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 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
186+ 3.3% |
$82.8K - $95.7K
|
5.82K
$5.19M
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-8- 12.7% |
$3.56K - $4.11K
|
55
$49.1K
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-157- 66.53% |
$69.9K - $80.7K
|
79
$70.5K
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
558New |
$248K - $287K
|
558
$498K
|
|
Oct 18, 2023
Q3 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
354+ 7.1% |
$158K - $182K
|
5.34K
$4.76M
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
365+ 42.44% |
$162K - $188K
|
1.23K
$1.09M
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
99+ 6.96% |
$44.1K - $50.9K
|
1.52K
$1.36M
|
|
Oct 16, 2023
Q3 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-11.4K- 22.97% |
$5.09M - $5.88M
|
38.4K
$34.2M
|
|
Oct 13, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.75KNew |
$779K - $900K
|
1.75K
$1.56M
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-109- 6.81% |
$48.5K - $56.1K
|
1.49K
$1.33M
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
1.2K+ 10.89% |
$534K - $617K
|
12.2K
$10.9M
|
|
Oct 10, 2023
Q3 2023
|
New England Research & Management, Inc.
|
BUY
|
- |
1.1KNew |
$490K - $566K
|
1.1K
$981K
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
664New |
$296K - $341K
|
664
$592K
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-5.81K- 0.64% |
$2.59M - $2.99M
|
905K
$808M
|
|
Q2 2023 | |||||||
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-6Closed |
$2.14K - $2.91K
|
0
$0
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6.12K- 64.15% |
$2.19M - $2.97M
|
3.42K
$3.05M
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
26New |
$9.29K - $12.6K
|
26
$23.2K
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-5- 20.0% |
$1.79K - $2.43K
|
20
$17.8K
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
1K+ 2.19% |
$357K - $485K
|
46.7K
$41.7M
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
1.16KNew |
$416K - $564K
|
1.16K
$1.04M
|
|
Aug 14, 2023
Q2 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-17.8K- 99.56% |
$6.36M - $8.64M
|
78
$69.6K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
20New |
$7.15K - $9.7K
|
20
$17.8K
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-157- 19.1% |
$56.1K - $76.1K
|
665
$593K
|
|
Aug 14, 2023
Q2 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
500New |
$179K - $243K
|
500
$446K
|
|
Aug 14, 2023
Q2 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-4.13K- 86.94% |
$1.48M - $2M
|
621
$554K
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
43+ 252.94% |
$15.4K - $20.9K
|
60
$53.5K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12New |
$4.29K - $5.82K
|
12
$10.7K
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-23.6K- 94.18% |
$8.45M - $11.5M
|
1.46K
$1.3M
|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
873New |
$312K - $423K
|
873
$779K
|
|
Aug 14, 2023
Q2 2023
|
3 G Capital Partners LP
New York, NY |
BUY
|
- |
10KNew |
$3.57M - $4.85M
|
10K
$8.92M
|
|
Aug 14, 2023
Q2 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-4.41K- 48.24% |
$1.57M - $2.14M
|
4.73K
$4.22M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-18.7K- 87.79% |
$6.68M - $9.07M
|
2.6K
$2.32M
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.42K- 8.09% |
$1.22M - $1.66M
|
38.8K
$34.6M
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
478New |
$171K - $232K
|
478
$426K
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
500New |
$179K - $243K
|
500
$446K
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-183- 4.87% |
$65.4K - $88.8K
|
3.58K
$3.19M
|
|
Aug 10, 2023
Q2 2023
|
John Armitage
Egerton Capital (Uk) LLP
|
BUY
|
- |
191KNew |
$68.3M - $92.7M
|
191K
$171M
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.37KNew |
$847K - $1.15M
|
2.37K
$2.11M
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-98.3K- 5.6% |
$35.1M - $47.7M
|
1.66M
$1.48B
|
|
Aug 10, 2023
Q2 2023
|
Ascension Asset Management LLC
|
BUY
|
- |
2.66KNew |
$951K - $1.29M
|
2.66K
$2.37M
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
100New |
$35.7K - $48.5K
|
100
$89.2K
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1New |
$357 - $485
|
1
$892
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-166- 2.33% |
$59.3K - $80.5K
|
6.95K
$6.2M
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
380+ 5.49% |
$136K - $184K
|
7.3K
$6.51M
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-748- 15.03% |
$267K - $363K
|
4.23K
$3.77M
|
|
Aug 08, 2023
Q2 2023
|
Barings LLC
|
BUY
|
- |
437New |
$156K - $212K
|
437
$390K
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
17New |
$6.08K - $8.25K
|
17
$15.2K
|
|
Aug 07, 2023
Q2 2023
|
Suncoast Equity Management
|
BUY
|
- |
639+ 2.22% |
$228K - $310K
|
29.5K
$26.3M
|
|
Aug 04, 2023
Q2 2023
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-915- 40.08% |
$327K - $444K
|
1.37K
$1.22M
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
39New |
$13.9K - $18.9K
|
39
$34.8K
|