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 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
114+ 19.0% |
$2.69K - $5.06K
|
714
$16.2K
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
100New |
$2.36K - $4.44K
|
100
$2.26K
|
|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
100New |
$2.36K - $4.44K
|
100
$2.26K
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
90+ 0.67% |
$2.13K - $3.99K
|
13.5K
$305K
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
73New |
$1.72K - $3.24K
|
73
$1.65K
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
60New |
$1.42K - $2.66K
|
60
$1.36K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
32+ 3.96% |
$756 - $1.42K
|
840
$19K
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
30New |
$709 - $1.33K
|
30
$679
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
29New |
$685 - $1.29K
|
29
$656
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
24+ 21.62% |
$567 - $1.06K
|
135
$3.05K
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
21+ 10.5% |
$496 - $932
|
221
$5K
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
21+ 0.08% |
$496 - $932
|
25K
$565K
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
21+ 0.2% |
$496 - $932
|
10.3K
$233K
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
20+ 0.05% |
$473 - $887
|
43.6K
$985K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
12+ 7.89% |
$284 - $532
|
164
$3.71K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.71% |
$142 - $266
|
848
$19.2K
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
5New |
$118 - $222
|
5
$113
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
4New |
$94.5 - $177
|
4
$90.5
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1New |
$23.6 - $44.4
|
1
$22.6
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-2- 0.01% |
$47.3 - $88.7
|
15.4K
$348K
|
|
Nov 14, 2023
Q3 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-10- 19.61% |
$236 - $444
|
41
$927
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-25- 0.15% |
$591 - $1.11K
|
17K
$384K
|
|
Oct 31, 2023
Q3 2023
|
Hedges Asset Management LLC
|
SELL
|
- |
-25- 0.13% |
$591 - $1.11K
|
18.7K
$423K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-40- 49.38% |
$945 - $1.77K
|
41
$927
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-47- 11.49% |
$1.11K - $2.09K
|
362
$8.19K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-64- 0.44% |
$1.51K - $2.84K
|
14.4K
$326K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-70- 98.59% |
$1.65K - $3.11K
|
1
$22.6
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-100- 62.5% |
$2.36K - $4.44K
|
60
$1.36K
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-101- 10.48% |
$2.39K - $4.48K
|
863
$19.5K
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-138- 0.49% |
$3.26K - $6.12K
|
28.1K
$635K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-143- 2.09% |
$3.38K - $6.34K
|
6.7K
$152K
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-182- 2.04% |
$4.3K - $8.08K
|
8.74K
$198K
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-184- 2.1% |
$4.35K - $8.16K
|
8.57K
$194K
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-260- 27.08% |
$6.14K - $11.5K
|
700
$15.8K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-279- 37.75% |
$6.59K - $12.4K
|
460
$10.4K
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-300- 54.55% |
$7.09K - $13.3K
|
250
$5.66K
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-316- 1.54% |
$7.47K - $14K
|
20.2K
$457K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-340- 18.66% |
$8.03K - $15.1K
|
1.48K
$33.5K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-340- 18.66% |
$8.03K - $15.1K
|
1.48K
$33.5K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-492- 20.21% |
$11.6K - $21.8K
|
1.94K
$44K
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-500- 50.0% |
$11.8K - $22.2K
|
500
$11.3K
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-525- 5.23% |
$12.4K - $23.3K
|
9.52K
$215K
|
|
Nov 02, 2023
Q3 2023
|
Beck Bode, LLC
|
SELL
|
- |
-564- 6.66% |
$13.3K - $25K
|
7.9K
$179K
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-654- 1.88% |
$15.5K - $29K
|
34.1K
$772K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-996- 1.85% |
$23.5K - $44.2K
|
52.9K
$1.2M
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.33K- 4.03% |
$31.4K - $59K
|
31.7K
$716K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.44K- 8.95% |
$33.9K - $63.7K
|
14.6K
$330K
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-1.5K- 3.48% |
$35.4K - $66.6K
|
41.5K
$940K
|
|
Nov 14, 2023
Q3 2023
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-1.57K- 3.67% |
$37.1K - $69.6K
|
41.1K
$930K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.68K- 5.02% |
$39.6K - $74.3K
|
31.7K
$717K
|