Latest Institutional Transactions on C3.Ai, Inc. (AI)
This table provides information on the latest institutional transactions involving C3.Ai, Inc. (AI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-2.37K- 12.75% |
$36.6K - $69.1K
|
16.2K
$228K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.29K- 31.83% |
$81.8K - $154K
|
11.3K
$159K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
138New |
$2.13K - $4.02K
|
138
$1.94K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
216New |
$3.34K - $6.3K
|
216
$3.04K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
821+ 20525.0% |
$12.7K - $23.9K
|
825
$11.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-166- 0.33% |
$2.57K - $4.84K
|
49.8K
$701K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-25.8K- 54.79% |
$398K - $752K
|
21.3K
$299K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
131New |
$2.03K - $3.82K
|
131
$1.84K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
62+ 187.88% |
$959 - $1.81K
|
95
$1.34K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-22- 45.83% |
$340 - $642
|
26
$366
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
921+ 4.73% |
$14.2K - $26.9K
|
20.4K
$287K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8.29K+ 56.25% |
$128K - $242K
|
23K
$324K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.5K- 79.16% |
$38.7K - $72.9K
|
658
$9.26K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.24K- 16.36% |
$50.1K - $94.5K
|
16.6K
$233K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.01K- 10.07% |
$31K - $58.6K
|
17.9K
$252K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.13K+ 3.72% |
$32.9K - $62K
|
59.2K
$833K
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-29.3K- 37.29% |
$453K - $854K
|
49.2K
$693K
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
BUY
|
CALL |
37KNew |
$572K - $1.08M
|
37K
$521K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.04K+ 152.09% |
$31.5K - $59.3K
|
3.37K
$47.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.19K+ 20.82% |
$18.4K - $34.7K
|
6.91K
$97.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
454K+ 1907.42% |
$7.01M - $13.2M
|
477K
$6.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
167+ 596.43% |
$2.58K - $4.87K
|
195
$2.74K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
45New |
$696 - $1.31K
|
45
$633
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-518- 23.87% |
$8.01K - $15.1K
|
1.65K
$23.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
749+ 124.21% |
$11.6K - $21.8K
|
1.35K
$19K
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
BUY
|
- |
12.8KNew |
$198K - $373K
|
12.8K
$180K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
2.09KNew |
$32.4K - $61.1K
|
2.09K
$29.5K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-200- 0.11% |
$3.09K - $5.83K
|
184K
$2.59M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1- 0.37% |
$15.5 - $29.2
|
270
$3.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
37+ 1.59% |
$572 - $1.08K
|
2.37K
$33.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
72New |
$1.11K - $2.1K
|
72
$1.01K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-318- 2.93% |
$4.92K - $9.27K
|
10.5K
$148K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
38.9K+ 205.86% |
$601K - $1.13M
|
57.8K
$813K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-4.92K- 68.09% |
$76K - $143K
|
2.3K
$32.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-282- 17.95% |
$4.36K - $8.22K
|
1.29K
$18.1K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
30+ 0.15% |
$464 - $875
|
20K
$282K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 25.0% |
$15.5 - $29.2
|
5
$70.4
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-3.89M- 99.44% |
$60.2M - $114M
|
21.8K
$306K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-330- 50.0% |
$5.1K - $9.62K
|
330
$4.64K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
61New |
$943 - $1.78K
|
61
$858
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-12.2K- 90.68% |
$188K - $355K
|
1.25K
$17.6K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-432- 1.29% |
$7.88K - $12K
|
33.1K
$466K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-8- 0.86% |
$146 - $222
|
922
$13K
|
|
|
Oct 08, 2025
Q2 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
4.2K+ 12.32% |
$76.6K - $117K
|
38.3K
$539K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-849- 6.1% |
$15.5K - $23.6K
|
13.1K
$184K
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
1KNew |
$18.2K - $27.8K
|
1K
$14.1K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
724New |
$13.2K - $20.1K
|
724
$10.2K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
22.9KNew |
$417K - $636K
|
22.9K
$322K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.91KNew |
$108K - $164K
|
5.91K
$83.2K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
PUT |
800New |
$14.6K - $22.2K
|
800
$11.3K
|
|