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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-450- 90.0% |
$10.8K - $14.5K
|
50
$1.13K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-530- 3.67% |
$12.7K - $17.1K
|
13.9K
$314K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-550- 65.48% |
$13.2K - $17.8K
|
290
$6.56K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-565- 70.89% |
$13.5K - $18.2K
|
232
$5.25K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-625- 6.37% |
$15K - $20.2K
|
9.19K
$208K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-634- 12.83% |
$15.2K - $20.5K
|
4.31K
$97.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-653- 2.46% |
$15.7K - $21.1K
|
25.9K
$585K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-749- 4.13% |
$18K - $24.2K
|
17.4K
$394K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-750Closed |
$18K - $24.2K
|
0
$0
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-760- 35.35% |
$18.2K - $24.5K
|
1.39K
$31.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-767- 2.33% |
$18.4K - $24.8K
|
32.1K
$727K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-829- 5.21% |
$19.9K - $26.8K
|
15.1K
$341K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-892- 4.72% |
$21.4K - $28.8K
|
18K
$408K
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-910- 12.73% |
$21.8K - $29.4K
|
6.24K
$141K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.09K- 5.15% |
$26.1K - $35.2K
|
20.1K
$454K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.1K- 94.97% |
$26.3K - $35.4K
|
58
$1.31K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.35K- 2.4% |
$32.3K - $43.5K
|
54.7K
$1.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.35K- 2.52% |
$32.4K - $43.6K
|
52.3K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.36K- 20.3% |
$32.6K - $43.9K
|
5.34K
$121K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.5K- 8.84% |
$36K - $48.4K
|
15.5K
$350K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.54K- 16.37% |
$36.8K - $49.5K
|
7.84K
$177K
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.62K- 10.87% |
$38.8K - $52.2K
|
13.3K
$300K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.96K- 15.79% |
$47K - $63.3K
|
10.5K
$237K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-2K- 15.89% |
$47.8K - $64.4K
|
10.6K
$239K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.11K- 36.92% |
$50.5K - $68K
|
3.6K
$81.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.12K- 12.99% |
$50.8K - $68.5K
|
14.2K
$321K
|
|
|
Jan 10, 2024
Q4 2023
|
Hedges Asset Management LLC
|
SELL
|
- |
-2.4K- 12.83% |
$57.5K - $77.5K
|
16.3K
$369K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.63K- 14.43% |
$62.9K - $84.8K
|
15.6K
$352K
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.88K- 3.28% |
$69K - $92.9K
|
84.9K
$1.92M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.03K- 7.86% |
$72.6K - $97.8K
|
35.5K
$803K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
SELL
|
- |
-3.37K- 43.11% |
$80.9K - $109K
|
4.45K
$101K
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-3.63K- 99.4% |
$87.1K - $117K
|
22
$498
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-4.13K- 34.3% |
$98.9K - $133K
|
7.91K
$179K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-5.29K- 23.66% |
$127K - $171K
|
17.1K
$386K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.65K- 40.66% |
$135K - $182K
|
8.24K
$186K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.76K- 11.71% |
$210K - $283K
|
66.1K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-9.06K- 8.8% |
$217K - $292K
|
93.9K
$2.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.9K- 27.35% |
$237K - $320K
|
26.3K
$595K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-11.3K- 25.98% |
$271K - $365K
|
32.2K
$729K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-12.7K- 20.48% |
$303K - $409K
|
49.2K
$1.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-17.3K- 8.26% |
$415K - $558K
|
192K
$4.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-21K- 15.17% |
$504K - $678K
|
117K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-22.9K- 61.77% |
$550K - $740K
|
14.2K
$321K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-28.6K- 69.03% |
$685K - $923K
|
12.8K
$290K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-30K- 79.13% |
$719K - $968K
|
7.91K
$179K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-30.9K- 75.02% |
$740K - $996K
|
10.3K
$232K
|
|
|
Feb 01, 2024
Q4 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-31.5K- 50.0% |
$755K - $1.02M
|
31.5K
$713K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-31.8K- 52.9% |
$762K - $1.03M
|
28.3K
$640K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-35.6K- 22.34% |
$853K - $1.15M
|
124K
$2.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-40.3K- 33.36% |
$965K - $1.3M
|
80.5K
$1.82M
|