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Disclosery

CALX CALIX INC

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COM (common), issuer CIK 1406666

252 managers (254 13F filers) reported a position in CALX shares at 2024-12-31, 57,283,126 shares in all. 37 filers opened a position and 33 filers sold out during the quarter.

Managers
252
13F filers
254
New
37
Added
93
Reduced
81
Sold out
33
Shares held by filers
57,283,126

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…471$16.4K<0.01%+13713F-HRTimeline
CWM, LLCin group CWM, LLC463$16K<0.01%-13313F-HRTimelineGroup
Rise Advisors, LLC405$14.1K0.01%013F-HRTimeline
Tower View Wealth Management LLC400$13.9K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…288$10K<0.01%-7513F-HRTimelineGroup
Covestor Ltd292$10K0.01%013F-HRTimeline
Coppell Advisory Solutions LLC282$9.84K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC275$9.59K<0.01%013F-HRTimeline
Allworth Financial LP229$8.89K<0.01%-113F-HRTimeline
LRI Investments, LLC230$8.02K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC223$7.78K<0.01%-3,15813F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd222$7.74K<0.01%new13F-HRTimeline
Advisors Asset Management, Inc.203$7.08K<0.01%-47313F-HR/ATimeline
DANSKE BANK A/S200$6.97K<0.01%-1,20013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC195$6.8K<0.01%+15613F-HRTimeline
Cape Investment Advisory, Inc.155$5.41K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC140$4.88K<0.01%013F-HRTimeline
UMB Bank, n.a.133$4.64K<0.01%-713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WHITTIER TRUST CO100$3.49K<0.01%013F-HRTimeline
Lindbrook Capital, LLC88$3.07K<0.01%-33613F-HRTimeline
Versant Capital Management, Inc87$3.03K<0.01%-2613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC98$3K<0.01%+3313F-HRTimelineGroup
Quarry LP75$2.62K<0.01%+113F-HRTimeline
ROTHSCHILD INVESTMENT LLC60$2.09K<0.01%-513F-HRTimeline
2UniFi Bank56$1.95K<0.01%13F-HRTimeline
Parallel Advisors, LLC55$1.92K<0.01%-1013F-HRTimeline
Beacon Capital Management, LLC51$1.78K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV45$1.57K<0.01%new13F-HRTimeline
IFP Advisors, Inc31$1.43K<0.01%-513F-HRTimeline
Fortitude Family Office, LLC40$1.4K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.35$1.34K<0.01%013F-HRTimelineGroup
CENTRAL TRUST Co37$1.29K<0.01%+113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC37$1.29K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC29$1.01K<0.01%+1013F-HRTimeline
Main Street Group, LTD27$942<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…27$941<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust24$838<0.01%+1213F-HRTimeline
MassMutual Private Wealth & Trust, FSB22$767<0.01%-1313F-HRTimeline
Steward Partners Investment Advisory, L…21$732<0.01%-2513F-HRTimeline
Larson Financial Group LLC14$488<0.01%013F-HRTimeline
SBI Securities Co., Ltd.13$453<0.01%13F-HRTimeline
BOKF, NAin group BOKF, NA8$290<0.01%new13F-HRTimelineGroup
Abound Wealth Management8$279<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.6$210<0.01%013F-HRTimeline
SJS Investment Consulting Inc.5$175<0.01%-113F-HRTimeline
Kohmann Bosshard Financial Services, LLC5$174<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4$139<0.01%new13F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$35<0.01%-613F-HRTimelineGroup
Global Financial Private Client, LLC1$35<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.1$35<0.01%13F-HRTimeline
Hemington Wealth Management11$00%+213F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.