Purchases and Sales Made in Q1 2022 in C3.Ai, Inc. (AI)
This table provides information about the institutional ownership of C3.Ai, Inc. (AI) during Q1 2022. The information is specifically focused on institutions that hold shares of C3.ai, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
174+ 64.68% |
$2.94K - $5.62K
|
443
$10K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
170New |
$2.87K - $5.49K
|
170
$3.85K
|
|
|
Jun 30, 2022
Q1 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
160+ 1.46% |
$2.71K - $5.17K
|
11.1K
$252K
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
150New |
$2.54K - $4.85K
|
150
$3.39K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
150New |
$2.54K - $4.85K
|
150
$3.39K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
100New |
$1.69K - $3.23K
|
100
$2.26K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
76+ 58.91% |
$1.29K - $2.45K
|
205
$4.64K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
71New |
$1.2K - $2.29K
|
71
$1.61K
|
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
64+ 18.29% |
$1.08K - $2.07K
|
414
$9.36K
|
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
BUY
|
- |
61+ 0.56% |
$1.03K - $1.97K
|
10.9K
$246K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
60+ 10.17% |
$1.01K - $1.94K
|
650
$14.7K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
48+ 266.67% |
$812 - $1.55K
|
66
$1.49K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
41+ 41.41% |
$693 - $1.32K
|
140
$3.17K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
40+ 102.56% |
$676 - $1.29K
|
79
$1.79K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
30+ 150.0% |
$507 - $969
|
50
$1.13K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
30New |
$507 - $969
|
30
$679
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
15New |
$254 - $484
|
15
$339
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
2+ 40.0% |
$33.8 - $64.6
|
7
$158
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2New |
$33.8 - $64.6
|
2
$45.2
|
|
|
May 13, 2022
Q1 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1- 0.13% |
$16.9 - $32.3
|
767
$17.3K
|
|
|
Apr 15, 2022
Q1 2022
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1- 1.47% |
$16.9 - $32.3
|
67
$1.52K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3Closed |
$50.7 - $96.9
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-7- 36.84% |
$118 - $226
|
12
$271
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-8Closed |
$135 - $258
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-9Closed |
$152 - $291
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-10Closed |
$169 - $323
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-15Closed |
$254 - $484
|
0
$0
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-19Closed |
$321 - $614
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-29- 1.29% |
$490 - $937
|
2.22K
$50.1K
|
|
|
May 04, 2022
Q1 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-40- 0.33% |
$676 - $1.29K
|
12.1K
$273K
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
SELL
|
- |
-58- 95.08% |
$981 - $1.87K
|
3
$67.9
|
|
|
May 16, 2022
Q1 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-62- 0.44% |
$1.05K - $2K
|
14K
$318K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-64- 16.24% |
$1.08K - $2.07K
|
330
$7.46K
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-70- 0.2% |
$1.18K - $2.26K
|
35.7K
$808K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-70Closed |
$1.18K - $2.26K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-99- 86.09% |
$1.67K - $3.2K
|
16
$362
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-100Closed |
$1.69K - $3.23K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-150- 50.0% |
$2.54K - $4.85K
|
150
$3.39K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-150- 85.71% |
$2.54K - $4.85K
|
25
$566
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-200Closed |
$3.38K - $6.46K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-200- 0.5% |
$3.38K - $6.46K
|
39.9K
$903K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-215- 91.1% |
$3.64K - $6.94K
|
21
$475
|
|
|
May 04, 2022
Q1 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-216- 12.84% |
$3.65K - $6.98K
|
1.47K
$33.2K
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-240Closed |
$4.06K - $7.75K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-253- 12.42% |
$4.28K - $8.17K
|
1.78K
$40.4K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-300Closed |
$5.07K - $9.69K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-350- 9.62% |
$5.92K - $11.3K
|
3.29K
$74.4K
|
|
|
May 16, 2022
Q1 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-380- 0.21% |
$6.43K - $12.3K
|
178K
$4.04M
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-400- 66.67% |
$6.76K - $12.9K
|
200
$4.52K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-489- 4.82% |
$8.27K - $15.8K
|
9.66K
$219K
|