Purchases and Sales Made in Q1 2023 in Kla Corp (KLAC)
This table provides information about the institutional ownership of Kla Corp (KLAC) during Q1 2023. The information is specifically focused on institutions that hold shares of KLA CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
36New |
$13.1K - $15.4K
|
36
$27K
|
|
|
May 09, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
35New |
$12.8K - $15K
|
35
$26.3K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
35+ 3.63% |
$12.8K - $15K
|
1K
$751K
|
|
|
Dec 18, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
35New |
$12.8K - $15K
|
35
$26.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
34+ 0.41% |
$12.4K - $14.6K
|
8.42K
$6.32M
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
33+ 2.15% |
$12K - $14.1K
|
1.57K
$1.18M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
33New |
$12K - $14.1K
|
33
$24.8K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
33+ 5.41% |
$12K - $14.1K
|
643
$483K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
27+ 0.08% |
$9.85K - $11.6K
|
34.3K
$25.7M
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
27+ 4.7% |
$9.85K - $11.6K
|
602
$452K
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
26+ 2600.0% |
$9.49K - $11.1K
|
27
$20.3K
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
26+ 2.51% |
$9.49K - $11.1K
|
1.06K
$798K
|
|
|
Feb 13, 2025
Q1 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
25+ 2.57% |
$9.12K - $10.7K
|
997
$748K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24+ 3.0% |
$8.76K - $10.3K
|
825
$619K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
22+ 5.84% |
$8.03K - $9.43K
|
399
$300K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
21+ 0.96% |
$7.66K - $9K
|
2.22K
$1.66M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
21+ 1.36% |
$7.66K - $9K
|
1.56K
$1.17M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
20+ 1.19% |
$7.3K - $8.58K
|
1.7K
$1.28M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
20New |
$7.3K - $8.58K
|
20
$15K
|
|
|
Apr 27, 2023
Q1 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
19+ 2.16% |
$6.93K - $8.15K
|
900
$676K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
19+ 6.19% |
$6.93K - $8.15K
|
326
$245K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
18+ 2.3% |
$6.57K - $7.72K
|
801
$601K
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
18+ 0.3% |
$6.57K - $7.72K
|
5.92K
$4.45M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
16+ 0.51% |
$5.84K - $6.86K
|
3.17K
$2.38M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
15New |
$5.47K - $6.43K
|
15
$11.3K
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
15+ 0.75% |
$5.47K - $6.43K
|
2.01K
$1.51M
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
15+ 0.43% |
$5.47K - $6.43K
|
3.47K
$2.61M
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
15+ 2.04% |
$5.47K - $6.43K
|
752
$565K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
15+ 25.0% |
$5.47K - $6.43K
|
75
$56.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13+ 0.6% |
$4.74K - $5.57K
|
2.16K
$1.62M
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
13+ 0.03% |
$4.74K - $5.57K
|
39.3K
$29.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
13+ 7.78% |
$4.74K - $5.57K
|
180
$135K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
13+ 1.68% |
$4.74K - $5.57K
|
788
$592K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
13+ 0.97% |
$4.74K - $5.57K
|
1.35K
$1.02M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
13+ 7.78% |
$4.74K - $5.57K
|
180
$135K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
12New |
$4.38K - $5.15K
|
12
$9.01K
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
11+ 0.87% |
$4.01K - $4.72K
|
1.27K
$955K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
10+ 1.32% |
$3.65K - $4.29K
|
765
$574K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
10+ 1.4% |
$3.65K - $4.29K
|
725
$544K
|
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
9+ 1.14% |
$3.28K - $3.86K
|
797
$598K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
9+ 150.0% |
$3.28K - $3.86K
|
15
$11.3K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
9+ 0.81% |
$3.28K - $3.86K
|
1.12K
$838K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
8+ 14.55% |
$2.92K - $3.43K
|
63
$47.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
8+ 0.25% |
$2.92K - $3.43K
|
3.25K
$2.44M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
8+ 0.2% |
$2.92K - $3.43K
|
3.91K
$2.94M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
7+ 38.89% |
$2.55K - $3K
|
25
$18.8K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
7New |
$2.55K - $3K
|
7
$5.26K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
6+ 0.69% |
$2.19K - $2.57K
|
870
$653K
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
6+ 0.56% |
$2.19K - $2.57K
|
1.08K
$812K
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
6+ 0.93% |
$2.19K - $2.57K
|
653
$490K
|