Latest Institutional Transactions on Kla Corp (KLAC)
This table provides information on the latest institutional transactions involving Kla Corp (KLAC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-18- 78.26% |
$11.3K - $15.5K
|
5
$3.77K
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
250New |
$157K - $216K
|
250
$189K
|
|
Aug 07, 2024
Q2 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-30- 10.27% |
$18.8K - $25.9K
|
262
$198K
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
17+ 141.67% |
$10.7K - $14.7K
|
29
$21.9K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
38+ 140.74% |
$23.9K - $32.8K
|
65
$49K
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
3.78KNew |
$2.38M - $3.27M
|
3.78K
$2.85M
|
|
Aug 06, 2024
Q2 2024
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-24- 7.41% |
$15.1K - $20.7K
|
300
$226K
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-34- 28.33% |
$21.4K - $29.4K
|
86
$64.9K
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
23.5KNew |
$14.8M - $20.3M
|
23.5K
$17.7M
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 2.04% |
$1.26K - $1.73K
|
96
$72.4K
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-3- 1.02% |
$1.88K - $2.59K
|
292
$220K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
10+ 20.0% |
$6.28K - $8.63K
|
60
$45.3K
|
|
Aug 05, 2024
Q2 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
273New |
$171K - $236K
|
273
$206K
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
26.3KNew |
$16.5M - $22.7M
|
26.3K
$19.9M
|
|
Aug 02, 2024
Q2 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
250New |
$157K - $216K
|
250
$189K
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-61- 17.58% |
$38.3K - $52.7K
|
286
$216K
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-19- 36.54% |
$11.9K - $16.4K
|
33
$24.9K
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
70+ 12.07% |
$44K - $60.4K
|
650
$490K
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-103- 9.26% |
$64.7K - $88.9K
|
1.01K
$761K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
13+ 54.17% |
$8.17K - $11.2K
|
37
$27.9K
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
509New |
$320K - $439K
|
509
$384K
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-36- 12.37% |
$22.6K - $31.1K
|
255
$192K
|
|
Aug 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
587+ 84.46% |
$369K - $507K
|
1.28K
$967K
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
5KNew |
$3.14M - $4.32M
|
5K
$3.77M
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
2.47KNew |
$1.55M - $2.13M
|
2.47K
$1.86M
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-488- 14.26% |
$307K - $421K
|
2.93K
$2.21M
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
SELL
|
- |
-237- 25.0% |
$149K - $205K
|
711
$536K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
7New |
$4.4K - $6.04K
|
7
$5.28K
|
|
Jul 30, 2024
Q2 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-90- 2.81% |
$56.5K - $77.7K
|
3.11K
$2.35M
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
65+ 232.14% |
$40.8K - $56.1K
|
93
$70.1K
|
|
Jul 29, 2024
Q2 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.57K- 55.91% |
$987K - $1.36M
|
1.24K
$935K
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
249New |
$156K - $215K
|
249
$188K
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
329New |
$207K - $284K
|
329
$248K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
9New |
$5.65K - $7.77K
|
9
$6.79K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
9+ 12.16% |
$5.65K - $7.77K
|
83
$62.6K
|
|
Jul 25, 2024
Q2 2024
|
Harbor Island Capital LLC
|
SELL
|
- |
-80- 0.54% |
$50.3K - $69.1K
|
14.8K
$11.1M
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1New |
$628 - $863
|
1
$754
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-342- 15.7% |
$215K - $295K
|
1.84K
$1.38M
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-8.26K- 26.59% |
$5.19M - $7.13M
|
22.8K
$17.2M
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
8+ 44.44% |
$5.03K - $6.91K
|
26
$19.6K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
37New |
$23.2K - $31.9K
|
37
$27.9K
|
|
Jul 24, 2024
Q2 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-5.07K- 9.01% |
$3.18M - $4.37M
|
51.1K
$38.6M
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
275New |
$173K - $237K
|
275
$207K
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
283New |
$178K - $244K
|
283
$213K
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-2- 1.32% |
$1.26K - $1.73K
|
149
$112K
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-19- 1.27% |
$11.9K - $16.4K
|
1.48K
$1.11M
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-1- 0.22% |
$628 - $863
|
450
$339K
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1+ 0.27% |
$628 - $863
|
367
$277K
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3New |
$1.88K - $2.59K
|
3
$2.26K
|
|
Jul 22, 2024
Q2 2024
|
Brickley Wealth Management
|
BUY
|
- |
259New |
$163K - $224K
|
259
$195K
|