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 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-300- 31.25% |
$5.47K - $8.34K
|
660
$11.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
196+ 261.33% |
$3.58K - $5.45K
|
271
$4.58K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
13.4KNew |
$244K - $372K
|
13.4K
$226K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-221- 13.5% |
$4.03K - $6.14K
|
1.42K
$23.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
340+ 27.62% |
$6.2K - $9.45K
|
1.57K
$26.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.2K- 6.73% |
$21.9K - $33.3K
|
16.6K
$281K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
4.2KNew |
$76.6K - $117K
|
4.2K
$71K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
350New |
$6.38K - $9.73K
|
350
$5.92K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-143- 36.2% |
$2.61K - $3.98K
|
252
$4.26K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
60+ 0.45% |
$1.09K - $1.67K
|
13.4K
$227K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-273- 14.61% |
$4.98K - $7.59K
|
1.6K
$27K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-191- 15.42% |
$3.48K - $5.31K
|
1.05K
$17.7K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.39K- 99.5% |
$25.3K - $38.5K
|
7
$118
|
|
| Q1 2025 | |||||||
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.26K- 21.51% |
$89.2K - $157K
|
15.6K
$263K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
142KNew |
$2.97M - $5.24M
|
142K
$2.4M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
41+ 2.62% |
$858 - $1.51K
|
1.61K
$27.2K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
38.1K+ 75.71% |
$798K - $1.41M
|
88.5K
$1.5M
|
|
|
May 20, 2025
Q1 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
5KNew |
$105K - $185K
|
5K
$84.6K
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
1.34MNew |
$28M - $49.4M
|
1.34M
$22.6M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-382- 2.24% |
$7.99K - $14.1K
|
16.7K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
58.2KNew |
$1.22M - $2.15M
|
58.2K
$984K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
20+ 2.08% |
$418 - $739
|
980
$16.6K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
569New |
$11.9K - $21K
|
569
$9.62K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.61K- 14.45% |
$33.6K - $59.3K
|
9.5K
$161K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
12.2K+ 19.15% |
$255K - $450K
|
75.7K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
16.4KNew |
$344K - $607K
|
16.4K
$278K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.16K- 92.57% |
$24.2K - $42.8K
|
93
$1.57K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
2.59K+ 11.7% |
$54.1K - $95.5K
|
24.7K
$417K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
225+ 0.8% |
$4.71K - $8.31K
|
28.5K
$482K
|
|
|
May 15, 2025
Q1 2025
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
28.1KNew |
$588K - $1.04M
|
28.1K
$475K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.93K+ 45.54% |
$208K - $367K
|
31.7K
$537K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-17.9K- 9.62% |
$374K - $661K
|
168K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
3.47KNew |
$72.5K - $128K
|
3.47K
$58.6K
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
60K+ 6000.0% |
$1.26M - $2.22M
|
61K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
427+ 0.86% |
$8.93K - $15.8K
|
50K
$845K
|
|
|
May 15, 2025
Q1 2025
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
16.2KNew |
$339K - $599K
|
16.2K
$274K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
25.3KNew |
$530K - $935K
|
25.3K
$428K
|
|
|
May 14, 2025
Q1 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
10.1KNew |
$212K - $374K
|
10.1K
$171K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
236+ 82.23% |
$4.94K - $8.72K
|
523
$8.84K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1K- 46.99% |
$20.9K - $36.9K
|
1.13K
$19.1K
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
10K+ 97.09% |
$209K - $369K
|
20.3K
$343K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
237New |
$4.96K - $8.75K
|
237
$4.01K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-18.9K- 20.6% |
$395K - $698K
|
72.9K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.1KNew |
$233K - $411K
|
11.1K
$188K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
30New |
$628 - $1.11K
|
30
$507
|
|
|
May 13, 2025
Q1 2025
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
67.9KNew |
$1.42M - $2.51M
|
67.9K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
586+ 2.35% |
$12.3K - $21.6K
|
25.5K
$432K
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
18.3KNew |
$382K - $675K
|
18.3K
$309K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
711New |
$14.9K - $26.3K
|
711
$12K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-11- 1.48% |
$230 - $406
|
730
$12.3K
|
|