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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
10KNew |
$155K - $292K
|
10K
$141K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.74K+ 61.12% |
$26.9K - $50.8K
|
4.59K
$64.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-2.68K- 10.86% |
$41.5K - $78.2K
|
22K
$310K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-8.74K- 4.69% |
$135K - $255K
|
177K
$2.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-26- 56.52% |
$402 - $758
|
20
$281
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.1K+ 12.47% |
$63.3K - $119K
|
37K
$520K
|
|
|
Nov 06, 2025
Q3 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
30KNew |
$464K - $875K
|
30K
$422K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-127- 33.42% |
$1.96K - $3.7K
|
253
$3.56K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.16K- 10.49% |
$79.7K - $150K
|
44K
$619K
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
90+ 6.95% |
$1.39K - $2.62K
|
1.39K
$19.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-51- 26.7% |
$788 - $1.49K
|
140
$1.97K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
341+ 279.51% |
$5.27K - $9.94K
|
463
$6.51K
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-3.96K- 15.52% |
$61.3K - $116K
|
21.6K
$304K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-22K- 37.45% |
$341K - $642K
|
36.8K
$518K
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-38- 12.79% |
$587 - $1.11K
|
259
$3.64K
|
|
|
Nov 04, 2025
Q3 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
2.8K+ 25.28% |
$43.3K - $81.6K
|
13.9K
$195K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
5New |
$77.3 - $146
|
5
$70.4
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.29K+ 33.23% |
$50.9K - $95.9K
|
13.2K
$186K
|
|
|
Nov 04, 2025
Q3 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-31.4K- 66.97% |
$485K - $915K
|
15.5K
$218K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
200+ 30.77% |
$3.09K - $5.83K
|
850
$12K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
394New |
$6.09K - $11.5K
|
394
$5.54K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.88KNew |
$60K - $113K
|
3.88K
$54.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.02K+ 8.82% |
$15.7K - $29.7K
|
12.6K
$177K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-3.38K- 2.84% |
$52.2K - $98.4K
|
115K
$1.63M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
8.85K+ 33.05% |
$137K - $258K
|
35.6K
$501K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
CALL |
13.7K+ 62.56% |
$212K - $399K
|
35.6K
$501K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-324K- 99.78% |
$5.01M - $9.44M
|
721
$10.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
134+ 0.34% |
$2.07K - $3.91K
|
39.1K
$550K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-664- 35.55% |
$10.3K - $19.4K
|
1.2K
$16.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
16+ 114.29% |
$247 - $467
|
30
$422
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
1New |
$15.5 - $29.2
|
1
$14.1
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
964+ 2.69% |
$14.9K - $28.1K
|
36.8K
$518K
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
11.9K+ 83.29% |
$183K - $346K
|
26.1K
$367K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.44K+ 19.87% |
$53.2K - $100K
|
20.8K
$292K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-281- 0.94% |
$4.34K - $8.19K
|
29.5K
$414K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1New |
$15.5 - $29.2
|
1
$14.1
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-924- 7.65% |
$14.3K - $26.9K
|
11.1K
$157K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
12.9KNew |
$200K - $377K
|
12.9K
$182K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-16.9K- 61.41% |
$261K - $492K
|
10.6K
$149K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
200+ 160.0% |
$3.09K - $5.83K
|
325
$4.57K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.57K+ 15.25% |
$24.3K - $45.8K
|
11.9K
$167K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.22% |
$15.5 - $29.2
|
447
$6.29K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-600- 19.35% |
$9.28K - $17.5K
|
2.5K
$35.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
175New |
$2.71K - $5.1K
|
175
$2.46K
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
470+ 2.45% |
$7.27K - $13.7K
|
19.6K
$276K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-2.37K- 12.75% |
$36.6K - $69.1K
|
16.2K
$228K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.29K- 31.83% |
$81.8K - $154K
|
11.3K
$159K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
138New |
$2.13K - $4.02K
|
138
$1.94K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
216New |
$3.34K - $6.3K
|
216
$3.04K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
821+ 20525.0% |
$12.7K - $23.9K
|
825
$11.6K
|
|