Purchases and Sales Made in Q1 2023 in C3.Ai, Inc. (AI)
This table provides information about the institutional ownership of C3.Ai, Inc. (AI) during Q1 2023. 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 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
4.44K+ 8888.0% |
$48K - $149K
|
4.49K
$142K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.24K+ 16.32% |
$45.8K - $142K
|
30.2K
$956K
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
4.03KNew |
$43.5K - $135K
|
4.03K
$127K
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4K+ 11.05% |
$43.2K - $134K
|
40.2K
$1.27M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.68KNew |
$39.8K - $124K
|
3.68K
$116K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.92K+ 231.38% |
$31.6K - $98K
|
4.18K
$132K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.75K+ 114.2% |
$29.7K - $92.3K
|
5.16K
$163K
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.42KNew |
$26.1K - $81.1K
|
2.42K
$76.5K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.01K+ 102.19% |
$21.7K - $67.5K
|
3.98K
$126K
|
|
Apr 18, 2023
Q1 2023
|
Hedges Asset Management LLC
|
BUY
|
- |
1.68K+ 9.82% |
$18.1K - $56.2K
|
18.7K
$593K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.59K+ 228.04% |
$17.2K - $53.5K
|
2.29K
$72.6K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.43K+ 257.3% |
$15.4K - $47.9K
|
1.98K
$62.8K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.3KNew |
$14.1K - $43.6K
|
1.3K
$41.1K
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.17K+ 24.42% |
$12.7K - $39.4K
|
5.98K
$189K
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.06K+ 3.22% |
$11.5K - $35.7K
|
34.1K
$1.08M
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
1.04K+ 3.75% |
$11.2K - $34.9K
|
28.7K
$910K
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
1KNew |
$10.8K - $33.6K
|
1K
$31.7K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1K+ 129.03% |
$10.8K - $33.6K
|
1.78K
$56.2K
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
907New |
$9.8K - $30.4K
|
907
$28.7K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
808New |
$8.73K - $27.1K
|
808
$25.6K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
800New |
$8.65K - $26.9K
|
800
$25.3K
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
779+ 13.7% |
$8.42K - $26.2K
|
6.47K
$205K
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
758New |
$8.19K - $25.4K
|
758
$24K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
715+ 15.24% |
$7.73K - $24K
|
5.41K
$171K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
696+ 26.31% |
$7.52K - $23.4K
|
3.34K
$106K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
649+ 41.95% |
$7.02K - $21.8K
|
2.2K
$69.5K
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
618+ 2.78% |
$6.68K - $20.7K
|
22.8K
$722K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
560+ 0.47% |
$6.05K - $18.8K
|
121K
$3.82M
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
550New |
$5.95K - $18.5K
|
550
$17.4K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
537+ 20.29% |
$5.8K - $18K
|
3.18K
$101K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
500New |
$5.41K - $16.8K
|
500
$15.8K
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
445New |
$4.81K - $14.9K
|
445
$14.1K
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
400New |
$4.32K - $13.4K
|
400
$12.7K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
369+ 52.49% |
$3.99K - $12.4K
|
1.07K
$33.9K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
368New |
$3.98K - $12.4K
|
368
$11.6K
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
315New |
$3.41K - $10.6K
|
315
$9.97K
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
269+ 1.01% |
$2.91K - $9.03K
|
26.9K
$851K
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
248+ 50.82% |
$2.68K - $8.33K
|
736
$23.3K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
211+ 324.62% |
$2.28K - $7.08K
|
276
$8.74K
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
210New |
$2.27K - $7.05K
|
210
$6.65K
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
160New |
$1.73K - $5.37K
|
160
$5.06K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
150New |
$1.62K - $5.04K
|
150
$4.75K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
150New |
$1.62K - $5.04K
|
150
$4.75K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
145+ 4.99% |
$1.57K - $4.87K
|
3.05K
$96.6K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
126+ 24.32% |
$1.36K - $4.23K
|
644
$20.4K
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
115New |
$1.24K - $3.86K
|
115
$3.64K
|
|
May 15, 2023
Q1 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
100+ 10000.0% |
$1.08K - $3.36K
|
101
$3.2K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
100+ 238.1% |
$1.08K - $3.36K
|
142
$4.49K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
75+ 100.0% |
$811 - $2.52K
|
150
$4.75K
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
72+ 423.53% |
$778 - $2.42K
|
89
$2.82K
|