Purchases and Sales Made in Q4 2023 in Fortinet, Inc. (FTNT)
This table provides information about the institutional ownership of Fortinet, Inc. (FTNT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
301New |
$14.9K - $18K
|
301
$28.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
288New |
$14.3K - $17.3K
|
288
$27.1K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
279New |
$13.8K - $16.7K
|
279
$26.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
261New |
$12.9K - $15.6K
|
261
$24.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
256+ 31.88% |
$12.7K - $15.3K
|
1.06K
$99.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
245+ 0.2% |
$12.1K - $14.7K
|
126K
$11.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
243+ 1.11% |
$12K - $14.6K
|
22.1K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
233+ 27.28% |
$11.5K - $14K
|
1.09K
$102K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
233+ 5.24% |
$11.5K - $14K
|
4.68K
$440K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
225New |
$11.1K - $13.5K
|
225
$21.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
225New |
$11.1K - $13.5K
|
225
$21.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
217New |
$10.7K - $13K
|
217
$20.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
217+ 6.77% |
$10.7K - $13K
|
3.42K
$322K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
202+ 2.1% |
$10K - $12.1K
|
9.8K
$922K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
200+ 0.98% |
$9.9K - $12K
|
20.7K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
191+ 323.73% |
$9.46K - $11.4K
|
250
$23.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Stf Management LP
Frisco, TX |
BUY
|
- |
187+ 1.47% |
$9.26K - $11.2K
|
12.9K
$1.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
187+ 0.62% |
$9.26K - $11.2K
|
30.1K
$2.83M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
182New |
$9.01K - $10.9K
|
182
$17.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
180New |
$8.91K - $10.8K
|
180
$16.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
174+ 0.57% |
$8.62K - $10.4K
|
30.9K
$2.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
171+ 4.87% |
$8.47K - $10.2K
|
3.68K
$346K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
171New |
$8.47K - $10.2K
|
171
$16.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
171+ 1.95% |
$8.47K - $10.2K
|
8.93K
$840K
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
157+ 27.02% |
$7.77K - $9.41K
|
738
$69.4K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
139+ 1.73% |
$6.88K - $8.33K
|
8.16K
$767K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
139+ 1.92% |
$6.88K - $8.33K
|
7.4K
$695K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
133+ 3.79% |
$6.59K - $7.97K
|
3.65K
$343K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
126+ 0.52% |
$6.24K - $7.55K
|
24.3K
$2.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
125New |
$6.19K - $7.49K
|
125
$11.8K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
125+ 337.84% |
$6.19K - $7.49K
|
162
$15.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Groesbeck Investment Management Corp
|
BUY
|
- |
120+ 0.98% |
$5.94K - $7.19K
|
12.3K
$1.16M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
120New |
$5.94K - $7.19K
|
120
$11.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
115+ 2.55% |
$5.69K - $6.89K
|
4.63K
$435K
|
|
|
Jan 23, 2024
Q4 2023
|
Gam Holding Ag
|
BUY
|
- |
109+ 0.3% |
$5.4K - $6.53K
|
35.9K
$3.38M
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
109+ 0.59% |
$5.4K - $6.53K
|
18.6K
$1.74M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
105New |
$5.2K - $6.29K
|
105
$9.87K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
99+ 0.93% |
$4.9K - $5.93K
|
10.7K
$1.01M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
92New |
$4.56K - $5.51K
|
92
$8.65K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
75+ 30.0% |
$3.71K - $4.49K
|
325
$30.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
66+ 3.31% |
$3.27K - $3.96K
|
2.06K
$194K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
61New |
$3.02K - $3.66K
|
61
$5.74K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
61+ 84.72% |
$3.02K - $3.66K
|
133
$12.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
60+ 5.61% |
$2.97K - $3.6K
|
1.13K
$106K
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
59+ 0.09% |
$2.92K - $3.54K
|
65.8K
$6.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
56+ 48.28% |
$2.77K - $3.36K
|
172
$16.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
55+ 2.13% |
$2.72K - $3.3K
|
2.64K
$248K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
52+ 0.9% |
$2.58K - $3.12K
|
5.86K
$550K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
50New |
$2.48K - $3K
|
50
$4.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
48+ 0.5% |
$2.38K - $2.88K
|
9.64K
$906K
|