Latest Institutional Transactions on C3.Ai, Inc. (AI)
This table provides information on the latest institutional transactions involving C3.Ai, Inc. (AI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
260New |
$5.33K - $8.22K
|
260
$4.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-150- 13.04% |
$3.08K - $4.74K
|
1K
$16.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2KNew |
$41K - $63.2K
|
2K
$33.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
1New |
$20.5 - $31.6
|
1
$16.9
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2.5KNew |
$51.3K - $79.1K
|
2.5K
$42.3K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
200+ 200.0% |
$4.1K - $6.32K
|
300
$5.07K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
175New |
$3.59K - $5.53K
|
175
$2.96K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
425New |
$10.2K - $15.7K
|
425
$7.19K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
CALL |
800New |
$19.2K - $29.6K
|
800
$13.5K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$2.41K - $3.7K
|
100
$1.69K
|
|
|
May 16, 2024
Q1 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
11KNew |
$264K - $406K
|
11K
$186K
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
489New |
$11.8K - $18.1K
|
489
$8.27K
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
7.72K+ 35072.73% |
$186K - $285K
|
7.74K
$131K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
24New |
$577 - $887
|
24
$406
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-174- 3.74% |
$4.19K - $6.43K
|
4.48K
$75.7K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.64K+ 47.12% |
$208K - $319K
|
27K
$456K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.2KNew |
$413K - $635K
|
17.2K
$290K
|
|
|
May 14, 2024
Q1 2024
|
Coatue Management LLC
New York, NY |
SELL
|
- |
-180K- 7.94% |
$4.32M - $6.64M
|
2.08M
$35.2M
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1KNew |
$24.1K - $37K
|
1K
$16.9K
|
|
|
May 13, 2024
Q1 2024
|
Royce & Associates LP
|
BUY
|
- |
44KNew |
$1.06M - $1.63M
|
44K
$744K
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-2.35K- 11.07% |
$56.5K - $86.8K
|
18.9K
$319K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.05K+ 14.84% |
$25.1K - $38.6K
|
8.09K
$137K
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
4.25K+ 5.29% |
$102K - $157K
|
84.7K
$1.43M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
238+ 0.59% |
$5.73K - $8.8K
|
40.7K
$688K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2KNew |
$48.1K - $73.9K
|
2K
$33.8K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
42.8K+ 42.34% |
$1.03M - $1.58M
|
144K
$2.43M
|
|
|
May 10, 2024
Q1 2024
|
Baker Hughes Holdings LLC
|
SELL
|
- |
-600K- 25.0% |
$14.4M - $22.2M
|
1.8M
$30.4M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
100New |
$2.41K - $3.7K
|
100
$1.69K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
CALL |
600New |
$14.4K - $22.2K
|
600
$10.1K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
60New |
$1.44K - $2.22K
|
60
$1.01K
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-25.8K- 90.75% |
$622K - $955K
|
2.63K
$44.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
85+ 137.1% |
$2.05K - $3.14K
|
147
$2.49K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
99+ 90.83% |
$2.38K - $3.66K
|
208
$3.52K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
300New |
$7.22K - $11.1K
|
300
$5.07K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
370+ 124.16% |
$8.9K - $13.7K
|
668
$11.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-3.4K- 25.45% |
$81.8K - $126K
|
9.96K
$168K
|
|
|
Apr 24, 2024
Q1 2024
|
Hedges Asset Management LLC
|
SELL
|
- |
-7.9K- 48.47% |
$190K - $292K
|
8.4K
$142K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.39K- 14.73% |
$33.4K - $51.4K
|
8.04K
$136K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
551New |
$13.3K - $20.4K
|
551
$9.32K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-120K- 86.18% |
$2.88M - $4.43M
|
19.2K
$325K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
900+ 900.0% |
$21.7K - $33.3K
|
1K
$16.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-12- 37.5% |
$289 - $444
|
20
$338
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
PUT |
15KNew |
$361K - $555K
|
15K
$254K
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
10.3K+ 31.35% |
$247K - $379K
|
43K
$727K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
662+ 7.46% |
$15.9K - $24.5K
|
9.54K
$161K
|
|
| Q4 2023 | |||||||
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-25- 50.0% |
$599 - $807
|
25
$423
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
35.2KNew |
$845K - $1.14M
|
35.2K
$596K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
9New |
$216 - $291
|
9
$152
|
|
|
Feb 22, 2024
Q4 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-40- 97.56% |
$959 - $1.29K
|
1
$16.9
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
79.2KNew |
$1.9M - $2.56M
|
79.2K
$1.34M
|
|