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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-133- 0.51% |
$2.78K - $4.91K
|
26.1K
$610K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.41K+ 8.89% |
$113K - $200K
|
66.3K
$1.55M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-123- 89.78% |
$2.57K - $4.54K
|
14
$328
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
97+ 0.66% |
$2.03K - $3.58K
|
14.8K
$348K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.13K+ 7.16% |
$23.7K - $41.8K
|
17K
$397K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
208+ 4.28% |
$4.35K - $7.68K
|
5.07K
$119K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
945New |
$19.8K - $34.9K
|
945
$22.1K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-35- 64.81% |
$732 - $1.29K
|
19
$445
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
6.5K+ 38.58% |
$136K - $240K
|
23.4K
$547K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
2.2K+ 14.94% |
$46K - $81.2K
|
16.9K
$396K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
117+ 0.84% |
$2.45K - $4.32K
|
14K
$327K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
57+ 0.59% |
$1.19K - $2.11K
|
9.72K
$228K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-276- 2.41% |
$5.77K - $10.2K
|
11.2K
$261K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
3.2K+ 10.36% |
$66.9K - $118K
|
34.1K
$798K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-165- 0.82% |
$3.45K - $6.09K
|
20K
$468K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
3.29K+ 12.47% |
$68.9K - $122K
|
29.7K
$695K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
150+ 0.46% |
$3.14K - $5.54K
|
32.4K
$759K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
11.9K+ 312.89% |
$249K - $440K
|
15.7K
$368K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
300+ 15.79% |
$6.28K - $11.1K
|
2.2K
$51.5K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
198+ 9.98% |
$4.14K - $7.31K
|
2.18K
$51.1K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
CALL |
20KNew |
$418K - $739K
|
20K
$468K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3.1K+ 2.67% |
$64.8K - $114K
|
119K
$2.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
400+ 1.6% |
$8.37K - $14.8K
|
25.4K
$595K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
108+ 0.48% |
$2.26K - $3.99K
|
22.6K
$530K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
700+ 35.57% |
$14.6K - $25.9K
|
2.67K
$62.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.53K- 5.29% |
$32K - $56.4K
|
27.4K
$640K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.79K+ 16.28% |
$79.3K - $140K
|
27.1K
$634K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.73K+ 13.53% |
$36.1K - $63.7K
|
14.5K
$339K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2.65K+ 12.37% |
$55.4K - $97.8K
|
24K
$563K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
CALL |
13.8KNew |
$289K - $510K
|
13.8K
$323K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
100New |
$2.09K - $3.69K
|
100
$2.34K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
27+ 0.19% |
$565 - $997
|
14.6K
$341K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
85New |
$1.78K - $3.14K
|
85
$1.99K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-623- 42.18% |
$13K - $23K
|
854
$20K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
212New |
$4.44K - $7.83K
|
212
$4.96K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
4New |
$83.7 - $148
|
4
$93.6
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
16.5KNew |
$345K - $609K
|
16.5K
$386K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
10New |
$209 - $369
|
10
$234
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
17.4KNew |
$363K - $641K
|
17.4K
$406K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
103+ 2.73% |
$2.15K - $3.8K
|
3.88K
$90.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-250- 92.59% |
$5.23K - $9.23K
|
20
$468
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
708+ 2.04% |
$14.8K - $26.1K
|
35.5K
$830K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
199+ 182.57% |
$4.16K - $7.35K
|
308
$7.21K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-25- 64.1% |
$523 - $923
|
14
$328
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
71.7K+ 782.53% |
$1.5M - $2.65M
|
80.9K
$1.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
941+ 14.34% |
$19.7K - $34.8K
|
7.5K
$176K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
59.6K+ 190.59% |
$1.25M - $2.2M
|
90.9K
$2.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.1K- 56.32% |
$85.7K - $151K
|
3.18K
$74.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
41+ 27.33% |
$858 - $1.51K
|
191
$4.47K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
435+ 621.43% |
$9.1K - $16.1K
|
505
$11.8K
|