Purchases and Sales Made in Q1 2023 in C3.Ai, Inc. (AI)
This table provides information about the institutional ownership of C3.Ai, Inc. (AI) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
62+ 310.0% |
$670 - $2.08K
|
82
$2.34K
|
|
|
Jul 12, 2023
Q1 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
54+ 0.06% |
$584 - $1.81K
|
85.7K
$2.44M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
50+ 29.41% |
$541 - $1.68K
|
220
$6.27K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
50New |
$541 - $1.68K
|
50
$1.43K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
50New |
$541 - $1.68K
|
50
$1.43K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
40New |
$432 - $1.34K
|
40
$1.14K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
35New |
$378 - $1.17K
|
35
$998
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
25New |
$270 - $839
|
25
$713
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
25+ 83.33% |
$270 - $839
|
55
$1.57K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
25+ 0.06% |
$270 - $839
|
39.8K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
24+ 88.89% |
$259 - $806
|
51
$1.45K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
21New |
$227 - $705
|
21
$599
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
19New |
$205 - $638
|
19
$542
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
18+ 52.94% |
$195 - $604
|
52
$1.48K
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
16+ 23.88% |
$173 - $537
|
83
$2.37K
|
|
|
May 12, 2023
Q1 2023
|
Berkshire Capital Holdings Inc
San Jose, CA |
BUY
|
- |
10New |
$108 - $336
|
10
$285
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9New |
$97.3 - $302
|
9
$257
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.94% |
$86.5 - $269
|
860
$24.5K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
7New |
$75.7 - $235
|
7
$200
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
5New |
$54.1 - $168
|
5
$143
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1+ 2.86% |
$10.8 - $33.6
|
36
$1.03K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-5- 10.0% |
$54.1 - $168
|
45
$1.28K
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-9- 0.54% |
$97.3 - $302
|
1.66K
$47.2K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-10- 28.57% |
$108 - $336
|
25
$713
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-14- 10.69% |
$151 - $470
|
117
$3.33K
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-21- 50.0% |
$227 - $705
|
21
$599
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-37- 31.36% |
$400 - $1.24K
|
81
$2.31K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-61- 5.38% |
$659 - $2.05K
|
1.07K
$30.6K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-124- 51.45% |
$1.34K - $4.16K
|
117
$3.33K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-214- 81.68% |
$2.31K - $7.18K
|
48
$1.37K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-248- 29.77% |
$2.68K - $8.33K
|
585
$16.7K
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-394- 0.43% |
$4.26K - $13.2K
|
91.3K
$2.6M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-450- 90.0% |
$4.86K - $15.1K
|
50
$1.43K
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-453- 12.29% |
$4.9K - $15.2K
|
3.23K
$92.1K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-507- 21.06% |
$5.48K - $17K
|
1.9K
$54.2K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-585- 11.33% |
$6.32K - $19.6K
|
4.58K
$130K
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-628- 1.08% |
$6.79K - $21.1K
|
57.8K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-914- 3.08% |
$9.88K - $30.7K
|
28.8K
$820K
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.03K- 1.07% |
$11.1K - $34.5K
|
94.8K
$2.7M
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.36K- 7.11% |
$14.7K - $45.7K
|
17.8K
$506K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.6K- 4.82% |
$17.3K - $53.8K
|
31.6K
$902K
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.64K- 18.97% |
$17.7K - $54.9K
|
6.98K
$199K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.76K- 2.44% |
$19.1K - $59.2K
|
70.5K
$2.01M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.78K- 99.5% |
$19.2K - $59.7K
|
9
$257
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.99K- 15.95% |
$21.6K - $66.9K
|
10.5K
$299K
|
|
|
Apr 12, 2023
Q1 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-2.4K- 17.78% |
$25.9K - $80.6K
|
11.1K
$316K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.88K- 16.28% |
$31.1K - $96.6K
|
14.8K
$422K
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.98K- 11.22% |
$32.2K - $99.9K
|
23.6K
$671K
|
|
|
Jun 16, 2023
Q1 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-3K- 6.18% |
$32.4K - $101K
|
45.5K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.04K- 20.34% |
$32.8K - $102K
|
11.9K
$339K
|