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 |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-215- 9.85% |
$137K - $167K
|
1.97K
$1.76M
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.18K+ 49.73% |
$752K - $918K
|
3.56K
$3.17M
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-1.41K- 12.01% |
$898K - $1.1M
|
10.3K
$9.22M
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.94K+ 248.66% |
$1.24M - $1.51M
|
2.72K
$2.43M
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.22K+ 24.58% |
$778K - $950K
|
6.19K
$5.53M
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-47.8K- 5.61% |
$30.5M - $37.2M
|
805K
$719M
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
53+ 14.56% |
$33.7K - $41.2K
|
417
$372K
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.91K+ 30.2% |
$1.21M - $1.48M
|
8.21K
$7.33M
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-5- 0.3% |
$3.18K - $3.89K
|
1.65K
$1.47M
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
243+ 4.83% |
$155K - $189K
|
5.28K
$4.71M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
759New |
$483K - $590K
|
759
$677K
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
21+ 4.5% |
$13.4K - $16.3K
|
488
$435K
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
79+ 21.29% |
$50.3K - $61.4K
|
450
$401K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
40+ 5.77% |
$25.5K - $31.1K
|
733
$654K
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
408New |
$260K - $317K
|
408
$364K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
201+ 23.65% |
$128K - $156K
|
1.05K
$938K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5- 1.07% |
$3.18K - $3.89K
|
464
$414K
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-3.38K- 4.61% |
$2.15M - $2.63M
|
69.9K
$62.4M
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-575- 2.38% |
$366K - $447K
|
23.5K
$21M
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-90- 0.78% |
$57.3K - $70K
|
11.4K
$10.2M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-150- 3.39% |
$95.5K - $117K
|
4.28K
$3.82M
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
43K+ 25.31% |
$27.3M - $33.4M
|
213K
$190M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
40+ 1.84% |
$25.5K - $31.1K
|
2.22K
$1.98M
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
17New |
$10.8K - $13.2K
|
17
$15.2K
|
|
Apr 28, 2025
Q1 2025
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
268+ 2.06% |
$171K - $208K
|
13.3K
$11.8M
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-89- 15.61% |
$56.7K - $69.2K
|
481
$429K
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-1.4K- 17.49% |
$893K - $1.09M
|
6.62K
$5.9M
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
20+ 1.13% |
$12.7K - $15.6K
|
1.8K
$1.6M
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-735- 23.24% |
$468K - $572K
|
2.43K
$2.17M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-376- 11.52% |
$239K - $292K
|
2.89K
$2.58M
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
723+ 0.22% |
$460K - $562K
|
326K
$290M
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-1.27K- 3.79% |
$808K - $987K
|
32.2K
$28.8M
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-80- 1.85% |
$50.9K - $62.2K
|
4.24K
$3.79M
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-18- 4.38% |
$11.5K - $14K
|
393
$351K
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2+ 33.33% |
$1.27K - $1.56K
|
8
$7.14K
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
16New |
$10.2K - $12.4K
|
16
$14.3K
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-3.17K- 2.74% |
$2.01M - $2.46M
|
113K
$100M
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
450+ 1.6% |
$286K - $350K
|
28.5K
$25.5M
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
300New |
$191K - $233K
|
300
$268K
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-475- 1.66% |
$302K - $369K
|
28.1K
$25.1M
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 3.13% |
$637 - $778
|
33
$29.4K
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-475- 35.63% |
$302K - $369K
|
858
$766K
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
400New |
$255K - $311K
|
400
$357K
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-23- 4.81% |
$14.6K - $17.9K
|
455
$406K
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-273- 24.4% |
$174K - $212K
|
846
$755K
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
200+ 44.94% |
$127K - $156K
|
645
$575K
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
315New |
$201K - $245K
|
315
$281K
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
2.66K+ 5.26% |
$1.7M - $2.07M
|
53.3K
$47.5M
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-5- 6.1% |
$3.18K - $3.89K
|
77
$68.7K
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
SELL
|
- |
-7.17K- 7.72% |
$4.56M - $5.57M
|
85.7K
$76.4M
|