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 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-107- 3.65% |
$2.24K - $3.95K
|
2.83K
$66.2K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-119- 0.15% |
$2.49K - $4.39K
|
78.9K
$1.85M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-123- 89.78% |
$2.57K - $4.54K
|
14
$328
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-133- 0.51% |
$2.78K - $4.91K
|
26.1K
$610K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-135- 30.41% |
$2.82K - $4.99K
|
309
$7.23K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-146- 0.12% |
$3.05K - $5.39K
|
120K
$2.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-150- 10.86% |
$3.14K - $5.54K
|
1.23K
$28.8K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-165- 0.82% |
$3.45K - $6.09K
|
20K
$468K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-250- 92.59% |
$5.23K - $9.23K
|
20
$468
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-259- 0.47% |
$5.42K - $9.56K
|
55.1K
$1.29M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-276- 2.41% |
$5.77K - $10.2K
|
11.2K
$261K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-300- 2.93% |
$6.28K - $11.1K
|
9.94K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-352- 0.7% |
$7.36K - $13K
|
49.8K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-382- 2.24% |
$7.99K - $14.1K
|
16.7K
$390K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-528- 2.24% |
$11K - $19.5K
|
23.1K
$540K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-533- 17.77% |
$11.2K - $19.7K
|
2.47K
$57.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-623- 42.18% |
$13K - $23K
|
854
$20K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-638- 38.39% |
$13.3K - $23.6K
|
1.02K
$24K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-737- 6.88% |
$15.4K - $27.2K
|
9.98K
$234K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-900- 5.63% |
$18.8K - $33.2K
|
15.1K
$353K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-928- 7.49% |
$19.4K - $34.3K
|
11.5K
$268K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-991- 1.49% |
$20.7K - $36.6K
|
65.6K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1K- 46.99% |
$20.9K - $36.9K
|
1.13K
$26.4K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.16K- 92.57% |
$24.2K - $42.8K
|
93
$2.18K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.53K- 5.29% |
$32K - $56.4K
|
27.4K
$640K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.57K- 5.28% |
$32.7K - $57.8K
|
28.1K
$657K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.61K- 14.45% |
$33.6K - $59.3K
|
9.5K
$222K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.9K- 1.83% |
$39.7K - $70.2K
|
102K
$2.39M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.1K- 10.41% |
$43.8K - $77.4K
|
18K
$422K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.27KClosed |
$47.6K - $84K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.81K- 4.72% |
$58.9K - $104K
|
56.8K
$1.33M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.41K- 2.05% |
$71.3K - $126K
|
163K
$3.82M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.66K- 23.69% |
$76.5K - $135K
|
11.8K
$276K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.1K- 56.32% |
$85.7K - $151K
|
3.18K
$74.4K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-4.55K- 0.49% |
$95.1K - $168K
|
929K
$21.7M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.1K- 4.85% |
$128K - $225K
|
120K
$2.8M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-6.81K- 21.45% |
$143K - $252K
|
25K
$584K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.2K- 21.51% |
$192K - $340K
|
33.6K
$786K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-9.68K- 2.92% |
$202K - $357K
|
322K
$7.54M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 81.45% |
$212K - $375K
|
2.31K
$54.1K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-10.3K- 44.21% |
$216K - $382K
|
13K
$305K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-11.4K- 95.25% |
$240K - $423K
|
571
$13.4K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-13.6K- 64.88% |
$285K - $503K
|
7.37K
$172K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.7K- 42.21% |
$287K - $506K
|
18.8K
$439K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.6K- 27.76% |
$306K - $541K
|
38.1K
$892K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-14.9K- 53.16% |
$312K - $552K
|
13.2K
$308K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-15.1K- 1.43% |
$316K - $559K
|
1.04M
$24.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-18.9K- 20.6% |
$395K - $698K
|
72.9K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-27.4K- 45.21% |
$574K - $1.01M
|
33.3K
$779K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-31.2K- 27.24% |
$653K - $1.15M
|
83.3K
$1.95M
|