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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
316K+ 158.17% |
$12.7M - $16.1M
|
516K
$30.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
CALL |
50KNew |
$2.01M - $2.54M
|
50K
$2.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
10KNew |
$401K - $509K
|
10K
$587K
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
9.69KNew |
$389K - $493K
|
9.69K
$569K
|
|
|
Nov 14, 2023
Q3 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-7.9K- 51.49% |
$317K - $402K
|
7.44K
$437K
|
|
|
Nov 13, 2023
Q3 2023
|
Rk Capital Management, LLC
Denver, CO |
BUY
|
- |
27.9K+ 9.7% |
$1.12M - $1.42M
|
315K
$18.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-3.71K- 2.55% |
$149K - $189K
|
142K
$8.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
6.16KNew |
$247K - $313K
|
6.16K
$361K
|
|
|
Nov 13, 2023
Q3 2023
|
Millrace Asset Group, Inc.
|
SELL
|
- |
-3.26K- 6.15% |
$131K - $166K
|
49.7K
$2.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.01K+ 194.42% |
$40.6K - $51.4K
|
1.53K
$89.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
899+ 2.73% |
$36.1K - $45.8K
|
33.8K
$1.98M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
40+ 36.04% |
$1.61K - $2.04K
|
151
$8.86K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-166- 65.1% |
$6.66K - $8.45K
|
89
$5.22K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2K- 18.37% |
$80.3K - $102K
|
8.89K
$522K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
25New |
$1K - $1.27K
|
25
$1.47K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
20New |
$803 - $1.02K
|
20
$1.17K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.39KNew |
$176K - $224K
|
4.39K
$258K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
85+ 1.99% |
$3.62K - $4.76K
|
4.35K
$255K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Capital LTD
|
SELL
|
- |
-35KClosed |
$1.49M - $1.96M
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Jetstream Capital LLC
Brentwood, TN |
BUY
|
- |
6K+ 9.38% |
$256K - $336K
|
70K
$4.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
29.7K+ 42.68% |
$1.26M - $1.66M
|
99.1K
$5.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
3.03K+ 33.93% |
$129K - $170K
|
12K
$702K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.06K+ 24.91% |
$45.1K - $59.3K
|
5.31K
$312K
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-1.92K- 7.43% |
$81.8K - $108K
|
23.9K
$1.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-2.85K- 14.36% |
$121K - $159K
|
17K
$996K
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
12KNew |
$511K - $671K
|
12K
$704K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
32.9KNew |
$1.4M - $1.84M
|
32.9K
$1.93M
|
|
|
Jul 26, 2023
Q2 2023
|
Roubaix Capital, LLC
|
BUY
|
- |
11.9K+ 18.08% |
$509K - $669K
|
78K
$4.58M
|
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-19.4K- 45.11% |
$827K - $1.09M
|
23.6K
$1.39M
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-620- 77.4% |
$26.4K - $34.7K
|
181
$10.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Trellus Management Company, LLC
|
BUY
|
- |
12.9KNew |
$551K - $724K
|
12.9K
$759K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.58K+ 14.56% |
$67.3K - $88.4K
|
12.4K
$729K
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-10Closed |
$470 - $695
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
23.2K+ 61.21% |
$1.09M - $1.61M
|
61.1K
$3.59M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-55- 73.33% |
$2.58K - $3.82K
|
20
$1.17K
|
|
|
May 15, 2023
Q1 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
11.9K+ 6.97% |
$561K - $830K
|
183K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
18.5K+ 23.8% |
$868K - $1.28M
|
96.2K
$5.64M
|
|
|
May 15, 2023
Q1 2023
|
Clear Sky Advisers, LLC
Houston, TX |
BUY
|
- |
76.5K+ 124.39% |
$3.59M - $5.31M
|
138K
$8.1M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-563- 8.87% |
$26.4K - $39.1K
|
5.79K
$340K
|
|
|
May 12, 2023
Q1 2023
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
3.17KNew |
$149K - $220K
|
3.17K
$186K
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
5.23KNew |
$245K - $363K
|
5.23K
$307K
|
|
|
May 11, 2023
Q1 2023
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-11K- 41.84% |
$517K - $764K
|
15.3K
$898K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 11.11% |
$47 - $69.5
|
8
$470
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-503- 64.32% |
$23.6K - $34.9K
|
279
$16.4K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.41MNew |
$66.1M - $97.8M
|
1.41M
$82.6M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
10New |
$470 - $695
|
10
$587
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
21New |
$986 - $1.46K
|
21
$1.23K
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
14KNew |
$658K - $973K
|
14K
$822K
|
|
|
May 04, 2023
Q1 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
18.6KNew |
$874K - $1.29M
|
18.6K
$1.09M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
7+ 140.0% |
$329 - $486
|
12
$704
|
|