Ifp Advisors, Inc Calix, Inc Transaction History

Ifp Advisors, Inc

$3.28 Billion
Q2 2025

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 24, 2025	SELL	$31.25 - $53.19 $531 - $904	-17 Closed	0 $0
Q1 2025 May 05, 2025	SELL	$29.4 - $42.17 $411 - $590	-14 Reduced 45.16%	17 $0
Q4 2024 Feb 04, 2025	SELL	$29.03 - $39.89 $145 - $199	-5 Reduced 13.89%	31 $1,000
Q2 2024 Jul 30, 2024	SELL	$27.73 - $36.37 $637 - $836	-23 Reduced 38.98%	36 $1,000
Q4 2023 Jan 09, 2024	SELL	$32.71 - $45.91 $425 - $596	-13 Reduced 18.06%	59 $2,000
Q3 2023 Oct 12, 2023	SELL	$40.13 - $50.89 $115,694 - $146,715	-2,883 Reduced 97.56%	72 $3,000
Q1 2023 Apr 18, 2023	SELL	$46.97 - $69.45 $139,688 - $206,544	-2,974 Reduced 50.16%	2,955 $158,000
Q4 2022 Feb 07, 2023	SELL	$57.62 - $74.59 $9,392 - $12,158	-163 Reduced 2.68%	5,929 $49,000
Q3 2022 Nov 08, 2022	BUY	$34.49 - $62.44 $2,034 - $3,683	59 Added 0.98%	6,092 $53,000
Q2 2022 Sep 06, 2022	BUY	$32.32 - $42.38 $194,986 - $255,678	6,033 New	6,033 $52,000
Q2 2022 Aug 12, 2022	SELL	$32.32 - $42.38 $194,986 - $255,678	-6,033 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$40.4 - $77.7 $27,633 - $53,146	684 Added 12.79%	6,033 $258,000
Q1 2022 Aug 08, 2022	BUY	$40.4 - $77.7 $59,266 - $113,985	1,467 Added 37.79%	5,349 $229,000
Q4 2021 Jan 12, 2022	BUY	$50.31 - $79.97 $34,814 - $55,339	692 Added 21.69%	3,882 $310,000
Q3 2021 Oct 06, 2021	SELL	$42.07 - $52.99 $5,595 - $7,047	-133 Reduced 4.0%	3,190 $157,000
Q2 2021 Jul 13, 2021	BUY	$36.7 - $48.98 $3,670 - $4,898	100 Added 3.1%	3,323 $158,000
Q4 2020 Jan 25, 2021	BUY	$18.18 - $32.85 $40,414 - $73,025	2,223 Added 222.3%	3,223 $96,000
Q1 2017 Jun 03, 2019	BUY	N/A	1,000	1,000 $7,000

Others Institutions Holding CALX

# of Institutions

340

Shares Held

58.3M

Call Options Held

124K

Put Options Held

41.3K

Black Rock Inc. New York, NY

10.7M
Shares

$627 Million
0.01% of portfolio
Vanguard Group Inc Valley Forge, PA

8.49M
Shares

$498 Million
0.01% of portfolio
State Street Corp Boston, MA

2.34M
Shares

$137 Million
0.01% of portfolio
Israel Englander Millennium Management LLC | New York, Ny

1.96M
Shares

$115 Million
0.06% of portfolio
Congress Asset Management CO

1.46M
Shares

$85.9 Million
0.63% of portfolio

View Full List

About CALIX, INC

Ticker CALX
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 65,441,300
Market Cap $3.84B
Description
Calix, Inc., together with its subsidiaries, provides cloud and software platforms, and systems and services in the United States, rest of Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company's cloud and software platforms, and systems and services enable broadband service providers (BSPs) to provide a range of services. ...

More about CALX

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