Purchases and Sales Made in Q2 2024 in Kla Corp (KLAC)
This table provides information about the institutional ownership of Kla Corp (KLAC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
9New |
$5.65K - $7.77K
|
9
$6.64K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
9+ 100.0% |
$5.65K - $7.77K
|
18
$13.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
9+ 1.44% |
$5.65K - $7.77K
|
633
$467K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
8+ 2.22% |
$5.03K - $6.91K
|
369
$272K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
8+ 44.44% |
$5.03K - $6.91K
|
26
$19.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 3.57% |
$5.03K - $6.91K
|
232
$171K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
8+ 2.67% |
$5.03K - $6.91K
|
308
$227K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
8+ 8.25% |
$5.03K - $6.91K
|
105
$77.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
8+ 11.11% |
$5.03K - $6.91K
|
80
$59.1K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
8+ 2.4% |
$5.03K - $6.91K
|
341
$252K
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
7+ 2.49% |
$4.4K - $6.04K
|
288
$213K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
7New |
$4.4K - $6.04K
|
7
$5.17K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
7+ 12.73% |
$4.4K - $6.04K
|
62
$45.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
7New |
$4.4K - $6.04K
|
7
$5.17K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
7+ 2.35% |
$4.4K - $6.04K
|
305
$225K
|
|
|
Jul 16, 2024
Q2 2024
|
Albert D Mason Inc
|
BUY
|
- |
6+ 0.27% |
$3.77K - $5.18K
|
2.26K
$1.67M
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
6+ 0.09% |
$3.77K - $5.18K
|
7.03K
$5.19M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
6+ 600.0% |
$3.77K - $5.18K
|
7
$5.17K
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
5+ 0.54% |
$3.14K - $4.32K
|
937
$692K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
5+ 1.33% |
$3.14K - $4.32K
|
381
$281K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5+ 0.69% |
$3.14K - $4.32K
|
730
$539K
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5+ 1.14% |
$3.14K - $4.32K
|
442
$326K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
5New |
$3.14K - $4.32K
|
5
$3.69K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
4New |
$2.51K - $3.45K
|
4
$2.95K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
4+ 66.67% |
$2.51K - $3.45K
|
10
$7.38K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4New |
$2.51K - $3.45K
|
4
$2.95K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4New |
$2.51K - $3.45K
|
4
$2.95K
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
4+ 1.03% |
$2.51K - $3.45K
|
393
$290K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
4+ 0.03% |
$2.51K - $3.45K
|
11.6K
$8.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
4+ 0.14% |
$2.51K - $3.45K
|
2.87K
$2.12M
|
|
|
Nov 13, 2024
Q2 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
4+ 1.15% |
$2.51K - $3.45K
|
352
$260K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 1.15% |
$1.88K - $2.59K
|
265
$196K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3+ 20.0% |
$1.88K - $2.59K
|
18
$13.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3+ 0.29% |
$1.88K - $2.59K
|
1.05K
$772K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3New |
$1.88K - $2.59K
|
3
$2.21K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
3+ 25.0% |
$1.88K - $2.59K
|
15
$11.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 20.0% |
$1.88K - $2.59K
|
18
$13.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
BUY
|
- |
3+ 0.6% |
$1.88K - $2.59K
|
500
$369K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 20.0% |
$1.88K - $2.59K
|
18
$13.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3+ 0.08% |
$1.88K - $2.59K
|
3.8K
$2.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$1.88K - $2.59K
|
3
$2.21K
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3+ 0.62% |
$1.88K - $2.59K
|
489
$361K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2+ 9.09% |
$1.26K - $1.73K
|
24
$17.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2New |
$1.26K - $1.73K
|
2
$1.48K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
2+ 66.67% |
$1.26K - $1.73K
|
5
$3.69K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 16.67% |
$1.26K - $1.73K
|
14
$10.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 6.25% |
$1.26K - $1.73K
|
34
$25.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2+ 0.3% |
$1.26K - $1.73K
|
658
$486K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.28% |
$1.26K - $1.73K
|
729
$538K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
2New |
$1.26K - $1.73K
|
2
$1.48K
|