Institutional Ownership Calix, Inc (CALX)
This table provides information about the institutional ownership of Calix, Inc (CALX). We have compiled data on the 266 institutions that hold shares in the stock, with a total of 56 Million shares, which have been reported (via 13F filing form) to have a value of $1.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
65
shares
|
$2,177
0.0% of portfolio
|
Q3 2024
Added 85.71%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
65
shares
|
$2,177
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
51
shares
|
$1,708
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
46
shares
|
$1,541
0.0% of portfolio
|
Q3 2024
Added 91.67%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
41
shares
|
$1,373
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
40
shares
|
$1,340
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
40
shares
|
$1,340
0.0% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
39
shares
|
$1,306
0.0% of portfolio
|
Q3 2024
Added 116.67%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
37
shares
|
$1,239
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
36
shares
|
$1,206
0.0% of portfolio
|
Q2 2024
Reduced 38.98%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
36
shares
|
$1,206
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
35
shares
|
$1,172
0.0% of portfolio
|
Q3 2024
Added 9.38%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
35
shares
|
$1,172
0.0% of portfolio
|
Q2 2024
Reduced 95.59%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
27
shares
|
$904
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
27
shares
|
$904
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
20
shares
|
$670
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
19
shares
|
$636
0.0% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
14
shares
|
$469
0.0% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
12
shares
|
$402
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
11
shares
|
$368
0.0% of portfolio
|
Q2 2024
Reduced 57.69%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
9
shares
|
$301
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
8
shares
|
$268
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
7
shares
|
$234
0.0% of portfolio
|
Q3 2024
Added 600.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
6
shares
|
$201
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
6
shares
|
$201
0.0% of portfolio
|
Q2 2024
Added 20.0%
|