Purchases and Sales Made in Q1 2023 in Calix, Inc (CALX)
This table provides information about the institutional ownership of Calix, Inc (CALX) during Q1 2023. The information is specifically focused on institutions that hold shares of CALIX, INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
42+ 25.77% |
$1.97K - $2.92K
|
205
$7.74K
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
34New |
$1.6K - $2.36K
|
34
$1.28K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
33+ 62.26% |
$1.55K - $2.29K
|
86
$3.25K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
31+ 0.12% |
$1.46K - $2.15K
|
25.6K
$968K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
30+ 0.32% |
$1.41K - $2.08K
|
9.35K
$353K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
23New |
$1.08K - $1.6K
|
23
$868
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
21New |
$986 - $1.46K
|
21
$793
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
14+ 116.67% |
$658 - $972
|
26
$981
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
10New |
$470 - $695
|
10
$377
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
10New |
$470 - $695
|
10
$377
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
7+ 140.0% |
$329 - $486
|
12
$453
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7+ 30.43% |
$329 - $486
|
30
$1.13K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$47 - $69.5
|
1
$37.7
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-1- 50.0% |
$47 - $69.5
|
1
$37.7
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.4% |
$47 - $69.5
|
246
$9.28K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 11.11% |
$47 - $69.5
|
8
$302
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3- 0.02% |
$141 - $208
|
15.8K
$597K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4- 9.52% |
$188 - $278
|
38
$1.43K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-7- 30.43% |
$329 - $486
|
16
$604
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7- 21.21% |
$329 - $486
|
26
$981
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-10Closed |
$470 - $695
|
0
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13- 36.11% |
$611 - $903
|
23
$868
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-33- 0.37% |
$1.55K - $2.29K
|
8.79K
$332K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-55- 73.33% |
$2.58K - $3.82K
|
20
$755
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-55- 36.42% |
$2.58K - $3.82K
|
96
$3.62K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-70- 5.17% |
$3.29K - $4.86K
|
1.28K
$48.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-84- 49.41% |
$3.95K - $5.83K
|
86
$3.25K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-93- 78.15% |
$4.37K - $6.46K
|
26
$981
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.69% |
$4.7K - $6.95K
|
14.4K
$544K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.66% |
$4.7K - $6.95K
|
15.1K
$570K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-110- 1.38% |
$5.17K - $7.64K
|
7.86K
$296K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-111- 66.47% |
$5.21K - $7.71K
|
56
$2.11K
|
|
|
May 03, 2023
Q1 2023
|
Baillie Gifford & CO
|
SELL
|
- |
-134- 1.26% |
$6.29K - $9.31K
|
10.5K
$396K
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-134- 15.18% |
$6.29K - $9.31K
|
749
$28.3K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-170- 8.3% |
$7.98K - $11.8K
|
1.88K
$70.8K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-191- 79.92% |
$8.97K - $13.3K
|
48
$1.81K
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-224- 0.43% |
$10.5K - $15.6K
|
51.3K
$1.94M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-230- 22.31% |
$10.8K - $16K
|
801
$30.2K
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-230- 0.78% |
$10.8K - $16K
|
29.4K
$1.11M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-244- 41.71% |
$11.5K - $16.9K
|
341
$12.9K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-247- 18.32% |
$11.6K - $17.2K
|
1.1K
$41.6K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-257- 0.22% |
$12.1K - $17.8K
|
115K
$4.34M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-391- 20.95% |
$18.4K - $27.2K
|
1.48K
$55.7K
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-470- 10.13% |
$22.1K - $32.6K
|
4.17K
$157K
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-480- 13.51% |
$22.5K - $33.3K
|
3.07K
$116K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-500- 3.91% |
$23.5K - $34.7K
|
12.3K
$464K
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-503- 64.32% |
$23.6K - $34.9K
|
279
$10.5K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-563- 8.87% |
$26.4K - $39.1K
|
5.79K
$218K
|
|
|
May 01, 2023
Q1 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-649- 0.86% |
$30.5K - $45.1K
|
74.4K
$2.81M
|