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 |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-49- 1.05% |
$34.1K - $43.7K
|
4.63K
$3.04M
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
26+ 3.17% |
$18.1K - $23.2K
|
845
$555K
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
228+ 65.14% |
$159K - $203K
|
578
$380K
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
155+ 12.23% |
$108K - $138K
|
1.42K
$934K
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-39- 2.25% |
$27.2K - $34.8K
|
1.7K
$1.12M
|
|
Oct 17, 2024
Q3 2024
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
1.65K+ 39.02% |
$1.15M - $1.47M
|
5.88K
$3.86M
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
900+ 17.31% |
$627K - $803K
|
6.1K
$4.01M
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.12K+ 49.92% |
$1.47M - $1.89M
|
6.36K
$4.18M
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-270- 3.93% |
$188K - $241K
|
6.6K
$4.34M
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-152- 5.18% |
$106K - $136K
|
2.78K
$1.83M
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-22- 4.72% |
$15.3K - $19.6K
|
444
$292K
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
257+ 27.0% |
$179K - $229K
|
1.21K
$794K
|
|
Oct 16, 2024
Q3 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
924New |
$643K - $825K
|
924
$607K
|
|
Oct 16, 2024
Q3 2024
|
Nat West Group PLC
|
BUY
|
- |
133+ 0.81% |
$92.6K - $119K
|
16.5K
$10.8M
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
65+ 2.56% |
$45.3K - $58K
|
2.61K
$1.71M
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1New |
$696 - $892
|
1
$657
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-25- 5.21% |
$17.4K - $22.3K
|
455
$299K
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-10- 0.85% |
$6.96K - $8.92K
|
1.17K
$768K
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-46- 17.97% |
$32K - $41K
|
210
$138K
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-3.57K- 28.77% |
$2.49M - $3.19M
|
8.84K
$5.81M
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
361+ 8.43% |
$251K - $322K
|
4.64K
$3.05M
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-26- 1.16% |
$18.1K - $23.2K
|
2.22K
$1.46M
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
41+ 0.48% |
$28.5K - $36.6K
|
8.53K
$5.61M
|
|
Oct 16, 2024
Q3 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-407- 5.27% |
$283K - $363K
|
7.32K
$4.81M
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
SELL
|
- |
-300- 30.0% |
$209K - $268K
|
700
$460K
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-7- 0.6% |
$4.87K - $6.25K
|
1.17K
$766K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
141+ 25.59% |
$98.2K - $126K
|
692
$455K
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
45+ 18.22% |
$31.3K - $40.2K
|
292
$192K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
191+ 12.37% |
$133K - $170K
|
1.74K
$1.14M
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
5+ 1.01% |
$3.48K - $4.46K
|
500
$329K
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-23- 6.04% |
$16K - $20.5K
|
358
$235K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
21+ 2.48% |
$14.6K - $18.7K
|
868
$570K
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 2.94% |
$696 - $892
|
33
$21.7K
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
30+ 166.67% |
$20.9K - $26.8K
|
48
$31.5K
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
173+ 5.71% |
$120K - $154K
|
3.2K
$2.1M
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
617New |
$430K - $551K
|
617
$405K
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-152- 13.39% |
$106K - $136K
|
983
$646K
|
|
Oct 15, 2024
Q3 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-270- 0.39% |
$188K - $241K
|
68.3K
$44.8M
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
10New |
$6.96K - $8.92K
|
10
$6.57K
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-78- 8.26% |
$54.3K - $69.6K
|
866
$569K
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-110- 0.35% |
$76.6K - $98.2K
|
31.8K
$20.9M
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-14- 2.67% |
$9.75K - $12.5K
|
511
$336K
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-66- 2.31% |
$45.9K - $58.9K
|
2.8K
$1.84M
|
|
Oct 15, 2024
Q3 2024
|
Norway Savings Bank
|
SELL
|
- |
-85- 3.74% |
$59.2K - $75.8K
|
2.19K
$1.44M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-30- 18.99% |
$20.9K - $26.8K
|
128
$84.1K
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3+ 60.0% |
$2.09K - $2.68K
|
8
$5.26K
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
661+ 18.97% |
$460K - $590K
|
4.15K
$2.72M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
531+ 4.6% |
$370K - $474K
|
12.1K
$7.93M
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
21+ 5.79% |
$14.6K - $18.7K
|
384
$252K
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
1+ 0.26% |
$696 - $892
|
389
$256K
|