Institutional Ownership Calix, Inc (CALX)
This table provides information about the institutional ownership of Calix, Inc (CALX). We have compiled data on the 277 institutions that hold shares in the stock, with a total of 56.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Main Street Group, LTD
Glen Allen, VA |
Aug 05, 2024 Q2 2024 |
27
shares
|
$1,018
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
24
shares
|
$905
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
20
shares
|
$754
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
20
shares
|
$754
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
19
shares
|
$717
0.0% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
18
shares
|
$679
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
14
shares
|
$528
0.0% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
12
shares
|
$452
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 07, 2024 Q2 2024 |
11
shares
|
$415
0.0% of portfolio
|
Q2 2024
Reduced 57.69%
|
|
|
Abound Wealth Management
Franklin, TN |
Aug 09, 2024 Q2 2024 |
8
shares
|
$301
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
6
shares
|
$226
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
6
shares
|
$226
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
4
shares
|
$150
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
1
shares
|
$37
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|