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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
13+ 2.24% |
$5.79K - $6.69K
|
594
$409K
|
|
|
Oct 27, 2023
Q3 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
13+ 1.81% |
$5.79K - $6.69K
|
733
$505K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
13+ 2.61% |
$5.79K - $6.69K
|
512
$353K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
13+ 2.32% |
$5.79K - $6.69K
|
573
$395K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
12+ 2.6% |
$5.34K - $6.17K
|
474
$327K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
12New |
$5.34K - $6.17K
|
12
$8.27K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
11New |
$4.9K - $5.66K
|
11
$7.58K
|
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
11+ 0.15% |
$4.9K - $5.66K
|
7.34K
$5.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
11New |
$4.9K - $5.66K
|
11
$7.58K
|
|
|
Nov 14, 2023
Q3 2023
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
11+ 1.47% |
$4.9K - $5.66K
|
759
$523K
|
|
|
Oct 12, 2023
Q3 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
10+ 0.13% |
$4.45K - $5.14K
|
7.53K
$5.19M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
10+ 50.0% |
$4.45K - $5.14K
|
30
$20.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
10+ 1.02% |
$4.45K - $5.14K
|
986
$680K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
10+ 500.0% |
$4.45K - $5.14K
|
12
$8.27K
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
10+ 2.08% |
$4.45K - $5.14K
|
490
$338K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
9+ 0.83% |
$4.01K - $4.63K
|
1.09K
$751K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
9+ 0.79% |
$4.01K - $4.63K
|
1.14K
$788K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
8+ 0.52% |
$3.56K - $4.11K
|
1.55K
$1.07M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
8+ 0.13% |
$3.56K - $4.11K
|
5.99K
$4.13M
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
BUY
|
- |
7+ 1.61% |
$3.12K - $3.6K
|
443
$305K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
7+ 1.16% |
$3.12K - $3.6K
|
609
$420K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
7+ 1.09% |
$3.12K - $3.6K
|
649
$447K
|
|
|
Oct 10, 2023
Q3 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
6+ 0.38% |
$2.67K - $3.09K
|
1.57K
$1.08M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
6New |
$2.67K - $3.09K
|
6
$4.14K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
6+ 85.71% |
$2.67K - $3.09K
|
13
$8.96K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
6+ 0.41% |
$2.67K - $3.09K
|
1.47K
$1.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6+ 1.04% |
$2.67K - $3.09K
|
585
$403K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6+ 1.38% |
$2.67K - $3.09K
|
442
$305K
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
5+ 0.71% |
$2.23K - $2.57K
|
705
$486K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5New |
$2.23K - $2.57K
|
5
$3.45K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 8.2% |
$2.23K - $2.57K
|
66
$45.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5+ 1.12% |
$2.23K - $2.57K
|
453
$312K
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
4+ 0.11% |
$1.78K - $2.06K
|
3.55K
$2.45M
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
4New |
$1.78K - $2.06K
|
4
$2.76K
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
4+ 0.73% |
$1.78K - $2.06K
|
552
$380K
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
4+ 0.37% |
$1.78K - $2.06K
|
1.08K
$746K
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
4+ 0.39% |
$1.78K - $2.06K
|
1.03K
$713K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4+ 1.07% |
$1.78K - $2.06K
|
377
$260K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4+ 0.73% |
$1.78K - $2.06K
|
555
$383K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4+ 1.07% |
$1.78K - $2.06K
|
377
$260K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 37.5% |
$1.34K - $1.54K
|
11
$7.58K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3New |
$1.34K - $1.54K
|
3
$2.07K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3+ 0.47% |
$1.34K - $1.54K
|
640
$441K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3+ 0.49% |
$1.34K - $1.54K
|
615
$424K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3New |
$1.34K - $1.54K
|
3
$2.07K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.15% |
$890 - $1.03K
|
1.35K
$928K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2+ 0.19% |
$890 - $1.03K
|
1.04K
$716K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
2+ 0.18% |
$890 - $1.03K
|
1.12K
$773K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 3.33% |
$890 - $1.03K
|
62
$42.7K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 7.14% |
$445 - $514
|
15
$10.3K
|