Latest Institutional Transactions on Calix, Inc (CALX)
This table provides information on the latest institutional transactions involving Calix, Inc (CALX) 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 11.11% |
$47 - $69.5
|
8
$255
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
10New |
$470 - $695
|
10
$319
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-503- 64.32% |
$23.6K - $34.9K
|
279
$8.89K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.41MNew |
$66.1M - $97.8M
|
1.41M
$44.9M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
21New |
$986 - $1.46K
|
21
$669
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
14KNew |
$658K - $973K
|
14K
$446K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-244- 41.71% |
$11.5K - $16.9K
|
341
$10.9K
|
|
|
May 04, 2023
Q1 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
18.6KNew |
$874K - $1.29M
|
18.6K
$593K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
7+ 140.0% |
$329 - $486
|
12
$382
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.4% |
$47 - $69.5
|
246
$7.84K
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
6.06K+ 283.54% |
$285K - $421K
|
8.2K
$261K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$47 - $69.5
|
1
$31.9
|
|
|
May 03, 2023
Q1 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
1.51KNew |
$71.1K - $105K
|
1.51K
$48.2K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-7- 30.43% |
$329 - $486
|
16
$510
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
112New |
$5.26K - $7.78K
|
112
$3.57K
|
|
|
Apr 27, 2023
Q1 2023
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-2.82K- 5.65% |
$133K - $196K
|
47.2K
$1.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11KNew |
$516K - $763K
|
11K
$350K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
275New |
$12.9K - $19.1K
|
275
$8.76K
|
|
| Q4 2022 | |||||||
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
1.27KNew |
$72.9K - $94.4K
|
1.27K
$40.3K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
663New |
$38.2K - $49.5K
|
663
$21.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.79KNew |
$219K - $283K
|
3.79K
$121K
|
|
|
Feb 14, 2023
Q4 2022
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
38+ 0.11% |
$2.19K - $2.83K
|
34.9K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-12.8K- 6.57% |
$735K - $951K
|
181K
$5.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-334- 1.17% |
$19.2K - $24.9K
|
28.3K
$901K
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
1K+ 9.52% |
$57.6K - $74.6K
|
11.5K
$366K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
225New |
$13K - $16.8K
|
225
$7.17K
|
|
|
Feb 14, 2023
Q4 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
8.39KNew |
$484K - $626K
|
8.39K
$267K
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
136KNew |
$7.83M - $10.1M
|
136K
$4.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.17KNew |
$413K - $534K
|
7.17K
$228K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-819- 7.41% |
$47.2K - $61.1K
|
10.2K
$326K
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
2.54KNew |
$147K - $190K
|
2.54K
$81.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
7.1KNew |
$409K - $529K
|
7.1K
$226K
|
|
|
Feb 09, 2023
Q4 2022
|
Hamilton Wealth, LLC
|
SELL
|
- |
-1.47K- 20.95% |
$84.5K - $109K
|
5.54K
$176K
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.06KNew |
$118K - $153K
|
2.06K
$65.5K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
15New |
$864 - $1.12K
|
15
$478
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.15K- 22.17% |
$66.3K - $85.8K
|
4.04K
$129K
|
|
|
Feb 03, 2023
Q4 2022
|
Lisanti Capital Growth, LLC
|
SELL
|
- |
-65.5K- 24.08% |
$3.77M - $4.89M
|
207K
$6.58M
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
3.25KNew |
$187K - $242K
|
3.25K
$103K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.93KNew |
$169K - $219K
|
2.93K
$93.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Versor Investments LP
|
SELL
|
- |
-6.98K- 69.94% |
$402K - $521K
|
3K
$95.6K
|
|
|
Jan 27, 2023
Q4 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
43.4KNew |
$2.5M - $3.24M
|
43.4K
$1.38M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.57K+ 9.04% |
$90.5K - $117K
|
19K
$604K
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.5K- 40.0% |
$144K - $186K
|
3.75K
$119K
|
|
|
Jan 19, 2023
Q4 2022
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
203+ 10.14% |
$11.7K - $15.1K
|
2.21K
$70.3K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
400New |
$13.8K - $25K
|
400
$12.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
41.2KNew |
$1.42M - $2.57M
|
41.2K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
6.77KNew |
$234K - $423K
|
6.77K
$216K
|
|
|
Nov 14, 2022
Q3 2022
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
CALL |
3.5KNew |
$121K - $219K
|
3.5K
$112K
|
|
|
Nov 14, 2022
Q3 2022
|
Voce Capital Management LLC
San Francisco, CA |
SELL
|
- |
-15K- 12.7% |
$516K - $935K
|
103K
$3.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Atika Capital Management LLC
New York, NY |
BUY
|
CALL |
700New |
$24.1K - $43.7K
|
700
$22.3K
|
|