Purchases and Sales Made in Q3 2024 in Kla Corp (KLAC)
This table provides information about the institutional ownership of Kla Corp (KLAC) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.13% |
$696 - $892
|
770
$577K
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.71% |
$696 - $892
|
141
$106K
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
BUY
|
- |
1+ 0.19% |
$696 - $892
|
520
$390K
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
1+ 0.3% |
$696 - $892
|
336
$252K
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1+ 0.42% |
$696 - $892
|
239
$179K
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 5.56% |
$696 - $892
|
19
$14.2K
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1+ 0.1% |
$696 - $892
|
1.05K
$785K
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1+ 0.15% |
$696 - $892
|
688
$516K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 2.86% |
$696 - $892
|
36
$27K
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1+ 0.34% |
$696 - $892
|
296
$222K
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
1+ 0.07% |
$696 - $892
|
1.48K
$1.11M
|
|
Nov 14, 2024
Q3 2024
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
1+ 0.04% |
$696 - $892
|
2.8K
$2.1M
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 33.33% |
$696 - $892
|
4
$3K
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1New |
$696 - $892
|
1
$750
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1+ 0.15% |
$696 - $892
|
649
$487K
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
1+ 0.09% |
$696 - $892
|
1.13K
$847K
|
|
Nov 26, 2024
Q3 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
1+ 0.01% |
$696 - $892
|
7.43K
$5.57M
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1- 0.13% |
$696 - $892
|
765
$574K
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1- 1.54% |
$696 - $892
|
64
$48K
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 2.94% |
$696 - $892
|
33
$24.7K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 0.05% |
$696 - $892
|
2.01K
$1.51M
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1- 4.55% |
$696 - $892
|
21
$15.7K
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-1- 0.19% |
$696 - $892
|
516
$387K
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1- 0.05% |
$696 - $892
|
2.11K
$1.58M
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1- 0.11% |
$696 - $892
|
934
$700K
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1- 5.88% |
$696 - $892
|
16
$12K
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-1- 0.25% |
$696 - $892
|
392
$294K
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1- 0.47% |
$696 - $892
|
210
$157K
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1- 5.88% |
$696 - $892
|
16
$12K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2- 8.33% |
$1.39K - $1.78K
|
22
$16.5K
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-2- 50.0% |
$1.39K - $1.78K
|
2
$1.5K
|
|
Nov 13, 2024
Q3 2024
|
Lgt Group Foundation
|
SELL
|
- |
-2- 0.02% |
$1.39K - $1.78K
|
11K
$8.22M
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2- 0.28% |
$1.39K - $1.78K
|
720
$540K
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-2- 66.67% |
$1.39K - $1.78K
|
1
$750
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2- 0.48% |
$1.39K - $1.78K
|
416
$312K
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2- 2.44% |
$1.39K - $1.78K
|
80
$60K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3- 0.58% |
$2.09K - $2.68K
|
516
$387K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3- 5.77% |
$2.09K - $2.68K
|
49
$36.7K
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-3- 33.33% |
$2.09K - $2.68K
|
6
$4.5K
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3- 0.19% |
$2.09K - $2.68K
|
1.6K
$1.2M
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3- 0.77% |
$2.09K - $2.68K
|
387
$290K
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-4- 0.2% |
$2.78K - $3.57K
|
2.04K
$1.53M
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4- 80.0% |
$2.78K - $3.57K
|
1
$750
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-5- 1.14% |
$3.48K - $4.46K
|
433
$325K
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-5- 3.18% |
$3.48K - $4.46K
|
152
$114K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5- 0.67% |
$3.48K - $4.46K
|
743
$557K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5- 0.25% |
$3.48K - $4.46K
|
2.01K
$1.51M
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-5- 6.94% |
$3.48K - $4.46K
|
67
$50.2K
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-5- 1.82% |
$3.48K - $4.46K
|
270
$202K
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-6- 2.58% |
$4.18K - $5.35K
|
227
$170K
|