Latest Institutional Transactions on Twilio Inc (TWLO)
This table provides information on the latest institutional transactions involving Twilio Inc (TWLO) 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 |
---|---|---|---|---|---|---|---|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.98K- 19.69% |
$126K - $227K
|
8.07K
$925K
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
2.35KNew |
$150K - $270K
|
2.35K
$269K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
68+ 115.25% |
$4.33K - $7.82K
|
127
$14.6K
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-475- 24.05% |
$30.3K - $54.6K
|
1.5K
$172K
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.09K+ 15.73% |
$197K - $355K
|
22.7K
$2.61M
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
11KNew |
$699K - $1.26M
|
11K
$1.26M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
237+ 4.31% |
$15.1K - $27.2K
|
5.73K
$657K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.46KNew |
$221K - $398K
|
3.46K
$397K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-15- 2.12% |
$956 - $1.72K
|
694
$79.6K
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-4.25K- 6.54% |
$271K - $488K
|
60.7K
$6.96M
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
20New |
$1.27K - $2.3K
|
20
$2.29K
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
CALL |
2KNew |
$127K - $230K
|
2K
$229K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2KNew |
$127K - $230K
|
2K
$229K
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
9.66KNew |
$615K - $1.11M
|
9.66K
$1.11M
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.64KNew |
$232K - $418K
|
3.64K
$417K
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.29KNew |
$146K - $263K
|
2.29K
$262K
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.96KNew |
$444K - $800K
|
6.96K
$798K
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
5.57K+ 72.42% |
$355K - $641K
|
13.3K
$1.52M
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.35KNew |
$86.1K - $155K
|
1.35K
$155K
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 12.5% |
$63.7 - $115
|
9
$1.03K
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
208+ 2.36% |
$13.3K - $23.9K
|
9.03K
$1.03M
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.5KNew |
$159K - $287K
|
2.5K
$287K
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2.18K+ 7.1% |
$139K - $251K
|
32.9K
$3.78M
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.19KNew |
$203K - $366K
|
3.19K
$365K
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
13.6KNew |
$870K - $1.57M
|
13.6K
$1.56M
|
|
Jan 13, 2025
Q4 2024
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-1.1K- 11.01% |
$69.8K - $126K
|
8.85K
$1.01M
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
2.22KNew |
$142K - $255K
|
2.22K
$255K
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2.15KNew |
$137K - $247K
|
2.15K
$246K
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
7.81KNew |
$498K - $898K
|
7.81K
$896K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
8+ 0.12% |
$510 - $920
|
6.42K
$736K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 12.0% |
$191 - $345
|
28
$3.21K
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.61K- 2.37% |
$103K - $185K
|
66.2K
$7.59M
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.59KNew |
$165K - $298K
|
2.59K
$297K
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
2.16KNew |
$137K - $248K
|
2.16K
$247K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9New |
$574 - $1.03K
|
9
$1.03K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
290+ 1.98% |
$18.5K - $33.3K
|
14.9K
$1.71M
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
97New |
$6.18K - $11.2K
|
97
$11.1K
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2.5KNew |
$159K - $288K
|
2.5K
$287K
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-43- 22.28% |
$2.74K - $4.94K
|
150
$17.2K
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1- 4.35% |
$63.7 - $115
|
22
$2.52K
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
46New |
$2.93K - $5.29K
|
46
$5.27K
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-2.44K- 4.27% |
$155K - $280K
|
54.7K
$6.27M
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-2.66K- 13.48% |
$170K - $306K
|
17.1K
$1.96M
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
31.3KNew |
$1.99M - $3.6M
|
31.3K
$3.59M
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
2New |
$127 - $230
|
2
$229
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
4.32KNew |
$275K - $497K
|
4.32K
$495K
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-83- 35.62% |
$5.29K - $9.54K
|
150
$17.2K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
484+ 70.97% |
$30.8K - $55.6K
|
1.17K
$134K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
170+ 25.04% |
$10.8K - $19.5K
|
849
$97.3K
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
30.1K+ 9.05% |
$1.69M - $1.96M
|
363K
$41.6M
|