Creative Planning C3.Ai, Inc. Transaction History

Creative Planning

$129 Billion
Q3 2025

A detailed history of Creative Planning transactions in C3.Ai, Inc. stock. As of the latest transaction made, Creative Planning holds 74,013 shares of AI stock, worth $1.04 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

74,013

Previous 85,359 13.29%

Holding current value

$1.04 Million

Previous $2.1 Million 38.82%

% of portfolio

0.0%

Previous 0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$15.46 - $29.16 $175,409 - $330,849	-11,346 Reduced 13.29%	74,013 $1.28 Million
Q2 2025 Aug 08, 2025	BUY	$18.24 - $27.8 $216,946 - $330,653	11,894 Added 16.19%	85,359 $2.1 Million
Q1 2025 May 15, 2025	BUY	$20.92 - $36.93 $396,538 - $700,008	18,955 Added 34.77%	73,465 $1.55 Million
Q4 2024 Feb 14, 2025	SELL	$22.6 - $42.94 $46,623 - $88,585	-2,063 Reduced 3.65%	54,510 $1.88 Million
Q3 2024 Oct 11, 2024	BUY	$21.12 - $30.58 $78,397 - $113,512	3,712 Added 7.02%	56,573 $1.37 Million

Q2 2024 Aug 15, 2024	BUY	$20.5 - $31.62 $204,713 - $315,757	9,986 Added 23.29%	52,861 $1.53 Million
Q1 2024 May 10, 2024	BUY	$24.06 - $36.97 $180,834 - $277,866	7,516 Added 21.26%	42,875 $1.16 Million
Q4 2023 Feb 14, 2024	BUY	$23.97 - $32.28 $213,692 - $287,776	8,915 Added 33.71%	35,359 $1.02 Million
Q3 2023 Nov 16, 2023	SELL	$23.63 - $44.37 $56,026 - $105,201	-2,371 Reduced 8.23%	26,444 $674,000
Q2 2023 Jul 21, 2023	SELL	$17.24 - $46.37 $133,454 - $358,950	-7,741 Reduced 21.18%	28,815 $1.05 Million
Q1 2023 May 15, 2023	SELL	$10.81 - $33.57 $82,069 - $254,863	-7,592 Reduced 17.2%	36,556 $1.23 Million
Q4 2022 Feb 10, 2023	BUY	$10.26 - $14.96 $301,079 - $439,001	29,345 Added 198.24%	44,148 $494,000
Q3 2022 Nov 03, 2022	SELL	$12.34 - $22.81 $47,940 - $88,616	-3,885 Reduced 20.79%	14,803 $185,000
Q2 2022 Aug 15, 2022	SELL	$13.85 - $24.24 $580,592 - $1.02 Million	-41,920 Reduced 69.17%	18,688 $341,000
Q1 2022 May 16, 2022	BUY	$16.91 - $32.3 $830,450 - $1.59 Million	49,110 Added 427.12%	60,608 $1.38 Million
Q4 2021 Feb 11, 2022	SELL	$29.75 - $50.84 $15,023 - $25,674	-505 Reduced 4.21%	11,498 $359,000
Q3 2021 Nov 10, 2021	BUY	$44.79 - $63.8 $84,608 - $120,518	1,889 Added 18.68%	12,003 $556,000
Q2 2021 Aug 04, 2021	BUY	$48.89 - $76.15 $131,416 - $204,691	2,688 Added 36.2%	10,114 $632,000
Q1 2021 Apr 30, 2021	BUY	$62.01 - $168.92 $249,466 - $679,565	4,023 Added 118.22%	7,426 $489,000
Q4 2020 Jan 29, 2021	BUY	$92.49 - $177.47 $314,743 - $603,930	3,403 New	3,403 $472,000

Others Institutions Holding AI

# of Institutions

416

Shares Held

67.7M

Call Options Held

24.6M

Put Options Held

12.1M

View Full List

About C3.ai, Inc.

Ticker AI
Exchange NYSE
Sector Technology
Industry Information Technology Services
Shares Outstandng 104,982,000
Market Cap $1.48B
Description
C3.ai, Inc. operates as an enterprise artificial intelligence (AI) software company in North America, Europe, the Middle East, Africa, the Asia Pacific, and internationally. It provides C3 AI application platform, an application development and runtime environment that enables customers to design, develop, and deploy enterprise AI applications; ...

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Creative Planning C3.Ai, Inc. Transaction History