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 |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
211+ 8.31% |
$133K - $182K
|
2.75K
$1.9M
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-13- 4.48% |
$8.17K - $11.2K
|
277
$191K
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
23New |
$14.4K - $19.9K
|
23
$15.9K
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2+ 0.2% |
$1.26K - $1.73K
|
1.01K
$694K
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-2.97K- 61.8% |
$1.87M - $2.57M
|
1.84K
$1.27M
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-15- 4.89% |
$9.42K - $12.9K
|
292
$201K
|
|
Aug 08, 2024
Q2 2024
|
Robocap Asset Management LTD
London, X0 |
BUY
|
- |
679+ 7.69% |
$427K - $586K
|
9.51K
$6.56M
|
|
Aug 08, 2024
Q2 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
SELL
|
- |
-7.13K- 86.53% |
$4.48M - $6.15M
|
1.11K
$765K
|
|
Aug 08, 2024
Q2 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
600+ 10.3% |
$377K - $518K
|
6.43K
$4.43M
|
|
Aug 07, 2024
Q2 2024
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
9K+ 15.87% |
$5.65M - $7.77M
|
65.7K
$45.3M
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-5.71K- 20.43% |
$3.59M - $4.93M
|
22.2K
$15.3M
|
|
Aug 07, 2024
Q2 2024
|
Close Asset Management LTD
|
BUY
|
- |
75New |
$47.1K - $64.7K
|
75
$51.7K
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
663New |
$416K - $572K
|
663
$457K
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-18- 78.26% |
$11.3K - $15.5K
|
5
$3.45K
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
250New |
$157K - $216K
|
250
$172K
|
|
Aug 07, 2024
Q2 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-30- 10.27% |
$18.8K - $25.9K
|
262
$181K
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
128+ 11.83% |
$80.4K - $111K
|
1.21K
$834K
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
17+ 141.67% |
$10.7K - $14.7K
|
29
$20K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
38+ 140.74% |
$23.9K - $32.8K
|
65
$44.8K
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
3.78KNew |
$2.38M - $3.27M
|
3.78K
$2.61M
|
|
Aug 06, 2024
Q2 2024
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-24- 7.41% |
$15.1K - $20.7K
|
300
$207K
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-34- 28.33% |
$21.4K - $29.4K
|
86
$59.3K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
40.2KNew |
$25.3M - $34.7M
|
40.2K
$27.7M
|
|
Aug 06, 2024
Q2 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
4+ 0.14% |
$2.51K - $3.45K
|
2.87K
$1.98M
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
23.5KNew |
$14.8M - $20.3M
|
23.5K
$16.2M
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 2.04% |
$1.26K - $1.73K
|
96
$66.2K
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-3- 1.02% |
$1.88K - $2.59K
|
292
$201K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
10+ 20.0% |
$6.28K - $8.63K
|
60
$41.4K
|
|
Aug 05, 2024
Q2 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
273New |
$171K - $236K
|
273
$188K
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
26.3KNew |
$16.5M - $22.7M
|
26.3K
$18.2M
|
|
Aug 02, 2024
Q2 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
250New |
$157K - $216K
|
250
$172K
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-61- 17.58% |
$38.3K - $52.7K
|
286
$197K
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-19- 36.54% |
$11.9K - $16.4K
|
33
$22.7K
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
70+ 12.07% |
$44K - $60.4K
|
650
$448K
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-103- 9.26% |
$64.7K - $88.9K
|
1.01K
$696K
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-105- 9.09% |
$66K - $90.6K
|
1.05K
$724K
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1- 0.18% |
$628 - $863
|
552
$380K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
13+ 54.17% |
$8.17K - $11.2K
|
37
$25.5K
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
509New |
$320K - $439K
|
509
$351K
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-36- 12.37% |
$22.6K - $31.1K
|
255
$176K
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-115- 24.47% |
$72.2K - $99.3K
|
355
$245K
|
|
Aug 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
587+ 84.46% |
$369K - $507K
|
1.28K
$884K
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-9- 0.88% |
$5.65K - $7.77K
|
1.01K
$695K
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
5KNew |
$3.14M - $4.32M
|
5K
$3.45M
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
2.47KNew |
$1.55M - $2.13M
|
2.47K
$1.7M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.21K- 61.39% |
$758K - $1.04M
|
759
$523K
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
313New |
$197K - $270K
|
313
$216K
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5+ 0.69% |
$3.14K - $4.32K
|
730
$503K
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-488- 14.26% |
$307K - $421K
|
2.93K
$2.02M
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
SELL
|
- |
-237- 25.0% |
$149K - $205K
|
711
$490K
|