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
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
40+ 0.93% |
$17.8K - $20.6K
|
4.36K
$3M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
38+ 22.62% |
$16.9K - $19.5K
|
206
$142K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
36+ 21.82% |
$16K - $18.5K
|
201
$139K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
36+ 6.45% |
$16K - $18.5K
|
594
$409K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
35+ 5.02% |
$15.6K - $18K
|
732
$505K
|
|
|
Nov 02, 2023
Q3 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
34+ 4.37% |
$15.1K - $17.5K
|
812
$560K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
34+ 2.17% |
$15.1K - $17.5K
|
1.6K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
34+ 1.2% |
$15.1K - $17.5K
|
2.87K
$1.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
32+ 0.78% |
$14.2K - $16.5K
|
4.11K
$2.83M
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
31+ 4.64% |
$13.8K - $15.9K
|
699
$482K
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
31+ 4.08% |
$13.8K - $15.9K
|
791
$545K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
30+ 9.55% |
$13.4K - $15.4K
|
344
$237K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
29New |
$12.9K - $14.9K
|
29
$20K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
29+ 11.84% |
$12.9K - $14.9K
|
274
$189K
|
|
|
Oct 25, 2023
Q3 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
28+ 1.05% |
$12.5K - $14.4K
|
2.71K
$1.86M
|
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
28+ 0.4% |
$12.5K - $14.4K
|
7.1K
$4.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
28+ 1.4% |
$12.5K - $14.4K
|
2.03K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
28+ 1.95% |
$12.5K - $14.4K
|
1.46K
$1.01M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
27+ 0.48% |
$12K - $13.9K
|
5.63K
$3.88M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
27+ 2.72% |
$12K - $13.9K
|
1.02K
$702K
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
27+ 2.71% |
$12K - $13.9K
|
1.03K
$707K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
27New |
$12K - $13.9K
|
27
$18.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
26+ 0.3% |
$11.6K - $13.4K
|
8.58K
$5.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
25New |
$11.1K - $12.9K
|
25
$17.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
24+ 1.27% |
$10.7K - $12.3K
|
1.92K
$1.32M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
23+ 5.69% |
$10.2K - $11.8K
|
427
$294K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
23+ 2.49% |
$10.2K - $11.8K
|
947
$653K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23+ 10.7% |
$10.2K - $11.8K
|
238
$164K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
22New |
$9.79K - $11.3K
|
22
$15.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
22+ 0.61% |
$9.79K - $11.3K
|
3.63K
$2.5M
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
22New |
$9.79K - $11.3K
|
22
$15.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
22New |
$9.79K - $11.3K
|
22
$15.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
21+ 4.72% |
$9.35K - $10.8K
|
466
$321K
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
21+ 4.37% |
$9.35K - $10.8K
|
502
$346K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
20+ 100.0% |
$8.9K - $10.3K
|
40
$27.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
BUY
|
- |
19+ 0.39% |
$8.46K - $9.77K
|
4.88K
$3.37M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
18New |
$8.01K - $9.26K
|
18
$12.4K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
17+ 3.82% |
$7.57K - $8.74K
|
462
$318K
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
17+ 0.84% |
$7.57K - $8.74K
|
2.03K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 2.3% |
$7.12K - $8.23K
|
712
$491K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
15New |
$6.68K - $7.71K
|
15
$10.3K
|
|
|
Oct 16, 2023
Q3 2023
|
Gam Holding Ag
|
BUY
|
- |
15+ 0.11% |
$6.68K - $7.71K
|
13.3K
$9.17M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
15+ 2.8% |
$6.68K - $7.71K
|
551
$380K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
15+ 2.51% |
$6.68K - $7.71K
|
613
$423K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15+ 1.76% |
$6.68K - $7.71K
|
868
$598K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
15+ 125.0% |
$6.68K - $7.71K
|
27
$18.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
14+ 1.66% |
$6.23K - $7.2K
|
858
$591K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
14+ 10.22% |
$6.23K - $7.2K
|
151
$104K
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
14+ 2.78% |
$6.23K - $7.2K
|
517
$356K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
14+ 2.91% |
$6.23K - $7.2K
|
495
$341K
|