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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.6K+ 6.3% |
$29.2K - $44.5K
|
27K
$457K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-100- 48.31% |
$1.82K - $2.78K
|
107
$1.81K
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
9.94K+ 114.12% |
$181K - $276K
|
18.6K
$315K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-702- 24.83% |
$12.8K - $19.5K
|
2.13K
$35.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-9.14K- 39.16% |
$167K - $254K
|
14.2K
$240K
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.83K+ 17.94% |
$33.3K - $50.7K
|
12K
$203K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.84K- 26.51% |
$70K - $107K
|
10.6K
$180K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
12.1KNew |
$220K - $336K
|
12.1K
$204K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-8.51K- 54.09% |
$155K - $236K
|
7.22K
$122K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
13.9KNew |
$253K - $386K
|
13.9K
$235K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
315New |
$5.75K - $8.76K
|
315
$5.33K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5- 27.78% |
$91.2 - $139
|
13
$220
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.18K- 42.98% |
$39.7K - $60.5K
|
2.89K
$48.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
814+ 53.73% |
$14.8K - $22.6K
|
2.33K
$39.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
3New |
$54.7 - $83.4
|
3
$50.7
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.9KNew |
$198K - $302K
|
10.9K
$184K
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.06K- 37.46% |
$19.3K - $29.5K
|
1.77K
$29.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
3K+ 13.1% |
$54.7K - $83.4K
|
25.9K
$438K
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1+ 1.04% |
$18.2 - $27.8
|
97
$1.64K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.55K+ 8.9% |
$28.2K - $43K
|
18.9K
$320K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-638- 10.37% |
$11.6K - $17.7K
|
5.52K
$93.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 3.45% |
$18.2 - $27.8
|
28
$473
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$18.2 - $27.8
|
1
$16.9
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.85KNew |
$70.3K - $107K
|
3.85K
$65.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
12KNew |
$219K - $334K
|
12K
$203K
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
8.63K+ 22.57% |
$157K - $240K
|
46.9K
$793K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-61.1K- 67.28% |
$1.12M - $1.7M
|
29.7K
$503K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.49K+ 9.84% |
$63.6K - $97K
|
38.9K
$659K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
29KNew |
$530K - $807K
|
29K
$491K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
380New |
$6.93K - $10.6K
|
380
$6.43K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.9KNew |
$53K - $80.7K
|
2.9K
$49.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
CALL |
8.1K+ 58.7% |
$148K - $225K
|
21.9K
$370K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.74K+ 11.38% |
$49.9K - $76K
|
26.8K
$453K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
100New |
$1.82K - $2.78K
|
100
$1.69K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
40New |
$730 - $1.11K
|
40
$676
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.67K+ 2.06% |
$30.4K - $46.3K
|
82.6K
$1.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-609- 99.67% |
$11.1K - $16.9K
|
2
$33.8
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-3- 33.33% |
$54.7 - $83.4
|
6
$101
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.04K- 14.59% |
$147K - $223K
|
47K
$795K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7New |
$128 - $195
|
7
$118
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-8.34K- 32.5% |
$152K - $232K
|
17.3K
$293K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-11- 0.5% |
$201 - $306
|
2.17K
$36.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15K+ 338.86% |
$274K - $418K
|
19.5K
$329K
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
216KNew |
$3.93M - $6M
|
216K
$3.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
21K+ 36.47% |
$383K - $583K
|
78.5K
$1.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2New |
$36.5 - $55.6
|
2
$33.8
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-20- 25.0% |
$365 - $556
|
60
$1.01K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-52- 61.18% |
$948 - $1.45K
|
33
$558
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.18K- 1.7% |
$58K - $88.4K
|
184K
$3.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
141+ 24.69% |
$2.57K - $3.92K
|
712
$12K
|