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 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-23- 1.61% |
$8.39K - $9.86K
|
1.41K
$1.06M
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-24- 3.6% |
$8.76K - $10.3K
|
642
$482K
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-25- 2.3% |
$9.12K - $10.7K
|
1.06K
$796K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-25- 9.29% |
$9.12K - $10.7K
|
244
$183K
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-26- 0.48% |
$9.49K - $11.1K
|
5.38K
$4.04M
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-27- 6.29% |
$9.85K - $11.6K
|
402
$302K
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-28- 5.05% |
$10.2K - $12K
|
527
$396K
|
|
May 12, 2023
Q1 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-28- 45.16% |
$10.2K - $12K
|
34
$25.5K
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-35- 1.38% |
$12.8K - $15K
|
2.5K
$1.87M
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
SELL
|
- |
-35- 1.82% |
$12.8K - $15K
|
1.89K
$1.42M
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-38- 0.63% |
$13.9K - $16.3K
|
5.97K
$4.48M
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
SELL
|
- |
-39- 5.35% |
$14.2K - $16.7K
|
690
$518K
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-39- 5.07% |
$14.2K - $16.7K
|
730
$548K
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-39- 20.1% |
$14.2K - $16.7K
|
155
$116K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-40- 0.77% |
$14.6K - $17.2K
|
5.16K
$3.87M
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-42- 1.29% |
$15.3K - $18K
|
3.22K
$2.41M
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-42- 6.39% |
$15.3K - $18K
|
615
$462K
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-43- 4.41% |
$15.7K - $18.4K
|
933
$700K
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-43- 0.34% |
$15.7K - $18.4K
|
12.5K
$9.36M
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-44- 4.06% |
$16.1K - $18.9K
|
1.04K
$781K
|
|
May 12, 2023
Q1 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-45- 0.51% |
$16.4K - $19.3K
|
8.84K
$6.63M
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-46- 4.31% |
$16.8K - $19.7K
|
1.02K
$767K
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-47- 6.65% |
$17.1K - $20.2K
|
660
$495K
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-47- 7.86% |
$17.1K - $20.2K
|
551
$414K
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-47- 0.28% |
$17.1K - $20.2K
|
16.9K
$12.7M
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-48- 3.4% |
$17.5K - $20.6K
|
1.36K
$1.02M
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-49- 2.37% |
$17.9K - $21K
|
2.02K
$1.52M
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-49- 1.39% |
$17.9K - $21K
|
3.48K
$2.61M
|
|
Apr 13, 2023
Q1 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-50- 8.24% |
$18.2K - $21.4K
|
557
$418K
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-50- 4.65% |
$18.2K - $21.4K
|
1.03K
$770K
|
|
May 15, 2023
Q1 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-51- 1.35% |
$18.6K - $21.9K
|
3.71K
$2.79M
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-52- 1.64% |
$19K - $22.3K
|
3.11K
$2.33M
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-52- 1.91% |
$19K - $22.3K
|
2.67K
$2.01M
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-52- 0.62% |
$19K - $22.3K
|
8.34K
$6.26M
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
SELL
|
- |
-53- 94.64% |
$19.3K - $22.7K
|
3
$2.25K
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
SELL
|
- |
-54- 2.95% |
$19.7K - $23.2K
|
1.78K
$1.34M
|
|
Apr 28, 2023
Q1 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-54- 0.72% |
$19.7K - $23.2K
|
7.46K
$5.6M
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-55- 8.53% |
$20.1K - $23.6K
|
590
$443K
|
|
Apr 19, 2023
Q1 2023
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-55- 1.52% |
$20.1K - $23.6K
|
3.57K
$2.68M
|
|
May 10, 2023
Q1 2023
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-55- 5.58% |
$20.1K - $23.6K
|
930
$698K
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-55- 2.08% |
$20.1K - $23.6K
|
2.59K
$1.94M
|
|
Apr 10, 2023
Q1 2023
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-57- 0.11% |
$20.8K - $24.4K
|
53.2K
$40M
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-57- 1.24% |
$20.8K - $24.4K
|
4.56K
$3.42M
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-58- 7.23% |
$21.2K - $24.9K
|
744
$559K
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-60- 6.51% |
$21.9K - $25.7K
|
861
$646K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-62- 21.68% |
$22.6K - $26.6K
|
224
$168K
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-62- 11.27% |
$22.6K - $26.6K
|
488
$366K
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-68- 5.21% |
$24.8K - $29.2K
|
1.24K
$929K
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-69- 3.71% |
$25.2K - $29.6K
|
1.79K
$1.35M
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-69- 4.1% |
$25.2K - $29.6K
|
1.62K
$1.21M
|