Latest Institutional Purchases of C3.Ai, Inc. (AI)
This list provides information on the latest institutional transactions involving C3.Ai, Inc. (AI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
960New |
$21.7K - $41.2K
|
960
$27.4K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
906+ 10.35% |
$20.5K - $38.9K
|
9.66K
$275K
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
897New |
$20.3K - $38.5K
|
897
$25.6K
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
893+ 152.91% |
$20.2K - $38.3K
|
1.48K
$42.1K
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
873+ 30.1% |
$19.7K - $37.5K
|
3.77K
$108K
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
830New |
$18.8K - $35.6K
|
830
$23.7K
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
826+ 2.63% |
$18.7K - $35.5K
|
32.3K
$920K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
781+ 3.23% |
$17.7K - $33.5K
|
25K
$711K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
600New |
$13.6K - $25.8K
|
600
$17.1K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
579New |
$13.1K - $24.9K
|
579
$16.5K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
560+ 35.71% |
$12.7K - $24K
|
2.13K
$60.6K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
555+ 2.43% |
$12.5K - $23.8K
|
23.4K
$666K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
555+ 72.36% |
$12.5K - $23.8K
|
1.32K
$37.7K
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
517+ 0.44% |
$11.7K - $22.2K
|
119K
$3.4M
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
500New |
$11.3K - $21.5K
|
500
$14.3K
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
500New |
$11.3K - $21.5K
|
500
$14.3K
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
456+ 100.66% |
$10.3K - $19.6K
|
909
$25.9K
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
442New |
$9.99K - $19K
|
442
$12.6K
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
400+ 100.0% |
$9.04K - $17.2K
|
800
$22.8K
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
373+ 540.58% |
$8.43K - $16K
|
442
$12.6K
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
323+ 3.8% |
$7.3K - $13.9K
|
8.83K
$252K
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
CALL |
300New |
$6.78K - $12.9K
|
300
$8.55K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
284+ 368.83% |
$6.42K - $12.2K
|
361
$10.3K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
277+ 165.87% |
$6.26K - $11.9K
|
444
$12.7K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
270New |
$6.1K - $11.6K
|
270
$7.7K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
261+ 1.8% |
$5.9K - $11.2K
|
14.7K
$420K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
250+ 1.18% |
$5.65K - $10.7K
|
21.4K
$610K
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
219New |
$4.95K - $9.4K
|
219
$6.24K
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
200New |
$4.52K - $8.59K
|
200
$5.7K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
200+ 11.76% |
$4.52K - $8.59K
|
1.9K
$54.2K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
200New |
$4.52K - $8.59K
|
200
$5.7K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
175New |
$3.96K - $7.51K
|
175
$4.99K
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
150+ 8.92% |
$3.39K - $6.44K
|
1.83K
$52.2K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
150+ 37.5% |
$3.39K - $6.44K
|
550
$15.7K
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
149+ 0.67% |
$3.37K - $6.4K
|
22.5K
$642K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
108+ 372.41% |
$2.44K - $4.64K
|
137
$3.9K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
100+ 52.63% |
$2.26K - $4.29K
|
290
$8.27K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
100+ 5.31% |
$2.26K - $4.29K
|
1.98K
$56.5K
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
75New |
$1.7K - $3.22K
|
75
$2.14K
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
75New |
$1.7K - $3.22K
|
75
$2.14K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
60+ 32.79% |
$1.36K - $2.58K
|
243
$6.93K
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
50New |
$1.13K - $2.15K
|
50
$1.43K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
50+ 250.0% |
$1.13K - $2.15K
|
70
$2K
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
37+ 0.07% |
$836 - $1.59K
|
50.2K
$1.43M
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
33New |
$746 - $1.42K
|
33
$941
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
32+ 123.08% |
$723 - $1.37K
|
58
$1.65K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
29+ 30.85% |
$655 - $1.25K
|
123
$3.51K
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
28+ 33.33% |
$633 - $1.2K
|
112
$3.19K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 33.33% |
$565 - $1.07K
|
100
$2.85K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
20+ 58.82% |
$452 - $859
|
54
$1.54K
|