Purchases and Sales Made in Q3 2023 in Kla Corp (KLAC)
This table provides information about the institutional ownership of Kla Corp (KLAC) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
80+ 2.12% |
$35.6K - $41.1K
|
3.85K
$2.65M
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
78+ 6.91% |
$34.7K - $40.1K
|
1.21K
$832K
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
76+ 8.74% |
$33.8K - $39.1K
|
946
$652K
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
BUY
|
- |
75+ 2.43% |
$33.4K - $38.6K
|
3.16K
$2.18M
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
75+ 0.23% |
$33.4K - $38.6K
|
32.4K
$22.3M
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
75+ 6.56% |
$33.4K - $38.6K
|
1.22K
$840K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
74New |
$32.9K - $38.1K
|
74
$51K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
74+ 13.41% |
$32.9K - $38.1K
|
626
$432K
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
73+ 0.27% |
$32.5K - $37.5K
|
27.5K
$19M
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
72+ 8.9% |
$32.1K - $37K
|
881
$607K
|
|
Nov 13, 2023
Q3 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
71+ 0.11% |
$31.6K - $36.5K
|
65K
$44.8M
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
67New |
$29.8K - $34.5K
|
67
$46.2K
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
65+ 4.0% |
$28.9K - $33.4K
|
1.69K
$1.16M
|
|
Nov 02, 2023
Q3 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
63+ 6.01% |
$28K - $32.4K
|
1.11K
$767K
|
|
Oct 10, 2023
Q3 2023
|
Albert D Mason Inc
|
BUY
|
- |
62+ 2.97% |
$27.6K - $31.9K
|
2.15K
$1.48M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
61+ 3.81% |
$27.2K - $31.4K
|
1.66K
$1.15M
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
60+ 0.45% |
$26.7K - $30.9K
|
13.5K
$9.33M
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
60New |
$26.7K - $30.9K
|
60
$41.4K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
59+ 163.89% |
$26.3K - $30.3K
|
95
$65.5K
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
56New |
$24.9K - $28.8K
|
56
$38.6K
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
55+ 4.63% |
$24.5K - $28.3K
|
1.24K
$857K
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
55+ 7.12% |
$24.5K - $28.3K
|
827
$570K
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
55+ 2.7% |
$24.5K - $28.3K
|
2.09K
$1.44M
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
53+ 12.38% |
$23.6K - $27.3K
|
481
$332K
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
53+ 2.26% |
$23.6K - $27.3K
|
2.4K
$1.65M
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
51+ 5.3% |
$22.7K - $26.2K
|
1.01K
$699K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
50New |
$22.3K - $25.7K
|
50
$34.5K
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
49+ 0.41% |
$21.8K - $25.2K
|
12K
$8.29M
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
BUY
|
- |
49+ 10.82% |
$21.8K - $25.2K
|
502
$346K
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
49+ 0.09% |
$21.8K - $25.2K
|
53.1K
$36.6M
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
48+ 2.43% |
$21.4K - $24.7K
|
2.03K
$1.4M
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
48+ 6.74% |
$21.4K - $24.7K
|
760
$524K
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
47+ 0.28% |
$20.9K - $24.2K
|
17.1K
$11.8M
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
47+ 10.71% |
$20.9K - $24.2K
|
486
$335K
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
47+ 2.53% |
$20.9K - $24.2K
|
1.91K
$1.31M
|
|
Oct 27, 2023
Q3 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
47+ 0.24% |
$20.9K - $24.2K
|
19.2K
$13.3M
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
46+ 2.81% |
$20.5K - $23.7K
|
1.68K
$1.16M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
46+ 2.81% |
$20.5K - $23.7K
|
1.68K
$1.16M
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
45+ 7.8% |
$20K - $23.1K
|
622
$429K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
45+ 2.1% |
$20K - $23.1K
|
2.19K
$1.51M
|
|
Nov 13, 2023
Q3 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
45New |
$20K - $23.1K
|
45
$31K
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
45+ 1.2% |
$20K - $23.1K
|
3.79K
$2.61M
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
44+ 3.8% |
$19.6K - $22.6K
|
1.2K
$828K
|
|
Jun 14, 2024
Q3 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
44+ 2.08% |
$19.6K - $22.6K
|
2.16K
$1.49M
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
43+ 76.79% |
$19.1K - $22.1K
|
99
$68.2K
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
43+ 0.77% |
$19.1K - $22.1K
|
5.64K
$3.89M
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
42+ 7.54% |
$18.7K - $21.6K
|
599
$413K
|
|
Nov 13, 2023
Q3 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
41+ 0.35% |
$18.3K - $21.1K
|
11.8K
$8.12M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
41+ 15.3% |
$18.3K - $21.1K
|
309
$213K
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
40+ 0.67% |
$17.8K - $20.6K
|
6.04K
$4.16M
|