Purchases and Sales Made in Q4 2023 in C3.Ai, Inc. (AI)
This table provides information about the institutional ownership of C3.Ai, Inc. (AI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
170+ 134.92% |
$4.07K - $5.49K
|
296
$6.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
165New |
$3.96K - $5.33K
|
165
$3.73K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
156+ 260.0% |
$3.74K - $5.04K
|
216
$4.89K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
150+ 1.38% |
$3.6K - $4.84K
|
11K
$249K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
131+ 65.5% |
$3.14K - $4.23K
|
331
$7.49K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
130New |
$3.12K - $4.2K
|
130
$2.94K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
121+ 0.45% |
$2.9K - $3.91K
|
27.3K
$616K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
105+ 2625.0% |
$2.52K - $3.39K
|
109
$2.47K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
105+ 77.78% |
$2.52K - $3.39K
|
240
$5.43K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
100New |
$2.4K - $3.23K
|
100
$2.26K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
100New |
$2.4K - $3.23K
|
100
$2.26K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
100New |
$2.4K - $3.23K
|
100
$2.26K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
94+ 723.08% |
$2.25K - $3.03K
|
107
$2.42K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
79+ 9.15% |
$1.89K - $2.55K
|
942
$21.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
75New |
$1.8K - $2.42K
|
75
$1.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
72+ 2.0% |
$1.73K - $2.32K
|
3.68K
$83.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
66New |
$1.58K - $2.13K
|
66
$1.49K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
62New |
$1.49K - $2K
|
62
$1.4K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
55+ 1.18% |
$1.32K - $1.78K
|
4.71K
$106K
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
53+ 7.04% |
$1.27K - $1.71K
|
806
$18.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
50+ 100.0% |
$1.2K - $1.61K
|
100
$2.26K
|
|
|
Jan 04, 2024
Q4 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
50New |
$1.2K - $1.61K
|
50
$1.13K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
41New |
$983 - $1.32K
|
41
$927
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
40New |
$959 - $1.29K
|
40
$905
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
37+ 14.07% |
$887 - $1.19K
|
300
$6.79K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25+ 1.04% |
$599 - $807
|
2.43K
$54.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
14+ 1.87% |
$336 - $452
|
764
$17.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
10+ 0.13% |
$240 - $323
|
8K
$181K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
9New |
$216 - $291
|
9
$204
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
3New |
$71.9 - $96.8
|
3
$67.9
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2+ 0.55% |
$47.9 - $64.6
|
364
$8.23K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1- 0.1% |
$24 - $32.3
|
998
$22.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5- 0.17% |
$120 - $161
|
3.01K
$68.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-6- 0.71% |
$144 - $194
|
842
$19K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-8- 42.11% |
$192 - $258
|
11
$249
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-25- 50.0% |
$599 - $807
|
25
$566
|
|
|
Feb 22, 2024
Q4 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-40- 97.56% |
$959 - $1.29K
|
1
$22.6
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-43- 57.33% |
$1.03K - $1.39K
|
32
$724
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-60- 0.14% |
$1.44K - $1.94K
|
43.5K
$984K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-66- 0.2% |
$1.58K - $2.13K
|
33.7K
$762K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-70- 0.48% |
$1.68K - $2.26K
|
14.5K
$329K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-100- 60.98% |
$2.4K - $3.23K
|
64
$1.45K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-134- 57.26% |
$3.21K - $4.33K
|
100
$2.26K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-138- 8.42% |
$3.31K - $4.45K
|
1.5K
$33.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-155- 34.22% |
$3.72K - $5K
|
298
$6.74K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-218- 2.26% |
$5.23K - $7.04K
|
9.43K
$213K
|
|
|
Jan 25, 2024
Q4 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-277- 0.81% |
$6.64K - $8.94K
|
33.9K
$766K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-291- 17.08% |
$6.98K - $9.39K
|
1.41K
$32K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-301- 0.33% |
$7.21K - $9.72K
|
91.1K
$2.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-349- 23.55% |
$8.37K - $11.3K
|
1.13K
$25.6K
|