Purchases and Sales Made in Q2 2024 in Calix, Inc (CALX)
This table provides information about the institutional ownership of Calix, Inc (CALX) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
500+ 125.0% |
$13.9K - $18.2K
|
900
$34.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
475New |
$13.2K - $17.3K
|
475
$18.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
437+ 62.52% |
$12.1K - $15.9K
|
1.14K
$44.1K
|
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
421+ 1.31% |
$11.7K - $15.3K
|
32.6K
$1.26M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
415+ 200.48% |
$11.5K - $15.1K
|
622
$24.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
396+ 12.91% |
$11K - $14.4K
|
3.46K
$134K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
374+ 3.16% |
$10.4K - $13.6K
|
12.2K
$474K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
315+ 110.53% |
$8.73K - $11.5K
|
600
$23.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
303+ 13.67% |
$8.4K - $11K
|
2.52K
$97.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
301+ 4.35% |
$8.35K - $10.9K
|
7.21K
$280K
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 1.03% |
$8.32K - $10.9K
|
29.3K
$1.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
284New |
$7.88K - $10.3K
|
284
$11K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
275New |
$7.63K - $10K
|
275
$10.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
238+ 273.56% |
$6.6K - $8.66K
|
325
$12.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
188+ 1.15% |
$5.21K - $6.84K
|
16.5K
$639K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
154+ 197.44% |
$4.27K - $5.6K
|
232
$9K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
150New |
$4.16K - $5.46K
|
150
$5.82K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
126+ 900.0% |
$3.49K - $4.58K
|
140
$5.43K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
119+ 113.33% |
$3.3K - $4.33K
|
224
$8.69K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
99+ 707.14% |
$2.75K - $3.6K
|
113
$4.38K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
82+ 292.86% |
$2.27K - $2.98K
|
110
$4.27K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
66New |
$1.83K - $2.4K
|
66
$2.56K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
57+ 2.48% |
$1.58K - $2.07K
|
2.36K
$91.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
57New |
$1.58K - $2.07K
|
57
$2.21K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
42+ 4.1% |
$1.16K - $1.53K
|
1.07K
$41.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
41New |
$1.14K - $1.49K
|
41
$1.59K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
40+ 166.67% |
$1.11K - $1.45K
|
64
$2.48K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
40New |
$1.11K - $1.45K
|
40
$1.55K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
35+ 27.34% |
$971 - $1.27K
|
163
$6.32K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
35New |
$971 - $1.27K
|
35
$1.36K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
32New |
$887 - $1.16K
|
32
$1.24K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
31+ 47.69% |
$860 - $1.13K
|
96
$3.72K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
30New |
$832 - $1.09K
|
30
$1.16K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
26+ 4.65% |
$721 - $946
|
585
$22.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24New |
$666 - $873
|
24
$931
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
20New |
$555 - $727
|
20
$776
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
18New |
$499 - $655
|
18
$698
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
16New |
$444 - $582
|
16
$621
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
12+ 22.64% |
$333 - $436
|
65
$2.52K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12+ 4.11% |
$333 - $436
|
304
$11.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 12.5% |
$139 - $182
|
45
$1.75K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 40.0% |
$111 - $145
|
14
$543
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
3+ 1.33% |
$83.2 - $109
|
229
$8.89K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 20.0% |
$55.5 - $72.7
|
12
$466
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 20.0% |
$27.7 - $36.4
|
6
$233
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 33.33% |
$55.5 - $72.7
|
4
$155
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-8- 0.11% |
$222 - $291
|
7.31K
$283K
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-10- 2.82% |
$277 - $364
|
345
$13.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-15- 57.69% |
$416 - $546
|
11
$427
|