0.17% |
$222 - $310
|
2.35K
$185K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4New |
$222 - $310
|
4
$314
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
3New |
$166 - $233
|
3
$235
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 3.92% |
$111 - $155
|
53
$4.16K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.38% |
$111 - $155
|
535
$42K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1+ 0.01% |
$55.4 - $77.6
|
7.95K
$624K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$55.4 - $77.6
|
1
$78.5
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.01% |
$55.4 - $77.6
|
10.4K
$813K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 25.0% |
$55.4 - $77.6
|
3
$235
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-3- 0.11% |
$166 - $233
|
2.72K
$214K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-3- 0.03% |
$166 - $233
|
10.1K
$795K
|
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
SELL
|
- |
-3- 0.04% |
$166 - $233
|
8.37K
$657K
|