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 |
|---|---|---|---|---|---|---|---|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4+ 2.56% |
$2.18K - $2.89K
|
160
$122K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
4+ 0.53% |
$2.18K - $2.89K
|
764
$581K
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
4+ 0.23% |
$2.18K - $2.89K
|
1.77K
$1.35M
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
4+ 0.97% |
$2.18K - $2.89K
|
415
$316K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3+ 0.67% |
$1.63K - $2.17K
|
452
$344K
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
3New |
$1.63K - $2.17K
|
3
$2.28K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
2+ 0.04% |
$1.09K - $1.45K
|
5.1K
$3.88M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
2New |
$1.09K - $1.45K
|
2
$1.52K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 0.5% |
$1.09K - $1.45K
|
406
$309K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 15.38% |
$1.09K - $1.45K
|
15
$11.4K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 3.77% |
$1.09K - $1.45K
|
55
$41.9K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 66.67% |
$1.09K - $1.45K
|
5
$3.8K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2+ 0.2% |
$1.09K - $1.45K
|
992
$755K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2New |
$1.09K - $1.45K
|
2
$1.52K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1+ 0.05% |
$544 - $723
|
2.18K
$1.66M
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1+ 0.13% |
$544 - $723
|
756
$575K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.12% |
$544 - $723
|
852
$648K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
1+ 7.69% |
$544 - $723
|
14
$10.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1+ 0.05% |
$544 - $723
|
1.85K
$1.41M
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.22% |
$544 - $723
|
455
$346K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1New |
$544 - $723
|
1
$761
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 2.94% |
$544 - $723
|
35
$26.6K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1+ 0.16% |
$544 - $723
|
644
$490K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.05% |
$544 - $723
|
2.02K
$1.54M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1+ 0.27% |
$544 - $723
|
366
$279K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.04% |
$544 - $723
|
2.73K
$2.07M
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 7.14% |
$544 - $723
|
15
$11.4K
|
|
|
May 14, 2024
Q1 2024
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
1+ 0.21% |
$544 - $723
|
486
$370K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.06% |
$544 - $723
|
1.71K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
1+ 0.13% |
$544 - $723
|
761
$579K
|
|
|
May 15, 2024
Q1 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1+ 0.04% |
$544 - $723
|
2.41K
$1.83M
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-1- 0.25% |
$544 - $723
|
404
$307K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 5.56% |
$544 - $723
|
17
$12.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1- 0.18% |
$544 - $723
|
550
$419K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-1- 0.23% |
$544 - $723
|
438
$333K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1- 10.0% |
$544 - $723
|
9
$6.85K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1- 4.35% |
$544 - $723
|
22
$16.7K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1- 1.02% |
$544 - $723
|
97
$73.8K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-1- 0.22% |
$544 - $723
|
446
$339K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 3.57% |
$544 - $723
|
27
$20.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2- 0.45% |
$1.09K - $1.45K
|
443
$337K
|
|
|
May 06, 2024
Q1 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-2- 0.05% |
$1.09K - $1.45K
|
4.33K
$3.3M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-2- 0.4% |
$1.09K - $1.45K
|
492
$374K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-2- 0.47% |
$1.09K - $1.45K
|
424
$323K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-2- 0.67% |
$1.09K - $1.45K
|
295
$224K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2- 28.57% |
$1.09K - $1.45K
|
5
$3.8K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2- 9.09% |
$1.09K - $1.45K
|
20
$15.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-3- 25.0% |
$1.63K - $2.17K
|
9
$6.85K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3- 0.74% |
$1.63K - $2.17K
|
401
$305K
|
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-3- 0.37% |
$1.63K - $2.17K
|
809
$616K
|