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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
35+ 1.3% |
$15.8K - $20.7K
|
2.72K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
35+ 4.73% |
$15.8K - $20.7K
|
775
$582K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
35New |
$15.8K - $20.7K
|
35
$26.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
33+ 3.29% |
$14.9K - $19.5K
|
1.04K
$778K
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
33+ 0.45% |
$14.9K - $19.5K
|
7.37K
$5.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
33New |
$14.9K - $19.5K
|
33
$24.8K
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
33+ 7.22% |
$14.9K - $19.5K
|
490
$368K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
33New |
$14.9K - $19.5K
|
33
$24.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
32New |
$14.5K - $18.9K
|
32
$24K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
32New |
$14.5K - $18.9K
|
32
$24K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
31+ 9.01% |
$14K - $18.3K
|
375
$282K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
31+ 1.67% |
$14K - $18.3K
|
1.88K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
30+ 0.79% |
$13.6K - $17.7K
|
3.81K
$2.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
29+ 0.43% |
$13.1K - $17.2K
|
6.85K
$5.14M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
27+ 1.41% |
$12.2K - $16K
|
1.95K
$1.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
27New |
$12.2K - $16K
|
27
$20.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
27New |
$12.2K - $16K
|
27
$20.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
27+ 7.16% |
$12.2K - $16K
|
404
$303K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
27+ 7.16% |
$12.2K - $16K
|
404
$303K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
25+ 4.21% |
$11.3K - $14.8K
|
619
$465K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
25+ 0.66% |
$11.3K - $14.8K
|
3.82K
$2.87M
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
25+ 2.03% |
$11.3K - $14.8K
|
1.25K
$941K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
25+ 3.42% |
$11.3K - $14.8K
|
757
$568K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
25New |
$11.3K - $14.8K
|
25
$18.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
24+ 3.31% |
$10.8K - $14.2K
|
749
$562K
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
24+ 2.37% |
$10.8K - $14.2K
|
1.04K
$779K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
23+ 1.85% |
$10.4K - $13.6K
|
1.27K
$950K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
23+ 1.37% |
$10.4K - $13.6K
|
1.71K
$1.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
22New |
$9.94K - $13K
|
22
$16.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
21+ 4.32% |
$9.49K - $12.4K
|
507
$381K
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
21+ 3.17% |
$9.49K - $12.4K
|
683
$513K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
21New |
$9.49K - $12.4K
|
21
$15.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
21+ 0.29% |
$9.49K - $12.4K
|
7.27K
$5.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
20+ 90.91% |
$9.04K - $11.8K
|
42
$31.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
19+ 172.73% |
$8.58K - $11.2K
|
30
$22.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
18New |
$8.13K - $10.6K
|
18
$13.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
17+ 29.31% |
$7.68K - $10.1K
|
75
$56.3K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
17+ 8.81% |
$7.68K - $10.1K
|
210
$158K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
16+ 0.91% |
$7.23K - $9.46K
|
1.77K
$1.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
16+ 3.19% |
$7.23K - $9.46K
|
518
$389K
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
15+ 0.24% |
$6.78K - $8.87K
|
6.33K
$4.75M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
15+ 8.57% |
$6.78K - $8.87K
|
190
$143K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
15+ 22.39% |
$6.78K - $8.87K
|
82
$61.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
14+ 140.0% |
$6.33K - $8.28K
|
24
$18K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
14New |
$6.33K - $8.28K
|
14
$10.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
13New |
$5.87K - $7.69K
|
13
$9.76K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
13+ 2.93% |
$5.87K - $7.69K
|
456
$342K
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
13+ 1.33% |
$5.87K - $7.69K
|
994
$746K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
12+ 2.3% |
$5.42K - $7.1K
|
534
$401K
|
|
|
Jan 30, 2024
Q4 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
12+ 0.24% |
$5.42K - $7.1K
|
5.09K
$3.82M
|