Purchases and Sales Made in Q4 2025 in C3.Ai, Inc. (AI)
This table provides information about the institutional ownership of C3.Ai, Inc. (AI) during Q4 2025. The information is specifically focused on institutions that hold shares of C3.ai, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
206K+ 114.98% |
$2.89M - $4.04M
|
384K
$5.41M
|
|
|
Jan 21, 2026
Q4 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
74.6KNew |
$1.05M - $1.47M
|
74.6K
$1.05M
|
|
|
Jan 21, 2026
Q4 2025
|
Cane Capital Partners, LLC
St Francisville, LA |
BUY
|
- |
36.8KNew |
$518K - $723K
|
36.8K
$518K
|
|
|
Jan 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
15K+ 150.0% |
$211K - $295K
|
25K
$352K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
11.1K+ 52.35% |
$157K - $219K
|
32.4K
$456K
|
|
|
Jan 14, 2026
Q4 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
6.4K+ 2.97% |
$90.1K - $126K
|
222K
$3.12M
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2.5KNew |
$35.2K - $49.2K
|
2.5K
$35.2K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.1K+ 9.84% |
$15.4K - $21.5K
|
12.2K
$172K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
852+ 66.1% |
$12K - $16.8K
|
2.14K
$30.1K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
501+ 109.15% |
$7.05K - $9.85K
|
960
$13.5K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
368+ 115.0% |
$5.18K - $7.23K
|
688
$9.68K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
213+ 12.89% |
$3K - $4.19K
|
1.87K
$26.2K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
205New |
$2.88K - $4.03K
|
205
$2.88K
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
113New |
$1.59K - $2.22K
|
113
$1.59K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
100New |
$1.41K - $1.97K
|
100
$1.41K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
86+ 34.13% |
$1.21K - $1.69K
|
338
$4.76K
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
46+ 176.92% |
$647 - $904
|
72
$1.01K
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
28New |
$394 - $550
|
28
$394
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9New |
$127 - $177
|
9
$127
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6New |
$84.4 - $118
|
6
$84.4
|
|
|
Jan 23, 2026
Q4 2025
|
Tfc Financial Management
|
BUY
|
- |
1New |
$14.1 - $19.7
|
1
$14.1
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-25- 7.69% |
$352 - $492
|
300
$4.22K
|
|
|
Jan 21, 2026
Q4 2025
|
Mayport, LLC
|
SELL
|
- |
-150- 1.36% |
$2.11K - $2.95K
|
10.8K
$153K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-235- 87.04% |
$3.31K - $4.62K
|
35
$492
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-349- 7.12% |
$4.91K - $6.86K
|
4.55K
$64K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-725- 6.69% |
$10.2K - $14.3K
|
10.1K
$142K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-764- 32.29% |
$10.7K - $15K
|
1.6K
$22.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.36K- 7.59% |
$19.1K - $26.8K
|
16.6K
$233K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.55K- 7.61% |
$21.8K - $30.5K
|
18.8K
$265K
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.56K- 13.13% |
$21.9K - $30.6K
|
10.3K
$145K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.17K- 31.43% |
$30.5K - $42.7K
|
4.74K
$66.6K
|
|
|
Jan 22, 2026
Q4 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-13K- 26.4% |
$183K - $256K
|
36.2K
$510K
|
|