Purchases and Sales Made in Q1 2025 in C3.Ai, Inc. (AI)
This table provides information about the institutional ownership of C3.Ai, Inc. (AI) during Q1 2025. The information is specifically focused on institutions that hold shares of C3.ai, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.61K+ 8.63% |
$96.5K - $170K
|
58.1K
$1.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.38K+ 40.97% |
$91.7K - $162K
|
15.1K
$353K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
4.15K+ 24.81% |
$86.8K - $153K
|
20.9K
$489K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.79K+ 16.28% |
$79.3K - $140K
|
27.1K
$634K
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
3.49K+ 16.13% |
$73K - $129K
|
25.1K
$589K
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
3.47KNew |
$72.5K - $128K
|
3.47K
$81.2K
|
|
|
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
|
New York State Common Retirement Fund
|
BUY
|
- |
3.2K+ 10.36% |
$66.9K - $118K
|
34.1K
$798K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3.1K+ 2.67% |
$64.8K - $114K
|
119K
$2.79M
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
BUY
|
- |
2.75K+ 14.27% |
$57.6K - $102K
|
22K
$516K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.65K+ 24.28% |
$55.4K - $97.9K
|
13.6K
$318K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2.65K+ 12.37% |
$55.4K - $97.8K
|
24K
$563K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
2.59K+ 11.7% |
$54.1K - $95.5K
|
24.7K
$578K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.36K+ 10.11% |
$49.3K - $87K
|
25.6K
$600K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
2.25K+ 14.82% |
$47.1K - $83.2K
|
17.4K
$408K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
2.2K+ 14.94% |
$46K - $81.2K
|
16.9K
$396K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.8K+ 5.58% |
$37.6K - $66.3K
|
33.9K
$795K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.73K+ 13.53% |
$36.1K - $63.7K
|
14.5K
$339K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.66K+ 59.8% |
$34.7K - $61.3K
|
4.44K
$104K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.64KNew |
$34.2K - $60.5K
|
1.64K
$38.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.63K+ 10.09% |
$34.1K - $60.3K
|
17.8K
$417K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.51K+ 417.45% |
$31.5K - $55.7K
|
1.87K
$43.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.39KNew |
$29.1K - $51.4K
|
1.39K
$32.6K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.13K+ 7.16% |
$23.7K - $41.8K
|
17K
$397K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
1.12K+ 4.76% |
$23.5K - $41.4K
|
24.7K
$577K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.04K+ 1.6% |
$21.8K - $38.5K
|
66.1K
$1.55M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
945New |
$19.8K - $34.9K
|
945
$22.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
941+ 14.34% |
$19.7K - $34.8K
|
7.5K
$176K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
800+ 145.45% |
$16.7K - $29.5K
|
1.35K
$31.6K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
800+ 48.72% |
$16.7K - $29.5K
|
2.44K
$57.2K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
711New |
$14.9K - $26.3K
|
711
$16.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
708+ 2.04% |
$14.8K - $26.1K
|
35.5K
$830K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
700+ 35.57% |
$14.6K - $25.9K
|
2.67K
$62.5K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
586+ 2.35% |
$12.3K - $21.6K
|
25.5K
$598K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
569New |
$11.9K - $21K
|
569
$13.3K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
510+ 8.45% |
$10.7K - $18.8K
|
6.55K
$153K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
435+ 621.43% |
$9.1K - $16.1K
|
505
$11.8K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
427+ 0.86% |
$8.93K - $15.8K
|
50K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
413+ 15.32% |
$8.64K - $15.3K
|
3.11K
$72.8K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
400New |
$8.37K - $14.8K
|
400
$9.36K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
400+ 1.6% |
$8.37K - $14.8K
|
25.4K
$595K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
364+ 1174.19% |
$7.61K - $13.4K
|
395
$9.25K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
335New |
$7.01K - $12.4K
|
335
$7.84K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
300+ 15.79% |
$6.28K - $11.1K
|
2.2K
$51.5K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
252+ 22.97% |
$5.27K - $9.31K
|
1.35K
$31.6K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
243+ 18.38% |
$5.08K - $8.97K
|
1.57K
$36.6K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
237New |
$4.96K - $8.75K
|
237
$5.55K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
236+ 82.23% |
$4.94K - $8.72K
|
523
$12.2K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
225+ 0.8% |
$4.71K - $8.31K
|
28.5K
$668K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
212New |
$4.44K - $7.83K
|
212
$4.96K
|