Purchases and Sales Made in Q1 2024 in Kla Corp (KLAC)
This table provides information about the institutional ownership of Kla Corp (KLAC) during Q1 2024. 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 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
13+ 0.65% |
$7.08K - $9.4K
|
2.01K
$1.55M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
12+ 0.32% |
$6.53K - $8.68K
|
3.8K
$2.93M
|
|
|
May 13, 2024
Q1 2024
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
12+ 24.49% |
$6.53K - $8.68K
|
61
$47.1K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
12+ 3.06% |
$6.53K - $8.68K
|
404
$312K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12+ 2.32% |
$6.53K - $8.68K
|
530
$409K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
12New |
$6.53K - $8.68K
|
12
$9.26K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
12New |
$6.53K - $8.68K
|
12
$9.26K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
11+ 84.62% |
$5.99K - $7.96K
|
24
$18.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
11+ 1.22% |
$5.99K - $7.96K
|
916
$707K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
11+ 1.05% |
$5.99K - $7.96K
|
1.06K
$816K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11+ 2.32% |
$5.99K - $7.96K
|
485
$374K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11+ 3.46% |
$5.99K - $7.96K
|
329
$254K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
10+ 0.31% |
$5.44K - $7.23K
|
3.25K
$2.51M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
10New |
$5.44K - $7.23K
|
10
$7.72K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
10+ 0.19% |
$5.44K - $7.23K
|
5.26K
$4.06M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
10+ 0.53% |
$5.44K - $7.23K
|
1.89K
$1.46M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
10+ 22.22% |
$5.44K - $7.23K
|
55
$42.5K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10+ 1.04% |
$5.44K - $7.23K
|
976
$753K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10+ 1.3% |
$5.44K - $7.23K
|
781
$603K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
10+ 2.53% |
$5.44K - $7.23K
|
405
$313K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
9+ 36.0% |
$4.9K - $6.51K
|
34
$26.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9+ 128.57% |
$4.9K - $6.51K
|
16
$12.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
9+ 1.19% |
$4.9K - $6.51K
|
766
$591K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
9+ 2.28% |
$4.9K - $6.51K
|
403
$311K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
9+ 20.93% |
$4.9K - $6.51K
|
52
$40.1K
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
9+ 1.73% |
$4.9K - $6.51K
|
530
$409K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
9New |
$4.9K - $6.51K
|
9
$6.95K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
8+ 1.47% |
$4.35K - $5.79K
|
554
$428K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
8+ 0.71% |
$4.35K - $5.79K
|
1.14K
$880K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
8+ 2.09% |
$4.35K - $5.79K
|
390
$301K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7+ 1.79% |
$3.81K - $5.06K
|
398
$307K
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
BUY
|
- |
7+ 1.37% |
$3.81K - $5.06K
|
519
$401K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.24% |
$3.81K - $5.06K
|
2.97K
$2.29M
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
7+ 0.7% |
$3.81K - $5.06K
|
1K
$773K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
7+ 1.52% |
$3.81K - $5.06K
|
469
$362K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
7+ 0.27% |
$3.81K - $5.06K
|
2.64K
$2.04M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
7+ 0.07% |
$3.81K - $5.06K
|
9.95K
$7.68M
|
|
|
Apr 24, 2024
Q1 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
6+ 0.13% |
$3.27K - $4.34K
|
4.68K
$3.61M
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
6+ 1.57% |
$3.27K - $4.34K
|
389
$300K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6+ 66.67% |
$3.27K - $4.34K
|
15
$11.6K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
6New |
$3.27K - $4.34K
|
6
$4.63K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
6+ 0.53% |
$3.27K - $4.34K
|
1.13K
$871K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
6New |
$3.27K - $4.34K
|
6
$4.63K
|
|
|
Apr 11, 2024
Q1 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
5+ 1.34% |
$2.72K - $3.62K
|
378
$292K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5New |
$2.72K - $3.62K
|
5
$3.86K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
5New |
$2.72K - $3.62K
|
5
$3.86K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5+ 0.49% |
$2.72K - $3.62K
|
1.04K
$799K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5+ 0.91% |
$2.72K - $3.62K
|
553
$427K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
5New |
$2.72K - $3.62K
|
5
$3.86K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 16.67% |
$2.72K - $3.62K
|
35
$27K
|