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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
208+ 4.28% |
$4.35K - $7.68K
|
5.07K
$119K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
207New |
$4.33K - $7.64K
|
207
$4.85K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
200+ 1.48% |
$4.18K - $7.39K
|
13.7K
$321K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
199+ 182.57% |
$4.16K - $7.35K
|
308
$7.21K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
198+ 9.98% |
$4.14K - $7.31K
|
2.18K
$51.1K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
179+ 0.44% |
$3.74K - $6.61K
|
40.8K
$956K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
150+ 0.46% |
$3.14K - $5.54K
|
32.4K
$759K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
148New |
$3.1K - $5.47K
|
148
$3.46K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
148+ 10.83% |
$3.1K - $5.47K
|
1.52K
$35.5K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
140+ 2.33% |
$2.93K - $5.17K
|
6.15K
$144K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
117+ 0.84% |
$2.45K - $4.32K
|
14K
$327K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
108+ 9.55% |
$2.26K - $3.99K
|
1.24K
$29K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
108+ 0.48% |
$2.26K - $3.99K
|
22.6K
$530K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
103+ 2.73% |
$2.15K - $3.8K
|
3.88K
$90.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$2.09K - $3.69K
|
100
$2.34K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
100New |
$2.09K - $3.69K
|
100
$2.34K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
100New |
$2.09K - $3.69K
|
100
$2.34K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
100+ 6.85% |
$2.09K - $3.69K
|
1.56K
$36.5K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
97+ 0.66% |
$2.03K - $3.58K
|
14.8K
$348K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
85New |
$1.78K - $3.14K
|
85
$1.99K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
74+ 5.69% |
$1.55K - $2.73K
|
1.37K
$32.2K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
57+ 0.59% |
$1.19K - $2.11K
|
9.72K
$228K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
50New |
$1.05K - $1.85K
|
50
$1.17K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
45New |
$941 - $1.66K
|
45
$1.05K
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
45+ 0.04% |
$941 - $1.66K
|
119K
$2.79M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
45+ 2.46% |
$941 - $1.66K
|
1.88K
$43.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
45+ 45.0% |
$941 - $1.66K
|
145
$3.39K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
41+ 2.62% |
$858 - $1.51K
|
1.61K
$37.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
41+ 105.13% |
$858 - $1.51K
|
80
$1.87K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
41+ 27.33% |
$858 - $1.51K
|
191
$4.47K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
32+ 5.53% |
$669 - $1.18K
|
611
$14.3K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
30New |
$628 - $1.11K
|
30
$702
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
27+ 0.19% |
$565 - $997
|
14.6K
$341K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
27New |
$565 - $997
|
27
$632
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
25+ 178.57% |
$523 - $923
|
39
$913
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
20+ 2.08% |
$418 - $739
|
980
$22.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
10New |
$209 - $369
|
10
$234
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
8New |
$167 - $295
|
8
$187
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
6+ 200.0% |
$126 - $222
|
9
$211
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
5+ 4.46% |
$105 - $185
|
117
$2.74K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 38.46% |
$105 - $185
|
18
$421
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
4New |
$83.7 - $148
|
4
$93.6
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 0.67% |
$62.8 - $111
|
449
$10.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
2+ 7.41% |
$41.8 - $73.9
|
29
$679
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-11- 1.48% |
$230 - $406
|
730
$17.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-20- 16.67% |
$418 - $739
|
100
$2.34K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-22- 1.2% |
$460 - $812
|
1.82K
$42.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-25- 64.1% |
$523 - $923
|
14
$328
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-35- 64.81% |
$732 - $1.29K
|
19
$445
|