Institutional Ownership Calix, Inc (CALX)
This table provides information about the institutional ownership of Calix, Inc (CALX). We have compiled data on the 275 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 $1.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
140
shares
|
$4,905
0.0% of portfolio
|
Q2 2024
Added 900.0%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
133
shares
|
$4,660
0.0% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
132
shares
|
$4,625
0.0% of portfolio
|
Q1 2025
Added 500.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
109
shares
|
$3,819
0.0% of portfolio
|
Q4 2017
Added 43.12%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
100
shares
|
$3,504
0.0% of portfolio
|
Q2 2024
Reduced 83.74%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
98
shares
|
$3,433
0.0% of portfolio
|
Q4 2024
Added 50.77%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
96
shares
|
$3,363
0.0% of portfolio
|
Q2 2024
Added 47.69%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
88
shares
|
$3,083
0.0% of portfolio
|
Q4 2024
Reduced 79.25%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
87
shares
|
$3,048
0.0% of portfolio
|
Q4 2024
Reduced 23.01%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
75
shares
|
$2,628
0.0% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
60
shares
|
$2,102
0.0% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
56
shares
|
$1,962
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
55
shares
|
$1,927
0.0% of portfolio
|
Q4 2024
Reduced 15.38%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
51
shares
|
$1,787
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
45
shares
|
$1,576
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
40
shares
|
$1,401
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
37
shares
|
$1,296
0.0% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
37
shares
|
$1,296
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
35
shares
|
$1,226
0.0% of portfolio
|
Q2 2024
Reduced 95.59%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
31
shares
|
$1,086
0.0% of portfolio
|
Q4 2024
Reduced 13.89%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
29
shares
|
$1,016
0.0% of portfolio
|
Q4 2024
Added 52.63%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
27
shares
|
$946
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
27
shares
|
$946
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
24
shares
|
$840
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
21
shares
|
$735
0.0% of portfolio
|
Q4 2024
Reduced 54.35%
|