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 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-25- 1.31% |
$11.3K - $14.8K
|
1.89K
$1.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-25- 0.37% |
$11.3K - $14.8K
|
6.76K
$5.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-26- 5.26% |
$11.7K - $15.4K
|
468
$353K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-27- 3.03% |
$12.2K - $16K
|
865
$652K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-27- 6.4% |
$12.2K - $16K
|
395
$298K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-28- 0.23% |
$12.7K - $16.6K
|
12K
$9.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-29- 3.22% |
$13.1K - $17.2K
|
872
$658K
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-30- 5.45% |
$13.6K - $17.7K
|
520
$392K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-30- 13.82% |
$13.6K - $17.7K
|
187
$141K
|
|
|
Jan 17, 2024
Q4 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-31- 6.05% |
$14K - $18.3K
|
481
$363K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-31- 0.13% |
$14K - $18.3K
|
23.4K
$17.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-31- 0.31% |
$14K - $18.3K
|
9.94K
$7.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-31- 5.9% |
$14K - $18.3K
|
494
$373K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-31- 12.35% |
$14K - $18.3K
|
220
$166K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-32- 1.36% |
$14.5K - $18.9K
|
2.32K
$1.75M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-33- 2.97% |
$14.9K - $19.5K
|
1.08K
$813K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-33- 5.08% |
$14.9K - $19.5K
|
616
$465K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-35- 1.06% |
$15.8K - $20.7K
|
3.26K
$2.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-35- 6.67% |
$15.8K - $20.7K
|
490
$370K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-35- 5.09% |
$15.8K - $20.7K
|
652
$492K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-36- 1.76% |
$16.3K - $21.3K
|
2.01K
$1.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
SELL
|
- |
-38- 0.53% |
$17.2K - $22.5K
|
7.19K
$5.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-40- 1.29% |
$18.1K - $23.7K
|
3.06K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-40- 1.28% |
$18.1K - $23.7K
|
3.08K
$2.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-41- 2.41% |
$18.5K - $24.3K
|
1.66K
$1.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-42- 0.37% |
$19K - $24.8K
|
11.2K
$8.42M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-44- 5.73% |
$19.9K - $26K
|
724
$546K
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-48- 1.65% |
$21.7K - $28.4K
|
2.86K
$2.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-49- 0.17% |
$22.1K - $29K
|
28.3K
$21.4M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-49- 3.04% |
$22.1K - $29K
|
1.56K
$1.18M
|
|
|
Mar 11, 2024
Q4 2023
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-49- 2.05% |
$22.1K - $29K
|
2.34K
$1.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-50- 12.38% |
$22.6K - $29.6K
|
354
$267K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
SELL
|
- |
-50- 10.5% |
$22.6K - $29.6K
|
426
$321K
|
|
|
Feb 09, 2024
Q4 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-50- 3.32% |
$22.6K - $29.6K
|
1.46K
$1.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-51- 9.26% |
$23K - $30.2K
|
500
$377K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-51- 8.29% |
$23K - $30.2K
|
564
$425K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-52- 5.46% |
$23.5K - $30.8K
|
900
$679K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-53- 2.14% |
$23.9K - $31.3K
|
2.43K
$1.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-54- 98.18% |
$24.4K - $31.9K
|
1
$754
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-54- 7.47% |
$24.4K - $31.9K
|
669
$505K
|
|
|
Jan 17, 2024
Q4 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-56- 0.34% |
$25.3K - $33.1K
|
16.3K
$12.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-56- 12.36% |
$25.3K - $33.1K
|
397
$299K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-57- 10.18% |
$25.8K - $33.7K
|
503
$379K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-57- 3.78% |
$25.8K - $33.7K
|
1.45K
$1.09M
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-58- 6.24% |
$26.2K - $34.3K
|
871
$657K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-59- 23.41% |
$26.7K - $34.9K
|
193
$146K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-60- 2.96% |
$27.1K - $35.5K
|
1.97K
$1.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-61- 8.83% |
$27.6K - $36.1K
|
630
$475K
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-61- 0.63% |
$27.6K - $36.1K
|
9.68K
$7.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-62- 2.71% |
$28K - $36.7K
|
2.23K
$1.68M
|