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Get Institutions for : 
C3.ai, Inc. (AI)  
$29.04 1.45 (4.76%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 295    7
Total shares held : 
 53,678,060  
% of shares held : 
 58.12%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   51  
Amount of shares held : 
 6,727,084  
% of shares held change : 
   7.28%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $28.74  
Last Quarter's Ending Price : 
 $27.07  
Last Quarter's Average Price : 
 $28.08  
Change from last quarter's     
avg. price to the last closing  : 
0.96 (3.42%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
28
 818,565
 1.52%
 
Increased Positions :
131
 12,423,928
 23.15%
 
Unchanged Positions :
63
 3,253,256
 6.06%
 
Decreased Positions :
73
-4,481,741
-8.35%
 
Closed Positions :
35
-2,033,668
-3.79%
 
Guru Positions :
1
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   YOUNGS ADVISORY GROUP INC. 14 - 2024-03-31 101,127 $2,738,000 0
   Shearwater Capital LLC 10 - 2024-03-31 67,276 $1,821,000 0
   MetLife Investment Advisors LLC 1217 - 2024-03-31 42,872 $1,161,000 0
   DGS Capital Management LLC 54 - 2024-03-31 41,544 $1,125,000 0
   IEQ CAPITAL LLC 550 - 2024-03-31 24,081 $652,000 0
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 1355 - 2024-03-31 21,374 $579,000 0
   Aristides Capital LLC 98 - 2024-03-31 17,900 $485,000 0
   LEVEL FOUR ADVISORY SERVICES LLC 516 - 2024-03-31 14,992 $430,000 0
   SUMMIT INVESTMENT ADVISORS INC 1196 - 2024-03-31 8,427 $228,000 0
   Compagnie Lombard Odier SCA 251 - 2024-03-31 8,000 $217,000 0
   CREDIT AGRICOLE S A 637 - 2024-03-31 10,200 $213,000 0
   Allspring Global Investments Holdings LLC 1829 - 2024-03-31 3,936 $107,000 0
   BDO Wealth Advisors LLC 357 - 2023-06-30 2,417 $88,000 0
   PITTENGER & ANDERSON INC 306 - 2024-03-31 1,500 $41,000 0
   Geneos Wealth Management Inc. 1208 - 2024-03-31 1,217 $33,000 0
   Parallel Advisors LLC 1733 - 2024-03-31 1,133 $31,000 0
   ARMSTRONG ADVISORY GROUP INC 413 - 2024-03-31 998 $29,000 0
   Orion Capital Management LLC 293 - 2024-03-31 1,000 $27,000 0
   Castleview Partners LLC 460 - 2024-03-31 775 $21,000 0
   CULLEN FROST BANKERS INC 761 - 2024-03-31 626 $17,000 0
   Householder Group Estate & Retirement Specialist L 828 - 2024-03-31 325 $9,000 0
   Concord Wealth Partners 585 - 2024-03-31 315 $9,000 0
   Archer Investment Corp 660 - 2024-03-31 296 $8,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 662 - 2024-03-31 300 $8,000 0
   PFS Partners LLC 314 - 2024-03-31 250 $7,000 0
   Truvestments Capital LLC 522 - 2024-03-31 245 $7,000 0
   Quent Capital LLC 1146 - 2024-03-31 131 $4,000 0
   CVA Family Office LLC 873 - 2024-03-31 100 $3,000 0
   Winch Advisory Services LLC 337 - 2024-03-31 115 $3,000 0
   Moser Wealth Advisors LLC 134 - 2024-03-31 100 $3,000 0
   HAZLETT BURT & WATSON INC. 624 - 2024-03-31 100 $3,000 0
   ST GERMAIN D J CO INC 657 - 2024-03-31 100 $3,000 0
   Riggs Asset Managment Co. Inc. 332 - 2024-03-31 100 $3,000 0
   Larson Financial Group LLC 1305 - 2024-03-31 100 $3,000 0
   Sutton Wealth Advisors Inc. 673 - 2023-09-30 125 $3,000 0
   Laurel Wealth Advisors LLC 516 - 2024-03-31 100 $3,000 0
   Fortitude Family Office LLC 801 - 2024-03-31 75 $2,000 0
   Sargent Bickham Lagudis LLC 914 - 2022-12-31 200 $2,000 0
   TD Waterhouse Canada Inc. 1693 - 2024-03-31 64 $2,000 0
   Impact Partnership Wealth LLC 569 - 2024-03-31 58 $2,000 0
   Pacific Center for Financial Services 415 - 2024-03-31 62 $2,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1512 - 2024-03-31 20 $1,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 777 - 2024-03-31 40 $1,000 0
   ADIRONDACK TRUST CO 477 - 2024-03-31 50 $1,000 0
   CNB Bank 475 - 2024-03-31 42 $1,000 0
   Bell Investment Advisors Inc 1694 - 2024-03-31 41 $1,000 0
   WEST PACES ADVISORS INC. 503 - 2024-03-31 50 $1,000 0
   Asset Dedication LLC 933 - 2024-03-31 50 $1,000 0
   HALLMARK CAPITAL MANAGEMENT INC 289 - 2024-03-31 50 $1,000 0
   Insight Financial Services 136 - 2024-03-31 50 $1,000 0
   Main Street Group LTD 648 - 2024-03-31 41 $1,000 0
   BERKSHIRE CAPITAL HOLDINGS INC 72 - 2024-03-31 10 $0 0
   MASSMUTUAL TRUST CO FSB/ADV 1880 - 2024-03-31 11 $0 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 1229 - 2024-03-31 5 $0 0
   MILESTONE GROUP INC 467 - 2024-03-31 4 $0 0
   NVWM LLC 588 - 2024-03-31 3 $0 0
   MCF Advisors LLC 998 - 2024-03-31 1 $0 0
   Heritage Wealth Advisors 717 - 2024-03-31 3 $0 0
   Capital Advisors Ltd. LLC 1586 - 2024-03-31 13 $0 0
   ALBION FINANCIAL GROUP /UT 511 - 2024-03-31 10 $0 0
   Gordian Capital Singapore Pte Ltd 105 - 2024-03-31 1 $0 0
  61 Records found
  1    
  Page 1 of 1
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