Purchases and Sales Made in Q4 2024 in C3.Ai, Inc. (AI)
This table provides information about the institutional ownership of C3.Ai, Inc. (AI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
58.5KNew |
$1.32M - $2.51M
|
58.5K
$1.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
47K+ 39.4% |
$1.06M - $2.02M
|
166K
$5.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
28.8KNew |
$651K - $1.24M
|
28.8K
$912K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22.9K+ 70.85% |
$519K - $985K
|
55.3K
$1.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
22KNew |
$497K - $945K
|
22K
$696K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
21.6KNew |
$489K - $930K
|
21.6K
$685K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18.4KNew |
$415K - $789K
|
18.4K
$582K
|
|
|
Jan 13, 2025
Q4 2024
|
Tt International Asset Management LTD
London, X0 |
BUY
|
- |
14KNew |
$316K - $601K
|
14K
$443K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
9.17KNew |
$207K - $394K
|
9.17K
$290K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
7.82KNew |
$177K - $336K
|
7.82K
$247K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6.74KNew |
$152K - $290K
|
6.74K
$213K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
6.06KNew |
$137K - $260K
|
6.06K
$192K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
5.22K+ 253.2% |
$118K - $224K
|
7.28K
$230K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.16K+ 28.13% |
$71.4K - $136K
|
14.4K
$456K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
2.83KNew |
$64K - $122K
|
2.83K
$89.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.38K+ 344.61% |
$31.1K - $59K
|
1.77K
$56.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
1.29K+ 35.76% |
$29K - $55.2K
|
4.88K
$154K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.02K+ 4.57% |
$23K - $43.7K
|
23.3K
$737K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1KNew |
$22.6K - $42.9K
|
1K
$31.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
906+ 10.35% |
$20.5K - $38.9K
|
9.66K
$306K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
830New |
$18.8K - $35.6K
|
830
$26.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
579New |
$13.1K - $24.9K
|
579
$18.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
555+ 72.36% |
$12.5K - $23.8K
|
1.32K
$41.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
400+ 100.0% |
$9.04K - $17.2K
|
800
$25.3K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
284+ 368.83% |
$6.42K - $12.2K
|
361
$11.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
270New |
$6.1K - $11.6K
|
270
$8.55K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
219New |
$4.95K - $9.4K
|
219
$6.93K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
200New |
$4.52K - $8.59K
|
200
$6.33K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
200+ 11.76% |
$4.52K - $8.59K
|
1.9K
$60.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
175New |
$3.96K - $7.51K
|
175
$5.54K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
149+ 0.67% |
$3.37K - $6.4K
|
22.5K
$713K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
75New |
$1.7K - $3.22K
|
75
$2.37K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
75New |
$1.7K - $3.22K
|
75
$2.37K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
60+ 32.79% |
$1.36K - $2.58K
|
243
$7.69K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
20New |
$452 - $859
|
20
$633
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
14New |
$316 - $601
|
14
$443
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
12+ 80.0% |
$271 - $515
|
27
$855
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
3New |
$67.8 - $129
|
3
$94.9
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3New |
$67.8 - $129
|
3
$94.9
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2New |
$45.2 - $85.9
|
2
$63.3
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$22.6 - $42.9
|
1
$31.7
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-27- 40.91% |
$610 - $1.16K
|
39
$1.23K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-32- 3.67% |
$723 - $1.37K
|
841
$26.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-34- 82.93% |
$768 - $1.46K
|
7
$222
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-50- 6.67% |
$1.13K - $2.15K
|
700
$22.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-61- 0.28% |
$1.38K - $2.62K
|
22.1K
$700K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-126- 42.57% |
$2.85K - $5.41K
|
170
$5.38K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-150- 1.75% |
$3.39K - $6.44K
|
8.42K
$267K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-407- 22.94% |
$9.2K - $17.5K
|
1.37K
$43.3K
|