Purchases and Sales Made in Q3 2024 in C3.Ai, Inc. (AI)
This table provides information about the institutional ownership of C3.Ai, Inc. (AI) during Q3 2024. 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 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
361New |
$7.62K - $11K
|
361
$12.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
315New |
$6.65K - $9.63K
|
315
$10.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
260New |
$5.49K - $7.95K
|
260
$8.75K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
245+ 1.02% |
$5.17K - $7.49K
|
24.2K
$814K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
207+ 7.28% |
$4.37K - $6.33K
|
3.05K
$103K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
198+ 14.45% |
$4.18K - $6.05K
|
1.57K
$52.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
195New |
$4.12K - $5.96K
|
195
$6.56K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
172+ 61.21% |
$3.63K - $5.26K
|
453
$15.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
171+ 0.08% |
$3.61K - $5.23K
|
226K
$7.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
165+ 0.35% |
$3.48K - $5.05K
|
48K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
161New |
$3.4K - $4.92K
|
161
$5.42K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
155New |
$3.27K - $4.74K
|
155
$5.22K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
150New |
$3.17K - $4.59K
|
150
$5.05K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
142+ 1.69% |
$3K - $4.34K
|
8.57K
$288K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
115+ 221.15% |
$2.43K - $3.52K
|
167
$5.62K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
112+ 2.84% |
$2.37K - $3.42K
|
4.05K
$136K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
100New |
$2.11K - $3.06K
|
100
$3.37K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
96New |
$2.03K - $2.94K
|
96
$3.23K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
87New |
$1.84K - $2.66K
|
87
$2.93K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
84New |
$1.77K - $2.57K
|
84
$2.83K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
75New |
$1.58K - $2.29K
|
75
$2.52K
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
70+ 0.17% |
$1.48K - $2.14K
|
41.7K
$1.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
66New |
$1.39K - $2.02K
|
66
$2.22K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
60+ 2000.0% |
$1.27K - $1.83K
|
63
$2.12K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
50New |
$1.06K - $1.53K
|
50
$1.68K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
47New |
$993 - $1.44K
|
47
$1.58K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
35+ 0.16% |
$739 - $1.07K
|
22.4K
$753K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
35+ 87.5% |
$739 - $1.07K
|
75
$2.52K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
32+ 41.56% |
$676 - $979
|
109
$3.67K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27+ 0.12% |
$570 - $826
|
22.5K
$756K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
23+ 4.1% |
$486 - $703
|
584
$19.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
22New |
$465 - $673
|
22
$740
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
20+ 20.0% |
$422 - $612
|
120
$4.04K
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
15+ 0.75% |
$317 - $459
|
2.02K
$67.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
5+ 0.03% |
$106 - $153
|
15.5K
$523K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4New |
$84.5 - $122
|
4
$135
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
2New |
$42.2 - $61.2
|
2
$67.3
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
2New |
$42.2 - $61.2
|
2
$67.3
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1- 0.01% |
$21.1 - $30.6
|
10.8K
$365K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4- 0.46% |
$84.5 - $122
|
873
$29.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-4- 0.34% |
$84.5 - $122
|
1.18K
$39.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-9- 8.26% |
$190 - $275
|
100
$3.37K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-9- 0.43% |
$190 - $275
|
2.06K
$69.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-25- 3.23% |
$528 - $765
|
750
$25.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-25- 26.6% |
$528 - $765
|
69
$2.32K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-37- 2.49% |
$781 - $1.13K
|
1.45K
$48.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-50- 76.92% |
$1.06K - $1.53K
|
15
$505
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-59- 0.24% |
$1.25K - $1.8K
|
25K
$843K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-60- 3.09% |
$1.27K - $1.83K
|
1.88K
$63.4K
|