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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
6+ 4.72% |
$2.19K - $2.57K
|
133
$99.8K
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
6New |
$2.19K - $2.57K
|
6
$4.5K
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
5+ 0.76% |
$1.82K - $2.14K
|
663
$498K
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
5+ 0.17% |
$1.82K - $2.14K
|
2.99K
$2.24M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
5+ 0.49% |
$1.82K - $2.14K
|
1.03K
$775K
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
5+ 0.06% |
$1.82K - $2.14K
|
9.07K
$6.81M
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
5+ 0.83% |
$1.82K - $2.14K
|
605
$454K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
4+ 5.0% |
$1.46K - $1.72K
|
84
$63.1K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
4New |
$1.46K - $1.72K
|
4
$3K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
4New |
$1.46K - $1.72K
|
4
$3K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4+ 1.29% |
$1.46K - $1.72K
|
315
$236K
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3+ 0.23% |
$1.09K - $1.29K
|
1.3K
$978K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3+ 0.24% |
$1.09K - $1.29K
|
1.27K
$950K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
3+ 4.62% |
$1.09K - $1.29K
|
68
$51.1K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$1.09K - $1.29K
|
3
$2.25K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3New |
$1.09K - $1.29K
|
3
$2.25K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3+ 1.58% |
$1.09K - $1.29K
|
193
$145K
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.2% |
$730 - $858
|
984
$739K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
2New |
$730 - $858
|
2
$1.5K
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2+ 0.31% |
$730 - $858
|
646
$485K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2New |
$730 - $858
|
2
$1.5K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2+ 0.03% |
$730 - $858
|
7.12K
$5.34M
|
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
2+ 0.07% |
$730 - $858
|
2.71K
$2.03M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 5.88% |
$365 - $429
|
18
$13.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1+ 0.16% |
$365 - $429
|
629
$472K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
1New |
$365 - $429
|
1
$751
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1New |
$365 - $429
|
1
$751
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1- 0.44% |
$365 - $429
|
224
$168K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1- 0.14% |
$365 - $429
|
719
$540K
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1- 0.14% |
$365 - $429
|
712
$535K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1- 25.0% |
$365 - $429
|
3
$2.25K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.95% |
$365 - $429
|
104
$78.1K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1- 0.16% |
$365 - $429
|
629
$472K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-2- 3.45% |
$730 - $858
|
56
$42K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2- 9.52% |
$730 - $858
|
19
$14.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.07% |
$730 - $858
|
2.9K
$2.17M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 14.29% |
$730 - $858
|
12
$9.01K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-2- 0.84% |
$730 - $858
|
235
$176K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-2- 8.7% |
$730 - $858
|
21
$15.8K
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2- 0.04% |
$730 - $858
|
5.26K
$3.95M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2- 0.25% |
$730 - $858
|
792
$595K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2- 2.99% |
$730 - $858
|
65
$48.8K
|
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-2- 0.07% |
$730 - $858
|
3.06K
$2.3M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-2- 0.12% |
$730 - $858
|
1.65K
$1.24M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3- 0.12% |
$1.09K - $1.29K
|
2.5K
$1.88M
|
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-3- 0.03% |
$1.09K - $1.29K
|
10.5K
$7.92M
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-3- 0.12% |
$1.09K - $1.29K
|
2.59K
$1.94M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 4.69% |
$1.09K - $1.29K
|
61
$45.8K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-3- 8.57% |
$1.09K - $1.29K
|
32
$24K
|
|
|
May 03, 2023
Q1 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-4- 0.05% |
$1.46K - $1.72K
|
7.68K
$5.77M
|