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 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
71.5KNew |
$1.3M - $1.99M
|
71.5K
$1.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-106- 11.22% |
$1.93K - $2.95K
|
839
$14.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
4.53K+ 26.76% |
$82.6K - $126K
|
21.5K
$363K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
593+ 2.38% |
$10.8K - $16.5K
|
25.5K
$432K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-892- 3.26% |
$16.3K - $24.8K
|
26.5K
$447K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
25New |
$456 - $695
|
25
$423
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-297- 0.25% |
$5.42K - $8.26K
|
119K
$2.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
650New |
$11.9K - $18.1K
|
650
$11K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.56K- 8.88% |
$101K - $155K
|
57.1K
$965K
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
BUY
|
- |
55New |
$1K - $1.53K
|
55
$930
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
176+ 150.43% |
$3.21K - $4.89K
|
293
$4.95K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.7K+ 14.6% |
$30.9K - $47.1K
|
13.3K
$225K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-4.65K- 62.02% |
$84.9K - $129K
|
2.85K
$48.2K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-13- 48.15% |
$237 - $361
|
14
$237
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
6.8K+ 26.07% |
$124K - $189K
|
32.9K
$556K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1New |
$18.2 - $27.8
|
1
$16.9
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
12+ 24.0% |
$219 - $334
|
62
$1.05K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
228New |
$4.16K - $6.34K
|
228
$3.86K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.24K+ 8.08% |
$40.9K - $62.4K
|
30K
$508K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
94.4K+ 87.74% |
$1.72M - $2.62M
|
202K
$3.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-74- 5.39% |
$1.35K - $2.06K
|
1.3K
$22K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
50+ 2.75% |
$912 - $1.39K
|
1.87K
$31.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-145- 32.81% |
$2.64K - $4.03K
|
297
$5.02K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
1.11KNew |
$20.3K - $30.9K
|
1.11K
$18.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
700+ 5.16% |
$12.8K - $19.5K
|
14.3K
$241K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3New |
$54.7 - $83.4
|
3
$50.7
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.28K+ 7.1% |
$23.4K - $35.6K
|
19.3K
$327K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-20- 0.63% |
$365 - $556
|
3.16K
$53.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
25+ 50.0% |
$456 - $695
|
75
$1.27K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
SELL
|
- |
-5.3K- 63.1% |
$96.7K - $147K
|
3.1K
$52.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
32+ 228.57% |
$584 - $890
|
46
$778
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
2.06K+ 12.5% |
$37.6K - $57.4K
|
18.6K
$314K
|
|
|
Aug 01, 2025
Q2 2025
|
Jennison Associates LLC
|
BUY
|
- |
17.4KNew |
$317K - $483K
|
17.4K
$294K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
100New |
$1.82K - $2.78K
|
100
$1.69K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
705New |
$12.9K - $19.6K
|
705
$11.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.9K+ 41.64% |
$289K - $441K
|
54K
$912K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
4.74K+ 49.85% |
$86.4K - $132K
|
14.2K
$241K
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
10.9K+ 15.14% |
$199K - $303K
|
82.9K
$1.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
736+ 1.27% |
$13.4K - $20.5K
|
58.8K
$995K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
25+ 25.0% |
$456 - $695
|
125
$2.11K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.69K- 11.9% |
$49.1K - $74.8K
|
19.9K
$337K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.03K- 20.8% |
$55.3K - $84.3K
|
11.5K
$195K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
10New |
$182 - $278
|
10
$169
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.71K+ 9.77% |
$31.1K - $47.4K
|
19.1K
$324K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.41KNew |
$44K - $67K
|
2.41K
$40.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
50New |
$912 - $1.39K
|
50
$846
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
8.16KNew |
$149K - $227K
|
8.16K
$138K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.57K+ 31.95% |
$65.1K - $99.2K
|
14.7K
$249K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
48New |
$876 - $1.33K
|
48
$812
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
500+ 22.73% |
$9.12K - $13.9K
|
2.7K
$45.7K
|