Purchases and Sales Made in Q2 2023 in C3.Ai, Inc. (AI)
This table provides information about the institutional ownership of C3.Ai, Inc. (AI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
20.9K+ 29.83% |
$361K - $971K
|
91.1K
$2.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
20.8K+ 52.31% |
$359K - $965K
|
60.6K
$1.37M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
20.4KNew |
$352K - $948K
|
20.4K
$462K
|
|
|
Aug 14, 2023
Q2 2023
|
Lynwood Capital Management Inc.
|
BUY
|
- |
20KNew |
$345K - $927K
|
20K
$452K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
19.4K+ 27.52% |
$335K - $900K
|
89.9K
$2.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
19.3K+ 16.0% |
$333K - $895K
|
140K
$3.17M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
18.8KNew |
$325K - $873K
|
18.8K
$426K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
17KNew |
$293K - $788K
|
17K
$385K
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
17K+ 17.88% |
$293K - $788K
|
112K
$2.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16.7K+ 155.17% |
$289K - $777K
|
27.5K
$623K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
16.5KNew |
$285K - $766K
|
16.5K
$374K
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
15.4KNew |
$265K - $713K
|
15.4K
$348K
|
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
15K+ 150.0% |
$259K - $696K
|
25K
$566K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
14.9K+ 288.27% |
$256K - $689K
|
20K
$453K
|
|
|
Jul 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
14.7KNew |
$253K - $680K
|
14.7K
$332K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.5KNew |
$250K - $672K
|
14.5K
$328K
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
14.4KNew |
$249K - $669K
|
14.4K
$326K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
13.8K+ 230.48% |
$238K - $639K
|
19.8K
$447K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.7K+ 45.51% |
$237K - $637K
|
43.9K
$994K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.3K+ 166.7% |
$229K - $615K
|
21.2K
$480K
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
13KNew |
$224K - $603K
|
13K
$294K
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
12.4K+ 0.73% |
$214K - $575K
|
1.72M
$39M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
12KNew |
$206K - $554K
|
12K
$270K
|
|
|
Aug 14, 2023
Q2 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
11.8KNew |
$203K - $547K
|
11.8K
$267K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
11.2KNew |
$193K - $520K
|
11.2K
$254K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11K+ 49.46% |
$190K - $512K
|
33.4K
$755K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
10.9K+ 1.9% |
$189K - $508K
|
586K
$13.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.9KNew |
$188K - $505K
|
10.9K
$247K
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
10.4KNew |
$179K - $480K
|
10.4K
$234K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
10.3K+ 134.51% |
$178K - $479K
|
18K
$408K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.3KNew |
$177K - $476K
|
10.3K
$232K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$174K - $469K
|
10.1K
$229K
|
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
9.5K+ 10.41% |
$164K - $441K
|
101K
$2.28M
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
9.45KNew |
$163K - $438K
|
9.45K
$214K
|
|
|
Jun 03, 2024
Q2 2023
|
Hamilton Lane Advisors LLC
|
BUY
|
- |
9.38KNew |
$162K - $435K
|
9.38K
$212K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
9.11KNew |
$157K - $423K
|
9.11K
$206K
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
9.1K+ 27.97% |
$157K - $422K
|
41.6K
$941K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.7K+ 8.12% |
$150K - $404K
|
116K
$2.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
8.68KNew |
$150K - $403K
|
8.68K
$196K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
7.81K+ 86.21% |
$135K - $362K
|
16.9K
$381K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.12KNew |
$123K - $330K
|
7.12K
$161K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.9KNew |
$119K - $320K
|
6.9K
$156K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.83KNew |
$118K - $316K
|
6.83K
$154K
|
|
|
Aug 14, 2023
Q2 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
6.72K+ 20.27% |
$116K - $312K
|
39.9K
$902K
|
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
6.54KNew |
$113K - $303K
|
6.54K
$148K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.44K+ 52.41% |
$111K - $299K
|
18.7K
$424K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
6.37K+ 64.28% |
$110K - $296K
|
16.3K
$368K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.18K+ 41.79% |
$107K - $287K
|
21K
$474K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.13KNew |
$106K - $284K
|
6.13K
$139K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.02K+ 180.22% |
$104K - $279K
|
9.36K
$212K
|