Purchases and Sales Made in Q2 2025 in C3.Ai, Inc. (AI)
This table provides information about the institutional ownership of C3.Ai, Inc. (AI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
4.53K+ 26.76% |
$82.6K - $126K
|
21.5K
$363K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.37K+ 323.65% |
$79.6K - $121K
|
5.72K
$96.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
4.2KNew |
$76.6K - $117K
|
4.2K
$71K
|
|
|
Aug 13, 2025
Q2 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
4.2K+ 12.32% |
$76.6K - $117K
|
38.3K
$648K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.9KNew |
$71.1K - $108K
|
3.9K
$65.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.85KNew |
$70.3K - $107K
|
3.85K
$65.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.57K+ 31.95% |
$65.1K - $99.2K
|
14.7K
$249K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.49K+ 9.84% |
$63.6K - $97K
|
38.9K
$659K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
3.42K+ 10.54% |
$62.3K - $94.9K
|
35.8K
$606K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
3.2K+ 0.08% |
$58.3K - $88.9K
|
3.91M
$66.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
3K+ 13.1% |
$54.7K - $83.4K
|
25.9K
$438K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.92K+ 8.58% |
$53.2K - $81.1K
|
36.9K
$624K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.9KNew |
$53K - $80.7K
|
2.9K
$49.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
2.86K+ 11.6% |
$52.2K - $79.5K
|
27.5K
$465K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.84K+ 8.37% |
$51.8K - $79K
|
36.8K
$622K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.74K+ 11.38% |
$49.9K - $76K
|
26.8K
$453K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.73K+ 38.02% |
$49.7K - $75.8K
|
9.9K
$167K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.41KNew |
$44K - $67K
|
2.41K
$40.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.36K+ 2357.0% |
$43K - $65.5K
|
2.46K
$41.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.24K+ 8.08% |
$40.9K - $62.4K
|
30K
$508K
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.08K+ 3.11% |
$38K - $57.9K
|
69K
$1.17M
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
2.06K+ 12.5% |
$37.6K - $57.4K
|
18.6K
$314K
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.83K+ 17.94% |
$33.3K - $50.7K
|
12K
$203K
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.71K+ 9.77% |
$31.1K - $47.4K
|
19.1K
$324K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.7K+ 14.6% |
$30.9K - $47.1K
|
13.3K
$225K
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.69KNew |
$30.8K - $46.9K
|
1.69K
$28.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.67K+ 2.06% |
$30.4K - $46.3K
|
82.6K
$1.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.6K+ 6.3% |
$29.2K - $44.5K
|
27K
$457K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.55K+ 8.9% |
$28.2K - $43K
|
18.9K
$320K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.28K+ 7.1% |
$23.4K - $35.6K
|
19.3K
$327K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.22K+ 10.35% |
$22.2K - $33.9K
|
13K
$220K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
1.11KNew |
$20.3K - $30.9K
|
1.11K
$18.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
955+ 9.9% |
$17.4K - $26.5K
|
10.6K
$179K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
875+ 6.71% |
$16K - $24.3K
|
13.9K
$235K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
814+ 53.73% |
$14.8K - $22.6K
|
2.33K
$39.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
791+ 6.83% |
$14.4K - $22K
|
12.4K
$209K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
736+ 1.27% |
$13.4K - $20.5K
|
58.8K
$995K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
705New |
$12.9K - $19.6K
|
705
$11.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
700+ 5.16% |
$12.8K - $19.5K
|
14.3K
$241K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
650New |
$11.9K - $18.1K
|
650
$11K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
593+ 2.38% |
$10.8K - $16.5K
|
25.5K
$432K
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
500New |
$9.12K - $13.9K
|
500
$8.46K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
500+ 22.73% |
$9.12K - $13.9K
|
2.7K
$45.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
425New |
$7.75K - $11.8K
|
425
$7.19K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
389New |
$7.1K - $10.8K
|
389
$6.58K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
380New |
$6.93K - $10.6K
|
380
$6.43K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
350New |
$6.38K - $9.73K
|
350
$5.92K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
345+ 7.78% |
$6.29K - $9.59K
|
4.78K
$80.8K
|
|
|
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 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
315New |
$5.75K - $8.76K
|
315
$5.33K
|