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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
74+ 0.85% |
$45.5K - $61.4K
|
8.81K
$6.68M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
72+ 8.79% |
$44.2K - $59.7K
|
891
$676K
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
72+ 13.95% |
$44.2K - $59.7K
|
588
$446K
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
69New |
$42.4K - $57.2K
|
69
$52.3K
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
66+ 0.96% |
$40.6K - $54.8K
|
6.94K
$5.26M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
66+ 6.78% |
$40.6K - $54.8K
|
1.04K
$789K
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
66+ 2.62% |
$40.6K - $54.8K
|
2.59K
$1.96M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
65+ 12.38% |
$39.9K - $53.9K
|
590
$448K
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
65+ 3.67% |
$39.9K - $53.9K
|
1.83K
$1.39M
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
61+ 9.92% |
$37.5K - $50.6K
|
676
$513K
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
61+ 2.02% |
$37.5K - $50.6K
|
3.08K
$2.34M
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
61+ 0.69% |
$37.5K - $50.6K
|
8.89K
$6.74M
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
61+ 2.89% |
$37.5K - $50.6K
|
2.17K
$1.65M
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
60+ 3.53% |
$36.9K - $49.8K
|
1.76K
$1.33M
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
57+ 10.31% |
$35K - $47.3K
|
610
$463K
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
56+ 16.14% |
$34.4K - $46.5K
|
403
$306K
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
55+ 7.19% |
$33.8K - $45.6K
|
820
$622K
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
53+ 0.58% |
$32.6K - $44K
|
9.21K
$6.99M
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
52+ 11.63% |
$32K - $43.1K
|
499
$379K
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
51+ 0.31% |
$31.3K - $42.3K
|
16.4K
$12.4M
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
51New |
$31.3K - $42.3K
|
51
$38.7K
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
50+ 1.61% |
$30.7K - $41.5K
|
3.16K
$2.4M
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
50+ 14.53% |
$30.7K - $41.5K
|
394
$299K
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
50+ 3.63% |
$30.7K - $41.5K
|
1.43K
$1.08M
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
49New |
$30.1K - $40.6K
|
49
$37.2K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
47+ 7.24% |
$28.9K - $39K
|
696
$528K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
47+ 6.48% |
$28.9K - $39K
|
772
$586K
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
46+ 6.05% |
$28.3K - $38.2K
|
806
$611K
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
46+ 5.39% |
$28.3K - $38.2K
|
899
$682K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
45+ 0.53% |
$27.7K - $37.3K
|
8.59K
$6.52M
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
45+ 5.76% |
$27.7K - $37.3K
|
826
$627K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
44+ 3.51% |
$27K - $36.5K
|
1.3K
$984K
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
44+ 1.27% |
$27K - $36.5K
|
3.51K
$2.66M
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
44+ 13.75% |
$27K - $36.5K
|
364
$276K
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
43+ 13.11% |
$26.4K - $35.7K
|
371
$281K
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
43+ 1.43% |
$26.4K - $35.7K
|
3.06K
$2.32M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
41+ 7.58% |
$25.2K - $34K
|
582
$442K
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
40+ 2.79% |
$24.6K - $33.2K
|
1.47K
$1.12M
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
40+ 160.0% |
$24.6K - $33.2K
|
65
$49.3K
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
40+ 60.61% |
$24.6K - $33.2K
|
106
$80.4K
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
39+ 9.18% |
$24K - $32.4K
|
464
$352K
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
38+ 5.07% |
$23.3K - $31.5K
|
788
$598K
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
37+ 231.25% |
$22.7K - $30.7K
|
53
$40.2K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
37+ 4.98% |
$22.7K - $30.7K
|
780
$592K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
37New |
$22.7K - $30.7K
|
37
$28.1K
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
37+ 10.11% |
$22.7K - $30.7K
|
403
$306K
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
36+ 300.0% |
$22.1K - $29.9K
|
48
$36.4K
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
35+ 0.47% |
$21.5K - $29K
|
7.48K
$5.67M
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
35+ 10.48% |
$21.5K - $29K
|
369
$280K
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
35+ 9.78% |
$21.5K - $29K
|
393
$298K
|