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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-1.28K- 26.18% |
$23.3K - $35.5K
|
3.6K
$50.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
8.61KNew |
$157K - $239K
|
8.61K
$121K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-33K- 54.37% |
$603K - $919K
|
27.7K
$390K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.4KNew |
$190K - $289K
|
10.4K
$146K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-722- 7.43% |
$13.2K - $20.1K
|
9K
$127K
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
20.7KNew |
$377K - $575K
|
20.7K
$291K
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
71.5KNew |
$1.3M - $1.99M
|
71.5K
$1.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
25New |
$456 - $695
|
25
$352
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
BUY
|
- |
55New |
$1K - $1.53K
|
55
$774
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.7K+ 14.6% |
$30.9K - $47.1K
|
13.3K
$187K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-13- 48.15% |
$237 - $361
|
14
$197
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1New |
$18.2 - $27.8
|
1
$14.1
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
12+ 24.0% |
$219 - $334
|
62
$872
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
228New |
$4.16K - $6.34K
|
228
$3.21K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-74- 5.39% |
$1.35K - $2.06K
|
1.3K
$18.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
1.11KNew |
$20.3K - $30.9K
|
1.11K
$15.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3New |
$54.7 - $83.4
|
3
$42.2
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.28K+ 7.1% |
$23.4K - $35.6K
|
19.3K
$272K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
25+ 50.0% |
$456 - $695
|
75
$1.06K
|
|
|
Aug 01, 2025
Q2 2025
|
Jennison Associates LLC
|
BUY
|
- |
17.4KNew |
$317K - $483K
|
17.4K
$244K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
100New |
$1.82K - $2.78K
|
100
$1.41K
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
10.9K+ 15.14% |
$199K - $303K
|
82.9K
$1.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
10New |
$182 - $278
|
10
$141
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.41KNew |
$44K - $67K
|
2.41K
$33.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
50New |
$912 - $1.39K
|
50
$704
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
8.16KNew |
$149K - $227K
|
8.16K
$115K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
500+ 22.73% |
$9.12K - $13.9K
|
2.7K
$38K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-100- 48.31% |
$1.82K - $2.78K
|
107
$1.51K
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
9.94K+ 114.12% |
$181K - $276K
|
18.6K
$262K
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-9.14K- 39.16% |
$167K - $254K
|
14.2K
$200K
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.83K+ 17.94% |
$33.3K - $50.7K
|
12K
$169K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.84K- 26.51% |
$70K - $107K
|
10.6K
$150K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
13.9KNew |
$253K - $386K
|
13.9K
$195K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
315New |
$5.75K - $8.76K
|
315
$4.43K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5- 27.78% |
$91.2 - $139
|
13
$183
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
3New |
$54.7 - $83.4
|
3
$42.2
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
3K+ 13.1% |
$54.7K - $83.4K
|
25.9K
$364K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$18.2 - $27.8
|
1
$14.1
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.85KNew |
$70.3K - $107K
|
3.85K
$54.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
12KNew |
$219K - $334K
|
12K
$169K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
29KNew |
$530K - $807K
|
29K
$409K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.9KNew |
$53K - $80.7K
|
2.9K
$40.9K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
100New |
$1.82K - $2.78K
|
100
$1.41K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
40New |
$730 - $1.11K
|
40
$563
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.67K+ 2.06% |
$30.4K - $46.3K
|
82.6K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-609- 99.67% |
$11.1K - $16.9K
|
2
$28.1
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-3- 33.33% |
$54.7 - $83.4
|
6
$84.4
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7New |
$128 - $195
|
7
$98.5
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
216KNew |
$3.93M - $6M
|
216K
$3.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2New |
$36.5 - $55.6
|
2
$28.1
|
|