Latest Institutional Transactions on Kla Corp (KLAC)
This table provides information on the latest institutional transactions involving Kla Corp (KLAC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-2.26K- 14.15% |
$1.57M - $2.02M
|
13.7K
$8.73M
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-142K- 16.56% |
$98.8M - $127M
|
715K
$455M
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.98K- 18.16% |
$2.08M - $2.66M
|
13.4K
$8.56M
|
|
Nov 01, 2024
Q3 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
20.1K+ 61.53% |
$14M - $17.9M
|
52.8K
$33.6M
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
95+ 9.28% |
$66.1K - $84.8K
|
1.12K
$712K
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.31K+ 390.68% |
$1.6M - $2.06M
|
2.9K
$1.84M
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-4.78K- 55.06% |
$3.33M - $4.27M
|
3.9K
$2.48M
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
72+ 7.48% |
$50.1K - $64.2K
|
1.04K
$659K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-410- 84.36% |
$285K - $366K
|
76
$48.4K
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-419- 33.93% |
$292K - $374K
|
816
$519K
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
19+ 2.32% |
$13.2K - $17K
|
837
$533K
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
438New |
$305K - $391K
|
438
$279K
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-243- 3.42% |
$169K - $217K
|
6.87K
$4.37M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-776- 6.79% |
$540K - $692K
|
10.6K
$6.78M
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-207- 40.91% |
$144K - $185K
|
299
$190K
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
115+ 31.94% |
$80.1K - $103K
|
475
$302K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
195+ 7.28% |
$136K - $174K
|
2.87K
$1.83M
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
520+ 1.02% |
$362K - $464K
|
51.7K
$32.9M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
3.93K+ 3.42% |
$2.74M - $3.51M
|
119K
$75.8M
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.22K- 12.24% |
$847K - $1.09M
|
8.72K
$5.55M
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-40- 7.49% |
$27.8K - $35.7K
|
494
$314K
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
57+ 9.3% |
$39.7K - $50.9K
|
670
$427K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
80+ 12.4% |
$55.7K - $71.4K
|
725
$462K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
3New |
$2.09K - $2.68K
|
3
$1.91K
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
681New |
$474K - $608K
|
681
$434K
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
842New |
$586K - $751K
|
842
$536K
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
452+ 59.08% |
$315K - $403K
|
1.22K
$775K
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-11- 1.18% |
$7.66K - $9.82K
|
922
$587K
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
20+ 0.73% |
$13.9K - $17.8K
|
2.76K
$1.76M
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-78- 3.13% |
$54.3K - $69.6K
|
2.41K
$1.53M
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-727- 13.67% |
$506K - $649K
|
4.59K
$2.92M
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.82K+ 56.84% |
$3.35M - $4.3M
|
13.3K
$8.46M
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
16+ 1.63% |
$11.1K - $14.3K
|
995
$633K
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
59+ 12.39% |
$41.1K - $52.6K
|
535
$341K
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
1.03K+ 144.21% |
$720K - $923K
|
1.75K
$1.11M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
466+ 5.59% |
$324K - $416K
|
8.8K
$5.6M
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-18- 2.22% |
$12.5K - $16.1K
|
791
$504K
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
64+ 12.4% |
$44.6K - $57.1K
|
580
$369K
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-40- 1.77% |
$27.8K - $35.7K
|
2.22K
$1.42M
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
81+ 4.37% |
$56.4K - $72.3K
|
1.93K
$1.23M
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
100+ 5.26% |
$69.6K - $89.2K
|
2K
$1.27M
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1+ 0.1% |
$696 - $892
|
1.05K
$667K
|
|
Oct 31, 2024
Q3 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
20+ 2.56% |
$13.9K - $17.8K
|
800
$509K
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.18K- 86.96% |
$1.52M - $1.95M
|
327
$208K
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
380+ 2.12% |
$265K - $339K
|
18.3K
$11.7M
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
6+ 1.28% |
$4.18K - $5.35K
|
473
$301K
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
27+ 8.23% |
$18.8K - $24.1K
|
355
$226K
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
466+ 12.68% |
$324K - $416K
|
4.14K
$2.64M
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-200- 11.76% |
$139K - $178K
|
1.5K
$955K
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
80+ 8.71% |
$55.7K - $71.4K
|
998
$635K
|