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 14, 2025
Q2 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
252New |
$4.6K - $7.01K
|
252
$4.26K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
BUY
|
- |
240+ 1.72% |
$4.38K - $6.67K
|
14.2K
$240K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
228New |
$4.16K - $6.34K
|
228
$3.86K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
196+ 261.33% |
$3.58K - $5.45K
|
271
$4.58K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
176+ 150.43% |
$3.21K - $4.89K
|
293
$4.95K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
174+ 1160.0% |
$3.17K - $4.84K
|
189
$3.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
166+ 0.33% |
$3.03K - $4.61K
|
50K
$846K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
141+ 24.69% |
$2.57K - $3.92K
|
712
$12K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
137+ 10.15% |
$2.5K - $3.81K
|
1.49K
$25.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
136New |
$2.48K - $3.78K
|
136
$2.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
100+ 5.0% |
$1.82K - $2.78K
|
2.1K
$35.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
100New |
$1.82K - $2.78K
|
100
$1.69K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
100New |
$1.82K - $2.78K
|
100
$1.69K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
60+ 0.45% |
$1.09K - $1.67K
|
13.4K
$227K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
55+ 37.93% |
$1K - $1.53K
|
200
$3.38K
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
BUY
|
- |
55New |
$1K - $1.53K
|
55
$930
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
50+ 2.75% |
$912 - $1.39K
|
1.87K
$31.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
48New |
$876 - $1.33K
|
48
$812
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
40New |
$730 - $1.11K
|
40
$676
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
39New |
$711 - $1.08K
|
39
$659
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
35New |
$638 - $973
|
35
$592
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
32+ 228.57% |
$584 - $890
|
46
$778
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
25+ 25.0% |
$456 - $695
|
125
$2.11K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
25New |
$456 - $695
|
25
$423
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
25+ 50.0% |
$456 - $695
|
75
$1.27K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
12+ 12.0% |
$219 - $334
|
112
$1.89K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
12+ 24.0% |
$219 - $334
|
62
$1.05K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10+ 0.41% |
$182 - $278
|
2.45K
$41.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
10New |
$182 - $278
|
10
$169
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7New |
$128 - $195
|
7
$118
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3New |
$54.7 - $83.4
|
3
$50.7
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
3New |
$54.7 - $83.4
|
3
$50.7
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2New |
$36.5 - $55.6
|
2
$33.8
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$18.2 - $27.8
|
1
$16.9
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1New |
$18.2 - $27.8
|
1
$16.9
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1+ 1.04% |
$18.2 - $27.8
|
97
$1.64K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.65% |
$18.2 - $27.8
|
156
$2.64K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 3.45% |
$18.2 - $27.8
|
28
$473
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.22% |
$18.2 - $27.8
|
448
$7.58K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-3- 33.33% |
$54.7 - $83.4
|
6
$101
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5- 27.78% |
$91.2 - $139
|
13
$220
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-8- 0.78% |
$146 - $222
|
1.02K
$17.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-11- 0.5% |
$201 - $306
|
2.17K
$36.7K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-13- 48.15% |
$237 - $361
|
14
$237
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-20- 0.63% |
$365 - $556
|
3.16K
$53.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-20- 25.0% |
$365 - $556
|
60
$1.01K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-52- 61.18% |
$948 - $1.45K
|
33
$558
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-74- 5.39% |
$1.35K - $2.06K
|
1.3K
$22K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-100- 48.31% |
$1.82K - $2.78K
|
107
$1.81K
|