Purchases and Sales Made in Q3 2023 in C3.Ai, Inc. (AI)
This table provides information about the institutional ownership of C3.Ai, Inc. (AI) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 10, 2023
Q3 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
11.6K+ 79.23% |
$275K - $515K
|
26.3K
$594K
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
11.4K+ 4.78% |
$268K - $504K
|
249K
$5.63M
|
|
Nov 14, 2023
Q3 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
11.1KNew |
$262K - $492K
|
11.1K
$251K
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
11K+ 14.3% |
$260K - $488K
|
87.8K
$1.99M
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
10.8K+ 21600.0% |
$255K - $479K
|
10.9K
$245K
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
10.7KNew |
$253K - $475K
|
10.7K
$242K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.5KNew |
$247K - $464K
|
10.5K
$237K
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
10.4K+ 21.04% |
$247K - $463K
|
60.1K
$1.36M
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
10.4KNew |
$246K - $461K
|
10.4K
$235K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
10.2K+ 48.4% |
$240K - $450K
|
31.1K
$704K
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
9.81KNew |
$232K - $435K
|
9.81K
$222K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.71K+ 22.11% |
$229K - $431K
|
53.6K
$1.21M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.6K+ 96.4% |
$227K - $426K
|
19.6K
$442K
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.32KNew |
$197K - $369K
|
8.32K
$188K
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
8.3K+ 15.51% |
$196K - $368K
|
61.8K
$1.4M
|
|
Nov 08, 2023
Q3 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
8.3K+ 4.13% |
$196K - $368K
|
210K
$4.74M
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
8KNew |
$189K - $355K
|
8K
$181K
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
7.9K+ 39.97% |
$187K - $351K
|
27.7K
$626K
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
7.84KNew |
$185K - $348K
|
7.84K
$177K
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
7.23K+ 7.79% |
$171K - $321K
|
100K
$2.26M
|
|
Nov 07, 2023
Q3 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
7K+ 12.5% |
$165K - $311K
|
63K
$1.43M
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6.81K+ 442.88% |
$161K - $302K
|
8.34K
$189K
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
BUY
|
- |
6.43K+ 458.6% |
$152K - $285K
|
7.83K
$177K
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.15K+ 90.15% |
$145K - $273K
|
13K
$294K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
6.1K+ 94.34% |
$144K - $271K
|
12.6K
$284K
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.71KNew |
$135K - $253K
|
5.71K
$129K
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
5.66K+ 15.96% |
$134K - $251K
|
41.1K
$931K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.91K+ 10.32% |
$116K - $218K
|
52.5K
$1.19M
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.83K+ 31.55% |
$114K - $214K
|
20.1K
$455K
|
|
Nov 06, 2023
Q3 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
3.6KNew |
$85.1K - $160K
|
3.6K
$81.4K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.11K+ 31.64% |
$73.6K - $138K
|
13K
$293K
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3.08KNew |
$72.9K - $137K
|
3.08K
$69.8K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.94K+ 21.91% |
$69.4K - $130K
|
16.3K
$369K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.85K+ 8.53% |
$67.3K - $126K
|
36.2K
$819K
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.8K+ 23.14% |
$66.1K - $124K
|
14.9K
$337K
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.78K+ 14.67% |
$65.8K - $123K
|
21.8K
$492K
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.36K+ 14.26% |
$55.8K - $105K
|
18.9K
$428K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.34K+ 11.66% |
$55.2K - $104K
|
22.4K
$506K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
2.31K+ 87.52% |
$54.5K - $102K
|
4.94K
$112K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.25K+ 31.6% |
$53.2K - $99.9K
|
9.38K
$212K
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.07K+ 1033.0% |
$48.8K - $91.7K
|
2.27K
$51.3K
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
1.96K+ 6.94% |
$46.3K - $86.9K
|
30.2K
$683K
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.96K+ 10.39% |
$46.2K - $86.8K
|
20.8K
$470K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.49K+ 1.66% |
$35.2K - $66.1K
|
91.4K
$2.07M
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.49K+ 970.59% |
$35.1K - $65.9K
|
1.64K
$37.1K
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
1.35K+ 14.24% |
$31.9K - $59.8K
|
10.8K
$245K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.27K+ 0.46% |
$30K - $56.3K
|
279K
$6.32M
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
1.18K+ 4.54% |
$27.9K - $52.3K
|
27.1K
$614K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.15KNew |
$27.3K - $51.2K
|
1.15K
$26.1K
|
|
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
1.05K+ 3.81% |
$24.8K - $46.5K
|
28.6K
$647K
|