Institutional Ownership Calix, Inc (CALX)
This table provides information about the institutional ownership of Calix, Inc (CALX). We have compiled data on the 284 institutions that hold shares in the stock, with a total of 56.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
139
shares
|
$7,703
0.0% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
109
shares
|
$6,040
0.0% of portfolio
|
Q4 2017
Added 43.12%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
100
shares
|
$5,542
0.0% of portfolio
|
Q2 2024
Reduced 83.74%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
96
shares
|
$5,320
0.0% of portfolio
|
Q2 2024
Added 47.69%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
95
shares
|
$5,264
0.0% of portfolio
|
Q1 2025
Added 58.33%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
89
shares
|
$4,932
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
88
shares
|
$4,876
0.0% of portfolio
|
Q4 2024
Reduced 79.25%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
87
shares
|
$4,821
0.0% of portfolio
|
Q4 2024
Reduced 23.01%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
85
shares
|
$4,710
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
83
shares
|
$4,599
0.0% of portfolio
|
Q2 2025
Added 25.76%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
76
shares
|
$4,211
0.0% of portfolio
|
Q1 2025
Added 1800.0%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
63
shares
|
$3,491
0.0% of portfolio
|
Q2 2025
Reduced 52.27%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
62
shares
|
$3,436
0.0% of portfolio
|
Q2 2025
Reduced 53.03%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
59
shares
|
$3,269
0.0% of portfolio
|
Q1 2025
Reduced 99.32%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
56
shares
|
$3,103
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
55
shares
|
$3,048
0.0% of portfolio
|
Q1 2025
Added 129.17%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
55
shares
|
$3,048
0.0% of portfolio
|
Q1 2025
Added 48.65%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
51
shares
|
$2,826
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
44
shares
|
$2,438
0.0% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
38
shares
|
$2,105
0.0% of portfolio
|
Q1 2025
Added 245.45%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
36
shares
|
$1,995
0.0% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
35
shares
|
$1,939
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
29
shares
|
$1,607
0.0% of portfolio
|
Q4 2024
Added 52.63%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
27
shares
|
$1,496
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
27
shares
|
$1,496
0.0% of portfolio
|
Q4 2023
New holding
|