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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-171- 3.73% |
$16.2K - $25.4K
|
4.41K
$536K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4+ 40.0% |
$380 - $593
|
14
$1.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
47+ 0.48% |
$4.46K - $6.97K
|
9.9K
$1.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$285 - $445
|
2.59K
$315K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
11.4K+ 359.12% |
$1.09M - $1.7M
|
14.6K
$1.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 3.88% |
$475 - $742
|
134
$16.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
58.5K+ 230.14% |
$5.55M - $8.68M
|
83.9K
$10.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-154- 5.3% |
$14.6K - $22.8K
|
2.75K
$334K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
188K+ 1418.75% |
$17.9M - $27.9M
|
201K
$24.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
510+ 235.02% |
$48.4K - $75.7K
|
727
$88.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
403New |
$38.2K - $59.8K
|
403
$49K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.6KNew |
$152K - $237K
|
1.6K
$194K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
63New |
$5.98K - $9.35K
|
63
$7.65K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-82- 7.42% |
$7.78K - $12.2K
|
1.02K
$124K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-373- 6.36% |
$35.4K - $55.3K
|
5.49K
$667K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
58+ 14.5% |
$5.5K - $8.6K
|
458
$55.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
223+ 2.0% |
$21.2K - $33.1K
|
11.4K
$1.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
380New |
$36.1K - $56.4K
|
380
$46.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-87- 21.59% |
$8.26K - $12.9K
|
316
$38.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
487+ 55.15% |
$46.2K - $72.2K
|
1.37K
$166K
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
75.1KNew |
$7.13M - $11.1M
|
75.1K
$9.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-223- 3.2% |
$21.2K - $33.1K
|
6.74K
$819K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-92.4K- 98.98% |
$8.76M - $13.7M
|
953
$116K
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
662New |
$62.8K - $98.2K
|
662
$80.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.42KNew |
$230K - $359K
|
2.42K
$294K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1+ 11.11% |
$94.9 - $148
|
10
$1.21K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.33K- 98.52% |
$126K - $197K
|
20
$2.43K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
SELL
|
- |
-2.4K- 17.58% |
$228K - $356K
|
11.2K
$1.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-3.32K- 37.48% |
$315K - $492K
|
5.53K
$672K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
2.48KNew |
$235K - $368K
|
2.48K
$301K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.03K+ 29.74% |
$97.7K - $153K
|
4.49K
$545K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.41K- 3.64% |
$229K - $358K
|
63.8K
$7.75M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
498+ 1778.57% |
$47.3K - $73.9K
|
526
$63.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
22+ 244.44% |
$2.09K - $3.26K
|
31
$3.77K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-4.67K- 8.54% |
$443K - $693K
|
50K
$6.08M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-35- 2.31% |
$3.32K - $5.19K
|
1.48K
$180K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
44.3K+ 4.87% |
$2.83M - $5.1M
|
954K
$116M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.9K+ 60.53% |
$697K - $1.26M
|
29K
$3.52M
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-2.36K- 11.75% |
$150K - $271K
|
17.7K
$2.15M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
6.52K+ 3.73% |
$415K - $749K
|
181K
$22M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
SELL
|
- |
-76K- 84.01% |
$4.84M - $8.74M
|
14.5K
$1.76M
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
250New |
$15.9K - $28.7K
|
250
$30.4K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2New |
$127 - $230
|
2
$243
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2New |
$127 - $230
|
2
$243
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
2.15KNew |
$137K - $247K
|
2.15K
$261K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
109New |
$6.95K - $12.5K
|
109
$13.2K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-113- 62.09% |
$7.2K - $13K
|
69
$8.38K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.23K- 27.66% |
$270K - $487K
|
11.1K
$1.34M
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
CALL |
71.3KNew |
$4.54M - $8.2M
|
71.3K
$8.66M
|
|