Purchases and Sales Made in Q1 2025 in Calix, Inc (CALX)
This table provides information about the institutional ownership of Calix, Inc (CALX) during Q1 2025. The information is specifically focused on institutions that hold shares of CALIX, INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
426New |
$12.5K - $18K
|
426
$22.1K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
237New |
$6.97K - $9.99K
|
237
$12.3K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
210+ 1.33% |
$6.17K - $8.86K
|
16K
$831K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
166+ 20.39% |
$4.88K - $7K
|
980
$50.9K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
165+ 35.64% |
$4.85K - $6.96K
|
628
$32.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
124+ 126.53% |
$3.65K - $5.23K
|
222
$11.5K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
110+ 500.0% |
$3.23K - $4.64K
|
132
$6.86K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
89New |
$2.62K - $3.75K
|
89
$4.62K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
85New |
$2.5K - $3.58K
|
85
$4.42K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
77+ 140.0% |
$2.26K - $3.25K
|
132
$6.86K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
76+ 57.14% |
$2.23K - $3.2K
|
209
$10.9K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
72+ 1800.0% |
$2.12K - $3.04K
|
76
$3.95K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
57+ 12.1% |
$1.68K - $2.4K
|
528
$27.4K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
56New |
$1.65K - $2.36K
|
56
$2.91K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
35+ 58.33% |
$1.03K - $1.48K
|
95
$4.94K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
31+ 129.17% |
$911 - $1.31K
|
55
$2.86K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
27+ 245.45% |
$794 - $1.14K
|
38
$1.97K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
25New |
$735 - $1.05K
|
25
$1.3K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
23New |
$676 - $970
|
23
$1.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
20New |
$588 - $843
|
20
$1.04K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
18+ 48.65% |
$529 - $759
|
55
$2.86K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
17New |
$500 - $717
|
17
$883
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
14New |
$412 - $590
|
14
$727
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5+ 0.01% |
$147 - $211
|
61.2K
$3.18M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
5New |
$147 - $211
|
5
$260
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 400.0% |
$118 - $169
|
5
$260
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 0.17% |
$58.8 - $84.3
|
1.17K
$60.8K
|
|
|
May 06, 2025
Q1 2025
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.0% |
$29.4 - $42.2
|
38.3K
$1.99M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$29.4 - $42.2
|
1
$52
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$29.4 - $42.2
|
1
$52
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.34% |
$29.4 - $42.2
|
293
$15.2K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1- 2.7% |
$29.4 - $42.2
|
36
$1.87K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.71% |
$29.4 - $42.2
|
139
$7.22K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-4- 1.75% |
$118 - $169
|
225
$11.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-4- 1.39% |
$118 - $169
|
284
$14.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4- 50.0% |
$118 - $169
|
4
$208
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-14- 45.16% |
$412 - $590
|
17
$883
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-16- 1.03% |
$470 - $675
|
1.54K
$80.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-22- 48.89% |
$647 - $928
|
23
$1.2K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-23- 0.21% |
$676 - $970
|
11K
$572K
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-46- 5.88% |
$1.35K - $1.94K
|
736
$38.2K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-67- 0.39% |
$1.97K - $2.83K
|
17.1K
$890K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-108- 4.13% |
$3.18K - $4.55K
|
2.51K
$130K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-156- 80.0% |
$4.59K - $6.58K
|
39
$2.03K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-187- 8.34% |
$5.5K - $7.89K
|
2.05K
$107K
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
SELL
|
- |
-206- 0.58% |
$6.06K - $8.69K
|
35.4K
$1.84M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-218- 97.76% |
$6.41K - $9.19K
|
5
$260
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-218- 9.74% |
$6.41K - $9.19K
|
2.02K
$105K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-225- 41.74% |
$6.62K - $9.49K
|
314
$16.3K
|