Purchases and Sales Made in Q4 2023 in Kla Corp (KLAC)
This table provides information about the institutional ownership of Kla Corp (KLAC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
77+ 3.19% |
$34.8K - $45.5K
|
2.49K
$1.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
77+ 12.3% |
$34.8K - $45.5K
|
703
$528K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
77New |
$34.8K - $45.5K
|
77
$57.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
76+ 9.81% |
$34.3K - $45K
|
851
$639K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
75+ 2.07% |
$33.9K - $44.4K
|
3.7K
$2.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
74+ 3.51% |
$33.4K - $43.8K
|
2.18K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Stf Management LP
Frisco, TX |
BUY
|
- |
73+ 3.26% |
$33K - $43.2K
|
2.32K
$1.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
70+ 12.61% |
$31.6K - $41.4K
|
625
$469K
|
|
|
Jan 03, 2024
Q4 2023
|
Albert D Mason Inc
|
BUY
|
- |
69+ 3.2% |
$31.2K - $40.8K
|
2.22K
$1.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
69+ 14.32% |
$31.2K - $40.8K
|
551
$414K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
69+ 3.87% |
$31.2K - $40.8K
|
1.85K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
68New |
$30.7K - $40.2K
|
68
$51.1K
|
|
|
Sep 30, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
68+ 13.79% |
$30.7K - $40.2K
|
561
$421K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
66+ 2.28% |
$29.8K - $39K
|
2.96K
$2.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
65+ 10.16% |
$29.4K - $38.4K
|
705
$529K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
63New |
$28.5K - $37.3K
|
63
$47.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
61+ 2033.33% |
$27.6K - $36.1K
|
64
$48K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
58+ 7.9% |
$26.2K - $34.3K
|
792
$595K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
58+ 3.65% |
$26.2K - $34.3K
|
1.65K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
57+ 2.93% |
$25.8K - $33.7K
|
2K
$1.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
54+ 2.46% |
$24.4K - $31.9K
|
2.25K
$1.69M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
53+ 0.19% |
$23.9K - $31.3K
|
27.6K
$20.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
53+ 7.38% |
$23.9K - $31.3K
|
771
$579K
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
52+ 0.72% |
$23.5K - $30.8K
|
7.3K
$5.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
51+ 7.31% |
$23K - $30.2K
|
749
$562K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
50New |
$22.6K - $29.6K
|
50
$37.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
50+ 10.68% |
$22.6K - $29.6K
|
518
$389K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
50New |
$22.6K - $29.6K
|
50
$37.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
50New |
$22.6K - $29.6K
|
50
$37.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
49+ 1.63% |
$22.1K - $29K
|
3.06K
$2.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
49+ 3.85% |
$22.1K - $29K
|
1.32K
$992K
|
|
|
Feb 12, 2024
Q4 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
49New |
$22.1K - $29K
|
49
$36.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
48+ 2.45% |
$21.7K - $28.4K
|
2.01K
$1.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
48+ 10.21% |
$21.7K - $28.4K
|
518
$389K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
48+ 2.03% |
$21.7K - $28.4K
|
2.42K
$1.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
45New |
$20.3K - $26.6K
|
45
$33.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
45+ 1.32% |
$20.3K - $26.6K
|
3.45K
$2.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
45+ 0.2% |
$20.3K - $26.6K
|
22K
$16.5M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
44+ 16.06% |
$19.9K - $26K
|
318
$239K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
43New |
$19.4K - $25.4K
|
43
$32.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
43+ 4.95% |
$19.4K - $25.4K
|
911
$684K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
42+ 5.9% |
$19K - $24.8K
|
754
$566K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
41+ 32.28% |
$18.5K - $24.3K
|
168
$126K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
41+ 1.01% |
$18.5K - $24.3K
|
4.12K
$3.09M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
41+ 3.04% |
$18.5K - $24.3K
|
1.39K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
38+ 3.09% |
$17.2K - $22.5K
|
1.27K
$951K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
38+ 1.01% |
$17.2K - $22.5K
|
3.82K
$2.87M
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
37+ 1.63% |
$16.7K - $21.9K
|
2.3K
$1.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
36+ 30.0% |
$16.3K - $21.3K
|
156
$117K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
35+ 1.48% |
$15.8K - $20.7K
|
2.4K
$1.8M
|