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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-11K- 99.55% |
$467K - $613K
|
50
$1.83K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.06K+ 24.91% |
$45.1K - $59.3K
|
5.31K
$195K
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-1.92K- 7.43% |
$81.8K - $108K
|
23.9K
$876K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-38- 79.17% |
$1.62K - $2.13K
|
10
$366
|
|
|
Jul 31, 2023
Q2 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-2.85K- 14.36% |
$121K - $159K
|
17K
$622K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-221- 4.64% |
$9.42K - $12.4K
|
4.55K
$166K
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
12KNew |
$511K - $671K
|
12K
$439K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
32.9KNew |
$1.4M - $1.84M
|
32.9K
$1.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Roubaix Capital, LLC
|
BUY
|
- |
11.9K+ 18.08% |
$509K - $669K
|
78K
$2.86M
|
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-19.4K- 45.11% |
$827K - $1.09M
|
23.6K
$865K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-620- 77.4% |
$26.4K - $34.7K
|
181
$6.63K
|
|
|
Jul 14, 2023
Q2 2023
|
Trellus Management Company, LLC
|
BUY
|
- |
12.9KNew |
$551K - $724K
|
12.9K
$474K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.58K+ 14.56% |
$67.3K - $88.4K
|
12.4K
$455K
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-10Closed |
$470 - $695
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Hood River Capital Management LLC
Palm Beach Gardens, FL |
SELL
|
- |
-139K- 9.57% |
$6.53M - $9.66M
|
1.31M
$48.1M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-55- 73.33% |
$2.58K - $3.82K
|
20
$733
|
|
|
May 15, 2023
Q1 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
11.9K+ 6.97% |
$561K - $830K
|
183K
$6.72M
|
|
|
May 15, 2023
Q1 2023
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
23.2K+ 61.21% |
$1.09M - $1.61M
|
61.1K
$2.24M
|
|
|
May 15, 2023
Q1 2023
|
Clear Sky Advisers, LLC
Houston, TX |
BUY
|
- |
76.5K+ 124.39% |
$3.59M - $5.31M
|
138K
$5.05M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-563- 8.87% |
$26.4K - $39.1K
|
5.79K
$212K
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
90New |
$4.23K - $6.25K
|
90
$3.3K
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
18.5K+ 23.8% |
$868K - $1.28M
|
96.2K
$3.52M
|
|
|
May 12, 2023
Q1 2023
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
3.17KNew |
$149K - $220K
|
3.17K
$116K
|
|
|
May 12, 2023
Q1 2023
|
Divisadero Street Capital Management, LP
Miami, FL |
BUY
|
- |
205K+ 1366.67% |
$9.63M - $14.2M
|
220K
$8.06M
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
5.23KNew |
$245K - $363K
|
5.23K
$191K
|
|
|
May 11, 2023
Q1 2023
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-11K- 41.84% |
$517K - $764K
|
15.3K
$560K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 11.11% |
$47 - $69.5
|
8
$293
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-503- 64.32% |
$23.6K - $34.9K
|
279
$10.2K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.41MNew |
$66.1M - $97.8M
|
1.41M
$51.6M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
10New |
$470 - $695
|
10
$366
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
21New |
$986 - $1.46K
|
21
$769
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
14KNew |
$658K - $973K
|
14K
$513K
|
|
|
May 04, 2023
Q1 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
18.6KNew |
$874K - $1.29M
|
18.6K
$681K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
7+ 140.0% |
$329 - $486
|
12
$440
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-244- 41.71% |
$11.5K - $16.9K
|
341
$12.5K
|
|
|
May 03, 2023
Q1 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
1.51KNew |
$71.1K - $105K
|
1.51K
$55.5K
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
6.06K+ 283.54% |
$285K - $421K
|
8.2K
$300K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$47 - $69.5
|
1
$36.6
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.4% |
$47 - $69.5
|
246
$9.01K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-7- 30.43% |
$329 - $486
|
16
$586
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
112New |
$5.26K - $7.78K
|
112
$4.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-2.82K- 5.65% |
$133K - $196K
|
47.2K
$1.73M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11KNew |
$516K - $763K
|
11K
$402K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
275New |
$12.9K - $19.1K
|
275
$10.1K
|
|
| Q4 2022 | |||||||
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
1.27KNew |
$72.9K - $94.4K
|
1.27K
$46.4K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
663New |
$38.2K - $49.5K
|
663
$24.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.79KNew |
$219K - $283K
|
3.79K
$139K
|
|
|
Feb 14, 2023
Q4 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
8.39KNew |
$484K - $626K
|
8.39K
$307K
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-12.8K- 6.57% |
$735K - $951K
|
181K
$6.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
38+ 0.11% |
$2.19K - $2.83K
|
34.9K
$1.28M
|
|