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 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
12+ 1.82% |
$5.42K - $7.1K
|
670
$503K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
11+ 8.8% |
$4.97K - $6.51K
|
136
$102K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
10New |
$4.52K - $5.91K
|
10
$7.51K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
10+ 1.42% |
$4.52K - $5.91K
|
715
$537K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10+ 3.24% |
$4.52K - $5.91K
|
319
$239K
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
10+ 1.29% |
$4.52K - $5.91K
|
785
$589K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
10New |
$4.52K - $5.91K
|
10
$7.51K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
10New |
$4.52K - $5.91K
|
10
$7.51K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
9New |
$4.07K - $5.32K
|
9
$6.76K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
9New |
$4.07K - $5.32K
|
9
$6.76K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
9+ 300.0% |
$4.07K - $5.32K
|
12
$9.01K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
9+ 0.4% |
$4.07K - $5.32K
|
2.27K
$1.7M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
9+ 0.04% |
$4.07K - $5.32K
|
21.3K
$16M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9+ 18.75% |
$4.07K - $5.32K
|
57
$42.8K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
9+ 33.33% |
$4.07K - $5.32K
|
36
$27K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
8+ 0.74% |
$3.61K - $4.73K
|
1.1K
$823K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
8+ 0.54% |
$3.61K - $4.73K
|
1.48K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
8+ 0.09% |
$3.61K - $4.73K
|
9.02K
$6.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
8+ 1.72% |
$3.61K - $4.73K
|
474
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
8New |
$3.61K - $4.73K
|
8
$6.01K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
7+ 1.1% |
$3.16K - $4.14K
|
646
$485K
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
7+ 0.06% |
$3.16K - $4.14K
|
11.5K
$8.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
7+ 0.95% |
$3.16K - $4.14K
|
740
$556K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7+ 1.17% |
$3.16K - $4.14K
|
605
$454K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
7New |
$3.16K - $4.14K
|
7
$5.26K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
7New |
$3.16K - $4.14K
|
7
$5.26K
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
7+ 1.59% |
$3.16K - $4.14K
|
447
$336K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
6New |
$2.71K - $3.55K
|
6
$4.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
6New |
$2.71K - $3.55K
|
6
$4.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6New |
$2.71K - $3.55K
|
6
$4.5K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
6+ 0.58% |
$2.71K - $3.55K
|
1.04K
$779K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
6+ 1.09% |
$2.71K - $3.55K
|
557
$418K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
6New |
$2.71K - $3.55K
|
6
$4.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Tiff Advisory Services Inc
|
BUY
|
- |
5New |
$2.26K - $2.96K
|
5
$3.75K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5+ 0.92% |
$2.26K - $2.96K
|
548
$411K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5+ 0.04% |
$2.26K - $2.96K
|
13.9K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
5+ 0.51% |
$2.26K - $2.96K
|
991
$744K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
4+ 0.33% |
$1.81K - $2.37K
|
1.21K
$911K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
4+ 6.78% |
$1.81K - $2.37K
|
63
$47.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
3+ 4.55% |
$1.36K - $1.77K
|
69
$51.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 1.53% |
$1.36K - $1.77K
|
199
$149K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 20.0% |
$1.36K - $1.77K
|
18
$13.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3+ 0.48% |
$1.36K - $1.77K
|
624
$468K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
3+ 0.46% |
$1.36K - $1.77K
|
654
$491K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
3+ 0.15% |
$1.36K - $1.77K
|
2.04K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
3+ 0.55% |
$1.36K - $1.77K
|
547
$411K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 0.77% |
$904 - $1.18K
|
262
$197K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
2+ 6.25% |
$904 - $1.18K
|
34
$25.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 18.18% |
$904 - $1.18K
|
13
$9.76K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
2+ 0.12% |
$904 - $1.18K
|
1.67K
$1.26M
|