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 $1.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
424
shares
|
$14,742
0.0% of portfolio
|
Q3 2024
Reduced 31.83%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
405
shares
|
$14,081
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
400
shares
|
$13,908
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
400
shares
|
$13,908
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
363
shares
|
$12,621
0.0% of portfolio
|
Q3 2024
Added 122.7%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 15, 2024 Q3 2024 |
334
shares
|
$11,613
0.0% of portfolio
|
Q3 2024
Added 49.11%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
292
shares
|
$10,152
0.01% of portfolio
|
Q3 2024
Reduced 51.33%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
282
shares
|
$9,805
0.0% of portfolio
|
Q4 2023
Reduced 57.47%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
275
shares
|
$9,561
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
230
shares
|
$7,997
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
230
shares
|
$7,997
0.0% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
208
shares
|
$7,232
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
174
shares
|
$6,049
0.0% of portfolio
|
Q3 2024
Added 16.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
155
shares
|
$5,389
0.0% of portfolio
|
Q3 2024
Added 40.91%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
154
shares
|
$5,354
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
140
shares
|
$4,867
0.0% of portfolio
|
Q3 2024
Added 118.75%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
140
shares
|
$4,867
0.0% of portfolio
|
Q2 2024
Added 900.0%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
113
shares
|
$3,929
0.0% of portfolio
|
Q2 2024
Added 707.14%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
109
shares
|
$3,789
0.0% of portfolio
|
Q4 2017
Added 43.12%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
100
shares
|
$3,477
0.0% of portfolio
|
Q2 2024
Reduced 83.74%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
99
shares
|
$3,442
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
96
shares
|
$3,337
0.0% of portfolio
|
Q2 2024
Added 47.69%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
78
shares
|
$2,712
0.0% of portfolio
|
Q3 2024
Added 36.84%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
74
shares
|
$2,572
0.0% of portfolio
|
Q3 2024
Added 51.02%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
65
shares
|
$2,260
0.0% of portfolio
|
Q2 2024
Added 22.64%
|