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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1K+ 38.33% |
$23.6K - $44.4K
|
3.61K
$81.6K
|
|
|
Nov 14, 2023
Q3 2023
|
B. Riley Asset Management, LLC
Dallas, TX |
BUY
|
- |
1KNew |
$23.6K - $44.4K
|
1K
$22.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1KNew |
$23.6K - $44.4K
|
1K
$22.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
986New |
$23.3K - $43.7K
|
986
$22.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
985+ 20.33% |
$23.3K - $43.7K
|
5.83K
$132K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
978+ 8.63% |
$23.1K - $43.4K
|
12.3K
$278K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
968+ 3.52% |
$22.9K - $43K
|
28.5K
$645K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
962+ 7.51% |
$22.7K - $42.7K
|
13.8K
$312K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
900+ 11.12% |
$21.3K - $39.9K
|
9K
$203K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
880+ 6.77% |
$20.8K - $39K
|
13.9K
$314K
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
813+ 11.01% |
$19.2K - $36.1K
|
8.2K
$185K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
789+ 375.71% |
$18.6K - $35K
|
999
$22.6K
|
|
|
Feb 07, 2025
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
784+ 3.37% |
$18.5K - $34.8K
|
24K
$543K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
784+ 3.37% |
$18.5K - $34.8K
|
24K
$543K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
760+ 54.68% |
$18K - $33.7K
|
2.15K
$48.6K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
750New |
$17.7K - $33.3K
|
750
$17K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
749+ 0.4% |
$17.7K - $33.2K
|
186K
$4.22M
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
696+ 689.11% |
$16.4K - $30.9K
|
797
$18K
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
677+ 1.27% |
$16K - $30K
|
53.8K
$1.22M
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
610+ 3.66% |
$14.4K - $27.1K
|
17.3K
$391K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
600+ 54.35% |
$14.2K - $26.6K
|
1.7K
$38.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
533+ 117.66% |
$12.6K - $23.6K
|
986
$22.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
500+ 200.0% |
$11.8K - $22.2K
|
750
$17K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
437+ 1.01% |
$10.3K - $19.4K
|
43.6K
$985K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
400New |
$9.45K - $17.7K
|
400
$9.05K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
346+ 66.41% |
$8.18K - $15.4K
|
867
$19.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
317New |
$7.49K - $14.1K
|
317
$7.17K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
316+ 0.39% |
$7.47K - $14K
|
81K
$1.83M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
308+ 1.16% |
$7.28K - $13.7K
|
26.8K
$606K
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
304+ 9.4% |
$7.18K - $13.5K
|
3.54K
$80K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
292+ 0.61% |
$6.9K - $13K
|
48.5K
$1.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
250New |
$5.91K - $11.1K
|
250
$5.66K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
234+ 10.79% |
$5.53K - $10.4K
|
2.4K
$54.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
234New |
$5.53K - $10.4K
|
234
$5.29K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
233+ 2588.89% |
$5.51K - $10.3K
|
242
$5.47K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
219+ 43.8% |
$5.17K - $9.72K
|
719
$16.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
200+ 0.68% |
$4.73K - $8.87K
|
29.8K
$674K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
200New |
$4.73K - $8.87K
|
200
$4.52K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
200+ 317.46% |
$4.73K - $8.87K
|
263
$5.95K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
198New |
$4.68K - $8.79K
|
198
$4.48K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
196+ 5.74% |
$4.63K - $8.7K
|
3.61K
$81.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
196+ 2.07% |
$4.63K - $8.7K
|
9.65K
$218K
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
185+ 32.57% |
$4.37K - $8.21K
|
753
$17K
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
165+ 1.6% |
$3.9K - $7.32K
|
10.5K
$238K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
165New |
$3.9K - $7.32K
|
165
$3.73K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
150New |
$3.54K - $6.66K
|
150
$3.39K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
150New |
$3.54K - $6.66K
|
150
$3.39K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
145+ 5.05% |
$3.43K - $6.43K
|
3.02K
$68.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
126New |
$2.98K - $5.59K
|
126
$2.85K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
120+ 23.3% |
$2.84K - $5.32K
|
635
$14.4K
|