Purchases and Sales Made in Q2 2024 in C3.Ai, Inc. (AI)
This table provides information about the institutional ownership of C3.Ai, Inc. (AI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
228New |
$4.67K - $7.21K
|
228
$6.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
204+ 84.65% |
$4.18K - $6.45K
|
445
$12.7K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
200+ 200.0% |
$4.1K - $6.32K
|
300
$8.55K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
175New |
$3.59K - $5.53K
|
175
$4.99K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
165New |
$3.38K - $5.22K
|
165
$4.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
122+ 4.39% |
$2.5K - $3.86K
|
2.9K
$82.7K
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
89+ 0.21% |
$1.82K - $2.81K
|
41.6K
$1.19M
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
75+ 0.23% |
$1.54K - $2.37K
|
33.3K
$949K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
52+ 4.59% |
$1.07K - $1.64K
|
1.19K
$33.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
52New |
$1.07K - $1.64K
|
52
$1.48K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
50New |
$1.03K - $1.58K
|
50
$1.43K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40New |
$820 - $1.26K
|
40
$1.14K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
38New |
$779 - $1.2K
|
38
$1.08K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
35+ 1.56% |
$718 - $1.11K
|
2.27K
$64.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
35New |
$718 - $1.11K
|
35
$998
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
30+ 46.88% |
$615 - $949
|
94
$2.68K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
29+ 0.12% |
$595 - $917
|
24.2K
$690K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
29New |
$595 - $917
|
29
$827
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
23+ 8.91% |
$472 - $727
|
281
$8.01K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
20+ 0.09% |
$410 - $632
|
23.2K
$661K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
20+ 181.82% |
$410 - $632
|
31
$884
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
19+ 0.99% |
$390 - $601
|
1.94K
$55.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
17New |
$349 - $538
|
17
$485
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
15+ 0.11% |
$308 - $474
|
13.9K
$396K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15New |
$308 - $474
|
15
$428
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
14+ 7.45% |
$287 - $443
|
202
$5.76K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10+ 0.41% |
$205 - $316
|
2.47K
$70.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10+ 1.6% |
$205 - $316
|
636
$18.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
10+ 0.06% |
$205 - $316
|
15.5K
$443K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
9+ 9.0% |
$185 - $285
|
109
$3.11K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.74% |
$123 - $190
|
821
$23.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
1New |
$20.5 - $31.6
|
1
$28.5
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1New |
$20.5 - $31.6
|
1
$28.5
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1- 5.26% |
$20.5 - $31.6
|
18
$513
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5- 0.02% |
$103 - $158
|
25.1K
$715K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-27- 65.85% |
$554 - $854
|
14
$399
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-30- 0.76% |
$615 - $949
|
3.91K
$111K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-30- 7.37% |
$615 - $949
|
377
$10.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-38- 3.81% |
$779 - $1.2K
|
960
$27.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-43- 1.49% |
$882 - $1.36K
|
2.84K
$81K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-45- 2.22% |
$923 - $1.42K
|
1.98K
$56.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-60- 0.74% |
$1.23K - $1.9K
|
8.02K
$228K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-100- 27.7% |
$2.05K - $3.16K
|
261
$7.44K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-100- 34.48% |
$2.05K - $3.16K
|
190
$5.42K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-130- 7.1% |
$2.67K - $4.11K
|
1.7K
$48.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-134- 30.11% |
$2.75K - $4.24K
|
311
$8.86K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-141- 1.35% |
$2.89K - $4.46K
|
10.3K
$295K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-150- 13.04% |
$3.08K - $4.74K
|
1K
$28.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-160- 1.16% |
$3.28K - $5.06K
|
13.6K
$388K
|
|
|
Jul 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-176- 73.03% |
$3.61K - $5.57K
|
65
$1.85K
|