Institutional Ownership Calix, Inc (CALX)
This table provides information about the institutional ownership of Calix, Inc (CALX). We have compiled data on the 259 institutions that hold shares in the stock, with a total of 55.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
39
shares
|
$1,524
0.0% of portfolio
|
Q3 2024
Added 116.67%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
37
shares
|
$1,445
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
37
shares
|
$1,445
0.0% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
36
shares
|
$1,406
0.0% of portfolio
|
Q2 2024
Reduced 38.98%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
35
shares
|
$1,367
0.0% of portfolio
|
Q2 2024
Reduced 95.59%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
27
shares
|
$1,055
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
27
shares
|
$1,055
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
22
shares
|
$859
0.0% of portfolio
|
Q4 2024
Reduced 37.14%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
20
shares
|
$781
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
19
shares
|
$742
0.0% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
14
shares
|
$547
0.0% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
12
shares
|
$468
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
11
shares
|
$429
0.0% of portfolio
|
Q2 2024
Reduced 57.69%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
9
shares
|
$351
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
8
shares
|
$312
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
7
shares
|
$273
0.0% of portfolio
|
Q3 2024
Added 600.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
6
shares
|
$234
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
5
shares
|
$195
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
2
shares
|
$78
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
1
shares
|
$39
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|