Purchases and Sales Made in Q4 2024 in Kla Corp (KLAC)
This table provides information about the institutional ownership of Kla Corp (KLAC) during Q4 2024. 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 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
75+ 4.29% |
$46.1K - $62.2K
|
1.83K
$1.63M
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
74+ 7.65% |
$45.5K - $61.4K
|
1.04K
$929K
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
74+ 0.85% |
$45.5K - $61.4K
|
8.81K
$7.86M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
72+ 8.79% |
$44.2K - $59.7K
|
891
$795K
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
72+ 13.95% |
$44.2K - $59.7K
|
588
$525K
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
69New |
$42.4K - $57.2K
|
69
$61.6K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
66+ 6.78% |
$40.6K - $54.8K
|
1.04K
$928K
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
66+ 0.96% |
$40.6K - $54.8K
|
6.94K
$6.19M
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
66+ 2.62% |
$40.6K - $54.8K
|
2.59K
$2.31M
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
66+ 8.24% |
$40.6K - $54.8K
|
867
$774K
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
66+ 0.29% |
$40.6K - $54.8K
|
23.1K
$20.6M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
65+ 12.38% |
$39.9K - $53.9K
|
590
$526K
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
65+ 3.67% |
$39.9K - $53.9K
|
1.83K
$1.64M
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
61+ 9.92% |
$37.5K - $50.6K
|
676
$603K
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
61+ 0.69% |
$37.5K - $50.6K
|
8.89K
$7.93M
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
61+ 2.02% |
$37.5K - $50.6K
|
3.08K
$2.75M
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
61+ 2.89% |
$37.5K - $50.6K
|
2.17K
$1.94M
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
61+ 2.35% |
$37.5K - $50.6K
|
2.66K
$2.37M
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
61New |
$37.5K - $50.6K
|
61
$54.4K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
60+ 3.53% |
$36.9K - $49.8K
|
1.76K
$1.57M
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
60+ 200.0% |
$36.9K - $49.8K
|
90
$80.3K
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
60+ 3.97% |
$36.9K - $49.8K
|
1.57K
$1.4M
|
|
Feb 14, 2025
Q4 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
59+ 1.8% |
$36.3K - $48.9K
|
3.33K
$2.97M
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
57+ 10.31% |
$35K - $47.3K
|
610
$544K
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
56+ 16.14% |
$34.4K - $46.5K
|
403
$360K
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
55+ 7.19% |
$33.8K - $45.6K
|
820
$732K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
54+ 3.94% |
$33.2K - $44.8K
|
1.43K
$1.27M
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
53+ 0.58% |
$32.6K - $44K
|
9.21K
$8.22M
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
52+ 11.63% |
$32K - $43.1K
|
499
$445K
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
51+ 0.31% |
$31.3K - $42.3K
|
16.4K
$14.6M
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
51New |
$31.3K - $42.3K
|
51
$45.5K
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
50+ 14.53% |
$30.7K - $41.5K
|
394
$352K
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
50+ 3.63% |
$30.7K - $41.5K
|
1.43K
$1.27M
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
50+ 1.61% |
$30.7K - $41.5K
|
3.16K
$2.82M
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
49New |
$30.1K - $40.6K
|
49
$43.7K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
47+ 6.48% |
$28.9K - $39K
|
772
$689K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
47+ 7.24% |
$28.9K - $39K
|
696
$621K
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
46+ 6.05% |
$28.3K - $38.2K
|
806
$719K
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
46+ 5.39% |
$28.3K - $38.2K
|
899
$802K
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
46+ 7.5% |
$28.3K - $38.2K
|
659
$588K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
45+ 5.76% |
$27.7K - $37.3K
|
826
$737K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
45+ 0.53% |
$27.7K - $37.3K
|
8.59K
$7.67M
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
45+ 11.25% |
$27.7K - $37.3K
|
445
$397K
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
44+ 13.75% |
$27K - $36.5K
|
364
$325K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
44+ 3.51% |
$27K - $36.5K
|
1.3K
$1.16M
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
44+ 1.27% |
$27K - $36.5K
|
3.51K
$3.13M
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
43+ 13.11% |
$26.4K - $35.7K
|
371
$331K
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
43+ 1.43% |
$26.4K - $35.7K
|
3.06K
$2.73M
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
43+ 2.78% |
$26.4K - $35.7K
|
1.59K
$1.42M
|
|
Feb 12, 2025
Q4 2024
|
Stf Management LP
Frisco, TX |
BUY
|
- |
42+ 2.1% |
$25.8K - $34.8K
|
2.04K
$1.82M
|