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 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
297New |
$134K - $176K
|
297
$223K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
297New |
$134K - $176K
|
297
$223K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
284+ 58.68% |
$128K - $168K
|
768
$577K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
284+ 58.68% |
$128K - $168K
|
768
$577K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
277+ 0.56% |
$125K - $164K
|
49.6K
$37.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
276+ 0.74% |
$125K - $163K
|
37.4K
$28.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
271+ 22.56% |
$122K - $160K
|
1.47K
$1.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
263+ 11.69% |
$119K - $156K
|
2.51K
$1.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
254+ 0.21% |
$115K - $150K
|
118K
$88.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
250+ 201.61% |
$113K - $148K
|
374
$281K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
250New |
$113K - $148K
|
250
$188K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
248+ 1.36% |
$112K - $147K
|
18.5K
$13.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
233+ 6.25% |
$105K - $138K
|
3.96K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
233+ 15.0% |
$105K - $138K
|
1.79K
$1.34M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
231+ 9.63% |
$104K - $137K
|
2.63K
$1.97M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
230+ 37.52% |
$104K - $136K
|
843
$633K
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
226+ 105.12% |
$102K - $134K
|
441
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
217+ 2.11% |
$98K - $128K
|
10.5K
$7.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
209+ 9.31% |
$94.4K - $124K
|
2.45K
$1.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
209+ 2.71% |
$94.4K - $124K
|
7.93K
$5.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
201+ 2.47% |
$90.8K - $119K
|
8.35K
$6.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
200+ 1.91% |
$90.4K - $118K
|
10.7K
$8.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
198+ 16.79% |
$89.5K - $117K
|
1.38K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
195+ 0.32% |
$88.1K - $115K
|
60.3K
$45.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
194+ 1.08% |
$87.7K - $115K
|
18.1K
$13.6M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
194+ 8.35% |
$87.7K - $115K
|
2.52K
$1.89M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
192+ 20.89% |
$86.8K - $114K
|
1.11K
$834K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
191+ 4.97% |
$86.3K - $113K
|
4.04K
$3.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
187+ 0.81% |
$84.5K - $111K
|
23.2K
$17.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
185+ 12.92% |
$83.6K - $109K
|
1.62K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
184+ 77.31% |
$83.1K - $109K
|
422
$317K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
183+ 15.91% |
$82.7K - $108K
|
1.33K
$1M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
178New |
$80.4K - $105K
|
178
$134K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
168New |
$75.9K - $99.4K
|
168
$126K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
168+ 10.86% |
$75.9K - $99.4K
|
1.72K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
168+ 4.34% |
$75.9K - $99.4K
|
4.04K
$3.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
166+ 3.58% |
$75K - $98.2K
|
4.8K
$3.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Investment Management Group LLC
|
BUY
|
- |
160+ 1.04% |
$72.3K - $94.6K
|
15.6K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
159New |
$71.8K - $94K
|
159
$119K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
155+ 11.76% |
$70K - $91.7K
|
1.47K
$1.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
155+ 3.55% |
$70K - $91.7K
|
4.52K
$3.4M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
155+ 11.18% |
$70K - $91.7K
|
1.54K
$1.16M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
153+ 76.12% |
$69.1K - $90.5K
|
354
$266K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
149+ 5.87% |
$67.3K - $88.1K
|
2.69K
$2.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
149+ 6.98% |
$67.3K - $88.1K
|
2.28K
$1.71M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
146+ 13.39% |
$66K - $86.4K
|
1.24K
$928K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
144+ 8.33% |
$65.1K - $85.2K
|
1.87K
$1.41M
|
|
|
Jan 09, 2024
Q4 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
143+ 1.9% |
$64.6K - $84.6K
|
7.67K
$5.76M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
143+ 17.13% |
$64.6K - $84.6K
|
978
$734K
|
|
|
Jan 12, 2024
Q4 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
143+ 9.1% |
$64.6K - $84.6K
|
1.72K
$1.29M
|