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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
4.2KNew |
$76.6K - $117K
|
4.2K
$59.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
350New |
$6.38K - $9.73K
|
350
$4.92K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.39K- 99.5% |
$25.3K - $38.5K
|
7
$98.5
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
142KNew |
$2.97M - $5.24M
|
142K
$2M
|
|
|
May 20, 2025
Q1 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
5KNew |
$105K - $185K
|
5K
$70.4K
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
58.2KNew |
$1.22M - $2.15M
|
58.2K
$818K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
20+ 2.08% |
$418 - $739
|
980
$13.8K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
569New |
$11.9K - $21K
|
569
$8.01K
|
|
|
May 15, 2025
Q1 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
16.4KNew |
$344K - $607K
|
16.4K
$231K
|
|
|
May 15, 2025
Q1 2025
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
28.1KNew |
$588K - $1.04M
|
28.1K
$396K
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
3.47KNew |
$72.5K - $128K
|
3.47K
$48.8K
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
60K+ 6000.0% |
$1.26M - $2.22M
|
61K
$858K
|
|
|
May 15, 2025
Q1 2025
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
16.2KNew |
$339K - $599K
|
16.2K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
25.3KNew |
$530K - $935K
|
25.3K
$356K
|
|
|
May 14, 2025
Q1 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
10.1KNew |
$212K - $374K
|
10.1K
$143K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
237New |
$4.96K - $8.75K
|
237
$3.33K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-18.9K- 20.6% |
$395K - $698K
|
72.9K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.1KNew |
$233K - $411K
|
11.1K
$157K
|
|
|
May 13, 2025
Q1 2025
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
67.9KNew |
$1.42M - $2.51M
|
67.9K
$956K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
586+ 2.35% |
$12.3K - $21.6K
|
25.5K
$359K
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
18.3KNew |
$382K - $675K
|
18.3K
$257K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
711New |
$14.9K - $26.3K
|
711
$10K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
13.9KNew |
$290K - $513K
|
13.9K
$195K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
8New |
$167 - $295
|
8
$113
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-32.6K- 52.68% |
$681K - $1.2M
|
29.2K
$412K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
1.4K+ 233.33% |
$29.3K - $51.7K
|
2K
$28.1K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
16.4KNew |
$343K - $606K
|
16.4K
$231K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
40.3K+ 1185.29% |
$843K - $1.49M
|
43.7K
$615K
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
16.3KNew |
$341K - $603K
|
16.3K
$230K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
100New |
$2.09K - $3.69K
|
100
$1.41K
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
PUT |
100KNew |
$2.09M - $3.69M
|
100K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.57K- 5.28% |
$32.7K - $57.8K
|
28.1K
$395K
|
|
|
May 07, 2025
Q1 2025
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
13KNew |
$272K - $480K
|
13K
$183K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
148New |
$3.1K - $5.47K
|
148
$2.08K
|
|
|
May 06, 2025
Q1 2025
|
Angle Point Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
18.2KNew |
$381K - $672K
|
18.2K
$256K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.13K+ 7.16% |
$23.7K - $41.8K
|
17K
$239K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-35- 64.81% |
$732 - $1.29K
|
19
$267
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
CALL |
20KNew |
$418K - $739K
|
20K
$281K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
700+ 35.57% |
$14.6K - $25.9K
|
2.67K
$37.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
100New |
$2.09K - $3.69K
|
100
$1.41K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
212New |
$4.44K - $7.83K
|
212
$2.98K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
10New |
$209 - $369
|
10
$141
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
103+ 2.73% |
$2.15K - $3.8K
|
3.88K
$54.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-250- 92.59% |
$5.23K - $9.23K
|
20
$281
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
435+ 621.43% |
$9.1K - $16.1K
|
505
$7.11K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
4.15K+ 24.81% |
$86.8K - $153K
|
20.9K
$294K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-928- 7.49% |
$19.4K - $34.3K
|
11.5K
$161K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
45New |
$941 - $1.66K
|
45
$633
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$2.09K - $3.69K
|
100
$1.41K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
56+ 80.0% |
$1.27K - $2.4K
|
126
$1.77K
|
|