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
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-106- 11.22% |
$1.93K - $2.95K
|
839
$14.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-116- 0.63% |
$2.12K - $3.22K
|
18.4K
$312K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-143- 36.2% |
$2.61K - $3.98K
|
252
$4.26K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-145- 32.81% |
$2.64K - $4.03K
|
297
$5.02K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-150- 37.5% |
$2.74K - $4.17K
|
250
$4.23K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-187- 60.52% |
$3.41K - $5.2K
|
122
$2.06K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-191- 15.42% |
$3.48K - $5.31K
|
1.05K
$17.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-199- 64.61% |
$3.63K - $5.53K
|
109
$1.84K
|
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-214- 0.32% |
$3.9K - $5.95K
|
65.8K
$1.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-221- 13.5% |
$4.03K - $6.14K
|
1.42K
$23.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-264- 16.93% |
$4.82K - $7.34K
|
1.3K
$21.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-273- 14.61% |
$4.98K - $7.59K
|
1.6K
$27K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-297- 0.25% |
$5.42K - $8.26K
|
119K
$2.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-300- 31.25% |
$5.47K - $8.34K
|
660
$11.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-403- 0.99% |
$7.35K - $11.2K
|
40.4K
$684K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-432- 1.29% |
$7.88K - $12K
|
33.1K
$560K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-476- 3.21% |
$8.68K - $13.2K
|
14.4K
$243K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-512- 45.92% |
$9.34K - $14.2K
|
603
$10.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-533- 63.38% |
$9.72K - $14.8K
|
308
$5.21K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-609- 99.67% |
$11.1K - $16.9K
|
2
$33.8
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-638- 10.37% |
$11.6K - $17.7K
|
5.52K
$93.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-702- 24.83% |
$12.8K - $19.5K
|
2.13K
$35.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-722- 7.43% |
$13.2K - $20.1K
|
9K
$152K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-763- 40.65% |
$13.9K - $21.2K
|
1.11K
$18.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-764- 5.07% |
$13.9K - $21.2K
|
14.3K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-832- 8.34% |
$15.2K - $23.1K
|
9.15K
$155K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-892- 3.26% |
$16.3K - $24.8K
|
26.5K
$447K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-950- 41.09% |
$17.3K - $26.4K
|
1.36K
$23K
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.06K- 37.46% |
$19.3K - $29.5K
|
1.77K
$29.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.15K- 3.67% |
$20.9K - $31.9K
|
30.1K
$509K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.2K- 6.73% |
$21.9K - $33.3K
|
16.6K
$281K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-1.28K- 26.18% |
$23.3K - $35.5K
|
3.6K
$60.9K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.39K- 99.5% |
$25.3K - $38.5K
|
7
$118
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.65K- 22.34% |
$30K - $45.7K
|
5.72K
$96.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.18K- 42.98% |
$39.7K - $60.5K
|
2.89K
$48.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.34K- 2.8% |
$42.6K - $64.9K
|
81K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.47K- 6.44% |
$45.1K - $68.7K
|
35.9K
$608K
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.5K- 16.58% |
$45.6K - $69.5K
|
12.6K
$213K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.69K- 11.9% |
$49.1K - $74.8K
|
19.9K
$337K
|
|
|
Aug 14, 2025
Q2 2025
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-2.74K- 9.52% |
$50K - $76.3K
|
26.1K
$441K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.03K- 20.8% |
$55.3K - $84.3K
|
11.5K
$195K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.18K- 1.7% |
$58K - $88.4K
|
184K
$3.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.29K- 12.15% |
$60K - $91.4K
|
23.8K
$402K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.84K- 26.51% |
$70K - $107K
|
10.6K
$180K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-4.65K- 62.02% |
$84.9K - $129K
|
2.85K
$48.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Evr Research LP
Richmond, VA |
SELL
|
- |
-5K- 3.76% |
$91.2K - $139K
|
128K
$2.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
SELL
|
- |
-5.3K- 63.1% |
$96.7K - $147K
|
3.1K
$52.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.56K- 8.88% |
$101K - $155K
|
57.1K
$965K
|
|
|
Aug 14, 2025
Q2 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-5.63K- 4.26% |
$103K - $156K
|
126K
$2.14M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.69K- 10.38% |
$104K - $158K
|
49.1K
$831K
|