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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-343- 93.21% |
$5.91K - $15.9K
|
25
$566
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-497- 1.73% |
$8.57K - $23K
|
28.2K
$639K
|
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-554- 1.57% |
$9.55K - $25.7K
|
34.8K
$787K
|
|
|
Aug 09, 2023
Q2 2023
|
Beck Bode, LLC
|
SELL
|
- |
-704- 7.68% |
$12.1K - $32.6K
|
8.46K
$191K
|
|
|
Aug 14, 2023
Q2 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-766- 5.98% |
$13.2K - $35.5K
|
12K
$272K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-791- 11.44% |
$13.6K - $36.7K
|
6.12K
$138K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-800- 61.54% |
$13.8K - $37.1K
|
500
$11.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-946- 3.1% |
$16.3K - $43.9K
|
29.6K
$669K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-990- 99.0% |
$17.1K - $45.9K
|
10
$226
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-1.09K- 65.7% |
$18.8K - $50.5K
|
568
$12.8K
|
|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.1K- 13.1% |
$18.9K - $50.8K
|
7.27K
$164K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 6.81% |
$20.8K - $56.1K
|
16.5K
$374K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.23K- 4.62% |
$21.2K - $57K
|
25.4K
$574K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.31K- 31.35% |
$22.6K - $60.8K
|
2.87K
$64.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.45K- 37.27% |
$24.9K - $67.1K
|
2.44K
$55.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.53K- 14.59% |
$26.3K - $70.7K
|
8.93K
$202K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.6K- 51.0% |
$27.6K - $74.2K
|
1.54K
$34.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.62K- 8.93% |
$27.9K - $75K
|
16.5K
$373K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.7K- 22.27% |
$29.3K - $78.9K
|
5.94K
$134K
|
|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-1.77K- 20.22% |
$30.5K - $82.1K
|
6.99K
$158K
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-2.16K- 17.91% |
$37.2K - $100K
|
9.89K
$224K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.21K- 21.62% |
$38K - $102K
|
7.99K
$181K
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-2.5K- 5.49% |
$43.1K - $116K
|
43K
$974K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.38K- 20.63% |
$58.3K - $157K
|
13K
$294K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.39K- 5.03% |
$58.5K - $157K
|
64K
$1.45M
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3.51K- 18.68% |
$60.6K - $163K
|
15.3K
$346K
|
|
|
Jul 18, 2023
Q2 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-3.62K- 28.83% |
$62.4K - $168K
|
8.93K
$202K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-3.96K- 12.32% |
$68.3K - $184K
|
28.2K
$638K
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-4.2K- 32.31% |
$72.4K - $195K
|
8.8K
$199K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.4K- 2.31% |
$75.8K - $204K
|
186K
$4.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-4.44K- 98.89% |
$76.6K - $206K
|
50
$1.13K
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
SELL
|
- |
-5K- 35.21% |
$86.2K - $232K
|
9.2K
$208K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-5.15K- 34.06% |
$88.7K - $239K
|
9.96K
$225K
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-6.14K- 19.72% |
$106K - $284K
|
25K
$565K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.26K- 9.78% |
$108K - $290K
|
57.7K
$1.31M
|
|
|
Aug 11, 2023
Q2 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-6.3K- 27.43% |
$109K - $292K
|
16.7K
$377K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.39K- 36.42% |
$110K - $296K
|
11.2K
$252K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.98K- 93.06% |
$120K - $324K
|
521
$11.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-7.02K- 43.01% |
$121K - $326K
|
9.31K
$210K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-7.21K- 23.04% |
$124K - $334K
|
24.1K
$545K
|
|
|
Aug 14, 2023
Q2 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-7.25K- 33.93% |
$125K - $336K
|
14.1K
$319K
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-7.32K- 7.72% |
$126K - $340K
|
87.5K
$1.98M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.74K- 21.18% |
$133K - $359K
|
28.8K
$652K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9.86K- 44.92% |
$170K - $457K
|
12.1K
$274K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-13.2K- 28.54% |
$227K - $611K
|
33K
$746K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-13.5K- 45.71% |
$233K - $626K
|
16K
$363K
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-14.6K- 30.15% |
$252K - $677K
|
33.8K
$765K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.7K- 16.2% |
$270K - $726K
|
81K
$1.83M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-16.3K- 99.98% |
$281K - $755K
|
3
$67.9
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-21.3K- 2.87% |
$368K - $989K
|
721K
$16.3M
|