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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
373+ 540.58% |
$8.43K - $16K
|
442
$9.25K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
323+ 3.8% |
$7.3K - $13.9K
|
8.83K
$185K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
284+ 368.83% |
$6.42K - $12.2K
|
361
$7.55K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
277+ 165.87% |
$6.26K - $11.9K
|
444
$9.29K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
270New |
$6.1K - $11.6K
|
270
$5.65K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
261+ 1.8% |
$5.9K - $11.2K
|
14.7K
$308K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
250+ 1.18% |
$5.65K - $10.7K
|
21.4K
$447K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
219New |
$4.95K - $9.4K
|
219
$4.58K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
200New |
$4.52K - $8.59K
|
200
$4.18K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
200New |
$4.52K - $8.59K
|
200
$4.18K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
200+ 11.76% |
$4.52K - $8.59K
|
1.9K
$39.7K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
177New |
$4K - $7.6K
|
177
$3.7K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
175New |
$3.96K - $7.51K
|
175
$3.66K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
175New |
$3.96K - $7.51K
|
175
$3.66K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
150+ 8.92% |
$3.39K - $6.44K
|
1.83K
$38.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
150+ 37.5% |
$3.39K - $6.44K
|
550
$11.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
149+ 0.67% |
$3.37K - $6.4K
|
22.5K
$471K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
108+ 372.41% |
$2.44K - $4.64K
|
137
$2.87K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
100+ 5.31% |
$2.26K - $4.29K
|
1.98K
$41.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
100+ 52.63% |
$2.26K - $4.29K
|
290
$6.07K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
75New |
$1.7K - $3.22K
|
75
$1.57K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
75New |
$1.7K - $3.22K
|
75
$1.57K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
60+ 32.79% |
$1.36K - $2.58K
|
243
$5.08K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
50New |
$1.13K - $2.15K
|
50
$1.05K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
50+ 250.0% |
$1.13K - $2.15K
|
70
$1.46K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
37+ 0.07% |
$836 - $1.59K
|
50.2K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
33New |
$746 - $1.42K
|
33
$690
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
32+ 123.08% |
$723 - $1.37K
|
58
$1.21K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
29+ 30.85% |
$655 - $1.25K
|
123
$2.57K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
28+ 33.33% |
$633 - $1.2K
|
112
$2.34K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 33.33% |
$565 - $1.07K
|
100
$2.09K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
20+ 58.82% |
$452 - $859
|
54
$1.13K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
20New |
$452 - $859
|
20
$418
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
14New |
$316 - $601
|
14
$293
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13New |
$294 - $558
|
13
$272
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
12+ 80.0% |
$271 - $515
|
27
$565
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3New |
$67.8 - $129
|
3
$62.8
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
3New |
$67.8 - $129
|
3
$62.8
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
2+ 0.0% |
$45.2 - $85.9
|
40.7K
$851K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2New |
$45.2 - $85.9
|
2
$41.8
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$22.6 - $42.9
|
1
$20.9
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.22% |
$22.6 - $42.9
|
446
$9.33K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-4- 1.13% |
$90.4 - $172
|
349
$7.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11- 0.1% |
$249 - $472
|
10.7K
$224K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-15- 0.74% |
$339 - $644
|
2K
$41.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-20- 2.99% |
$452 - $859
|
650
$13.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-27- 40.91% |
$610 - $1.16K
|
39
$816
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-32- 3.67% |
$723 - $1.37K
|
841
$17.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-34- 82.93% |
$768 - $1.46K
|
7
$146
|