Purchases and Sales Made in Q4 2022 in Kla Corp (KLAC)
This table provides information about the institutional ownership of Kla Corp (KLAC) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
25+ 1.87% |
$6.58K - $10.2K
|
1.37K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
24+ 2.99% |
$6.32K - $9.82K
|
828
$628K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
22+ 1.02% |
$5.79K - $9K
|
2.19K
$1.66M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
20+ 3.14% |
$5.26K - $8.18K
|
656
$498K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
20+ 13.33% |
$5.26K - $8.18K
|
170
$129K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
20+ 1.35% |
$5.26K - $8.18K
|
1.5K
$1.14M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
20+ 86.96% |
$5.26K - $8.18K
|
43
$32.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
BUY
|
- |
17+ 26.98% |
$4.47K - $6.95K
|
80
$60.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Belmont Capital, LLC
|
BUY
|
- |
16+ 39.02% |
$4.21K - $6.54K
|
57
$43.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
15+ 0.99% |
$3.95K - $6.14K
|
1.53K
$1.16M
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
13+ 1.72% |
$3.42K - $5.32K
|
768
$583K
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
13New |
$3.42K - $5.32K
|
13
$9.86K
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
12+ 0.18% |
$3.16K - $4.91K
|
6.79K
$5.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12+ 0.04% |
$3.16K - $4.91K
|
32.2K
$24.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 6.38% |
$3.16K - $4.91K
|
200
$152K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
11+ 27.5% |
$2.9K - $4.5K
|
51
$38.7K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
10New |
$2.63K - $4.09K
|
10
$7.59K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
10New |
$2.63K - $4.09K
|
10
$7.59K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
10New |
$2.63K - $4.09K
|
10
$7.59K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9+ 180.0% |
$2.37K - $3.68K
|
14
$10.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
9New |
$2.37K - $3.68K
|
9
$6.83K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 2.61% |
$2.11K - $3.27K
|
314
$238K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
8New |
$2.11K - $3.27K
|
8
$6.07K
|
|
|
Jan 11, 2023
Q4 2022
|
Albert D Mason Inc
|
BUY
|
- |
7+ 0.37% |
$1.84K - $2.86K
|
1.9K
$1.44M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
7+ 87.5% |
$1.84K - $2.86K
|
15
$11.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7+ 0.17% |
$1.84K - $2.86K
|
4.06K
$3.08M
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6New |
$1.58K - $2.45K
|
6
$4.55K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
6New |
$1.58K - $2.45K
|
6
$4.55K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
6+ 6.0% |
$1.58K - $2.45K
|
106
$80.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6New |
$1.58K - $2.45K
|
6
$4.55K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.42% |
$1.58K - $2.45K
|
1.43K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6New |
$1.58K - $2.45K
|
6
$4.55K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6New |
$1.58K - $2.45K
|
6
$4.55K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
5New |
$1.32K - $2.05K
|
5
$3.79K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5+ 0.7% |
$1.32K - $2.05K
|
715
$542K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5+ 0.1% |
$1.32K - $2.05K
|
4.79K
$3.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
3+ 0.06% |
$790 - $1.23K
|
5.26K
$3.99M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3New |
$790 - $1.23K
|
3
$2.28K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 1.13% |
$790 - $1.23K
|
269
$204K
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2+ 0.19% |
$526 - $818
|
1.08K
$816K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2New |
$526 - $818
|
2
$1.52K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.2% |
$526 - $818
|
982
$745K
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
BUY
|
- |
2+ 0.18% |
$526 - $818
|
1.11K
$839K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2+ 10.53% |
$526 - $818
|
21
$15.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2+ 0.21% |
$526 - $818
|
960
$728K
|
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
2+ 0.07% |
$526 - $818
|
2.7K
$2.05M
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1New |
$263 - $409
|
1
$759
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
1+ 3.23% |
$263 - $409
|
32
$24.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.14% |
$263 - $409
|
720
$546K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
1+ 0.04% |
$263 - $409
|
2.24K
$1.7M
|