Purchases and Sales Made in Q2 2023 in Kla Corp (KLAC)
This table provides information about the institutional ownership of Kla Corp (KLAC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
436New |
$156K - $211K
|
436
$337K
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
BUY
|
- |
436New |
$156K - $211K
|
436
$337K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
436New |
$156K - $211K
|
436
$337K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
433New |
$155K - $210K
|
433
$334K
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
430New |
$154K - $209K
|
430
$332K
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Group Foundation
|
BUY
|
- |
430+ 1.76% |
$154K - $209K
|
24.9K
$19.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
428New |
$153K - $208K
|
428
$330K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
427New |
$153K - $207K
|
427
$330K
|
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
426New |
$152K - $207K
|
426
$329K
|
|
|
Aug 11, 2023
Q2 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
426+ 11.66% |
$152K - $207K
|
4.08K
$3.15M
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
425New |
$152K - $206K
|
425
$328K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
416New |
$149K - $202K
|
416
$321K
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
394+ 2.33% |
$141K - $191K
|
17.3K
$13.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
385+ 6.88% |
$138K - $187K
|
5.98K
$4.62M
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
380+ 5.49% |
$136K - $184K
|
7.3K
$5.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Investment Management Group LLC
|
BUY
|
- |
374+ 2.32% |
$134K - $181K
|
16.5K
$12.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
368+ 20.18% |
$132K - $178K
|
2.19K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
353+ 4.87% |
$126K - $171K
|
7.6K
$5.86M
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
351+ 5.68% |
$125K - $170K
|
6.53K
$5.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
348+ 3.65% |
$124K - $169K
|
9.88K
$7.63M
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
345+ 6.68% |
$123K - $167K
|
5.51K
$4.26M
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
343+ 4.67% |
$123K - $166K
|
7.69K
$5.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
341+ 13.13% |
$122K - $165K
|
2.94K
$2.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
340+ 67.19% |
$122K - $165K
|
846
$653K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
329+ 25.99% |
$118K - $160K
|
1.6K
$1.23M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
327+ 9.51% |
$117K - $159K
|
3.77K
$2.91M
|
|
|
Aug 03, 2023
Q2 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
325+ 3.68% |
$116K - $158K
|
9.16K
$7.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
322New |
$115K - $156K
|
322
$249K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
320+ 46.99% |
$114K - $155K
|
1K
$773K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
316+ 0.8% |
$113K - $153K
|
39.6K
$30.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
313+ 2.79% |
$112K - $152K
|
11.5K
$8.91M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
310+ 22.06% |
$111K - $150K
|
1.72K
$1.32M
|
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
BUY
|
- |
302+ 29.01% |
$108K - $146K
|
1.34K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
295+ 46.9% |
$105K - $143K
|
924
$713K
|
|
|
Jul 24, 2023
Q2 2023
|
Scharf Investments, LLC
|
BUY
|
- |
293+ 17.58% |
$105K - $142K
|
1.96K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
289+ 32.25% |
$103K - $140K
|
1.19K
$915K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
284New |
$101K - $138K
|
284
$219K
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
282+ 16.43% |
$101K - $137K
|
2K
$1.54M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
280+ 28.72% |
$100K - $136K
|
1.26K
$969K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
279+ 23.13% |
$99.7K - $135K
|
1.49K
$1.15M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
269New |
$96.1K - $130K
|
269
$208K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
262+ 35.89% |
$93.6K - $127K
|
992
$766K
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
260+ 2.35% |
$92.9K - $126K
|
11.3K
$8.76M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
257+ 29.54% |
$91.8K - $125K
|
1.13K
$870K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
252+ 4.69% |
$90.1K - $122K
|
5.63K
$4.35M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
246+ 99.19% |
$87.9K - $119K
|
494
$381K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
241New |
$86.1K - $117K
|
241
$186K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
239+ 3.68% |
$85.4K - $116K
|
6.73K
$5.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
235+ 44.76% |
$84K - $114K
|
760
$587K
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
234+ 9.05% |
$83.6K - $113K
|
2.82K
$2.18M
|