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
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-36- 0.38% |
$814 - $1.55K
|
9.35K
$196K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-41- 0.16% |
$927 - $1.76K
|
25K
$523K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-50- 6.67% |
$1.13K - $2.15K
|
700
$14.6K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-50- 4.23% |
$1.13K - $2.15K
|
1.13K
$23.7K
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-61- 0.28% |
$1.38K - $2.62K
|
22.1K
$462K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-68- 0.5% |
$1.54K - $2.92K
|
13.5K
$283K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-69- 4.76% |
$1.56K - $2.96K
|
1.38K
$28.9K
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-84- 0.5% |
$1.9K - $3.61K
|
16.8K
$352K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-116- 3.8% |
$2.62K - $4.98K
|
2.93K
$61.4K
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-126- 42.57% |
$2.85K - $5.41K
|
170
$3.56K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-146- 90.68% |
$3.3K - $6.27K
|
15
$314
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-150- 1.75% |
$3.39K - $6.44K
|
8.42K
$176K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-180- 9.88% |
$4.07K - $7.73K
|
1.64K
$34.4K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-191- 3.07% |
$4.32K - $8.2K
|
6.04K
$126K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-207- 41.9% |
$4.68K - $8.89K
|
287
$6K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-221- 11.74% |
$4.99K - $9.49K
|
1.66K
$34.8K
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-225- 1.6% |
$5.09K - $9.66K
|
13.9K
$290K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-242- 5.97% |
$5.47K - $10.4K
|
3.81K
$79.7K
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-250- 96.15% |
$5.65K - $10.7K
|
10
$209
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-365- 0.57% |
$8.25K - $15.7K
|
63.6K
$1.33M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-407- 22.94% |
$9.2K - $17.5K
|
1.37K
$28.6K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-458- 7.08% |
$10.4K - $19.7K
|
6.01K
$126K
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-489- 14.02% |
$11.1K - $21K
|
3K
$62.7K
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-500- 4.38% |
$11.3K - $21.5K
|
10.9K
$228K
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-575- 2.77% |
$13K - $24.7K
|
20.2K
$422K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-600- 5.54% |
$13.6K - $25.8K
|
10.2K
$214K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-851- 3.53% |
$19.2K - $36.5K
|
23.3K
$487K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-926- 7.7% |
$20.9K - $39.8K
|
11.1K
$232K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-955- 46.54% |
$21.6K - $41K
|
1.1K
$22.9K
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
SELL
|
- |
-1K- 9.8% |
$22.6K - $42.9K
|
9.2K
$192K
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.22K- 10.61% |
$27.5K - $52.2K
|
10.2K
$214K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.24K- 3.67% |
$28K - $53.2K
|
32.5K
$679K
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.31K- 79.68% |
$29.6K - $56.3K
|
334
$6.99K
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-1.36K- 98.7% |
$30.8K - $58.5K
|
18
$377
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.56K- 7.18% |
$35.2K - $66.9K
|
20.1K
$421K
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.59K- 4.82% |
$35.8K - $68.1K
|
31.3K
$654K
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-1.81K- 4.35% |
$41K - $77.9K
|
39.9K
$834K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.06K- 3.65% |
$46.6K - $88.6K
|
54.5K
$1.14M
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-2.8K- 9.59% |
$63.3K - $120K
|
26.4K
$552K
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-3K- 22.56% |
$67.8K - $129K
|
10.3K
$215K
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-3.04K- 21.01% |
$68.8K - $131K
|
11.4K
$239K
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.16K- 20.34% |
$71.5K - $136K
|
12.4K
$259K
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-3.36K- 4.91% |
$75.8K - $144K
|
65K
$1.36M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.48K- 2.46% |
$78.7K - $150K
|
138K
$2.89M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.51K- 6.16% |
$79.4K - $151K
|
53.5K
$1.12M
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-3.65K- 1.18% |
$82.5K - $157K
|
307K
$6.41M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.86K- 15.98% |
$87.2K - $166K
|
20.3K
$425K
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4K- 12.38% |
$90.4K - $172K
|
28.3K
$592K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.23K- 6.49% |
$95.5K - $181K
|
60.9K
$1.27M
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-5.01K- 23.34% |
$113K - $215K
|
16.5K
$344K
|