Purchases and Sales Made in Q4 2021 in C3.Ai, Inc. (AI)
This table provides information about the institutional ownership of C3.Ai, Inc. (AI) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
57New |
$1.7K - $2.9K
|
57
$1.92K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
50+ 22.03% |
$1.49K - $2.54K
|
277
$9.32K
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
49+ 612.5% |
$1.46K - $2.49K
|
57
$1.92K
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
42New |
$1.25K - $2.14K
|
42
$1.41K
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
39New |
$1.16K - $1.98K
|
39
$1.31K
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
25New |
$744 - $1.27K
|
25
$841
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
20New |
$595 - $1.02K
|
20
$673
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
19New |
$565 - $966
|
19
$639
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
18New |
$536 - $915
|
18
$606
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
10New |
$298 - $508
|
10
$337
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
9New |
$268 - $458
|
9
$303
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
5New |
$149 - $254
|
5
$168
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
4+ 26.67% |
$119 - $203
|
19
$639
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3New |
$89.3 - $153
|
3
$101
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2Closed |
$59.5 - $102
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2Closed |
$59.5 - $102
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-13- 2.51% |
$387 - $661
|
505
$17K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-15Closed |
$446 - $763
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-25- 6.67% |
$744 - $1.27K
|
350
$11.8K
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-26- 1.52% |
$774 - $1.32K
|
1.68K
$56.6K
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-35Closed |
$1.04K - $1.78K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-35Closed |
$1.04K - $1.78K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-38Closed |
$1.13K - $1.93K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-38Closed |
$1.13K - $1.93K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
SELL
|
- |
-40Closed |
$1.19K - $2.03K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-50- 14.29% |
$1.49K - $2.54K
|
300
$10.1K
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-50- 22.22% |
$1.49K - $2.54K
|
175
$5.89K
|
|
Feb 10, 2022
Q4 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-60Closed |
$1.79K - $3.05K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Arizona State Retirement System
|
SELL
|
- |
-70- 0.64% |
$2.08K - $3.56K
|
10.8K
$364K
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-76Closed |
$2.26K - $3.86K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-77- 17.04% |
$2.29K - $3.91K
|
375
$12.6K
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-80Closed |
$2.38K - $4.07K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-100Closed |
$2.98K - $5.08K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-100Closed |
$2.98K - $5.08K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-180Closed |
$5.36K - $9.15K
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-200- 40.0% |
$5.95K - $10.2K
|
300
$10.1K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-200Closed |
$5.95K - $10.2K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-200- 9.03% |
$5.95K - $10.2K
|
2.02K
$67.8K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-229- 16.73% |
$6.81K - $11.6K
|
1.14K
$38.4K
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
SELL
|
- |
-250- 71.43% |
$7.44K - $12.7K
|
100
$3.37K
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-300- 33.71% |
$8.93K - $15.3K
|
590
$19.9K
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
SELL
|
- |
-375- 86.01% |
$11.2K - $19.1K
|
61
$2.05K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-378- 9.89% |
$11.2K - $19.2K
|
3.45K
$116K
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-390Closed |
$11.6K - $19.8K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-499Closed |
$14.8K - $25.4K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-505- 4.21% |
$15K - $25.7K
|
11.5K
$387K
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-524- 4.95% |
$15.6K - $26.6K
|
10.1K
$338K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-589Closed |
$17.5K - $29.9K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-609- 95.31% |
$18.1K - $31K
|
30
$1.01K
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-914- 7.76% |
$27.2K - $46.5K
|
10.9K
$366K
|