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 |
---|---|---|---|---|---|---|---|
Aug 12, 2025
Q2 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-18.6K- 62.71% |
$340K - $518K
|
11.1K
$187K
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.65K- 22.34% |
$30K - $45.7K
|
5.72K
$96.7K
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
32.3KNew |
$589K - $898K
|
32.3K
$546K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.9KNew |
$71.1K - $108K
|
3.9K
$65.9K
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-6.37K- 3.58% |
$116K - $177K
|
172K
$2.9M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.4K+ 16.89% |
$536K - $817K
|
204K
$3.44M
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
23.2K+ 14.23% |
$423K - $645K
|
186K
$3.15M
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
500New |
$9.12K - $13.9K
|
500
$8.46K
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
495K+ 1152.67% |
$9.04M - $13.8M
|
538K
$9.1M
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
791+ 6.83% |
$14.4K - $22K
|
12.4K
$209K
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
588K+ 136.44% |
$10.7M - $16.3M
|
1.02M
$17.2M
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.36K+ 2357.0% |
$43K - $65.5K
|
2.46K
$41.5K
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.5K- 16.58% |
$45.6K - $69.5K
|
12.6K
$213K
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
52.4K+ 5.65% |
$956K - $1.46M
|
981K
$16.6M
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
14.3K+ 11.96% |
$260K - $396K
|
133K
$2.26M
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
39New |
$711 - $1.08K
|
39
$659
|
|
Aug 12, 2025
Q2 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
12.7KNew |
$232K - $354K
|
12.7K
$215K
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
13.3K+ 5.05% |
$242K - $369K
|
276K
$4.67M
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
7.87K+ 40.12% |
$143K - $219K
|
27.5K
$465K
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-82.2K- 29.55% |
$1.5M - $2.28M
|
196K
$3.31M
|
|
Aug 11, 2025
Q2 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
16KNew |
$292K - $445K
|
16K
$271K
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
55+ 37.93% |
$1K - $1.53K
|
200
$3.38K
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-116- 0.63% |
$2.12K - $3.22K
|
18.4K
$312K
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-476- 3.21% |
$8.68K - $13.2K
|
14.4K
$243K
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
CALL |
5KNew |
$91.2K - $139K
|
5K
$84.6K
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.69K- 10.38% |
$104K - $158K
|
49.1K
$831K
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-533- 63.38% |
$9.72K - $14.8K
|
308
$5.21K
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.22% |
$18.2 - $27.8
|
448
$7.58K
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
792K+ 5.91% |
$14.4M - $22M
|
14.2M
$240M
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-51.9K- 99.69% |
$946K - $1.44M
|
160
$2.71K
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-1.28K- 26.18% |
$23.3K - $35.5K
|
3.6K
$60.9K
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.4K+ 143.64% |
$172K - $261K
|
15.9K
$270K
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
157K+ 5.91% |
$2.86M - $4.36M
|
2.81M
$47.6M
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
2.86K+ 11.6% |
$52.2K - $79.5K
|
27.5K
$465K
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
174+ 1160.0% |
$3.17K - $4.84K
|
189
$3.2K
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
137+ 10.15% |
$2.5K - $3.81K
|
1.49K
$25.1K
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
8.61KNew |
$157K - $239K
|
8.61K
$146K
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-764- 5.07% |
$13.9K - $21.2K
|
14.3K
$242K
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-33K- 54.37% |
$603K - $919K
|
27.7K
$469K
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.4KNew |
$190K - $289K
|
10.4K
$176K
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.3K+ 21.49% |
$260K - $396K
|
80.6K
$1.36M
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.92K+ 8.58% |
$53.2K - $81.1K
|
36.9K
$624K
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.9K+ 16.19% |
$217K - $331K
|
85.4K
$1.44M
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-722- 7.43% |
$13.2K - $20.1K
|
9K
$152K
|
|
Aug 07, 2025
Q2 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
10.3K+ 32.48% |
$188K - $287K
|
42.2K
$713K
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
470K+ 1481.6% |
$8.58M - $13.1M
|
502K
$8.49M
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
20.7KNew |
$377K - $575K
|
20.7K
$350K
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-403- 0.99% |
$7.35K - $11.2K
|
40.4K
$684K
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.84K+ 8.37% |
$51.8K - $79K
|
36.8K
$622K
|