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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
4.15K+ 24.81% |
$86.8K - $153K
|
20.9K
$489K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
41.1K+ 249.58% |
$859K - $1.52M
|
57.5K
$1.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.61K+ 8.63% |
$96.5K - $170K
|
58.1K
$1.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
6+ 200.0% |
$126 - $222
|
9
$211
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.6K- 27.76% |
$306K - $541K
|
38.1K
$892K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.39KNew |
$29.1K - $51.4K
|
1.39K
$32.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
148+ 10.83% |
$3.1K - $5.47K
|
1.52K
$35.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
9.65KNew |
$202K - $356K
|
9.65K
$226K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
38.8K+ 210.93% |
$811K - $1.43M
|
57.1K
$1.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.36K+ 10.11% |
$49.3K - $87K
|
25.6K
$600K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-928- 7.49% |
$19.4K - $34.3K
|
11.5K
$268K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
32+ 5.53% |
$669 - $1.18K
|
611
$14.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
45New |
$941 - $1.66K
|
45
$1.05K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-259- 0.47% |
$5.42K - $9.56K
|
55.1K
$1.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
2+ 7.41% |
$41.8 - $73.9
|
29
$679
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.63K+ 10.09% |
$34.1K - $60.3K
|
17.8K
$417K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-20- 16.67% |
$418 - $739
|
100
$2.34K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.64KNew |
$34.2K - $60.5K
|
1.64K
$38.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
11.6K+ 43.28% |
$243K - $428K
|
38.4K
$899K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 38.46% |
$105 - $185
|
18
$421
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-22- 1.2% |
$460 - $812
|
1.82K
$42.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
41+ 105.13% |
$858 - $1.51K
|
80
$1.87K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.38K+ 40.97% |
$91.7K - $162K
|
15.1K
$353K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-150- 10.86% |
$3.14K - $5.54K
|
1.23K
$28.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
9.41K+ 32.65% |
$197K - $348K
|
38.2K
$895K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-11.4K- 95.25% |
$240K - $423K
|
571
$13.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$2.09K - $3.69K
|
100
$2.34K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
10.2KNew |
$213K - $376K
|
10.2K
$238K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-300- 2.93% |
$6.28K - $11.1K
|
9.94K
$233K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
45+ 45.0% |
$941 - $1.66K
|
145
$3.39K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
108+ 9.55% |
$2.26K - $3.99K
|
1.24K
$29K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.51K+ 417.45% |
$31.5K - $55.7K
|
1.87K
$43.7K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
364+ 1174.19% |
$7.61K - $13.4K
|
395
$9.25K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.23K- 11.7% |
$209K - $396K
|
69.6K
$1.63M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.41K+ 2.09% |
$77K - $146K
|
166K
$3.89M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
123New |
$2.78K - $5.28K
|
123
$2.88K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
50New |
$1.13K - $2.15K
|
50
$1.17K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
21New |
$475 - $902
|
21
$492
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
9.85KNew |
$223K - $423K
|
9.85K
$231K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
177New |
$4K - $7.6K
|
177
$4.14K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-15- 0.74% |
$339 - $644
|
2K
$46.8K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
175New |
$3.96K - $7.51K
|
175
$4.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
8.12KNew |
$184K - $349K
|
8.12K
$190K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
442New |
$9.99K - $19K
|
442
$10.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
107KNew |
$2.42M - $4.59M
|
107K
$2.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
129KNew |
$2.92M - $5.54M
|
129K
$3.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-116K- 90.41% |
$2.62M - $4.98M
|
12.3K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
11.4KNew |
$257K - $488K
|
11.4K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
CALL |
300New |
$6.78K - $12.9K
|
300
$7.02K
|
|