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
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
269+ 5.88% |
$4.64K - $12.5K
|
4.85K
$113K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
229+ 7.19% |
$3.95K - $10.6K
|
3.41K
$79.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
206+ 27.18% |
$3.55K - $9.55K
|
964
$22.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
200+ 50.0% |
$3.45K - $9.27K
|
600
$14K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
153New |
$2.64K - $7.09K
|
153
$3.58K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
150+ 41.1% |
$2.59K - $6.96K
|
515
$12.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
141+ 1.42% |
$2.43K - $6.54K
|
10K
$235K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
120+ 2400.0% |
$2.07K - $5.56K
|
125
$2.93K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
120+ 1714.29% |
$2.07K - $5.56K
|
127
$2.97K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
118+ 143.9% |
$2.03K - $5.47K
|
200
$4.68K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
111New |
$1.91K - $5.15K
|
111
$2.6K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100+ 100.0% |
$1.72K - $4.64K
|
200
$4.68K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
100New |
$1.72K - $4.64K
|
100
$2.34K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
100+ 400.0% |
$1.72K - $4.64K
|
125
$2.93K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
100New |
$1.72K - $4.64K
|
100
$2.34K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
100New |
$1.72K - $4.64K
|
100
$2.34K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
100New |
$1.72K - $4.64K
|
100
$2.34K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
100+ 66.67% |
$1.72K - $4.64K
|
250
$5.85K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
50New |
$862 - $2.32K
|
50
$1.17K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
50New |
$862 - $2.32K
|
50
$1.17K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
BUY
|
- |
50New |
$862 - $2.32K
|
50
$1.17K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
50New |
$862 - $2.32K
|
50
$1.17K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
25+ 4.76% |
$431 - $1.16K
|
550
$12.9K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
22New |
$379 - $1.02K
|
22
$515
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
21+ 42.0% |
$362 - $974
|
71
$1.66K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
20+ 36.36% |
$345 - $927
|
75
$1.76K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
20New |
$345 - $927
|
20
$468
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19New |
$328 - $881
|
19
$445
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
18+ 21.69% |
$310 - $835
|
101
$2.36K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
14+ 11.97% |
$241 - $649
|
131
$3.07K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
14+ 11.97% |
$241 - $649
|
131
$3.07K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
10+ 7.04% |
$172 - $464
|
152
$3.56K
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
10+ 0.15% |
$172 - $464
|
6.76K
$158K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-18- 2.09% |
$310 - $835
|
842
$19.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-26- 29.21% |
$448 - $1.21K
|
63
$1.47K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-39- 75.0% |
$672 - $1.81K
|
13
$304
|
|
|
Aug 14, 2023
Q2 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-50- 49.5% |
$862 - $2.32K
|
51
$1.19K
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-86- 0.64% |
$1.48K - $3.99K
|
13.4K
$314K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-110- 0.27% |
$1.9K - $5.1K
|
40.1K
$938K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-125- 5.45% |
$2.16K - $5.8K
|
2.17K
$50.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-132- 22.56% |
$2.28K - $6.12K
|
453
$10.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-188- 0.27% |
$3.24K - $8.72K
|
69.8K
$1.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-200- 11.27% |
$3.45K - $9.27K
|
1.58K
$36.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-200- 44.94% |
$3.45K - $9.27K
|
245
$5.74K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-203- 0.76% |
$3.5K - $9.41K
|
26.5K
$620K
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-219- 2.26% |
$3.78K - $10.2K
|
9.47K
$222K
|
|
|
Aug 14, 2023
Q2 2023
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
SELL
|
- |
-225- 1.81% |
$3.88K - $10.4K
|
12.2K
$286K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-316- 1.34% |
$5.45K - $14.7K
|
23.2K
$544K
|
|
|
Feb 07, 2025
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-316- 1.34% |
$5.45K - $14.7K
|
23.2K
$544K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-327- 44.43% |
$5.64K - $15.2K
|
409
$9.57K
|