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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-8- 1.62% |
$3.61K - $4.73K
|
486
$367K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-8- 1.16% |
$3.61K - $4.73K
|
682
$514K
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-9- 0.49% |
$4.07K - $5.32K
|
1.82K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-9- 14.52% |
$4.07K - $5.32K
|
53
$40K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-10- 2.04% |
$4.52K - $5.91K
|
480
$362K
|
|
|
Jan 19, 2024
Q4 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-10- 0.35% |
$4.52K - $5.91K
|
2.84K
$2.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-10- 22.22% |
$4.52K - $5.91K
|
35
$26.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-10- 1.15% |
$4.52K - $5.91K
|
862
$650K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-11- 0.96% |
$4.97K - $6.51K
|
1.13K
$854K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-11- 2.58% |
$4.97K - $6.51K
|
416
$314K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-11- 1.38% |
$4.97K - $6.51K
|
787
$594K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-11- 31.43% |
$4.97K - $6.51K
|
24
$18.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
SELL
|
- |
-11- 0.36% |
$4.97K - $6.51K
|
3.04K
$2.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-11- 0.45% |
$4.97K - $6.51K
|
2.46K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-11- 1.33% |
$4.97K - $6.51K
|
817
$616K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-11- 0.78% |
$4.97K - $6.51K
|
1.41K
$1.06M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-12- 80.0% |
$5.42K - $7.1K
|
3
$2.26K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-12- 1.87% |
$5.42K - $7.1K
|
629
$474K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-12- 0.47% |
$5.42K - $7.1K
|
2.54K
$1.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-12- 0.18% |
$5.42K - $7.1K
|
6.66K
$5.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-12- 1.42% |
$5.42K - $7.1K
|
833
$628K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-13- 1.16% |
$5.87K - $7.69K
|
1.11K
$839K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-13- 0.3% |
$5.87K - $7.69K
|
4.3K
$3.24M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-14- 3.53% |
$6.33K - $8.28K
|
383
$289K
|
|
|
Feb 08, 2024
Q4 2023
|
Torray LLC
|
SELL
|
- |
-14- 0.14% |
$6.33K - $8.28K
|
10.3K
$7.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-14- 2.2% |
$6.33K - $8.28K
|
621
$468K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-14- 16.67% |
$6.33K - $8.28K
|
70
$52.8K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-15- 2.14% |
$6.78K - $8.87K
|
687
$518K
|
|
|
Jan 23, 2024
Q4 2023
|
Gam Holding Ag
|
SELL
|
- |
-15- 0.11% |
$6.78K - $8.87K
|
13.3K
$10M
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-15- 0.34% |
$6.78K - $8.87K
|
4.45K
$3.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-15- 0.19% |
$6.78K - $8.87K
|
7.76K
$5.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-16- 1.84% |
$7.23K - $9.46K
|
855
$645K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-16- 2.61% |
$7.23K - $9.46K
|
597
$450K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-16- 1.82% |
$7.23K - $9.46K
|
861
$649K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-17- 43.59% |
$7.68K - $10.1K
|
22
$16.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-19- 0.88% |
$8.58K - $11.2K
|
2.14K
$1.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-19- 2.77% |
$8.58K - $11.2K
|
666
$502K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-19- 1.47% |
$8.58K - $11.2K
|
1.27K
$958K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-20- 3.76% |
$9.04K - $11.8K
|
512
$386K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-20- 50.0% |
$9.04K - $11.8K
|
20
$15.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-20- 0.28% |
$9.04K - $11.8K
|
7K
$5.28M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-21- 0.74% |
$9.49K - $12.4K
|
2.83K
$2.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-21- 0.12% |
$9.49K - $12.4K
|
18.1K
$13.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-21- 3.83% |
$9.49K - $12.4K
|
527
$398K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-21- 0.67% |
$9.49K - $12.4K
|
3.1K
$2.34M
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-22- 1.53% |
$9.94K - $13K
|
1.42K
$1.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-22- 0.95% |
$9.94K - $13K
|
2.29K
$1.73M
|
|
|
Jan 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-23- 3.14% |
$10.4K - $13.6K
|
710
$536K
|
|
|
Feb 02, 2024
Q4 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-24- 1.0% |
$10.8K - $14.2K
|
2.37K
$1.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-24- 0.69% |
$10.8K - $14.2K
|
3.47K
$2.62M
|