Purchases and Sales Made in Q1 2024 in C3.Ai, Inc. (AI)
This table provides information about the institutional ownership of C3.Ai, Inc. (AI) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.05K+ 14.84% |
$25.1K - $38.6K
|
8.09K
$189K
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1KNew |
$24.1K - $37K
|
1K
$23.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
929+ 2.77% |
$22.4K - $34.3K
|
34.5K
$807K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
928+ 6.98% |
$22.3K - $34.3K
|
14.2K
$333K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
906+ 305.05% |
$21.8K - $33.5K
|
1.2K
$28.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
900+ 900.0% |
$21.7K - $33.3K
|
1K
$23.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
899New |
$21.6K - $33.2K
|
899
$21K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
811+ 337.92% |
$19.5K - $30K
|
1.05K
$24.6K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
729+ 0.27% |
$17.5K - $27K
|
274K
$6.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
699New |
$16.8K - $25.8K
|
699
$16.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
675+ 49.96% |
$16.2K - $25K
|
2.03K
$47.4K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
662+ 7.46% |
$15.9K - $24.5K
|
9.54K
$223K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
650+ 300.93% |
$15.6K - $24K
|
866
$20.3K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
600+ 1.78% |
$14.4K - $22.2K
|
34.3K
$803K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
600+ 6.22% |
$14.4K - $22.2K
|
10.2K
$240K
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
BUY
|
- |
588+ 28.91% |
$14.1K - $21.7K
|
2.62K
$61.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
551New |
$13.3K - $20.4K
|
551
$12.9K
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
489New |
$11.8K - $18.1K
|
489
$11.4K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
459+ 18.91% |
$11K - $17K
|
2.89K
$67.6K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
428New |
$10.3K - $15.8K
|
428
$10K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
425New |
$10.2K - $15.7K
|
425
$9.95K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
396+ 0.21% |
$9.53K - $14.6K
|
189K
$4.43M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
370+ 124.16% |
$8.9K - $13.7K
|
668
$15.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
334+ 9.27% |
$8.04K - $12.3K
|
3.94K
$92.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
330+ 22.0% |
$7.94K - $12.2K
|
1.83K
$42.8K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
306+ 285.98% |
$7.36K - $11.3K
|
413
$9.67K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
300+ 300.0% |
$7.22K - $11.1K
|
400
$9.36K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
300New |
$7.22K - $11.1K
|
300
$7.02K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
300+ 3.0% |
$7.22K - $11.1K
|
10.3K
$241K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
282+ 23.98% |
$6.78K - $10.4K
|
1.46K
$34.1K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
274+ 6.36% |
$6.59K - $10.1K
|
4.58K
$107K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
250+ 2.27% |
$6.02K - $9.24K
|
11.3K
$263K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
238+ 0.59% |
$5.73K - $8.8K
|
40.7K
$953K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
234+ 1.97% |
$5.63K - $8.65K
|
12.1K
$283K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
226+ 4.8% |
$5.44K - $8.36K
|
4.93K
$116K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
150+ 15.0% |
$3.61K - $5.55K
|
1.15K
$26.9K
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
BUY
|
- |
144+ 1.06% |
$3.46K - $5.32K
|
13.8K
$323K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
136New |
$3.27K - $5.03K
|
136
$3.18K
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
117+ 0.23% |
$2.82K - $4.33K
|
51.6K
$1.21M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
115+ 28.75% |
$2.77K - $4.25K
|
515
$12.1K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
105+ 0.42% |
$2.53K - $3.88K
|
25.1K
$588K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
100New |
$2.41K - $3.7K
|
100
$2.34K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$2.41K - $3.7K
|
100
$2.34K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
99+ 22.25% |
$2.38K - $3.66K
|
544
$12.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
99+ 90.83% |
$2.38K - $3.66K
|
208
$4.87K
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
86+ 0.26% |
$2.07K - $3.18K
|
33.2K
$778K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
85+ 137.1% |
$2.05K - $3.14K
|
147
$3.44K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
81+ 22.25% |
$1.95K - $2.99K
|
445
$10.4K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
75+ 0.94% |
$1.8K - $2.77K
|
8.08K
$189K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
60New |
$1.44K - $2.22K
|
60
$1.4K
|