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 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-3- 1.51% |
$1.63K - $2.17K
|
196
$149K
|
|
May 09, 2024
Q1 2024
|
Trust Investment Advisors
|
SELL
|
- |
-3- 0.24% |
$1.63K - $2.17K
|
1.27K
$963K
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-3- 0.84% |
$1.63K - $2.17K
|
355
$270K
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-4- 0.8% |
$2.18K - $2.89K
|
498
$379K
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-4- 0.51% |
$2.18K - $2.89K
|
788
$600K
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-4- 2.58% |
$2.18K - $2.89K
|
151
$115K
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-4- 57.14% |
$2.18K - $2.89K
|
3
$2.28K
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-4- 0.47% |
$2.18K - $2.89K
|
840
$639K
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-4- 0.34% |
$2.18K - $2.89K
|
1.16K
$883K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-4- 6.67% |
$2.18K - $2.89K
|
56
$42.6K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.44% |
$2.18K - $2.89K
|
898
$683K
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-4- 4.88% |
$2.18K - $2.89K
|
78
$59.4K
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-5- 1.12% |
$2.72K - $3.62K
|
441
$336K
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-5- 0.95% |
$2.72K - $3.62K
|
522
$397K
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5- 0.56% |
$2.72K - $3.62K
|
895
$681K
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-5- 4.0% |
$2.72K - $3.62K
|
120
$91.3K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-6- 0.9% |
$3.27K - $4.34K
|
660
$502K
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-6- 0.97% |
$3.27K - $4.34K
|
610
$464K
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-6- 1.54% |
$3.27K - $4.34K
|
384
$292K
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-6- 1.64% |
$3.27K - $4.34K
|
360
$274K
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-7- 0.23% |
$3.81K - $5.06K
|
3.05K
$2.32M
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-7- 1.47% |
$3.81K - $5.06K
|
470
$358K
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-7- 21.21% |
$3.81K - $5.06K
|
26
$19.8K
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-7- 0.77% |
$3.81K - $5.06K
|
899
$684K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-8- 1.27% |
$4.35K - $5.79K
|
621
$473K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-8- 11.59% |
$4.35K - $5.79K
|
61
$46.4K
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-8- 0.33% |
$4.35K - $5.79K
|
2.4K
$1.82M
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-8- 1.08% |
$4.35K - $5.79K
|
732
$557K
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-9- 2.52% |
$4.9K - $6.51K
|
348
$265K
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-9- 1.16% |
$4.9K - $6.51K
|
766
$583K
|
|
May 01, 2024
Q1 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-10- 0.69% |
$5.44K - $7.23K
|
1.45K
$1.1M
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-10- 0.09% |
$5.44K - $7.23K
|
11.2K
$8.49M
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-10- 2.14% |
$5.44K - $7.23K
|
458
$349K
|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-10- 2.79% |
$5.44K - $7.23K
|
348
$265K
|
|
Apr 22, 2024
Q1 2024
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-11- 0.06% |
$5.99K - $7.96K
|
17.4K
$13.2M
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-11- 8.09% |
$5.99K - $7.96K
|
125
$95.1K
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-11- 1.83% |
$5.99K - $7.96K
|
591
$450K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-11- 0.26% |
$5.99K - $7.96K
|
4.29K
$3.27M
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-12- 1.27% |
$6.53K - $8.68K
|
932
$709K
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-12- 2.84% |
$6.53K - $8.68K
|
410
$312K
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-12- 2.82% |
$6.53K - $8.68K
|
413
$314K
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-13- 6.16% |
$7.08K - $9.4K
|
198
$151K
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-13- 5.75% |
$7.08K - $9.4K
|
213
$162K
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-14- 0.06% |
$7.62K - $10.1K
|
23.8K
$18.1M
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-14- 0.32% |
$7.62K - $10.1K
|
4.35K
$3.31M
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-14- 1.65% |
$7.62K - $10.1K
|
837
$637K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-14- 7.04% |
$7.62K - $10.1K
|
185
$141K
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-14- 3.88% |
$7.62K - $10.1K
|
347
$264K
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-15- 2.42% |
$8.16K - $10.8K
|
605
$460K
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-15- 75.0% |
$8.16K - $10.8K
|
5
$3.8K
|