Purchases and Sales Made in Q2 2024 in Kla Corp (KLAC)
This table provides information about the institutional ownership of Kla Corp (KLAC) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
81+ 4.13% |
$50.9K - $69.9K
|
2.04K
$1.54M
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
79New |
$49.6K - $68.2K
|
79
$59.6K
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
79New |
$49.6K - $68.2K
|
79
$59.6K
|
|
Jul 22, 2024
Q2 2024
|
Geneva Partners, LLC
|
BUY
|
- |
79+ 1.07% |
$49.6K - $68.2K
|
7.45K
$5.62M
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
79+ 3.21% |
$49.6K - $68.2K
|
2.54K
$1.92M
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
79+ 0.71% |
$49.6K - $68.2K
|
11.2K
$8.48M
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
76+ 8.49% |
$47.7K - $65.6K
|
971
$732K
|
|
Aug 07, 2024
Q2 2024
|
Close Asset Management LTD
|
BUY
|
- |
75New |
$47.1K - $64.7K
|
75
$56.6K
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
75+ 16.93% |
$47.1K - $64.7K
|
518
$391K
|
|
Aug 05, 2024
Q2 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
74+ 0.93% |
$46.5K - $63.9K
|
8.03K
$6.06M
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
73+ 5.98% |
$45.9K - $63K
|
1.29K
$976K
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
73+ 16.15% |
$45.9K - $63K
|
525
$396K
|
|
Aug 07, 2024
Q2 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
73+ 1.23% |
$45.9K - $63K
|
5.99K
$4.52M
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
72New |
$45.2K - $62.2K
|
72
$54.3K
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
72+ 3.56% |
$45.2K - $62.2K
|
2.1K
$1.58M
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
71+ 0.99% |
$44.6K - $61.3K
|
7.22K
$5.44M
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
70+ 19.23% |
$44K - $60.4K
|
434
$327K
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
70+ 12.07% |
$44K - $60.4K
|
650
$490K
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
69+ 16.71% |
$43.3K - $59.6K
|
482
$364K
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
68+ 19.15% |
$42.7K - $58.7K
|
423
$319K
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
67+ 2.03% |
$42.1K - $57.8K
|
3.37K
$2.54M
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
67+ 0.55% |
$42.1K - $57.8K
|
12.1K
$9.16M
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
67+ 10.91% |
$42.1K - $57.8K
|
681
$514K
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
67+ 15.62% |
$42.1K - $57.8K
|
496
$374K
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
66+ 8.62% |
$41.5K - $57K
|
832
$628K
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
66+ 0.63% |
$41.5K - $57K
|
10.5K
$7.91M
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
65New |
$40.8K - $56.1K
|
65
$49K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
65+ 232.14% |
$40.8K - $56.1K
|
93
$70.1K
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
65+ 0.48% |
$40.8K - $56.1K
|
13.5K
$10.2M
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
64+ 20.45% |
$40.2K - $55.3K
|
377
$284K
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
64+ 9.94% |
$40.2K - $55.3K
|
708
$534K
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
63+ 15.75% |
$39.6K - $54.4K
|
463
$349K
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
63+ 9.21% |
$39.6K - $54.4K
|
747
$563K
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
62+ 0.4% |
$38.9K - $53.5K
|
15.6K
$11.8M
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
61+ 4.88% |
$38.3K - $52.7K
|
1.31K
$989K
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
60+ 0.28% |
$37.7K - $51.8K
|
21.2K
$16M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
60+ 9.62% |
$37.7K - $51.8K
|
684
$516K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
60+ 11.21% |
$37.7K - $51.8K
|
595
$449K
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
59+ 6.67% |
$37.1K - $50.9K
|
944
$712K
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
58+ 0.82% |
$36.4K - $50.1K
|
7.17K
$5.41M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
57+ 2.54% |
$35.8K - $49.2K
|
2.3K
$1.74M
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
57+ 5.35% |
$35.8K - $49.2K
|
1.12K
$846K
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
56+ 112.0% |
$35.2K - $48.3K
|
106
$80K
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
56+ 10.85% |
$35.2K - $48.3K
|
572
$431K
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
56+ 10.14% |
$35.2K - $48.3K
|
608
$459K
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
55+ 2.73% |
$34.5K - $47.5K
|
2.07K
$1.56M
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
53New |
$33.3K - $45.8K
|
53
$40K
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
53+ 18.21% |
$33.3K - $45.8K
|
344
$259K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
52+ 11.13% |
$32.7K - $44.9K
|
519
$391K
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
52+ 4.8% |
$32.7K - $44.9K
|
1.14K
$856K
|