Purchases and Sales Made in Q4 2023 in Calix, Inc (CALX)
This table provides information about the institutional ownership of Calix, Inc (CALX) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
655+ 41.51% |
$21.4K - $30.1K
|
2.23K
$81.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
568+ 1.56% |
$18.6K - $26.1K
|
37.1K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
553+ 11.05% |
$18.1K - $25.4K
|
5.56K
$202K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
551New |
$18K - $25.3K
|
551
$20K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
463+ 30.24% |
$15.1K - $21.3K
|
1.99K
$72.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
375+ 4.46% |
$12.3K - $17.2K
|
8.78K
$319K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
348+ 18.47% |
$11.4K - $16K
|
2.23K
$81.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
289+ 4.87% |
$9.45K - $13.3K
|
6.22K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
245+ 1.28% |
$8.01K - $11.2K
|
19.3K
$703K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
233New |
$7.62K - $10.7K
|
233
$8.46K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
213+ 1.39% |
$6.97K - $9.78K
|
15.6K
$566K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
212+ 1.88% |
$6.93K - $9.73K
|
11.5K
$417K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
208New |
$6.8K - $9.55K
|
208
$7.55K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
179+ 436.59% |
$5.86K - $8.22K
|
220
$7.99K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
177+ 0.35% |
$5.79K - $8.13K
|
50.3K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
146+ 1.6% |
$4.78K - $6.7K
|
9.25K
$336K
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
119+ 0.2% |
$3.89K - $5.46K
|
60.4K
$2.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
73New |
$2.39K - $3.35K
|
73
$2.65K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
66+ 58.41% |
$2.16K - $3.03K
|
179
$6.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
61+ 4.43% |
$2K - $2.8K
|
1.44K
$52.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
55+ 6.82% |
$1.8K - $2.53K
|
861
$31.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
55+ 0.65% |
$1.8K - $2.53K
|
8.52K
$310K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
41New |
$1.34K - $1.88K
|
41
$1.49K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
32+ 2.85% |
$1.05K - $1.47K
|
1.16K
$41.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
27New |
$883 - $1.24K
|
27
$981
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
24+ 0.37% |
$785 - $1.1K
|
6.57K
$239K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
16+ 320.0% |
$523 - $735
|
21
$763
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5New |
$164 - $230
|
5
$182
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5+ 21.74% |
$164 - $230
|
28
$1.02K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 10.53% |
$131 - $184
|
42
$1.53K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3New |
$98.1 - $138
|
3
$109
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 8.0% |
$65.4 - $91.8
|
27
$981
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 14.29% |
$32.7 - $45.9
|
8
$291
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 11.11% |
$32.7 - $45.9
|
8
$291
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-4- 0.02% |
$131 - $184
|
20.2K
$735K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 13.33% |
$131 - $184
|
26
$944
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-4- 9.09% |
$131 - $184
|
40
$1.45K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8- 16.67% |
$262 - $367
|
40
$1.45K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-13- 18.06% |
$425 - $597
|
59
$2.14K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-17- 4.53% |
$556 - $780
|
358
$13K
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-32- 0.07% |
$1.05K - $1.47K
|
45K
$1.63M
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-43- 0.37% |
$1.41K - $1.97K
|
11.5K
$417K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-47- 0.18% |
$1.54K - $2.16K
|
25.4K
$924K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-48- 0.37% |
$1.57K - $2.2K
|
13K
$474K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-66- 80.49% |
$2.16K - $3.03K
|
16
$581
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-92- 34.85% |
$3.01K - $4.22K
|
172
$6.25K
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 2.01% |
$3.27K - $4.59K
|
4.88K
$177K
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.71% |
$3.27K - $4.59K
|
14K
$509K
|
|
|
Feb 13, 2024
Q4 2023
|
Paradigm Capital Management Inc
|
SELL
|
- |
-100- 0.01% |
$3.27K - $4.59K
|
1.22M
$44.4M
|